IBTK iShares iBonds Dec 2030 Term Treasury ETF
该股票代码尚无基本面数据。
机构持有人 (13F) 190 家申报者 · $629.8M 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 |
|---|---|---|---|---|
| 21 (-6 与上一季度对比) | 13 (+3 与上一季度对比) | 94 (+4 与上一季度对比) | 25 (-2 与上一季度对比) | +2.9M |
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $55921702 | 2861909 | 8.88% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $27027518 | 1383189 | 4.29% | 股份 |
| TITLEIST ASSET MANAGEMENT, LLC | $26844124 | 1373804 | 4.26% | 股份 |
| BlackRock, Inc. | $26420620 | 1352130 | 4.20% | 股份 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $26197674 | 1341750 | 4.16% | 股份 |
| MML INVESTORS SERVICES, LLC | $20684542 | 1058574 | 3.28% | 股份 |
| D.A. DAVIDSON & CO. | $19736045 | 1010033 | 3.13% | 股份 |
| HM PAYSON & CO | $19068705 | 975880 | 3.03% | 股份 |
| Journey Advisory Group, LLC | $17640419 | 902785 | 2.80% | 股份 |
| CWM, LLC | $16495326 | 836477 | 2.62% | 股份 |
| WELLS FARGO & COMPANY/MN | $16035423 | 820646 | 2.55% | 股份 |
| AMERIPRISE FINANCIAL INC | $13850919 | 709148 | 2.20% | 股份 |
| MKT Advisors LLC | $13848629 | 712012 | 2.20% | 股份 |
| Denver PWM, LLC | $13636862 | 694518 | 2.17% | 股份 |
| Wealth Management Strategies, Inc. | $13421477 | 686872 | 2.13% | 股份 |
| UBS Group AG | $13001388 | 665373 | 2.06% | 股份 |
| Probity Advisors, Inc. | $11748762 | 601267 | 1.87% | 股份 |
| Legacy Private Trust Co. | $11209179 | 573653 | 1.78% | 股份 |
| SHELTON WEALTH MANAGEMENT, LLC | $10834461 | 554476 | 1.72% | 股份 |
| NewEdge Advisors, LLC | $10568913 | 540886 | 1.68% | 股份 |
| BAILARD, INC. | $10474241 | 536041 | 1.66% | 股份 |
| Waycross Investment Management Co | $10376385 | 531033 | 1.65% | 股份 |
| EIGHT 31 FINANCIAL, LLC | $10116953 | 517756 | 1.61% | 股份 |
| Krilogy Financial LLC | $9682953 | 495545 | 1.54% | 股份 |
| Heartwood Wealth Advisors LLC | $9647953 | 493754 | 1.53% | 股份 |
| Trust Co | $9580610 | 485832 | 1.52% | 股份 |
| MORGAN STANLEY | $9438094 | 483014 | 1.50% | 股份 |
| Arax Advisory Partners | $8988284 | 459994 | 1.43% | 股份 |
| Snowden Capital Advisors LLC | $8873684 | 454129 | 1.41% | 股份 |
| ROYAL BANK OF CANADA | $8770000 | 448805 | 1.39% | 股份 |
| LPL Financial LLC | $7740487 | 396135 | 1.23% | 股份 |
| Cetera Investment Advisers | $6974656 | 356942 | 1.11% | 股份 |
| REBALANCE, LLC | $5813138 | 297499 | 0.92% | 股份 |
| Baird Financial Group, Inc. | $5566966 | 284901 | 0.88% | 股份 |
| Stockman Wealth Management, Inc. | $5408407 | 276786 | 0.86% | 股份 |
| COMMONWEALTH EQUITY SERVICES, LLC | $5331590 | 272855 | 0.85% | 股份 |
| CENTRAL TRUST Co | $5185872 | 265398 | 0.82% | 股份 |
| Asset Dedication, LLC | $4944422 | 253041 | 0.79% | 股份 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $4588887 | 234846 | 0.73% | 股份 |
| Accretive Wealth Partners, LLC | $4137966 | 211769 | 0.66% | 股份 |
| CHATHAM CAPITAL GROUP, INC. | $3876248 | 198375 | 0.62% | 股份 |
| HOWLAND CAPITAL MANAGEMENT LLC | $3865130 | 197806 | 0.61% | 股份 |
| Parallel Advisors, LLC | $3844007 | 196725 | 0.61% | 股份 |
| Integrated Wealth Concepts LLC | $3717197 | 190234 | 0.59% | 股份 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3313796 | 169590 | 0.53% | 股份 |
| HighTower Advisors, LLC | $3115136 | 159424 | 0.49% | 股份 |
| Sanctuary Advisors, LLC | $3079678 | 157609 | 0.49% | 股份 |
| Atria Investments, Inc | $2450019 | 125385 | 0.39% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $2158975 | 110490 | 0.34% | 股份 |
