IBTI iShares iBonds Dec 2028 Term Treasury ETF
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机构持有人 (13F) 276 家申报者 · $1.4B 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 |
|---|---|---|---|---|
| 24 (-13 与上一季度对比) | 13 (+1 与上一季度对比) | 142 (+4 与上一季度对比) | 46 (+1 与上一季度对比) | +6.3M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | $76852520 | 3471206 | 5.42% | 股份 |
| Focus Partners Wealth | $75873074 | 3426968 | 5.35% | 股份 |
| Stratos Wealth Advisors, LLC | $61307478 | 2769082 | 4.32% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $58402886 | 2637890 | 4.12% | 股份 |
| Arax Advisory Partners | $41828881 | 1889290 | 2.95% | 股份 |
| Integrated Wealth Concepts LLC | $37195047 | 1679990 | 2.62% | 股份 |
| BANK OF AMERICA CORP /DE/ | $33272229 | 1502811 | 2.35% | 股份 |
| BAILARD, INC. | $31875489 | 1439724 | 2.25% | 股份 |
| UBS Group AG | $30573215 | 1380904 | 2.16% | 股份 |
| Brookstone Capital Management | $30405180 | 1373314 | 2.14% | 股份 |
| Financial Advisory Corp | $29826977 | 1347199 | 2.10% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $29672791 | 1340234 | 2.09% | 股份 |
| Heartwood Wealth Advisors LLC | $28918604 | 1306170 | 2.04% | 股份 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27981282 | 1264630 | 1.97% | 股份 |
| Asset Advisors Investment Management, LLC | $26911369 | 1215509 | 1.90% | 股份 |
| BlackRock, Inc. | $26437285 | 1194096 | 1.86% | 股份 |
| LPL Financial LLC | $24579526 | 1110186 | 1.73% | 股份 |
| Stratos Wealth Partners, LTD. | $23022377 | 1039854 | 1.62% | 股份 |
| HM PAYSON & CO | $22115478 | 998892 | 1.56% | 股份 |
| WELLS FARGO & COMPANY/MN | $21663990 | 978500 | 1.53% | 股份 |
| ATWOOD & PALMER INC | $21240651 | 959379 | 1.50% | 股份 |
| Horizon Advisory Services, Inc. | $20430016 | 922765 | 1.44% | 股份 |
| Journey Advisory Group, LLC | $19455340 | 878742 | 1.37% | 股份 |
| MKT Advisors LLC | $18570118 | 841610 | 1.31% | 股份 |
| Baltimore-Washington Financial Advisors, Inc. | $18371396 | 829783 | 1.30% | 股份 |
| AMERIPRISE FINANCIAL INC | $17749188 | 802164 | 1.25% | 股份 |
| OneAscent Financial Services LLC | $17172307 | 775624 | 1.21% | 股份 |
| CWM, LLC | $16719002 | 750303 | 1.18% | 股份 |
| Denver PWM, LLC | $16238089 | 734257 | 1.15% | 股份 |
| MOSELEY INVESTMENT MANAGEMENT INC | $16046413 | 720119 | 1.13% | 股份 |
| Denver PWM, LLC | $14772713 | 665587 | 1.04% | 股份 |
| Krilogy Financial LLC | $14235253 | 642965 | 1.00% | 股份 |
| Legacy Private Trust Co. | $12783348 | 577387 | 0.90% | 股份 |
| STIFEL FINANCIAL CORP | $12340578 | 557388 | 0.87% | 股份 |
| COMMONWEALTH EQUITY SERVICES, LLC | $12110893 | 547014 | 0.85% | 股份 |
| Scissortail Wealth Management, LLC | $11652249 | 526299 | 0.82% | 股份 |
| Trust Co | $11341240 | 508964 | 0.80% | 股份 |
| Wealth Management Strategies, Inc. | $11210182 | 506332 | 0.79% | 股份 |
| ROYAL BANK OF CANADA | $10990000 | 496384 | 0.77% | 股份 |
| SHELTON WEALTH MANAGEMENT, LLC | $10870253 | 490978 | 0.77% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $10828298 | 489083 | 0.76% | 股份 |
| BIP Wealth, LLC | $10805950 | 488074 | 0.76% | 股份 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $10340753 | 467062 | 0.73% | 股份 |
| Carmel Capital Partners, LLC | $10041907 | 453564 | 0.71% | 股份 |
| EIGHT 31 FINANCIAL, LLC | $9486238 | 428466 | 0.67% | 股份 |
| MV CAPITAL MANAGEMENT, INC. | $9392856 | 424248 | 0.66% | 股份 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8837305 | 399155 | 0.62% | 股份 |
| TITLEIST ASSET MANAGEMENT, LLC | $8814349 | 398119 | 0.62% | 股份 |
