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Ishares Trust Ibonds Dec 2031 Term Corporate Etf · 13F 机构持仓分析
期权收益计算器 机构排行
I

Ishares Trust Ibonds Dec 2031 Term Corporate Etf

IBDW
持有机构数
292
机构合计市值 (Q2 2026)
$19.51亿
机构合计股数 (Q2 2026)
9,363.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,041.6万股
195 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-347.8万股
71 · 25 清仓 · ≈
⚖️ 净额
+693.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.51亿
持有机构数
292
新买入
27
加仓
168
减仓
46
清仓
25
持股不变
51
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Aptus资本顾问Aptus Capital Advisors, LLC
1.07%1.22%#35$1.57亿752.6万股$1.55亿739.3万股+13.3万股+1.80%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#221$1.14亿546.8万股$1.08亿516.7万股+30.1万股+5.83%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#236$1.02亿487.2万股$8,557.3万403.3万股+84.0万股+20.82%加仓
资本投资顾问Capital Investment Advisors, LLC
1.11%1.18%#33$8,403.7万403.3万股$8,040.3万384.2万股+19.1万股+4.97%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#187$7,281.2万349.4万股$7,464.7万356.7万股-7.3万股-2.04%减仓
资本顾问公司CAPITAL ADVISORS INC/OK
1.03%1.12%#36$7,015.2万336.6万股$6,942.0万331.7万股+4.9万股+1.49%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
1.81%1.99%#19$6,498.1万311.8万股$5,972.2万285.3万股+26.5万股+9.27%加仓
HighTower顾问HighTower Advisors, LLC
0.06%0.04%#138$6,364.4万305.4万股$3,712.2万177.4万股+128.0万股+72.19%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#216$4,857.5万233.1万股$4,354.1万208.0万股+25.1万股+12.04%加仓
Sarver Vrooman Wealth Advisors
27.48%29.38%#1$4,610.9万222.0万股$4,622.4万218.6万股+3.5万股+1.60%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#230$4,285.4万205.6万股$4,308.1万205.8万股-2,049股-0.10%减仓
瑞银集团UBS Group AG
0.01%0.01%#237$4,115.8万197.5万股$3,965.5万189.5万股+8.0万股+4.24%加仓
SIGMA INVESTMENT COUNSELORS INC
1.93%2.01%#15$3,959.3万190.0万股$3,800.9万181.6万股+8.4万股+4.62%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.05%0.03%#150$3,939.8万189.1万股$1,903.6万91.0万股+98.1万股+107.86%加仓
Advisors资本管理Advisors Capital Management, LLC
0.41%0.43%#53$3,874.7万185.9万股$3,661.2万174.9万股+11.0万股+6.29%加仓
Klingman & Associates, LLC
1.57%1.7%#24$3,681.5万176.7万股$3,557.7万170.0万股+6.7万股+3.93%加仓
SUMMITRY LLC
1.14%1.18%#32$3,458.8万166.0万股$3,358.5万160.5万股+5.5万股+3.43%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#228$3,202.0万153.6万股$3,365.1万160.8万股-7.1万股-4.43%减仓
顶峰金融Summit Financial, LLC
0.32%0.51%#60$2,917.6万140.0万股$3,977.2万190.0万股-50.0万股-26.33%减仓
Sound View Wealth Advisors Group, LLC
1.71%1.68%#21$2,759.1万132.4万股$2,475.7万118.3万股+14.1万股+11.93%加仓
NewEdge顾问NewEdge Advisors, LLC
0.08%0.09%#127$2,522.5万121.0万股$2,449.5万117.0万股+4.0万股+3.42%加仓
WOODMONT INVESTMENT COUNSEL LLC
1.28%1.21%#30$2,350.5万112.8万股$1,959.7万93.6万股+19.2万股+20.46%加仓
MV CAPITAL MANAGEMENT, INC.
1.91%1.87%#17$1,909.1万91.2万股$1,909.1万91.2万股00.00%持仓不变
美国合众银行US BANCORP \DE\
0.02%0.02%#186$1,859.7万89.2万股$1,865.5万89.1万股+1,080股+0.12%加仓
EP财富顾问EP Wealth Advisors, LLC
0.07%0.08%#133$1,809.1万86.8万股$1,530.3万73.1万股+13.7万股+18.73%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#279$1,697.1万81.4万股$1,29862股+81.4万股+1,313,343.55%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#183$1,673.1万80.3万股$1,611.1万77.0万股+3.3万股+4.30%加仓
ARROW FINANCIAL CORP
1.39%1.52%#26$1,546.2万74.2万股$1,512.7万72.3万股+1.9万股+2.66%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#247$1,510.8万72.5万股$1,360.0万65.0万股+7.5万股+11.57%加仓
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.51%0.43%#49$1,427.2万68.5万股$1,090.1万52.1万股+16.4万股+31.49%加仓
Ironwood Financial, llc
2.13%2.08%#14$1,362.1万66.1万股$1,191.8万56.9万股+9.1万股+16.01%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#185$1,340.6万64.3万股$1,323.1万63.2万股+1.1万股+1.76%加仓
Envision Financial Planning, LLC
4.35%4.84%#3$1,337.5万64.2万股$1,339.0万64.0万股+2,031股+0.32%加仓
Lido顾问Lido Advisors, LLC
0.03%0.04%#160$1,257.1万60.3万股$1,457.7万69.6万股-9.3万股-13.39%减仓
MarinerMariner, LLC
0.01%0.02%#205$1,215.7万58.3万股$1,359.6万65.0万股-6.6万股-10.19%减仓
PFG Private Wealth Management, LLC
5.23%5.59%#2$1,206.6万57.9万股$1,317.6万63.0万股-5.1万股-8.02%减仓
Janney Montgomery Scott LLC
0.02%0.02%#180$1,205.3万57.8万股$1,001.8万47.9万股+10.0万股+20.83%加仓
Probity Advisors, Inc.
1.71%1.74%#22$1,194.6万57.3万股$1,098.0万52.5万股+4.9万股+9.27%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#268$1,109.6万53.2万股$470.3万22.5万股+30.8万股+136.95%加仓
FIRST NATIONAL 信托FIRST NATIONAL TRUST CO
0.37%0.32%#55$1,083.9万52.0万股$942.2万45.0万股+7.0万股+15.55%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#204$1,059.9万50.9万股$885.4万42.3万股+8.6万股+20.22%加仓
Parkway Wealth Management Group, LLC
1.17%1.28%#31$1,014.3万48.7万股$1,013.2万48.3万股+3,780股+0.78%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#164$990.2万47.5万股$867.6万41.5万股+6.1万股+14.62%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.16%0.17%#94$967.0万46.4万股$895.0万42.8万股+3.6万股+8.51%加仓
Cornerstone Planning, LLC
2.21%2.11%#13$955.1万45.8万股$936.5万44.7万股+1.2万股+2.63%加仓
Windsor Capital Management, LLC
2.35%0.21%#9$903.9万43.4万股$76.1万3.6万股+39.7万股+1,092.98%加仓
COWA, LLC
2.26%2.31%#11$902.7万43.3万股$855.3万40.9万股+2.5万股+6.00%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%0.01%#241$898.8万43.1万股$851.5万40.7万股+2.4万股+6.01%加仓
Guidance Point Advisors, LLC
1.9%2.09%#18$898.5万43.1万股$883.6万42.2万股+8,996股+2.13%加仓
Hills Bank & Trust Co
0.36%0.07%#57$844.2万40.5万股$135.4万6.5万股+34.0万股+526.15%加仓

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