证券记录 · 已归档季度
IBDW
iShares iBonds Dec 2031 Term Corporate ETF · Financial Services · Asset Management - Bonds
38被追踪持有人
-1Δ持有人
34.93M持有股份
$727.90M报告持仓市值
+1新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -2.6% ·
股份流向 +12.2% ·
净新建仓位 -2.6%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.47M | +5.8% | $113.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 5.47M | +5.8% | $113.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.47M | +5.8% | $113.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.87M | -3.7% | $101.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.87M | -3.7% | $101.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.87M | -3.7% | $101.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Raymond James Financial Inc | 3.49M | -2.0% | $72.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 3.49M | -2.0% | $72.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 3.49M | -2.0% | $72.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 3.05M | +72.2% | $63.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.33M | +12.0% | $48.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 2.33M | +12.0% | $48.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.06M | -0.1% | $42.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.06M | -0.1% | $42.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.06M | -0.1% | $42.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.06M | -0.1% | $42.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 1.97M | +4.2% | $41.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 1.89M | +107.9% | $39.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 1.54M | -4.4% | $32.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 1.54M | -4.4% | $32.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 1.54M | -4.4% | $32.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Us Bancorp \De\ | 892.38K | +0.1% | $18.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Us Bancorp \De\ | 892.38K | +0.1% | $18.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (被动) | 814.34K | +1313343.6% | $16.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 814.34K | +1313343.6% | $16.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 802.81K | +4.3% | $16.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | LPL Financial LLC | 724.95K | +11.6% | $15.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 643.29K | +1.8% | $13.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Lido Advisors, LLC | 603.20K | -13.4% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Mariner, LLC | 583.37K | -10.2% | $12.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 532.42K | +136.9% | $11.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 508.58K | +20.2% | $10.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Truist Financial Corp | 508.58K | +20.2% | $10.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 431.28K | +6.0% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 355.80K | +2.0% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 268.18K | +2.1% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 268.18K | +2.1% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 268.18K | +2.1% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 268.18K | +2.1% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Cetera Investment Advisers | 192.73K | +16.8% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Neuberger Berman Group LLC | 163.04K | 0.0% | $3.40M | 0.0% | Held | 3 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 132.32K | +39.2% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 124.64K | +18.6% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 108.23K | +858.7% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 69.47K | +19.4% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Focus Partners Wealth | 67.29K | +103.6% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Creative Planning | 66.27K | +2.0% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Fifth Third Bancorp | 45.74K | +36.8% | $953,305 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 42.34K | -9.7% | $882,430 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 37.14K | +1.3% | $774,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Bank of New York Mellon Corp | 37.14K | +1.3% | $774,071 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 18.88K | 0.0% | $393,460 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 18.88K | 0.0% | $393,460 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Mml Investors Services, Llc | 10.31K | -0.7% | $214,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | National Bank Of Canada /Fi/ | 5.49K | 新增 | $114,398 | 0.0% | New | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 4.95K | -3.6% | $103,347 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 4.95K | -3.6% | $103,347 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Fidelity (FMR) ✦ | 1.41K | +42.5% | $29,297 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 725 | +1.1% | $15,113 | 0.0% | ▲ Add | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| National Bank Of Canada /Fi/ | $114,398 | 0.0% |
已清仓
| Goldman Sachs Group | $3.31M | 曾为 0.0% |
| Citadel Advisors | $824,307 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 286 持有人, 86.47M 股份, $1.79B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据