证券记录
IUSB
iShares Core Universal USD Bond ETF · Financial Services · Asset Management - Bonds
61被追踪持有人
+3Δ持有人
669.70M持有股份
$30.92B报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +5.2% ·
股份流向 +21.4% ·
净新建仓位 +3.3%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 | 61 | +3 | 669.70M | $30.92B | +5 | −3 |
| Q1 2026 | 60 | +4 | 569.85M | $26.29B | +6 | −2 |
| Q4 2025 | 56 | -2 | 539.52M | $25.11B | — | −2 |
| Q3 2025 | 10 | +1 | 127.62M | $5.96B | +1 | — |
| Q2 2025 | 6 | -1 | 63.82M | $2.95B | — | −1 |
| Q1 2025 | 5 | +3 | 530.37K | $24.44M | +3 | — |
| Q4 2024 | 2 | 0 | 67.97K | $3.07M | — | — |
| Q3 2024 | 2 | -1 | 57.74K | $2.72M | — | −1 |
| Q2 2024 | 3 | — | 79.78K | $3.61M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 180.01M | +35.3% | $8.31B | 2.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 87.51M | +9.9% | $4.05B | 1.6% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (被动) | 82.04M | +15.9% | $3.79B | 0.1% | ▲ Add | 5 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 62.17M | +31.5% | $2.87B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 50.46M | +1.8% | $2.33B | 0.4% | ▲ Add | 3 | SEC ↗ ×5 |
| 6 | Northwestern Mutual Wealth… | 33.42M | +10.2% | $1.54B | 0.8% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 31.04M | +19.5% | $1.43B | 0.1% | ▲ Add | 4 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 22.63M | +26.4% | $1.05B | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 9 | Mariner, LLC | 20.74M | +9.5% | $957.34M | 1.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Bank of New York Mellon Corp | 14.38M | +31.0% | $663.66M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 13.34M | +32.8% | $615.53M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 13.04M | +12.9% | $601.30M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 13 | Mml Investors Services, Llc | 11.41M | +57.0% | $526.38M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 5.36M | +8.5% | $247.18M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 15 | Royal Bank Of Canada | 4.99M | +16.1% | $230.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 16 | Bank Of America Corp /De/ | 4.59M | +81.8% | $211.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Stifel Financial Corp | 3.88M | +32.6% | $179.02M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 18 | Osaic Holdings, Inc. | 3.30M | +19.1% | $152.43M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Commonwealth Equity Services, Llc | 3.21M | +8.2% | $148.03M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | UBS Group AG | 2.80M | -0.6% | $129.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Victory Capital Management Inc | 2.40M | 0.0% | $110.66M | 0.1% | Held | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 2.31M | +31.2% | $106.60M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Assetmark, Inc | 2.16M | +16.0% | $99.77M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 1.98M | +517.4% | $91.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.47M | +0.8% | $67.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Fidelity (FMR) ✦ | 1.47M | +5.6% | $67.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Focus Partners Wealth | 1.21M | -10.1% | $56.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 953.13K | +76.0% | $43.99M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Wealth Enhancement Advisory… | 859.97K | +31.3% | $39.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 795.26K | +10.7% | $36.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Corient Private Wealth LP | 553.28K | -4.0% | $25.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Creative Planning | 491.46K | +4.5% | $22.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 455.12K | +3590.9% | $21.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 418.36K | +385.0% | $19.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 342.28K | 新增 | $15.80M | 0.0% | New | 1 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 327.13K | -1.1% | $15.10M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 37 | Citigroup Inc | 311.85K | +367.4% | $14.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Lido Advisors, LLC | 188.84K | +80.1% | $8.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Jane Street Group, Llc | 107.68K | -55.1% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Invesco Ltd. | 101.24K | +0.9% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 97.82K | +5.9% | $4.51M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Financial Engines Advisors L.L.C. | 91.42K | +1.0% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Renaissance Technologies ✦ | 87.50K | 新增 | $4.04M | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 68.79K | +136.6% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Captrust Financial Advisors | 67.30K | +22.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northern Trust Corp | 16.45K | -21.2% | $759,167 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Gotham Asset Management ✦ | 15.97K | +4.3% | $736,877 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 10.78K | -5.1% | $497,541 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | Fisher Asset Management ✦ | 6.64K | -5.4% | $306,478 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 50 | Cibc World Market Inc. | 5.65K | +0.3% | $260,932 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Sei Investments Co | 5.02K | +7.9% | $231,540 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Brown Advisory Inc | 4.96K | 新增 | $228,812 | 0.0% | New | 1 | SEC ↗ |
| 53 | Empower Advisory Group, LLC | 4.88K | 新增 | $225,074 | 0.0% | New | 1 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 4.39K | 0.0% | $202,276 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 55 | Qube Research & Technologies Ltd | 3.39K | +74.4% | $156,264 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 1.96K | -50.9% | $90,408 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Franklin Resources Inc | 1.05K | -10.8% | $48,411 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 37 | 新增 | $1,699 | 0.0% | New | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 13 | +160.0% | $602 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bnp Paribas Financial Markets | 10 | -75.0% | $462 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Allspring Global Investments… | 9 | 0.0% | $414 | 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
| Susquehanna International… | $15.80M | 0.0% |
| Renaissance Technologies | $4.04M | 0.0% |
| Brown Advisory Inc | $228,812 | 0.0% |
| Empower Advisory Group, LLC | $225,074 | 0.0% |
| TD Waterhouse Canada Inc. | $1,699 | 0.0% |
已清仓
| HighTower Advisors, LLC | $22.50M | 曾为 0.0% |
| Citadel Advisors | $13.57M | 曾为 0.0% |
| Hrt Financial Lp | $7.04M | 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): 834 持有人, 747.08M 股份, $33.30B 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