증권 기록 · 과거 분기 (아카이브)
IEI
iShares 3-7 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds
78추적 보유자
+4Δ 보유자
92.06M보유 주식 수
$10.91B보고 가치
+5신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +5.4% ·
주식 흐름 +11.3% ·
순 신규 포지션 +5.1%
· 산식
광범위한 누적: 더 많은 보유자에 걸친 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (패시브) | 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 | 신규 | $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 | 신규 | $4.58M | 0.0% | New | 1 | SEC ↗ ×2 |
| 57 | Tidal Investments LLC | 37.80K | 신규 | $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 | 신규 | $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 | 신규 | $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 ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| 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% |
청산됨
| Empower Advisory Group, LLC | $294,081 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 828 보유 기관, 113.39M 주식, $13.08B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
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: Q1 2026 ·
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