IBTH iShares iBonds Dec 2027 Term Treasury ETF
该股票代码尚无基本面数据。
机构持有人 (13F) 335 家申报者 · $1.7B 总计 · 截至 2026年6月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 20 (-18 与上一季度对比) | 16 (+1 与上一季度对比) | 150 (-4 与上一季度对比) | 68 (0 与上一季度对比) | +3.1M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| HM PAYSON & CO | $126983983 | 5676530 | 7.32% | 股份 |
| MORGAN STANLEY | $85539953 | 3823869 | 4.93% | 股份 |
| NorthCoast Asset Management LLC | $72922944 | 3259854 | 4.20% | 股份 |
| GLOBALT Investments LLC / GA | $65837278 | 2943106 | 3.79% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $60147626 | 2688763 | 3.47% | 股份 |
| Integrated Wealth Concepts LLC | $54375764 | 2430739 | 3.13% | 股份 |
| NewEdge Advisors, LLC | $45633663 | 2039948 | 2.63% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $45280435 | 2024159 | 2.61% | 股份 |
| LPL Financial LLC | $42994686 | 1921980 | 2.48% | 股份 |
| UBS Group AG | $37915137 | 1694910 | 2.19% | 股份 |
| Brookstone Capital Management | $37355856 | 1669909 | 2.15% | 股份 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35095933 | 1569360 | 2.02% | 股份 |
| Arax Advisory Partners | $34888298 | 1559602 | 2.01% | 股份 |
| Stratos Wealth Advisors, LLC | $34630419 | 1548074 | 2.00% | 股份 |
| WELLS FARGO & COMPANY/MN | $33539341 | 1499300 | 1.93% | 股份 |
| Connecticut Wealth Management, LLC | $32077976 | 1433973 | 1.85% | 股份 |
| Financial Advisory Corp | $29795680 | 1331948 | 1.72% | 股份 |
| Focus Partners Wealth | $27156915 | 1213988 | 1.57% | 股份 |
| Obsidian Personal Planning Solutions LLC | $26534402 | 1178521 | 1.53% | 股份 |
| BlackRock, Inc. | $26455277 | 1182623 | 1.52% | 股份 |
| Stratos Wealth Partners, LTD. | $24059620 | 1075530 | 1.39% | 股份 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21942062 | 980870 | 1.26% | 股份 |
| Capital Investment Advisors, LLC | $19938516 | 891306 | 1.15% | 股份 |
| Journey Advisory Group, LLC | $19092121 | 853470 | 1.10% | 股份 |
| Carnegie Investment Counsel | $18808450 | 840789 | 1.08% | 股份 |
| MKT Advisors LLC | $18754955 | 840464 | 1.08% | 股份 |
| Fulton Bank, N.A. | $18586271 | 830857 | 1.07% | 股份 |
| OneAscent Financial Services LLC | $18535738 | 828598 | 1.07% | 股份 |
| Denver PWM, LLC | $18360006 | 820926 | 1.06% | 股份 |
| Asset Advisors Investment Management, LLC | $16768574 | 749601 | 0.97% | 股份 |
| TITLEIST ASSET MANAGEMENT, LLC | $16376272 | 732064 | 0.94% | 股份 |
| Merit Financial Group, LLC | $15936053 | 712385 | 0.92% | 股份 |
| BIP Wealth, LLC | $14900487 | 666092 | 0.86% | 股份 |
| Krilogy Financial LLC | $14031625 | 627252 | 0.81% | 股份 |
| MV CAPITAL MANAGEMENT, INC. | $13490901 | 603080 | 0.78% | 股份 |
| OSAIC HOLDINGS, INC. | $13411575 | 599352 | 0.77% | 股份 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13118216 | 586420 | 0.76% | 股份 |
| Wealth Management Strategies, Inc. | $12632757 | 564719 | 0.73% | 股份 |
| CWM, LLC | $12612944 | 562325 | 0.73% | 股份 |
| ROYAL BANK OF CANADA | $11821000 | 528441 | 0.68% | 股份 |
| Sanctuary Advisors, LLC | $11198088 | 500585 | 0.65% | 股份 |
| SHELTON WEALTH MANAGEMENT, LLC | $10891416 | 486876 | 0.63% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $10349451 | 462649 | 0.60% | 股份 |
| McGuire Investment Group, LLC | $10090391 | 451068 | 0.58% | 股份 |
| Apella Capital, LLC | $9837401 | 440843 | 0.57% | 股份 |
| Baird Financial Group, Inc. | $9469109 | 423295 | 0.55% | 股份 |
| CHATHAM CAPITAL GROUP, INC. | $9181446 | 410436 | 0.53% | 股份 |
| COMMONWEALTH EQUITY SERVICES, LLC | $8979477 | 401407 | 0.52% | 股份 |
