Effectdossier · gearchiveerd kwartaal
IBDR
iShares iBonds Dec 2026 Term Corporate ETF · Financial Services · Asset Management - Bonds
44Gevolgde houders
0Δ houders
43.92MGehouden aandelen
$1.06BGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -0.8% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | +1 | 39.15M | $948.62M | +2 | −1 |
| Q1 2026 | 46 | +1 | 41.48M | $1.01B | +4 | −3 |
| Q4 2025 | 44 | 0 | 43.92M | $1.06B | +1 | −1 |
| Q3 2025 | 5 | 0 | 4.85M | $117.83M | +1 | −1 |
| Q2 2025 | 3 | -1 | 767.51K | $18.61M | n/a | −1 |
| Q1 2025 | 2 | 0 | 1.17M | $28.28M | n/a | n/a |
| Q4 2024 | 2 | 0 | 726.93K | $17.50M | n/a | n/a |
| Q3 2024 | 2 | +1 | 382.33K | $9.29M | +1 | n/a |
| Q2 2024 | 1 | n/a | 186.68K | $4.45M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.77M | n/a | $236.65M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Mercer Global Advisors Inc /Adv | 4.14M | n/a | $100.26M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 4.05M | n/a | $98.07M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.88M | +4.6% | $93.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 3.24M | n/a | $78.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Captrust Financial Advisors | 2.92M | n/a | $70.69M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.49M | n/a | $36.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 1.49M | n/a | $36.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 1.41M | n/a | $34.13M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 1.40M | n/a | $33.84M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 1.30M | n/a | $31.47M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 1.22M | n/a | $29.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Northwestern Mutual Wealth… | 1.08M | n/a | $26.10M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 982.86K | n/a | $23.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 830.96K | n/a | $20.13M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Us Bancorp \De\ | 774.11K | n/a | $18.76M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Wealth Enhancement Advisory… | 622.03K | n/a | $15.07M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 586.46K | n/a | $14.21M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 370.90K | +368.7% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 369.29K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Osaic Holdings, Inc. | 330.07K | n/a | $8.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Cetera Investment Advisers | 315.39K | n/a | $7.64M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 217.07K | -65.9% | $5.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Creative Planning | 205.36K | n/a | $4.98M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 161.25K | n/a | $3.91M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 154.49K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Deutsche Bank Ag\ | 148.99K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | First Manhattan Co. Llc. | 106.89K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 95.35K | n/a | $2.31M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | TD Waterhouse Canada Inc. | 55.77K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 45.21K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Bank of New York Mellon Corp | 37.60K | n/a | $911,031 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Rockefeller Capital Management L.P. | 34.23K | n/a | $829,399 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 23.75K | n/a | $575,402 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Bank Of Montreal /Can/ | 23.49K | n/a | $569,077 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Neuberger Berman Group LLC | 22.20K | n/a | $538,027 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Hrt Financial Lp | 19.62K | n/a | $475,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 15.29K | Nieuw | $370,574 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 7.29K | +140.1% | $176,705 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fifth Third Bancorp | 6.26K | n/a | $151,704 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 2.95K | n/a | $71,376 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 952 | n/a | $23,067 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 30 | n/a | $727 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 14 | n/a | $339 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $370,574 | 0.0% |
Verlaten
| Citadel Advisors | $10.24M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 436 houders, 96.26M aandelen, $2.30B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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