Wertpapierdatensatz · archiviertes Quartal
IBTG
iShares iBonds Dec 2026 Term Treasury ETF · Financial Services · Asset Management - Bonds
41Erfasste Halter
-1Δ Inhaber
27.18MGehaltene Aktien
$621.69MGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.4% ·
Aktienfluss +0.4% ·
neue Nettopositionen -2.4%
· Formel
Konzentrierte Akkumulation: steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 42 | -3 | 27.08M | $619.76M | +1 | −5 |
| Q1 2026 | 47 | +5 | 28.48M | $652.56M | +6 | −1 |
| Q4 2025 | 41 | -1 | 27.18M | $621.69M | n/a | −1 |
| Q3 2025 | 6 | +1 | 4.18M | $95.88M | +1 | n/a |
| Q2 2025 | 3 | 0 | 196.66K | $4.51M | n/a | n/a |
| Q1 2025 | 1 | 0 | 57.50K | $1.32M | n/a | n/a |
| Q4 2024 | 1 | 0 | 83.44K | $1.90M | n/a | n/a |
| Q3 2024 | 1 | 0 | 77.26K | $1.78M | n/a | n/a |
| Q2 2024 | 1 | n/a | 52.80K | $1.20M | n/a | n/a |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.98M | +2.0% | $90.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 3.97M | n/a | $90.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Mercer Global Advisors Inc /Adv | 2.84M | n/a | $65.02M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 2.51M | n/a | $57.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 2.27M | n/a | $51.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 2.25M | n/a | $51.47M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | UBS Group AG | 1.59M | n/a | $36.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 789.20K | n/a | $18.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Northwestern Mutual Wealth… | 624.75K | n/a | $14.29M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Focus Partners Wealth | 588.41K | n/a | $13.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Cwm, Llc | 562.43K | n/a | $12.87M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 532.10K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 519.26K | n/a | $11.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Baird Financial Group, Inc. | 457.33K | n/a | $10.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Stifel Financial Corp | 446.63K | n/a | $10.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 406.00K | n/a | $9.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Financial Engines Advisors L.L.C. | 396.59K | n/a | $9.07M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 341.31K | n/a | $7.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 319.18K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passiv) | 277.47K | +65.8% | $6.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Lido Advisors, LLC | 239.56K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 208.62K | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 206.71K | n/a | $4.73M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 191.62K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 188.57K | n/a | $4.32M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cetera Investment Advisers | 144.00K | n/a | $3.29M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 85.56K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 62.91K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 46.27K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cibc World Market Inc. | 28.66K | n/a | $655,626 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 25.27K | n/a | $578,166 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 24.09K | n/a | $551,052 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 20.39K | 0.0% | $466,353 | 0.0% | Held | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 12.47K | -6.8% | $285,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 7.28K | n/a | $166,508 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 3.52K | n/a | $80,474 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | National Bank Of Canada /Fi/ | 3.47K | n/a | $79,336 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 3.34K | -50.0% | $76,448 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Fifth Third Bancorp | 2.19K | n/a | $49,982 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.66K | n/a | $38,052 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 500 | n/a | $11,438 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Citadel Advisors | $1.70M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 321 Inhaber, 81.44M Anteile, $1.84B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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