IBTJ iShares iBonds Dec 2029 Term Treasury ETF
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机构持有人 (13F) 228 家申报者 · $962.8M 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 |
|---|---|---|---|---|
| 19 (-8 与上一季度对比) | 18 (+11 与上一季度对比) | 107 (-6 与上一季度对比) | 47 (+9 与上一季度对比) | +3.7M |
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 | $74542113 | 3443053 | 7.74% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $55869838 | 2580593 | 5.80% | 股份 |
| Brookstone Capital Management | $36823380 | 1700849 | 3.82% | 股份 |
| TRUE Private Wealth Advisors | $36154841 | 1669970 | 3.76% | 股份 |
| Financial Advisory Corp | $34606628 | 1598459 | 3.59% | 股份 |
| Asset Advisors Investment Management, LLC | $29026480 | 1340715 | 3.01% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $28046960 | 1295472 | 2.91% | 股份 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $27556560 | 1273661 | 2.86% | 股份 |
| BlackRock, Inc. | $26430645 | 1220815 | 2.75% | 股份 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $24138560 | 1114945 | 2.51% | 股份 |
| AMERIPRISE FINANCIAL INC | $22425577 | 1036391 | 2.33% | 股份 |
| ATWOOD & PALMER INC | $20756432 | 958727 | 2.16% | 股份 |
| UBS Group AG | $20300729 | 937678 | 2.11% | 股份 |
| Integrated Wealth Concepts LLC | $19948993 | 921429 | 2.07% | 股份 |
| WELLS FARGO & COMPANY/MN | $17775300 | 821030 | 1.85% | 股份 |
| Journey Advisory Group, LLC | $17509156 | 808737 | 1.82% | 股份 |
| COMMONWEALTH EQUITY SERVICES, LLC | $17118207 | 790679 | 1.78% | 股份 |
| Arax Advisory Partners | $16928439 | 781914 | 1.76% | 股份 |
| HM PAYSON & CO | $16714635 | 772039 | 1.74% | 股份 |
| CWM, LLC | $16527834 | 756665 | 1.72% | 股份 |
| Denver PWM, LLC | $14786473 | 685352 | 1.54% | 股份 |
| MKT Advisors LLC | $14274094 | 661757 | 1.48% | 股份 |
| LPL Financial LLC | $13874185 | 640840 | 1.44% | 股份 |
| Merit Financial Group, LLC | $12735821 | 588260 | 1.32% | 股份 |
| Wealth Management Strategies, Inc. | $12504497 | 577575 | 1.30% | 股份 |
| Krilogy Financial LLC | $12173424 | 562283 | 1.26% | 股份 |
| Legacy Private Trust Co. | $11953333 | 552117 | 1.24% | 股份 |
| Stratos Wealth Partners, LTD. | $11549271 | 533453 | 1.20% | 股份 |
| Probity Advisors, Inc. | $11485126 | 530491 | 1.19% | 股份 |
| SHELTON WEALTH MANAGEMENT, LLC | $10851218 | 501211 | 1.13% | 股份 |
| NewEdge Advisors, LLC | $10824498 | 499976 | 1.12% | 股份 |
| ES4, LLC | $10605487 | 457923 | 1.10% | 股份 |
| Heartwood Wealth Advisors LLC | $9661399 | 446254 | 1.00% | 股份 |
| Waycross Investment Management Co | $9594695 | 443173 | 1.00% | 股份 |
| EIGHT 31 FINANCIAL, LLC | $9451589 | 436563 | 0.98% | 股份 |
| D.A. DAVIDSON & CO. | $8287577 | 382798 | 0.86% | 股份 |
| Robertson Stephens Wealth Management, LLC | $8078579 | 373145 | 0.84% | 股份 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7015199 | 324028 | 0.73% | 股份 |
| SPRENG CAPITAL MANAGEMENT, INC. | $6982493 | 322517 | 0.73% | 股份 |
| FORONJY FINANCIAL LLC | $6832107 | 315571 | 0.71% | 股份 |
| FAGAN ASSOCIATES, INC. | $6369770 | 294216 | 0.66% | 股份 |
| OSAIC HOLDINGS, INC. | $6262111 | 289073 | 0.65% | 股份 |
| STIFEL FINANCIAL CORP | $5972878 | 275882 | 0.62% | 股份 |
| CENTRAL TRUST Co | $5857213 | 270541 | 0.61% | 股份 |
| REBALANCE, LLC | $5854912 | 270435 | 0.61% | 股份 |
| Baird Financial Group, Inc. | $5618067 | 259495 | 0.58% | 股份 |
| Stockman Wealth Management, Inc. | $5541066 | 255938 | 0.58% | 股份 |
| Baltimore-Washington Financial Advisors, Inc. | $5493233 | 253729 | 0.57% | 股份 |
