증권 기록 · 과거 분기 (아카이브)
IBTG
iShares iBonds Dec 2026 Term Treasury ETF · Financial Services · Asset Management - Bonds
43추적 보유자
-3Δ 보유자
27.42M보유 주식 수
$627.60M보고 가치
+1신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -6.5% ·
주식 흐름 -1.4% ·
순 신규 포지션 -7.0%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.30M | +3.6% | $98.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.30M | +3.6% | $98.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.30M | +3.6% | $98.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.99M | -2.1% | $91.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.99M | -2.1% | $91.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.99M | -2.1% | $91.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | LPL Financial LLC | 2.50M | +4.6% | $57.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Mercer Global Advisors Inc /Adv | 2.44M | -3.4% | $55.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.39M | +1.3% | $54.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.39M | +1.3% | $54.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 1.48M | -8.1% | $33.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.48M | -8.1% | $33.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 1.41M | +3.4% | $32.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.39M | -18.0% | $31.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 1.39M | -18.0% | $31.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 1.39M | -18.0% | $31.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 730.65K | +8.8% | $16.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 711.89K | -7.3% | $16.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 711.89K | -7.3% | $16.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Baird Financial Group, Inc. | 559.72K | +5.8% | $12.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 512.58K | +92422.6% | $11.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Royal Bank Of Canada | 511.80K | +3.8% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 511.80K | +3.8% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 511.80K | +3.8% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 511.80K | +3.8% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Stifel Financial Corp | 430.27K | -5.4% | $9.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 420.72K | -11.1% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 390.16K | +1.9% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 390.16K | +1.9% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 380.45K | -3.9% | $8.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 342.59K | +1209.8% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 342.43K | +1.2% | $7.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Focus Partners Wealth | 339.95K | -46.9% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 333.68K | +1.6% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 200.01K | +19.3% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 178.35K | +34.2% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 178.35K | +34.2% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Captrust Financial Advisors | 173.54K | -13.3% | $3.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Lido Advisors, LLC | 166.31K | -19.9% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 159.16K | +3.1% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Creative Planning | 151.65K | +71.0% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Cetera Investment Advisers | 133.97K | -2.9% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 116.62K | +7.5% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Cerity Partners LLC | 68.30K | -21.0% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Cerity Partners LLC | 68.30K | -21.0% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 33.77K | 0.0% | $773,110 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Cibc World Market Inc. | 31.78K | +10.9% | $727,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 20.39K | 0.0% | $466,658 | 0.0% | Held | 4 | SEC ↗ |
| 49 | Quantinno Capital Management LP | 19.66K | 0.0% | $449,995 | 0.0% | Held | 2 | SEC ↗ |
| 50 | CIBC Bancorp USA Inc. | 14.70K | 0.0% | $336,483 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Fifth Third Bancorp | 13.80K | 0.0% | $315,905 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Truist Financial Corp | 8.95K | 신규 | $204,804 | 0.0% | New | 1 | SEC ↗ |
| 53 | Rockefeller Capital Management L.P. | 7.28K | 0.0% | $166,526 | 0.0% | Held | 3 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 4.43K | +3.5% | $101,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 1.69K | +1.0% | $38,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 893 | -78.1% | $20,435 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | Us Bancorp \De\ | 500 | 0.0% | $11,445 | 0.0% | Held | 3 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 400 | 0.0% | $9,128 | 0.0% | Held | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Truist Financial Corp | $204,804 | 0.0% |
청산됨
| BlackRock | $15.14M | 이었음 0.0% |
| Citadel Advisors | $455,115 | 이었음 0.0% |
| Hrt Financial Lp | $286,000 | 이었음 0.0% |
| Jones Financial Companies Lllp | $40,107 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 321 보유 기관, 81.44M 주식, $1.84B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
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