Effectdossier · gearchiveerd kwartaal
IBDW
iShares iBonds Dec 2031 Term Corporate ETF · Financial Services · Asset Management - Bonds
40Gevolgde houders
+6Δ houders
31.31MGehouden aandelen
$655.31MGerapporteerde waarde
+6Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.6% ·
aandelenstroom +7.2% ·
netto nieuwe posities +15.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 143.21K | $2.88M | n/a | n/a |
| 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 |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.17M | +23.5% | $108.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 5.06M | +8.2% | $105.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Raymond James Financial Inc | 3.57M | +40.4% | $74.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.08M | -8.9% | $43.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 2.06M | +5.6% | $43.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | UBS Group AG | 1.89M | +13.8% | $39.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | HighTower Advisors, LLC | 1.77M | +46.4% | $37.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.61M | -27.5% | $33.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Mercer Global Advisors Inc /Adv | 909.53K | -53.1% | $19.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Us Bancorp \De\ | 891.29K | +5.0% | $18.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 769.75K | -9.8% | $16.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Lido Advisors, LLC | 696.45K | -2.2% | $14.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 649.78K | +8.5% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 649.58K | +7.2% | $13.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 632.15K | +1.7% | $13.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Truist Financial Corp | 423.04K | +4.6% | $8.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 406.81K | +22.4% | $8.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 348.74K | +60.6% | $7.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 262.63K | +17.9% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Jane Street Group, Llc | 224.70K | Nieuw | $4.70M | 0.0% | New | 1 | SEC ↗ |
| 21 | Cwm, Llc | 193.09K | +13.5% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cetera Investment Advisers | 165.00K | +17.8% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Neuberger Berman Group LLC | 163.04K | -0.8% | $3.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 158.22K | Nieuw | $3.31M | 0.0% | New | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 105.09K | +29.0% | $2.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 95.06K | +32.4% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Creative Planning | 64.98K | +39.3% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 58.19K | -75.2% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Captrust Financial Advisors | 46.88K | +5.1% | $981,224 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 39.38K | -62.8% | $824,307 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 36.66K | Nieuw | $767,335 | 0.0% | New | 1 | SEC ↗ ×3 |
| 32 | Fifth Third Bancorp | 33.44K | Nieuw | $699,962 | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 33.05K | +1.4% | $691,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 18.88K | Nieuw | $395,158 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Susquehanna International Group, Llp | 11.29K | Nieuw | $236,279 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 10.38K | -2.9% | $217,321 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 5.13K | +3971.4% | $106,858 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 987 | -77.3% | $20,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 717 | +0.8% | $14,998 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | BlackRock ✦ (passief) | 62 | 0.0% | $1,298 | 0.0% | Held | 4 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Jane Street Group, Llc | $4.70M | 0.0% |
| Goldman Sachs Group | $3.31M | 0.0% |
| Bank of New York Mellon Corp | $767,335 | 0.0% |
| Fifth Third Bancorp | $699,962 | 0.0% |
| Pnc Financial Services Group… | $395,158 | 0.0% |
| Susquehanna International… | $236,279 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 286 houders, 86.47M aandelen, $1.79B 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: Q1 2026 ·
Methodologie ·
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