| Asset Dedication, LLC | $5365477 | 247828 | 0.56% | 股份 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5146638 | 237720 | 0.53% | 股份 |
| Belpointe Asset Management LLC | $4810023 | 222170 | 0.50% | 股份 |
| Accretive Wealth Partners, LLC | $4371893 | 201935 | 0.45% | 股份 |
| Portland Global Advisors LLC | $3873986 | 178937 | 0.40% | 股份 |
| Financial Engines Advisors L.L.C. | $3872097 | 178850 | 0.40% | 股份 |
| HOWLAND CAPITAL MANAGEMENT LLC | $3817588 | 176332 | 0.40% | 股份 |
| Northstar Group, Inc. | $3701869 | 170987 | 0.38% | 股份 |
| SIGNATUREFD, LLC | $3658525 | 168985 | 0.38% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $3636399 | 167963 | 0.38% | 股份 |
| ROYAL BANK OF CANADA | $3545000 | 163726 | 0.37% | 股份 |
| Parallel Advisors, LLC | $3456649 | 159660 | 0.36% | 股份 |
| MV CAPITAL MANAGEMENT, INC. | $3090711 | 142758 | 0.32% | 股份 |
| SCS Capital Management LLC | $2870140 | 132570 | 0.30% | 股份 |
| Cetera Investment Advisers | $2835548 | 130972 | 0.29% | 股份 |
| Sanctuary Advisors, LLC | $2681679 | 123865 | 0.28% | 股份 |
| Apella Capital, LLC | $2667138 | 123650 | 0.28% | 股份 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2545369 | 117569 | 0.26% | 股份 |
| Hughes Financial Services, LLC | $2226356 | 102834 | 0.23% | 股份 |
| Valmark Advisers, Inc. | $2192387 | 101265 | 0.23% | 股份 |
| TITLEIST ASSET MANAGEMENT, LLC | $2153829 | 99482 | 0.22% | 股份 |
| HighTower Advisors, LLC | $1829867 | 84520 | 0.19% | 股份 |
| Leo Wealth, LLC | $1800642 | 82436 | 0.19% | 股份 |
| Atria Investments, Inc | $1775368 | 82003 | 0.18% | 股份 |
| Allworth Financial LP | $1712927 | 79119 | 0.18% | 股份 |
| Midwest Professional Planners, LTD. | $1661075 | 76724 | 0.17% | 股份 |
| Associated Banc-Corp | $1499110 | 69243 | 0.16% | 股份 |
| SUMMITPOINT CAPITAL MANAGEMENT | $1452276 | 67080 | 0.15% | 股份 |
| IFP Advisors, Inc | $1439357 | 66483 | 0.15% | 股份 |
| CAPTRUST FINANCIAL ADVISORS | $1425826 | 65858 | 0.15% | 股份 |
| Reliant Wealth Planning | $1327469 | 61315 | 0.14% | 股份 |
| JIM SAULNIER & ASSOCIATES, LLC | $1317177 | 60840 | 0.14% | 股份 |
| GOLDMAN SACHS GROUP INC | $1301187 | 60101 | 0.14% | 股份 |
| KING LUTHER CAPITAL MANAGEMENT CORP | $1290557 | 59610 | 0.13% | 股份 |
| Foundry Financial Group, Inc. | $1289193 | 59547 | 0.13% | 股份 |
| Montecito Bank & Trust | $1288327 | 59507 | 0.13% | 股份 |
| BIP Wealth, LLC | $1253553 | 57901 | 0.13% | 股份 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | $1223334 | 56505 | 0.13% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1075875 | 49694 | 0.11% | 股份 |
| Snowden Capital Advisors LLC | $943040 | 43558 | 0.10% | 股份 |
| Cerity Partners LLC | $926393 | 42790 | 0.10% | 股份 |
| MOULTON WEALTH MANAGEMENT, INC | $914733 | 42408 | 0.10% | 股份 |
| KFG WEALTH MANAGEMENT, LLC | $897177 | 41440 | 0.09% | 股份 |
| Atlantic Private Wealth, LLC | $890226 | 41119 | 0.09% | 股份 |
| Compass Ion Advisors, LLC | $824673 | 38091 | 0.09% | 股份 |
| DUNCKER STREETT & CO INC | $817078 | 37740 | 0.08% | 股份 |
| Great Diamond Partners, LLC | $802674 | 37075 | 0.08% | 股份 |
| KOM Wealth Management Group, LLC | $771510 | 35636 | 0.08% | 股份 |
| Chris Bulman Inc | $770550 | 35591 | 0.08% | 股份 |
| Capital Investment Advisors, LLC | $720295 | 33270 | 0.07% | 股份 |
| BENJAMIN EDWARDS INC | $711429 | 32860 | 0.07% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $702543 | 32450 | 0.07% | 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 | — | — | 2026年8月18日 | 每日 |