Effectdossier · gearchiveerd kwartaal
IBDT
iShares iBonds Dec 2028 Term Corporate ETF · Financial Services · Asset Management - Bonds
41Gevolgde houders
-1Δ houders
46.62MGehouden aandelen
$1.19BGerapporteerde waarde
+1Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.4% ·
aandelenstroom 0.0% ·
netto nieuwe posities -2.4%
· 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 247.16K | $6.16M | n/a | n/a |
| Q2 2026 | 42 | +1 | 48.19M | $1.22B | +3 | −3 |
| Q1 2026 | 43 | +2 | 48.23M | $1.22B | +3 | −1 |
| Q4 2025 | 41 | -1 | 46.62M | $1.19B | +1 | −2 |
| Q3 2025 | 5 | 0 | 5.00M | $127.49M | n/a | n/a |
| Q2 2025 | 3 | 0 | 1.20M | $30.49M | n/a | n/a |
| Q1 2025 | 2 | +1 | 633.34K | $16.00M | +1 | n/a |
| Q4 2024 | 1 | -1 | 31.70K | $789,330 | n/a | −1 |
| Q3 2024 | 2 | 0 | 235.15K | $6.00M | n/a | n/a |
| Q2 2024 | 2 | n/a | 119.99K | $2.97M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 8.82M | n/a | $225.98M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 8.67M | n/a | $220.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 4.59M | +4.9% | $116.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 3.03M | n/a | $77.23M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.98M | n/a | $75.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Lido Advisors, LLC | 2.42M | n/a | $61.72M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 2.26M | n/a | $57.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.86M | n/a | $47.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 1.81M | n/a | $46.10M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.61M | n/a | $40.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 1.26M | n/a | $32.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Commonwealth Equity Services, Llc | 1.03M | n/a | $26.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 957.79K | n/a | $24.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 869.27K | n/a | $22.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 857.24K | n/a | $21.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Us Bancorp \De\ | 649.47K | n/a | $16.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 451.33K | n/a | $11.49M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passief) | 353.83K | +368.5% | $9.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 263.68K | n/a | $6.71M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 247.27K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 232.42K | n/a | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 195.91K | n/a | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 192.23K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | Creative Planning | 188.90K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 128.07K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 120.19K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 91.02K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 64.26K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 64.11K | -83.5% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | TD Waterhouse Canada Inc. | 62.62K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 58.39K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 44.41K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Neuberger Berman Group LLC | 43.97K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 29.15K | n/a | $742,039 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Mml Investors Services, Llc | 29.05K | n/a | $739,472 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 27.65K | n/a | $703,831 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 19.39K | n/a | $493,545 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | First Manhattan Co. Llc. | 14.45K | n/a | $367,927 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 10.72K | Nieuw | $272,911 | 0.0% | New | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 10.46K | n/a | $266,226 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Empower Advisory Group, LLC | 7.89K | n/a | $200,865 | 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
| Fidelity (FMR) | $272,911 | 0.0% |
Verlaten
| Renaissance Technologies | $2.91M | was 0.0% |
| Citadel Advisors | $1.10M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 418 houders, 111.12M aandelen, $2.78B 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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