IBDT
iShares iBonds Dec 2028 Term Corporate ETF · Financial Services · Asset Management - Bonds
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +4.9% ·
pay akışı +3.5% ·
net yeni pozisyonlar +4.7%
· formül
Geniş birikim: daha fazla hissedar arasında artan hisseler
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 247.16K | $6.16M | n/a | n/a |
| Q2 2026 | 43 | +1 | 50.01M | $1.26B | +3 | −2 |
| 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 |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.95M | +3.2% | $226.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 5.29M | -40.1% | $133.87M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.65M | +1.3% | $117.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Lido Advisors, LLC | 4.48M | +85.0% | $113.36M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | UBS Group AG | 3.52M | +16.2% | $89.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.12M | +4.8% | $78.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 2.51M | +11.0% | $63.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.85M | -0.4% | $46.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 1.77M | -2.0% | $44.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.63M | +1.7% | $41.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 1.47M | +16.3% | $37.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | Stifel Financial Corp | 1.04M | +8.2% | $26.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 1.03M | 0.0% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Captrust Financial Advisors | 989.36K | +13.8% | $25.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 869.22K | +1.4% | $22.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Us Bancorp \De\ | 670.97K | +3.3% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (pasif) | 564.46K | +59.5% | $14.30M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 502.25K | +11.3% | $12.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 339.17K | +45.9% | $8.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 291.38K | +142.4% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 274.03K | Yeni | $6.94M | 0.0% | New | 1 | SEC ↗ |
| 22 | Cwm, Llc | 266.91K | +7.9% | $6.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 260.29K | -1.3% | $6.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 243.89K | +317.7% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 232.75K | +18.8% | $5.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 192.84K | +0.3% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Goldman Sachs Group ✦ | 192.15K | Yeni | $4.87M | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 186.06K | -1.5% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 119.47K | -6.7% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 114.20K | +25.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | JPMorgan Chase ✦ | 82.71K | +29.0% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | First Manhattan Co. Llc. | 81.46K | +463.6% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 66.13K | +139.2% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 65.09K | +1.3% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 62.77K | +0.2% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 62.10K | +39.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Cerity Partners LLC | 45.02K | Yeni | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 38 | Neuberger Berman Group LLC | 43.97K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 39 | Baird Financial Group, Inc. | 41.99K | +44.1% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Pnc Financial Services Group, Inc. | 28.04K | +168.1% | $710,318 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 41 | Mml Investors Services, Llc | 27.14K | -6.6% | $687,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 7.61K | -29.0% | $192,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 3.29K | -83.0% | $83,342 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Citadel Advisors | $6.94M | 0.0% |
| Goldman Sachs Group | $4.87M | 0.0% |
| Cerity Partners LLC | $1.14M | 0.0% |
Çıkıldı
| Empower Advisory Group, LLC | $200,865 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 418 sahipler, 111.12M hisseler, $2.78B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.