Effectdossier · gearchiveerd kwartaal
IEI
iShares 3-7 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds
78Gevolgde houders
+4Δ houders
92.06MGehouden aandelen
$10.91BGerapporteerde waarde
+5Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.4% ·
aandelenstroom +11.3% ·
netto nieuwe posities +5.1%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 73 | -4 | 92.98M | $10.92B | +5 | −9 |
| Q1 2026 | 78 | +4 | 92.06M | $10.91B | +5 | −1 |
| Q4 2025 | 73 | 0 | 82.74M | $9.82B | +1 | −1 |
| Q3 2025 | 8 | +1 | 40.73M | $4.87B | +1 | — |
| Q2 2025 | 4 | -2 | 1.92M | $228.21M | — | −2 |
| Q1 2025 | 4 | +2 | 231.79K | $27.38M | +2 | — |
| Q4 2024 | 2 | -1 | 262.18K | $30.29M | — | −1 |
| Q3 2024 | 3 | +2 | 371.55K | $44.44M | +2 | — |
| Q2 2024 | 1 | — | 94.59K | $10.92M | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 9.24M | +39.7% | $1.10B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 9.24M | +39.7% | $1.10B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 9.24M | +39.7% | $1.10B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 9.24M | +39.7% | $1.10B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Captrust Financial Advisors | 6.26M | +5.6% | $742.22M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 4.29M | 0.0% | $509.04M | 0.1% | Held | 2 | SEC ↗ |
| 19 | Financial Engines Advisors L.L.C. | 4.23M | -1.3% | $501.86M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 3.84M | -1.0% | $454.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Assetmark, Inc | 3.35M | +9.8% | $397.60M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 3.15M | +259.6% | $373.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | UBS Group AG | 2.99M | +31.4% | $354.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 2.99M | +31.4% | $354.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 2.99M | +31.4% | $354.04M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.86M | +2.5% | $338.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.86M | +2.5% | $338.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.86M | +2.5% | $338.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.86M | +2.5% | $338.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.86M | +2.5% | $338.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.86M | +2.5% | $338.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 2.85M | +4.4% | $337.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 2.85M | +4.4% | $337.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 2.85M | +4.4% | $337.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | LPL Financial LLC | 2.74M | +11.5% | $324.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 2.40M | +10.5% | $285.09M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 2.40M | +10.5% | $285.09M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 2.40M | +10.5% | $285.09M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 2.40M | +10.5% | $285.09M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 40 | Stifel Financial Corp | 2.40M | +10.5% | $285.09M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 41 | Stifel Financial Corp | 2.40M | +10.5% | $285.09M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank Julius Baer & Co. Ltd, Zurich | 2.32M | -13.5% | $275.03M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 2.15M | +2.7% | $255.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 2.15M | +2.7% | $255.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 2.15M | +2.7% | $255.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 2.15M | +2.7% | $255.26M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Mariner, LLC | 2.04M | +311.6% | $241.60M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 48 | Mariner, LLC | 2.04M | +311.6% | $241.60M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 49 | Mariner, LLC | 2.04M | +311.6% | $241.60M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 50 | Mariner, LLC | 2.04M | +311.6% | $241.60M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 51 | Truist Financial Corp | 2.00M | +1.4% | $236.69M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 52 | Truist Financial Corp | 2.00M | +1.4% | $236.69M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 53 | Truist Financial Corp | 2.00M | +1.4% | $236.69M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 54 | Cerity Partners LLC | 1.97M | +0.7% | $233.52M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 55 | Cerity Partners LLC | 1.97M | +0.7% | $233.52M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 56 | Cerity Partners LLC | 1.97M | +0.7% | $233.52M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 57 | Raymond James Financial Inc | 1.59M | +4.7% | $189.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | Raymond James Financial Inc | 1.59M | +4.7% | $189.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 59 | Raymond James Financial Inc | 1.59M | +4.7% | $189.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 60 | BlackRock ✦ (passief) | 1.34M | -16.9% | $159.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | BlackRock ✦ (passief) | 1.34M | -16.9% | $159.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | BlackRock ✦ (passief) | 1.34M | -16.9% | $159.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | BlackRock ✦ (passief) | 1.34M | -16.9% | $159.51M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Creative Planning | 1.18M | -5.6% | $139.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Creative Planning | 1.18M | -5.6% | $139.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 1.11M | +0.5% | $132.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Royal Bank Of Canada | 1.11M | +0.5% | $132.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Royal Bank Of Canada | 1.11M | +0.5% | $132.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Royal Bank Of Canada | 1.11M | +0.5% | $132.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Royal Bank Of Canada | 1.11M | +0.5% | $132.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Royal Bank Of Canada | 1.11M | +0.5% | $132.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Focus Partners Wealth | 963.83K | +2.6% | $114.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | Cetera Investment Advisers | 897.31K | +12.1% | $106.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Northwestern Mutual Wealth… | 675.35K | -4.6% | $80.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Osaic Holdings, Inc. | 489.39K | +65.2% | $58.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Osaic Holdings, Inc. | 489.39K | +65.2% | $58.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Osaic Holdings, Inc. | 489.39K | +65.2% | $58.06M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Victory Capital Management Inc | 478.42K | +3.1% | $56.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Goldman Sachs Group ✦ | 451.72K | +114.6% | $53.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Goldman Sachs Group ✦ | 451.72K | +114.6% | $53.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Goldman Sachs Group ✦ | 451.72K | +114.6% | $53.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Goldman Sachs Group ✦ | 451.72K | +114.6% | $53.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 447.98K | +8.5% | $53.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 447.98K | +8.5% | $53.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 447.98K | +8.5% | $53.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 447.98K | +8.5% | $53.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 447.98K | +8.5% | $53.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 447.98K | +8.5% | $53.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Franklin Resources Inc | 404.44K | +12.4% | $47.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Franklin Resources Inc | 404.44K | +12.4% | $47.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Franklin Resources Inc | 404.44K | +12.4% | $47.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Franklin Resources Inc | 404.44K | +12.4% | $47.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Empower Advisory Group, LLC | $294,081 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 828 houders, 113.39M aandelen, $13.08B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
Verkrijg dit via de API