Scheda del titolo · trimestre archiviato
IBDV
iShares iBonds Dec 2030 Term Corporate ETF · Financial Services · Asset Management - Bonds
40Holder monitorati
0Δ titolari
39.32MQuote detenute
$867.90MValore dichiarato
+1Nuove posizioni
−1Uscite
Input di momentum (manager comparabili): ampiezza dei detentori 0.0% · flusso azionario +0.1% · nuove posizioni nette 0.0% — formula
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +1 | 47.51M | $1.04B | +2 | −1 |
| Q1 2026 | 45 | +5 | 45.28M | $991.08M | +5 | — |
| Q4 2025 | 40 | 0 | 39.32M | $867.90M | +1 | −1 |
| Q3 2025 | 5 | 0 | 4.05M | $89.69M | — | — |
| Q2 2025 | 3 | +1 | 287.18K | $6.31M | +1 | — |
| Q1 2025 | 1 | 0 | 97.63K | $2.12M | — | — |
| Q4 2024 | 1 | 0 | 86.85K | $1.86M | — | — |
| Q3 2024 | 1 | 0 | 137.38K | $3.05M | — | — |
| Q2 2024 | 1 | — | 9.73K | $206,902 | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.14M | — | $179.67M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 8.14M | — | $179.67M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 8.14M | — | $179.67M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 8.14M | — | $179.67M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mercer Global Advisors Inc /Adv | 6.19M | — | $136.60M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.57M | +22.8% | $78.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.57M | +22.8% | $78.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.55M | — | $78.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.55M | — | $78.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.55M | — | $78.33M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.03M | — | $66.92M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.03M | — | $66.92M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.34M | — | $51.69M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.34M | — | $51.69M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.34M | — | $51.69M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.34M | — | $51.69M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 2.29M | — | $50.60M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 1.87M | — | $41.34M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 1.12M | — | $24.72M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 1.12M | — | $24.72M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 1.12M | — | $24.72M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 957.48K | — | $21.13M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Stifel Financial Corp | 957.48K | — | $21.13M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | LPL Financial LLC | 857.48K | — | $18.92M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 695.88K | — | $15.36M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 616.02K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 616.02K | — | $13.60M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 604.98K | — | $13.35M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 599.95K | — | $13.24M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 599.95K | — | $13.24M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 599.95K | — | $13.24M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 467.36K | — | $10.31M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passivo) | 409.21K | +369.3% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | BlackRock ✦ (passivo) | 409.21K | +369.3% | $9.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 329.42K | — | $7.27M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lido Advisors, LLC | 285.45K | — | $6.31M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cetera Investment Advisers | 229.84K | — | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 206.49K | — | $4.56M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 204.84K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 181.40K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 150.43K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 150.43K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 150.43K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 150.43K | — | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 120.96K | — | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Gotham Asset Management ✦ | 91.18K | +133.9% | $2.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Focus Partners Wealth | 30.52K | — | $673,555 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 27.56K | — | $608,293 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Truist Financial Corp | 24.94K | — | $550,454 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Truist Financial Corp | 24.94K | — | $550,454 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Creative Planning | 24.67K | — | $544,378 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Neuberger Berman Group LLC | 22.33K | — | $492,845 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 22.06K | — | $486,954 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 16.08K | — | $354,824 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 16.08K | — | $354,824 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 16.08K | — | $354,824 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 12.96K | — | $283,220 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Barclays Plc | 9.79K | — | $216,043 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Fidelity (FMR) ✦ | 5.92K | Nuovo | $130,558 | 0.0% | New | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 3.29K | — | $71,908 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 1.51K | -99.8% | $33,444 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 849 | — | $18,742 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 849 | — | $18,742 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 660 | — | $14,564 | 0.0% | n/c | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fidelity (FMR) | $130,558 | 0.0% |
Uscito
| Citadel Advisors | $8.97M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 332 detentori, 105.26M azioni, $2.27B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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