| NewEdge Advisors, LLC | $8686426 | 392340 | 0.61% | 股份 |
| OSAIC HOLDINGS, INC. | $8397470 | 379111 | 0.59% | 股份 |
| Snowden Capital Advisors LLC | $8388009 | 378862 | 0.59% | 股份 |
| D.A. DAVIDSON & CO. | $7736402 | 349431 | 0.55% | 股份 |
| Northstar Group, Inc. | $7718868 | 348639 | 0.54% | 股份 |
| Baird Financial Group, Inc. | $6950720 | 313944 | 0.49% | 股份 |
| Financial Engines Advisors L.L.C. | $6659313 | 300782 | 0.47% | 股份 |
| REBALANCE, LLC | $6596308 | 297936 | 0.47% | 股份 |
| CENTRAL TRUST Co | $6491687 | 293211 | 0.46% | 股份 |
| Old Port Advisors | $5961114 | 269246 | 0.42% | 股份 |
| Asset Dedication, LLC | $5519259 | 249289 | 0.39% | 股份 |
| Pineridge Advisors LLC | $5297051 | 236634 | 0.37% | 股份 |
| Stockman Wealth Management, Inc. | $5093604 | 230063 | 0.36% | 股份 |
| FCA CORP /TX | $5056119 | 228370 | 0.36% | 股份 |
| Apella Capital, LLC | $4800917 | 217581 | 0.34% | 股份 |
| Global Retirement Partners, LLC | $4719596 | 213171 | 0.33% | 股份 |
| IFP Advisors, Inc | $4657857 | 210382 | 0.33% | 股份 |
| OAK FAMILY ADVISORS, LLC | $4413520 | 199346 | 0.31% | 股份 |
| Accretive Wealth Partners, LLC | $4393860 | 198458 | 0.31% | 股份 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4232056 | 191149 | 0.30% | 股份 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $4065280 | 183617 | 0.29% | 股份 |
| SIGNATUREFD, LLC | $3984314 | 179960 | 0.28% | 股份 |
| Portland Global Advisors LLC | $3884662 | 175459 | 0.27% | 股份 |
| Belpointe Asset Management LLC | $3858376 | 174270 | 0.27% | 股份 |
| HOWLAND CAPITAL MANAGEMENT LLC | $3669860 | 165757 | 0.26% | 股份 |
| Atlantic Private Wealth, LLC | $3658475 | 165243 | 0.26% | 股份 |
| Sanctuary Advisors, LLC | $3494158 | 157821 | 0.25% | 股份 |
| Lantz Financial LLC | $3456335 | 156113 | 0.24% | 股份 |
| Midwest Professional Planners, LTD. | $3451759 | 155906 | 0.24% | 股份 |
| Parallel Advisors, LLC | $3411182 | 154073 | 0.24% | 股份 |
| CHATHAM CAPITAL GROUP, INC. | $3306941 | 149365 | 0.23% | 股份 |
| Ashton Thomas Private Wealth, LLC | $3303487 | 149209 | 0.23% | 股份 |
| Cornerstone Planning, LLC | $3080560 | 139140 | 0.22% | 股份 |
| Probity Advisors, Inc. | $3059862 | 138205 | 0.22% | 股份 |
| Allworth Financial LP | $3047928 | 137666 | 0.21% | 股份 |
| SCS Capital Management LLC | $2875766 | 129890 | 0.20% | 股份 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2785823 | 126255 | 0.20% | 股份 |
| JIM SAULNIER & ASSOCIATES, LLC | $2770883 | 125153 | 0.20% | 股份 |
| Cetera Investment Advisers | $2694944 | 121723 | 0.19% | 股份 |
| Atria Investments, Inc | $2671052 | 120644 | 0.19% | 股份 |
| Capital Investment Advisors, LLC | $2653012 | 119829 | 0.19% | 股份 |
| CAPTRUST FINANCIAL ADVISORS | $2533937 | 114451 | 0.18% | 股份 |
| Astra Wealth Partners LLC | $2523783 | 113992 | 0.18% | 股份 |
| Penobscot Investment Management Company, Inc. | $2357135 | 106465 | 0.17% | 股份 |
| TRANSCEND CAPITAL ADVISORS, LLC | $2350156 | 106150 | 0.17% | 股份 |
| Valmark Advisers, Inc. | $2340464 | 105712 | 0.17% | 股份 |
| Hughes Financial Services, LLC | $2284649 | 103191 | 0.16% | 股份 |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2135624 | 96460 | 0.15% | 股份 |
| Reliant Wealth Planning | $2128517 | 96139 | 0.15% | 股份 |
| Leo Wealth, LLC | $2036512 | 91393 | 0.14% | 股份 |
| Essential Planning, LLC. | $2025190 | 91472 | 0.14% | 股份 |
| TFR Capital, LLC. | $1987663 | 89777 | 0.14% | 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 | 20.02% | 1912702 PA | 2026年8月8日 | 每日 |