证券记录
IBTG
iShares iBonds Dec 2026 Term Treasury ETF · Financial Services · Asset Management - Bonds
42被追踪持有人
-3Δ持有人
27.08M持有股份
$619.76M报告持仓市值
+1新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -6.7% ·
股份流向 -1.4% ·
净新建仓位 -9.5%
— 公式
广泛派发 — 持股数量下降且持有人减少
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 | 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 | — | −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 | — | — |
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/ | 4.30M | +3.6% | $98.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 3.99M | -2.1% | $91.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 2.50M | +4.6% | $57.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 2.44M | -3.4% | $55.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 2.39M | +1.3% | $54.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | UBS Group AG | 1.48M | -8.1% | $33.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 1.41M | +3.4% | $32.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.39M | -18.0% | $31.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Northwestern Mutual Wealth… | 730.65K | +8.8% | $16.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 711.89K | -7.3% | $16.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Baird Financial Group, Inc. | 559.72K | +5.8% | $12.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 512.58K | +92422.6% | $11.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Royal Bank Of Canada | 511.80K | +3.8% | $11.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Stifel Financial Corp | 430.27K | -5.4% | $9.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 420.72K | -11.1% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Mariner, LLC | 390.16K | +1.9% | $8.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Financial Engines Advisors L.L.C. | 380.45K | -3.9% | $8.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 342.59K | +1209.8% | $7.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 339.95K | -46.9% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 333.68K | +1.6% | $7.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 200.01K | +19.3% | $4.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 178.35K | +34.2% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Captrust Financial Advisors | 173.54K | -13.3% | $3.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Lido Advisors, LLC | 166.31K | -19.9% | $3.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 159.16K | +3.1% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 151.65K | +71.0% | $3.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 133.97K | -2.9% | $3.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 116.62K | +7.5% | $2.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Cerity Partners LLC | 68.30K | -21.0% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Pnc Financial Services Group, Inc. | 33.77K | 0.0% | $773,110 | 0.0% | Held | 3 | SEC ↗ |
| 31 | Cibc World Market Inc. | 31.78K | +10.9% | $727,490 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 20.39K | 0.0% | $466,658 | 0.0% | Held | 4 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 19.66K | 0.0% | $449,995 | 0.0% | Held | 2 | SEC ↗ |
| 34 | CIBC Bancorp USA Inc. | 14.70K | 0.0% | $336,483 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 13.80K | 0.0% | $315,905 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 8.95K | 新增 | $204,804 | 0.0% | New | 1 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 7.28K | 0.0% | $166,526 | 0.0% | Held | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 4.43K | +3.5% | $101,403 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 1.69K | +1.0% | $38,694 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 893 | -78.1% | $20,435 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | Us Bancorp \De\ | 500 | 0.0% | $11,445 | 0.0% | Held | 3 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 400 | 0.0% | $9,128 | 0.0% | Held | 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
| Truist Financial Corp | $204,804 | 0.0% |
已清仓
| BlackRock | $15.14M | 曾为 0.0% |
| HighTower Advisors, LLC | $7.76M | 曾为 0.0% |
| Citadel Advisors | $455,115 | 曾为 0.0% |
| Hrt Financial Lp | $286,000 | 曾为 0.0% |
| Jones Financial Companies Lllp | $40,107 | 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): 321 持有人, 81.44M 股份, $1.84B 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