Catatan efek · kuartal yang diarsipkan
IBTG
iShares iBonds Dec 2026 Term Treasury ETF · Financial Services · Asset Management - Bonds
41Pemegang yang dilacak
-1Δ pemegang
27.18MSaham yang dipegang
$621.69MNilai yang dilaporkan
+0Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -2.4% ·
aliran saham +0.4% ·
posisi baru bersih -2.4%
· formula
Akumulasi terkonsentrasi: saham yang meningkat di antara lebih sedikit pemegang
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | -1 | 119.81K | $2.74M | n/a | −1 |
| Q2 2026 | 43 | -3 | 27.42M | $627.60M | +1 | −4 |
| 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 |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Citadel Advisors | $1.70M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 321 pemegang, 81.44M saham, $1.84B 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 sekuritas ini yang dilacak: 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