Catatan efek · kuartal yang diarsipkan
IBDW
iShares iBonds Dec 2031 Term Corporate ETF · Financial Services · Asset Management - Bonds
34Pemegang yang dilacak
+1Δ pemegang
29.19MSaham yang dipegang
$617.35MNilai yang dilaporkan
+1Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.0% ·
aliran saham -0.2% ·
posisi baru bersih +2.9%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 34.93M | $727.90M | +1 | −2 |
| Q1 2026 | 40 | +6 | 31.31M | $655.31M | +6 | — |
| Q4 2025 | 34 | +1 | 29.19M | $617.35M | +1 | — |
| Q3 2025 | 4 | 0 | 4.86M | $103.10M | — | — |
| Q2 2025 | 2 | 0 | 286.43K | $6.03M | — | — |
| Q1 2025 | 1 | 0 | 16.73K | $347,148 | — | — |
| Q4 2024 | 1 | 0 | 240.48K | $4.89M | — | — |
| Q3 2024 | 1 | 0 | 106.97K | $2.27M | — | — |
| Q2 2024 | 1 | — | 324.79K | $6.59M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.68M | +16.0% | $98.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.68M | +16.0% | $98.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.18M | — | $88.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 4.18M | — | $88.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 4.18M | — | $88.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.18M | — | $88.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 2.54M | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.54M | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 2.54M | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.28M | — | $48.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.28M | — | $48.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 2.22M | — | $46.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 2.22M | — | $46.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 2.22M | — | $46.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.95M | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.95M | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.95M | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.95M | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 1.94M | — | $41.05M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 1.67M | — | $35.22M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 1.21M | — | $25.62M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 853.14K | — | $18.04M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 848.82K | — | $17.95M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 848.82K | — | $17.95M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 712.06K | — | $15.10M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 621.34K | — | $13.14M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 605.94K | — | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 605.94K | — | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | LPL Financial LLC | 599.03K | — | $12.67M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 404.39K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 404.39K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 332.28K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 235.17K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 235.17K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 222.80K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 222.80K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 222.80K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 217.10K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 170.08K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Neuberger Berman Group LLC | 164.29K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cetera Investment Advisers | 140.13K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 105.80K | -43.6% | $2.24M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 81.47K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 71.82K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Creative Planning | 46.64K | — | $986,500 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Captrust Financial Advisors | 44.60K | — | $943,380 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Focus Partners Wealth | 32.58K | — | $689,089 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mml Investors Services, Llc | 10.69K | — | $226,109 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 4.35K | Baru | $92,032 | 0.0% | New | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 711 | — | $15,040 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 126 | -100.0% | $2,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | BlackRock ✦ (pasif) | 62 | 0.0% | $1,311 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fidelity (FMR) | $92,032 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 286 pemegang, 86.47M saham, $1.79B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API