Scheda del titolo · trimestre archiviato
IBTG
iShares iBonds Dec 2026 Term Treasury ETF · Financial Services · Asset Management - Bonds
47Holder monitorati
+5Δ titolari
28.48MQuote detenute
$652.56MValore dichiarato
+6Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +11.9% ·
flusso azionario +4.7% ·
nuove posizioni nette +10.6%
— formula
Accumulo diffuso — azioni in aumento tra un maggior numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 6 | +1 | 4.18M | $95.88M | +1 | — |
| Q2 2025 | 3 | 0 | 196.66K | $4.51M | — | — |
| Q1 2025 | 1 | 0 | 57.50K | $1.32M | — | — |
| Q4 2024 | 1 | 0 | 83.44K | $1.90M | — | — |
| Q3 2024 | 1 | 0 | 77.26K | $1.78M | — | — |
| Q2 2024 | 1 | — | 52.80K | $1.20M | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.15M | +4.5% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.15M | +4.5% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.15M | +4.5% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.08M | +2.6% | $93.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.08M | +2.6% | $93.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 2.52M | -11.2% | $57.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 2.39M | +6.5% | $54.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.36M | -5.9% | $54.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.36M | -5.9% | $54.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.69M | -25.5% | $38.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.69M | -25.5% | $38.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.69M | -25.5% | $38.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 1.61M | +1.3% | $36.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 1.37M | +554.3% | $31.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 767.85K | -2.7% | $17.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 767.85K | -2.7% | $17.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 671.39K | +7.5% | $15.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cwm, Llc | 669.63K | +19.1% | $15.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passivo) | 660.62K | +138.1% | $15.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Focus Partners Wealth | 640.16K | +8.8% | $14.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Baird Financial Group, Inc. | 529.20K | +15.7% | $12.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 492.93K | -5.1% | $11.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 492.93K | -5.1% | $11.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 492.93K | -5.1% | $11.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 473.38K | -11.0% | $10.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 454.69K | +1.8% | $10.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Financial Engines Advisors L.L.C. | 395.70K | -0.2% | $9.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Mariner, LLC | 383.02K | -5.7% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 383.02K | -5.7% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mariner, LLC | 383.02K | -5.7% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 338.47K | -0.8% | $7.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 328.38K | +2.9% | $7.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Lido Advisors, LLC | 207.74K | -13.3% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Captrust Financial Advisors | 200.25K | -3.1% | $4.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 167.59K | -12.5% | $3.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 154.42K | Nuovo | $3.54M | 0.0% | New | 1 | SEC ↗ |
| 37 | Cetera Investment Advisers | 137.90K | -4.2% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 132.85K | +187.1% | $3.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 108.50K | -42.5% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Creative Planning | 88.66K | +3.6% | $2.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Cerity Partners LLC | 86.47K | +258.9% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Cerity Partners LLC | 86.47K | +258.9% | $1.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 33.77K | +33.6% | $773,954 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Cibc World Market Inc. | 28.66K | 0.0% | $656,773 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 26.16K | Nuovo | $599,365 | 0.0% | New | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 20.39K | 0.0% | $467,168 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Citadel Advisors ✦ | 19.86K | Nuovo | $455,115 | 0.0% | New | 1 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 19.66K | Nuovo | $450,486 | 0.0% | New | 1 | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 14.70K | — | $336,851 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Fifth Third Bancorp | 13.80K | +531.6% | $316,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Hrt Financial Lp | 12.48K | Nuovo | $286,000 | 0.0% | New | 1 | SEC ↗ |
| 52 | Rockefeller Capital Management L.P. | 7.28K | -0.1% | $166,708 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 4.28K | +23.3% | $98,009 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 4.08K | -67.3% | $93,409 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | Jones Financial Companies Lllp | 1.75K | Nuovo | $40,107 | 0.0% | New | 1 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 1.67K | +0.7% | $38,364 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 554 | -83.4% | $12,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Us Bancorp \De\ | 500 | 0.0% | $11,458 | 0.0% | Held | 2 | SEC ↗ |
| 59 | TD Waterhouse Canada Inc. | 400 | -99.4% | $9,136 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Goldman Sachs Group | $3.54M | 0.0% |
| Jane Street Group, Llc | $599,365 | 0.0% |
| Citadel Advisors | $455,115 | 0.0% |
| Quantinno Capital Management… | $450,486 | 0.0% |
| Hrt Financial Lp | $286,000 | 0.0% |
| Jones Financial Companies Lllp | $40,107 | 0.0% |
Uscito
| UBS AM, a distinct business… | $80,474 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 321 detentori, 81.44M azioni, $1.84B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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