| Delta Wealth Advisors LLC | $8414952 | 376171 | 0.48% | 股份 |
| Hilltop Holdings Inc. | $8397124 | 375375 | 0.48% | 股份 |
| EIGHT 31 FINANCIAL, LLC | $8137043 | 363748 | 0.47% | 股份 |
| Northstar Group, Inc. | $7775520 | 347587 | 0.45% | 股份 |
| Financial Engines Advisors L.L.C. | $7513894 | 335892 | 0.43% | 股份 |
| Global Retirement Partners, LLC | $7453954 | 333212 | 0.43% | 股份 |
| AMERIPRISE FINANCIAL INC | $7279651 | 325758 | 0.42% | 股份 |
| Flavin Financial Services, Inc. | $7215801 | 322566 | 0.42% | 股份 |
| Midwest Professional Planners, LTD. | $7002925 | 313050 | 0.40% | 股份 |
| REBALANCE, LLC | $6703307 | 299656 | 0.39% | 股份 |
| FAGAN ASSOCIATES, INC. | $6690352 | 299077 | 0.39% | 股份 |
| STIFEL FINANCIAL CORP | $6367699 | 284653 | 0.37% | 股份 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $5812358 | 259828 | 0.33% | 股份 |
| Asset Dedication, LLC | $5810763 | 259757 | 0.33% | 股份 |
| TRUIST FINANCIAL CORP | $5407850 | 241746 | 0.31% | 股份 |
| Stockman Wealth Management, Inc. | $5245170 | 234473 | 0.30% | 股份 |
| Belpointe Asset Management LLC | $5084913 | 227308 | 0.29% | 股份 |
| D.A. DAVIDSON & CO. | $5020678 | 224438 | 0.29% | 股份 |
| BANK OF AMERICA CORP /DE/ | $5001485 | 223580 | 0.29% | 股份 |
| TRUE Private Wealth Advisors | $4967298 | 222052 | 0.29% | 股份 |
| CAPTRUST FINANCIAL ADVISORS | $4520746 | 202090 | 0.26% | 股份 |
| Parkside Financial Bank & Trust | $4492976 | 200311 | 0.26% | 股份 |
| Atlantic Private Wealth, LLC | $4422520 | 197699 | 0.25% | 股份 |
| Accretive Wealth Partners, LLC | $4369040 | 195308 | 0.25% | 股份 |
| Cetera Investment Advisers | $4204841 | 187968 | 0.24% | 股份 |
| Valmark Advisers, Inc. | $3958125 | 176939 | 0.23% | 股份 |
| Portland Global Advisors LLC | $3880367 | 173463 | 0.22% | 股份 |
| Legacy Private Trust Co. | $3823659 | 170928 | 0.22% | 股份 |
| HighTower Advisors, LLC | $3715007 | 166071 | 0.21% | 股份 |
| CENTRAL TRUST Co | $3606932 | 161240 | 0.21% | 股份 |
| SIGNATUREFD, LLC | $3548016 | 158606 | 0.20% | 股份 |
| Lantz Financial LLC | $3434560 | 153534 | 0.20% | 股份 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3406686 | 152629 | 0.20% | 股份 |
| Ashton Thomas Private Wealth, LLC | $3337447 | 149193 | 0.19% | 股份 |
| Old Port Advisors | $3294366 | 147267 | 0.19% | 股份 |
| Allworth Financial LP | $3294050 | 147253 | 0.19% | 股份 |
| HOWLAND CAPITAL MANAGEMENT LLC | $3175646 | 141960 | 0.18% | 股份 |
| Cornerstone Planning, LLC | $3150477 | 140835 | 0.18% | 股份 |
| Gradient Investments LLC | $3118697 | 139414 | 0.18% | 股份 |
| MAI Capital Management | $3020904 | 135043 | 0.17% | 股份 |
| Hobbs Group Advisors, LLC | $3001249 | 134164 | 0.17% | 股份 |
| Wealthspire Advisors, LLC | $2991734 | 133738 | 0.17% | 股份 |
| Parallel Advisors, LLC | $2976405 | 133053 | 0.17% | 股份 |
| SCS Capital Management LLC | $2890234 | 129201 | 0.17% | 股份 |
| SEI INVESTMENTS CO | $2715159 | 121375 | 0.16% | 股份 |
| Atria Investments, Inc | $2682331 | 119908 | 0.15% | 股份 |
| Centennial Advisors, LLC | $2640148 | 118022 | 0.15% | 股份 |
| Hughes Financial Services, LLC | $2302231 | 102916 | 0.13% | 股份 |
| KOM Wealth Management Group, LLC | $2297316 | 102696 | 0.13% | 股份 |
| TFR Capital, LLC. | $2290777 | 102404 | 0.13% | 股份 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $2248610 | 100519 | 0.13% | 股份 |
| JIM SAULNIER & ASSOCIATES, LLC | $2207123 | 98664 | 0.13% | 股份 |
ETF持仓 由 1 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| LDRT · iShares Trust | 20.05% | 1892959 PA | 2026年8月8日 | 每日 |