IBTL iShares iBonds Dec 2031 Term Treasury ETF
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机构持有人 (13F) 143 家申报者 · $375.6M 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 (+4 与上一季度对比) | 12 (+1 与上一季度对比) | 67 (+1 与上一季度对比) | 21 (+3 与上一季度对比) | +2.2M |
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 |
|---|---|---|---|---|
| TRUE Private Wealth Advisors | $34094392 | 1688677 | 9.08% | 股份 |
| BlackRock, Inc. | $26402322 | 1307693 | 7.03% | 股份 |
| TITLEIST ASSET MANAGEMENT, LLC | $19996605 | 990421 | 5.32% | 股份 |
| ENVESTNET ASSET MANAGEMENT INC | $18023609 | 892700 | 4.80% | 股份 |
| Krilogy Financial LLC | $15203594 | 753026 | 4.05% | 股份 |
| MORGAN STANLEY | $14365710 | 711526 | 3.82% | 股份 |
| NewEdge Advisors, LLC | $13664135 | 676777 | 3.64% | 股份 |
| AMERIPRISE FINANCIAL INC | $13238642 | 655984 | 3.52% | 股份 |
| Probity Advisors, Inc. | $11281921 | 558788 | 3.00% | 股份 |
| SHELTON WEALTH MANAGEMENT, LLC | $10838093 | 536805 | 2.89% | 股份 |
| MERCER GLOBAL ADVISORS INC /ADV | $9788367 | 484813 | 2.61% | 股份 |
| WELLS FARGO & COMPANY/MN | $9672302 | 479064 | 2.58% | 股份 |
| Legacy Private Trust Co. | $9125597 | 451986 | 2.43% | 股份 |
| Snowden Capital Advisors LLC | $8210443 | 406659 | 2.19% | 股份 |
| Headland Capital, LLC | $8185863 | 405441 | 2.18% | 股份 |
| HighTower Advisors, LLC | $8056331 | 399026 | 2.14% | 股份 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7989042 | 396107 | 2.13% | 股份 |
| RAYMOND JAMES FINANCIAL INC | $7468611 | 369916 | 1.99% | 股份 |
| FORONJY FINANCIAL LLC | $6815894 | 337588 | 1.81% | 股份 |
| SPRENG CAPITAL MANAGEMENT, INC. | $6356437 | 314831 | 1.69% | 股份 |
| FAGAN ASSOCIATES, INC. | $5601875 | 277458 | 1.49% | 股份 |
| Stockman Wealth Management, Inc. | $5345635 | 264766 | 1.42% | 股份 |
| Asset Dedication, LLC | $4886203 | 242011 | 1.30% | 股份 |
| Yoder Wealth Management, Inc. | $4566453 | 226174 | 1.22% | 股份 |
| UBS Group AG | $4528758 | 224307 | 1.21% | 股份 |
| BANK OF AMERICA CORP /DE/ | $4474245 | 221607 | 1.19% | 股份 |
| ROYAL BANK OF CANADA | $4474000 | 221575 | 1.19% | 股份 |
| Parallel Advisors, LLC | $4343941 | 215153 | 1.16% | 股份 |
| Accretive Wealth Partners, LLC | $4140666 | 205085 | 1.10% | 股份 |
| Whalen Wealth Management Inc. | $4075555 | 201860 | 1.09% | 股份 |
| CENTRAL TRUST Co | $3776358 | 187041 | 1.01% | 股份 |
| Signature Wealth Management Group | $3702398 | 181499 | 0.99% | 股份 |
| GOLDMAN SACHS GROUP INC | $3424466 | 169612 | 0.91% | 股份 |
| OneDigital Investment Advisors LLC | $3398522 | 168327 | 0.90% | 股份 |
| STIFEL FINANCIAL CORP | $3195807 | 158287 | 0.85% | 股份 |
| Integrated Wealth Concepts LLC | $2746406 | 136028 | 0.73% | 股份 |
| D.A. DAVIDSON & CO. | $2698918 | 133676 | 0.72% | 股份 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2569018 | 127242 | 0.68% | 股份 |
| LPL Financial LLC | $1869587 | 92600 | 0.50% | 股份 |
| HOWLAND CAPITAL MANAGEMENT LLC | $1747667 | 86561 | 0.47% | 股份 |
| Valmark Advisers, Inc. | $1690125 | 83711 | 0.45% | 股份 |
| Cetera Investment Advisers | $1674544 | 82940 | 0.45% | 股份 |
| Smartleaf Asset Management LLC | $1461695 | 72236 | 0.39% | 股份 |
| EIGHT 31 FINANCIAL, LLC | $1384126 | 68555 | 0.37% | 股份 |
| L2 Asset Management, LLC | $1335729 | 66158 | 0.36% | 股份 |
| Allworth Financial LP | $1244997 | 61664 | 0.33% | 股份 |
| Financial Engines Advisors L.L.C. | $1180106 | 58450 | 0.31% | 股份 |
