Effectdossier · gearchiveerd kwartaal
IBDR
iShares iBonds Dec 2026 Term Corporate ETF · Financial Services · Asset Management - Bonds
46Gevolgde houders
+1Δ houders
41.48MGehouden aandelen
$1.01BGerapporteerde waarde
+4Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.2% ·
aandelenstroom -5.6% ·
netto nieuwe posities +2.2%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 191.45K | $4.63M | n/a | n/a |
| 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 · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.79M | +0.2% | $237.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 4.27M | +3.3% | $103.58M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 4.04M | -0.1% | $98.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.75M | -3.3% | $90.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.67M | -17.7% | $64.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 1.68M | +19.6% | $40.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 1.54M | -47.1% | $37.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.46M | -2.0% | $35.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Ameriprise Financial Inc | 1.45M | -2.7% | $35.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Focus Partners Wealth | 1.23M | -5.2% | $29.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.02M | -15.8% | $24.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 1.02M | -5.5% | $24.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Mariner, LLC | 1.01M | +3.0% | $24.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 866.74K | +4.3% | $21.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 753.28K | -2.7% | $18.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Cwm, Llc | 676.93K | +15.4% | $16.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passief) | 591.70K | +59.5% | $14.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Stifel Financial Corp | 383.72K | +3.9% | $9.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 354.26K | +12.3% | $8.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 346.65K | +115.0% | $8.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 301.27K | -8.7% | $7.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Susquehanna International Group, Llp | 297.34K | Nieuw | $7.21M | 0.0% | New | 1 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 243.25K | Nieuw | $5.90M | 0.0% | New | 1 | SEC ↗ |
| 24 | Creative Planning | 209.51K | +2.0% | $5.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 204.52K | -67.1% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 197.66K | +27.9% | $4.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 196.61K | -9.4% | $4.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Jane Street Group, Llc | 171.20K | Nieuw | $4.15M | 0.0% | New | 1 | SEC ↗ |
| 29 | Deutsche Bank Ag\ | 146.86K | -1.4% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | First Manhattan Co. Llc. | 121.41K | +13.6% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 101.77K | +125.1% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | Mml Investors Services, Llc | 81.45K | -14.6% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Cerity Partners LLC | 74.79K | Nieuw | $1.81M | 0.0% | New | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 52.39K | +39.3% | $1.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Rockefeller Capital Management L.P. | 34.00K | -0.7% | $824,169 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Fifth Third Bancorp | 28.44K | +354.3% | $689,459 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 27.97K | +17.8% | $678,042 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Goldman Sachs Group ✦ | 22.64K | +48.0% | $548,866 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Neuberger Berman Group LLC | 22.20K | 0.0% | $538,249 | 0.0% | Held | 2 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 10.04K | n/a | $243,271 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Bank Of Montreal /Can/ | 7.74K | -67.0% | $187,679 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 42 | Fidelity (FMR) ✦ | 6.89K | -5.5% | $167,048 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | TD Waterhouse Canada Inc. | 6.00K | -89.2% | $144,888 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 2.92K | -0.8% | $70,819 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 1.26K | +31.9% | $30,445 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 85 | +183.3% | $2,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $7.21M | 0.0% |
| Citadel Advisors | $5.90M | 0.0% |
| Jane Street Group, Llc | $4.15M | 0.0% |
| Cerity Partners LLC | $1.81M | 0.0% |
Verlaten
| HighTower Advisors, LLC | $33.84M | was 0.0% |
| Hrt Financial Lp | $475,000 | was 0.0% |
| Citigroup Inc | $339 | 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: Q1 2026 ·
Methodologie ·
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