Effectdossier · gearchiveerd kwartaal
IBDS
iShares iBonds Dec 2027 Term Corporate ETF · Financial Services · Asset Management - Bonds
42Gevolgde houders
-2Δ houders
46.14MGehouden aandelen
$1.12BGerapporteerde waarde
+0Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom 0.0% ·
netto nieuwe posities -4.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
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 | 43 | +3 | 47.72M | $1.16B | +4 | −1 |
| Q1 2026 | 41 | -1 | 46.22M | $1.12B | +1 | −2 |
| Q4 2025 | 42 | -2 | 46.14M | $1.12B | n/a | −2 |
| Q3 2025 | 6 | 0 | 4.62M | $112.51M | n/a | n/a |
| Q2 2025 | 4 | 0 | 498.50K | $12.10M | n/a | n/a |
| Q1 2025 | 2 | 0 | 466.92K | $11.29M | n/a | n/a |
| Q4 2024 | 2 | +1 | 343.55K | $8.23M | +1 | n/a |
| Q3 2024 | 1 | -1 | 70.30K | $1.71M | n/a | −1 |
| Q2 2024 | 2 | n/a | 89.64K | $2.13M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.95M | n/a | $217.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Mercer Global Advisors Inc /Adv | 5.18M | n/a | $125.64M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.14M | +6.6% | $100.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 3.90M | n/a | $94.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 3.35M | n/a | $81.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 3.25M | n/a | $78.87M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.97M | n/a | $47.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | HighTower Advisors, LLC | 1.80M | n/a | $43.70M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 1.72M | n/a | $41.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 1.64M | n/a | $39.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Commonwealth Equity Services, Llc | 1.54M | n/a | $37.32M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 1.36M | n/a | $33.04M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 1.13M | n/a | $27.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Stifel Financial Corp | 1.11M | n/a | $27.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Northwestern Mutual Wealth… | 924.83K | n/a | $22.45M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Focus Partners Wealth | 731.74K | n/a | $17.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Us Bancorp \De\ | 669.23K | n/a | $16.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 499.77K | n/a | $12.13M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passief) | 370.60K | +368.6% | $9.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Creative Planning | 347.42K | n/a | $8.44M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 285.02K | n/a | $6.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 179.04K | n/a | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 172.58K | n/a | $4.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | Envestnet Asset Management Inc | 137.15K | n/a | $3.33M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 124.68K | n/a | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 119.61K | -66.4% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Mariner, LLC | 114.14K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | First Manhattan Co. Llc. | 91.37K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 48.78K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 40.02K | n/a | $971,759 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 31 | Bank of New York Mellon Corp | 39.56K | n/a | $960,542 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Pnc Financial Services Group, Inc. | 38.88K | n/a | $944,058 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 33 | Hrt Financial Lp | 38.30K | n/a | $929,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 28.36K | n/a | $688,508 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 25.34K | n/a | $615,002 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 25.23K | n/a | $612,487 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Mml Investors Services, Llc | 21.52K | n/a | $522,631 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 11.52K | +4.3% | $279,798 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 9.10K | n/a | $220,899 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Barclays Plc | 2.73K | n/a | $66,357 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | National Bank Of Canada /Fi/ | 2.52K | n/a | $61,233 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Assetmark, Inc | 1.31K | n/a | $31,904 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Renaissance Technologies | $4.90M | was 0.0% |
| Citadel Advisors | $2.23M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 425 houders, 106.59M aandelen, $2.55B 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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