IBDW
iShares iBonds Dec 2031 Term Corporate ETF · Financial Services · Asset Management - Bonds
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.0% ·
Aktienfluss -0.2% ·
neue Nettopositionen +2.9%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -1 | 31.87M | $664.26M | +1 | −3 |
| Q1 2026 | 40 | +6 | 31.31M | $655.31M | +6 | n/a |
| Q4 2025 | 34 | +1 | 29.19M | $617.35M | +1 | n/a |
| Q3 2025 | 4 | 0 | 4.86M | $103.10M | n/a | n/a |
| Q2 2025 | 2 | 0 | 286.43K | $6.03M | n/a | n/a |
| Q1 2025 | 1 | 0 | 16.73K | $347,148 | n/a | n/a |
| Q4 2024 | 1 | 0 | 240.48K | $4.89M | n/a | n/a |
| Q3 2024 | 1 | 0 | 106.97K | $2.27M | n/a | n/a |
| Q2 2024 | 1 | n/a | 324.79K | $6.59M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.68M | +16.0% | $98.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 4.18M | n/a | $88.46M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Raymond James Financial Inc | 2.54M | n/a | $53.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.28M | n/a | $48.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 2.22M | n/a | $46.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 1.95M | n/a | $41.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Mercer Global Advisors Inc /Adv | 1.94M | n/a | $41.05M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 1.67M | n/a | $35.22M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 1.21M | n/a | $25.62M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 853.14K | n/a | $18.04M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Us Bancorp \De\ | 848.82K | n/a | $17.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Lido Advisors, LLC | 712.06K | n/a | $15.10M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 621.34K | n/a | $13.14M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 605.94K | n/a | $12.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | LPL Financial LLC | 599.03K | n/a | $12.67M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 404.39K | n/a | $8.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 332.28K | n/a | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 235.17K | n/a | $4.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 222.80K | n/a | $4.71M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Envestnet Asset Management Inc | 217.10K | n/a | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 170.08K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Neuberger Berman Group LLC | 164.29K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cetera Investment Advisers | 140.13K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 105.80K | -43.6% | $2.24M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 81.47K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 71.82K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 46.64K | n/a | $986,500 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 44.60K | n/a | $943,380 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 32.58K | n/a | $689,089 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 10.69K | n/a | $226,109 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 4.35K | Neu | $92,032 | 0.0% | New | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 711 | n/a | $15,040 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 126 | -100.0% | $2,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | BlackRock ✦ (passiv) | 62 | 0.0% | $1,311 | 0.0% | Held | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Fidelity (FMR) | $92,032 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 286 Inhaber, 86.47M Anteile, $1.79B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.