| Creative Planning | $1179722 | 58431 | 0.31% | 股份 |
| CWM, LLC | $1176690 | 57684 | 0.31% | 股份 |
| SIGNATUREFD, LLC | $1163994 | 57652 | 0.31% | 股份 |
| SHELTON CAPITAL MANAGEMENT | $1146206 | 56771 | 0.31% | 股份 |
| MOULTON WEALTH MANAGEMENT, INC | $995414 | 49511 | 0.27% | 股份 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $946810 | 46895 | 0.25% | 股份 |
| JANE STREET GROUP, LLC | $921835 | 45658 | 0.25% | 股份 |
| MONECO ADVISORS, LLC | $861146 | 41322 | 0.23% | 股份 |
| Associated Banc-Corp | $769016 | 38089 | 0.20% | 股份 |
| BENJAMIN EDWARDS INC | $728954 | 36105 | 0.19% | 股份 |
| Montecito Bank & Trust | $717371 | 35531 | 0.19% | 股份 |
| Kestra Advisory Services, LLC | $679776 | 33669 | 0.18% | 股份 |
| JIM SAULNIER & ASSOCIATES, LLC | $676457 | 33505 | 0.18% | 股份 |
| LANARK FINANCIAL, INC. | $673215 | 33344 | 0.18% | 股份 |
| Cerity Partners LLC | $655509 | 32467 | 0.17% | 股份 |
| COMMONWEALTH EQUITY SERVICES, LLC | $638535 | 31626 | 0.17% | 股份 |
| AQR CAPITAL MANAGEMENT LLC | $598371 | 29637 | 0.16% | 股份 |
| Old Port Advisors | $582058 | 28829 | 0.15% | 股份 |
| Summit Wealth Partners, LLC | $578201 | 28638 | 0.15% | 股份 |
| CITADEL ADVISORS LLC | $573154 | 28388 | 0.15% | 股份 |
| Modern Wealth Management, LLC | $544161 | 26952 | 0.14% | 股份 |
| Compass Ion Advisors, LLC | $528595 | 26181 | 0.14% | 股份 |
| IFP Advisors, Inc | $512947 | 25406 | 0.14% | 股份 |
| OSAIC HOLDINGS, INC. | $512228 | 25373 | 0.14% | 股份 |
| Leo Wealth, LLC | $508894 | 24947 | 0.14% | 股份 |
| Visionary Wealth Advisors | $501399 | 24834 | 0.13% | 股份 |
| National Philanthropic Trust | $496795 | 24606 | 0.13% | 股份 |
| Atlantic Private Wealth, LLC | $442884 | 21936 | 0.12% | 股份 |
| DecisionMap Wealth Management, LLC | $435640 | 21577 | 0.12% | 股份 |
| Granite Harbor Advisors, Inc. | $415712 | 20590 | 0.11% | 股份 |
| Wealth Management Strategies, Inc. | $402992 | 19960 | 0.11% | 股份 |
| Jacobi Capital Management LLC | $399818 | 19803 | 0.11% | 股份 |
| COUNTRY CLUB BANK /GFN | $388123 | 18873 | 0.10% | 股份 |
| CGN Advisors LLC | $382883 | 18964 | 0.10% | 股份 |
| XY Planning Network, Inc. | $382883 | 18964 | 0.10% | 股份 |
| HARBOUR INVESTMENTS, INC. | $376193 | 18633 | 0.10% | 股份 |
| CARY STREET PARTNERS FINANCIAL LLC | $372889 | 18469 | 0.10% | 股份 |
| Great Diamond Partners, LLC | $371880 | 18419 | 0.10% | 股份 |
| CAPTRUST FINANCIAL ADVISORS | $365610 | 18108 | 0.10% | 股份 |
| Kestra Investment Management, LLC | $361736 | 17917 | 0.10% | 股份 |
| Reliant Wealth Planning | $341170 | 16898 | 0.09% | 股份 |
| Single Point Partners, LLC | $330975 | 16393 | 0.09% | 股份 |
| STAR Financial Bank | $320213 | 15860 | 0.09% | 股份 |
| BIP Wealth, LLC | $315065 | 15605 | 0.08% | 股份 |
| Capital Investment Advisors, LLC | $298378 | 14778 | 0.08% | 股份 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | $296793 | 14700 | 0.08% | 股份 |
| Physician Wealth Advisors, Inc. | $284654 | 14099 | 0.08% | 股份 |
| Guidance Point Advisors, LLC | $278925 | 13815 | 0.07% | 股份 |
| Jaffetilchin Investment Partners, LLC | $274361 | 13450 | 0.07% | 股份 |
| Vestmark Advisory Solutions, Inc. | $264693 | 13110 | 0.07% | 股份 |
| HM PAYSON & CO | $250680 | 12416 | 0.07% | 股份 |
| Lido Advisors, LLC | $239978 | 11886 | 0.06% | 股份 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $228693 | 11327 | 0.06% | 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 | 19.88% | 2097292 PA | 2026年8月8日 | 每日 |