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Ishares Trust Ibonds Dec 2031 Term Treasury 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 Treasury Etf

IBTL
持有机构数
135
机构合计市值 (Q2 2026)
$4.72亿
机构合计股数 (Q2 2026)
2,337.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+415.6万股
96 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-131.3万股
39 · 18 清仓 · ≈
⚖️ 净额
+284.3万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.72亿
持有机构数
135
新买入
27
加仓
69
减仓
21
清仓
18
持股不变
18
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
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#77$5,136.5万254.4万股$6,035.7万295.9万股-41.5万股-14.02%减仓
TRUE Private Wealth Advisors
2.94%3.62%#2$3,409.4万168.9万股$3,798.9万186.2万股-17.4万股-9.32%减仓
贝莱德BlackRock, Inc.
<0.01%#124$2,640.2万130.8万股$00股+130.8万股新买入
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.35%#17$2,217.9万109.9万股$00股+109.9万股新买入
TITLEIST ASSET MANAGEMENT, LLC
1.35%1.47%#9$1,999.7万99.0万股$1,948.3万95.5万股+3.5万股+3.70%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#110$1,844.6万91.4万股$1,609.2万78.9万股+12.5万股+15.82%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#88$1,802.4万89.3万股$1,750.0万85.8万股+3.5万股+4.06%加仓
Krilogy Financial LLC
0.45%0.46%#16$1,520.4万75.3万股$1,438.7万70.5万股+4.8万股+6.75%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#113$1,475.6万73.1万股$1,482.5万72.1万股+1.0万股+1.40%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.05%#47$1,366.4万67.7万股$1,302.6万63.9万股+3.8万股+5.98%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#96$1,323.9万65.6万股$1,331.0万65.2万股+3,511股+0.54%加仓
Probity Advisors, Inc.
1.61%1.63%#8$1,128.2万55.9万股$1,026.3万50.3万股+5.6万股+11.06%加仓
SHELTON WEALTH MANAGEMENT, LLC
4.25%4.43%#1$1,083.8万53.7万股$1,011.4万49.6万股+4.1万股+8.27%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#71$978.8万48.5万股$475.0万23.3万股+25.2万股+108.22%加仓
PARK AVENUE SECURITIES LLC
0.06%0.09%#39$949.2万47.0万股$1,104.2万54.1万股-7.1万股-13.15%减仓
Legacy Private Trust Co.
0.51%0.54%#15$920.2万45.6万股$873.5万42.8万股+2.8万股+6.43%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#101$899.0万44.5万股$748.6万36.7万股+7.8万股+21.33%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.19%0.22%#22$821.0万40.7万股$816.8万40.0万股+6,267股+1.57%加仓
Headland Capital, LLC
2.02%2.15%#5$818.6万40.5万股$764.8万37.5万股+3.1万股+8.14%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#78$805.6万39.9万股$730.2万35.8万股+4.1万股+11.47%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.04%0.05%#46$798.9万39.6万股$740.3万36.3万股+3.3万股+9.07%加仓
FORONJY FINANCIAL LLC
2.5%2.68%#3$681.6万33.8万股$645.6万31.6万股+2.1万股+6.66%加仓
SPRENG CAPITAL MANAGEMENT, INC.
2.31%2.94%#4$635.6万31.5万股$623.0万30.5万股+9,409股+3.08%加仓
FAGAN ASSOCIATES, INC.
0.69%0.77%#12$560.2万27.7万股$555.3万27.2万股+5,255股+1.93%加仓
Stockman Wealth Management, Inc.
0.55%0.57%#14$534.6万26.5万股$514.4万25.2万股+1.3万股+4.99%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#114$511.5万25.3万股$598.2万29.3万股-4.0万股-13.61%减仓
Asset Dedication, LLC
0.31%0.3%#18$488.6万24.2万股$429.4万21.1万股+3.2万股+14.97%加仓
Yoder Wealth Management, Inc.
1.78%2.08%#7$456.6万22.6万股$456.2万22.4万股+2,540股+1.14%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#118$452.9万22.4万股$429.9万21.1万股+1.4万股+6.44%加仓
平行顾问Parallel Advisors, LLC
0.07%0.07%#36$434.4万21.5万股$409.4万20.1万股+1.4万股+7.20%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.18%0.26%#23$422.8万20.9万股$428.3万21.0万股-602股-0.29%减仓
Accretive Wealth Partners, LLC
1.01%0.95%#10$414.1万20.5万股$337.8万16.6万股+3.9万股+23.83%加仓
Whalen Wealth Management Inc.
1.83%2.19%#6$407.6万20.2万股$409.1万20.1万股+1,304股+0.65%加仓
中央信托CENTRAL TRUST Co
0.07%0.07%#35$377.6万18.7万股$353.9万17.3万股+1.4万股+7.82%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#125$342.4万17.0万股$225.2万11.0万股+5.9万股+53.62%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.03%0.04%#55$339.9万16.8万股$370.2万18.1万股-1.3万股-7.26%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#97$319.8万15.8万股$329.6万16.2万股-3,172股-1.96%减仓
Janney Montgomery Scott LLC
0.01%0.01%#85$317.4万15.7万股$305.8万15.0万股+7,308股+4.87%加仓
BOSTON FAMILY OFFICE LLC
0.17%0.17%#24$281.4万13.9万股$251.6万12.3万股+1.6万股+13.01%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#69$274.6万13.6万股$119.1万5.8万股+7.8万股+132.92%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#68$269.9万13.4万股$217.4万10.7万股+2.7万股+25.46%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#109$256.9万12.7万股$247.4万12.1万股+5,952股+4.91%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#123$187.0万9.3万股$196.8万9.6万股-3,875股-4.02%减仓
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.06%0.07%#38$174.8万8.7万股$176.0万8.6万股+300股+0.35%加仓
Valmark顾问Valmark Advisers, Inc.
0.02%0.01%#63$169.0万8.4万股$117.3万5.8万股+2.6万股+45.56%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#108$167.5万8.3万股$162.8万8.0万股+3,139股+3.93%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.05%0.05%#43$146.2万7.2万股$147.0万7.2万股00.00%持仓不变
EIGHT 31 FINANCIAL, LLC
0.82%0.8%#11$138.4万6.9万股$133.0万6.5万股+3,377股+5.18%加仓
L2 Asset Management, LLC
0.14%0.13%#27$133.6万6.6万股$132.0万6.5万股+1,470股+2.27%加仓
Allworth金融Allworth Financial LP
0.01%<0.01%#86$124.5万6.2万股$2.1万1,017股+6.1万股+5,963.32%加仓

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