| Hughes Financial Services, LLC | $2150260 | 110044 | 0.34% | 股份 |
| STIFEL FINANCIAL CORP | $2131953 | 109107 | 0.34% | 股份 |
| OSAIC HOLDINGS, INC. | $2057201 | 105280 | 0.33% | 股份 |
| SIGNATUREFD, LLC | $2019400 | 103347 | 0.32% | 股份 |
| Financial Engines Advisors L.L.C. | $1886900 | 96566 | 0.30% | 股份 |
| Valmark Advisers, Inc. | $1736950 | 88892 | 0.28% | 股份 |
| ATWOOD & PALMER INC | $1707994 | 87410 | 0.27% | 股份 |
| CITADEL ADVISORS LLC | $1682335 | 86097 | 0.27% | 股份 |
| Kestra Advisory Services, LLC | $1678108 | 85881 | 0.27% | 股份 |
| IFP Advisors, Inc | $1559233 | 79797 | 0.25% | 股份 |
| Belpointe Asset Management LLC | $1540886 | 78858 | 0.24% | 股份 |
| COUNTRY CLUB BANK /GFN | $1524301 | 76733 | 0.24% | 股份 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $1364693 | 69841 | 0.22% | 股份 |
| Allworth Financial LP | $1337553 | 68452 | 0.21% | 股份 |
| Associated Banc-Corp | $1222637 | 62571 | 0.19% | 股份 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1166174 | 60004 | 0.19% | 股份 |
| Apella Capital, LLC | $1161460 | 59715 | 0.18% | 股份 |
| Old Port Advisors | $1127556 | 57705 | 0.18% | 股份 |
| SCS Capital Management LLC | $1123882 | 57517 | 0.18% | 股份 |
| U.S. Capital Wealth Advisors, LLC | $978191 | 49604 | 0.16% | 股份 |
| Yoder Wealth Management, Inc. | $957499 | 49002 | 0.15% | 股份 |
| MV CAPITAL MANAGEMENT, INC. | $846082 | 43300 | 0.13% | 股份 |
| JIM SAULNIER & ASSOCIATES, LLC | $831057 | 42531 | 0.13% | 股份 |
| Reliant Wealth Planning | $820640 | 41998 | 0.13% | 股份 |
| DUNCKER STREETT & CO INC | $816567 | 41789 | 0.13% | 股份 |
| Foundry Financial Group, Inc. | $783886 | 40117 | 0.12% | 股份 |
| Montecito Bank & Trust | $755495 | 38664 | 0.12% | 股份 |
| TABLEAUX LLC | $688535 | 35237 | 0.11% | 股份 |
| Cerity Partners LLC | $674306 | 34509 | 0.11% | 股份 |
| BIP Wealth, LLC | $656161 | 33580 | 0.10% | 股份 |
| Keeler Thomas Management LLC | $638241 | 32663 | 0.10% | 股份 |
| Atlantic Private Wealth, LLC | $602369 | 30827 | 0.10% | 股份 |
| KING LUTHER CAPITAL MANAGEMENT CORP | $578286 | 29595 | 0.09% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $572190 | 29283 | 0.09% | 股份 |
| Heartland Bank & Trust Co | $572131 | 29280 | 0.09% | 股份 |
| Focus Partners Wealth | $568199 | 29078 | 0.09% | 股份 |
| Leo Wealth, LLC | $566121 | 28708 | 0.09% | 股份 |
| CAPTRUST FINANCIAL ADVISORS | $534369 | 27347 | 0.08% | 股份 |
| CARY STREET PARTNERS FINANCIAL LLC | $533422 | 27299 | 0.08% | 股份 |
| Compass Ion Advisors, LLC | $527522 | 26997 | 0.08% | 股份 |
| Modern Wealth Management, LLC | $525118 | 26874 | 0.08% | 股份 |
| JANE STREET GROUP, LLC | $503800 | 25783 | 0.08% | 股份 |
| Creative Planning | $503585 | 25772 | 0.08% | 股份 |
| Equitable Holdings, Inc. | $500654 | 25622 | 0.08% | 股份 |
| Midwest Professional Planners, LTD. | $499481 | 25562 | 0.08% | 股份 |
| HARBOUR INVESTMENTS, INC. | $490365 | 25095 | 0.08% | 股份 |
| Lido Advisors, LLC | $484436 | 24792 | 0.08% | 股份 |
| Granite Harbor Advisors, Inc. | $483908 | 24765 | 0.08% | 股份 |
| Daybright Advisory Services, Inc. | $464498 | 23949 | 0.07% | 股份 |
| AllSquare Wealth Management LLC | $454362 | 22861 | 0.07% | 股份 |
| Capital Investment Advisors, LLC | $453934 | 23231 | 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 | 19.93% | 2167079 PA | 2026年8月8日 | 每日 |