Catatan efek · kuartal yang diarsipkan
IEI
iShares 3-7 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds
78Pemegang yang dilacak
+4Δ pemegang
92.06MSaham yang dipegang
$10.91BNilai yang dilaporkan
+5Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +5.4% ·
aliran saham +11.3% ·
posisi baru bersih +5.1%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 835.75K | $91.59M | n/a | −1 |
| Q2 2026 | 72 | -4 | 92.75M | $10.90B | +5 | −10 |
| 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 | n/a |
| Q2 2025 | 4 | -2 | 1.92M | $228.21M | n/a | −2 |
| Q1 2025 | 4 | +2 | 231.79K | $27.38M | +2 | n/a |
| Q4 2024 | 2 | -1 | 262.18K | $30.29M | n/a | −1 |
| Q3 2024 | 3 | +2 | 371.55K | $44.44M | +2 | n/a |
| Q2 2024 | 1 | n/a | 94.59K | $10.92M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 18.82M | +6.3% | $2.23B | 0.2% | ▲ Add | 3 | SEC ↗ ×12 |
| 2 | Bank Of America Corp /De/ | 9.24M | +39.7% | $1.10B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Captrust Financial Advisors | 6.26M | +5.6% | $742.22M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 4 | Invesco Ltd. | 4.29M | 0.0% | $509.04M | 0.1% | Held | 2 | SEC ↗ |
| 5 | Financial Engines Advisors L.L.C. | 4.23M | -1.3% | $501.86M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 3.84M | -1.0% | $454.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Assetmark, Inc | 3.35M | +9.8% | $397.60M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 3.15M | +259.6% | $373.23M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | UBS Group AG | 2.99M | +31.4% | $354.04M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Morgan Stanley ✦ | 2.86M | +2.5% | $338.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 11 | Ameriprise Financial Inc | 2.85M | +4.4% | $337.22M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | LPL Financial LLC | 2.74M | +11.5% | $324.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 2.40M | +10.5% | $285.09M | 0.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 14 | Bank Julius Baer & Co. Ltd, Zurich | 2.32M | -13.5% | $275.03M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 2.15M | +2.7% | $255.26M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Mariner, LLC | 2.04M | +311.6% | $241.60M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Truist Financial Corp | 2.00M | +1.4% | $236.69M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Cerity Partners LLC | 1.97M | +0.7% | $233.52M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Raymond James Financial Inc | 1.59M | +4.7% | $189.16M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | BlackRock ✦ (pasif) | 1.34M | -16.9% | $159.51M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 21 | Creative Planning | 1.18M | -5.6% | $139.57M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Royal Bank Of Canada | 1.11M | +0.5% | $132.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 23 | Focus Partners Wealth | 963.83K | +2.6% | $114.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 897.31K | +12.1% | $106.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 675.35K | -4.6% | $80.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 643.40K | -0.1% | $76.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 27 | Osaic Holdings, Inc. | 489.39K | +65.2% | $58.06M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Victory Capital Management Inc | 478.42K | +3.1% | $56.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 451.72K | +114.6% | $53.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Bank of New York Mellon Corp | 447.98K | +8.5% | $53.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 31 | Franklin Resources Inc | 404.44K | +12.4% | $47.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 32 | Allspring Global Investments… | 370.00K | 0.0% | $43.88M | 0.1% | Held | 2 | SEC ↗ |
| 33 | Charles Schwab Investment… | 299.89K | +5.6% | $35.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Allianz Asset Management GmbH | 288.90K | +18.0% | $34.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 261.18K | -6.0% | $30.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 256.39K | Baru | $30.41M | 0.0% | New | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 211.18K | +2.0% | $25.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Baird Financial Group, Inc. | 178.68K | +10.0% | $21.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 173.12K | +87.0% | $20.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Wealth Enhancement Advisory… | 180.90K | -33.2% | $18.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | 1832 Asset Management L.P. | 145.65K | +3.9% | $17.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 144.24K | -4.2% | $17.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 132.08K | +5.3% | $15.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 44 | Rockefeller Capital Management L.P. | 128.38K | 0.0% | $15.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Millennium Management ✦ | 118.87K | +142.8% | $14.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 46 | Lido Advisors, LLC | 117.93K | -21.1% | $13.99M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 47 | Mml Investors Services, Llc | 110.42K | -29.4% | $13.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 86.82K | -64.0% | $10.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Pictet Asset Management Holding SA | 81.00K | -22.9% | $9.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fifth Third Bancorp | 77.85K | +235.3% | $9.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Mirae Asset Global Investments Co.… | 71.52K | +17.7% | $8.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Cwm, Llc | 64.62K | -30.0% | $7.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Corient Private Wealth LP | 54.31K | -90.1% | $6.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Citigroup Inc | 43.72K | +3.9% | $5.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Gotham Asset Management ✦ | 39.56K | +161.9% | $4.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 38.66K | Baru | $4.58M | 0.0% | New | 1 | SEC ↗ ×2 |
| 57 | Tidal Investments LLC | 37.80K | Baru | $4.48M | 0.0% | New | 1 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 28.20K | -65.1% | $3.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Grantham, Mayo, Van Otterloo & Co.… | 27.00K | +88.8% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 25.23K | +46.5% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 23.51K | +6.4% | $2.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Simplex Trading, Llc | 14.32K | +82.1% | $1.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 63 | Fisher Asset Management ✦ | 11.41K | -16.4% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 10.31K | +2.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 8.03K | 0.0% | $952,121 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 66 | Squarepoint Ops LLC | 7.11K | +120.9% | $843,483 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 6.68K | +158.5% | $792,722 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Blair William & Co/Il | 5.49K | +8.9% | $650,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Deutsche Bank Ag\ | 4.29K | 0.0% | $509,387 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 70 | Cibc World Market Inc. | 3.89K | -2.5% | $461,591 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Hsbc Holdings Plc | 3.37K | -91.0% | $399,326 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | IMC-Chicago, LLC | 3.03K | Baru | $359,714 | 0.0% | New | 1 | SEC ↗ |
| 73 | Hrt Financial Lp | 2.71K | -71.0% | $321,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | CIBC Bancorp USA Inc. | 2.15K | n/a | $255,583 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 75 | Qube Research & Technologies Ltd | 1.91K | -73.6% | $226,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Alliancebernstein L.P. | 1.76K | Baru | $210,295 | 0.0% | New | 1 | SEC ↗ |
| 77 | Walleye Trading LLC | 1.28K | -69.1% | $151,452 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | UBS AM, a distinct business unit of… | 1.03K | +115.0% | $122,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $30.41M | 0.0% |
| Susquehanna International… | $4.58M | 0.0% |
| Tidal Investments LLC | $4.48M | 0.0% |
| IMC-Chicago, LLC | $359,714 | 0.0% |
| Alliancebernstein L.P. | $210,295 | 0.0% |
Telah keluar
| Empower Advisory Group, LLC | $294,081 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 828 pemegang, 113.39M saham, $13.08B 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API