Scheda del titolo · trimestre archiviato
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iShares Short Duration Bond Active ETF · Financial Services · Asset Management - Bonds
44Holder monitorati
-2Δ titolari
27.05MQuote detenute
$1.36BValore dichiarato
+2Nuove posizioni
−4Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -4.3% ·
flusso azionario +12.5% ·
nuove posizioni nette -4.5%
— formula
Accumulo concentrato — azioni in aumento tra un minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +1 | 33.57M | $1.70B | +2 | −1 |
| Q1 2026 | 44 | -2 | 27.05M | $1.36B | +2 | −4 |
| Q4 2025 | 45 | -2 | 24.04M | $1.23B | — | −2 |
| Q3 2025 | 9 | +1 | 5.55M | $284.66M | +1 | — |
| Q2 2025 | 5 | 0 | 1.43M | $72.85M | — | — |
| Q1 2025 | 3 | 0 | 710.76K | $36.16M | — | — |
| Q4 2024 | 3 | +1 | 538.11K | $27.17M | +1 | — |
| Q3 2024 | 2 | 0 | 980.25K | $50.23M | — | — |
| Q2 2024 | 2 | — | 794.02K | $39.96M | — | — |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.52M | +7.6% | $178.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.52M | +7.6% | $178.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.52M | +7.6% | $178.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.06M | +4.0% | $155.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 3.06M | +4.0% | $155.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 3.06M | +4.0% | $155.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 2.76M | +2.6% | $140.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.76M | +2.6% | $140.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 2.75M | +3.4% | $139.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 2.51M | +55.6% | $127.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 2.51M | +55.6% | $127.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 2.51M | +55.6% | $127.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passivo) | 2.26M | -0.6% | $114.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passivo) | 2.26M | -0.6% | $114.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passivo) | 2.26M | -0.6% | $114.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passivo) | 2.26M | -0.6% | $114.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Cetera Investment Advisers | 1.41M | +11.1% | $71.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.25M | +7.8% | $63.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.25M | +7.8% | $63.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Raymond James Financial Inc | 1.25M | +7.8% | $63.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 1.10M | -4.1% | $55.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 1.10M | -4.1% | $55.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 1.10M | -4.1% | $55.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 983.35K | +22589.2% | $49.99M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Royal Bank Of Canada | 723.10K | +26.9% | $36.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 723.10K | +26.9% | $36.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 723.10K | +26.9% | $36.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 723.10K | +26.9% | $36.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 723.10K | +26.9% | $36.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 723.10K | +26.9% | $36.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Envestnet Asset Management Inc | 629.85K | +31.6% | $32.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 564.59K | +71.9% | $28.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 564.59K | +71.9% | $28.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 530.43K | +1.8% | $26.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 530.43K | +1.8% | $26.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 530.43K | +1.8% | $26.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 397.27K | +98.4% | $20.20M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 38 | Commonwealth Equity Services, Llc | 291.88K | +7.7% | $14.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 238.14K | -1.5% | $12.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Focus Partners Wealth | 232.06K | -1.3% | $11.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 197.06K | +17.2% | $10.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | HighTower Advisors, LLC | 165.59K | -18.7% | $8.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Cwm, Llc | 137.25K | -35.1% | $6.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 127.09K | -19.8% | $6.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mariner, LLC | 126.67K | -2.2% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mariner, LLC | 126.67K | -2.2% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mariner, LLC | 126.67K | -2.2% | $6.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 122.95K | +108.0% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 122.95K | +108.0% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 121.94K | -13.5% | $6.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 121.94K | -13.5% | $6.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Mml Investors Services, Llc | 112.92K | +21.4% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Truist Financial Corp | 93.15K | +3.8% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 81.35K | +7.9% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Rockefeller Capital Management L.P. | 81.35K | +7.9% | $4.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Citigroup Inc | 72.93K | +7.9% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Jones Financial Companies Lllp | 50.58K | +163.4% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 35.46K | +1111.2% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 35.46K | +1111.2% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 29.90K | -8.7% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 26.39K | +19.0% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | National Bank Of Canada /Fi/ | 26.39K | +19.0% | $1.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Cibc World Market Inc. | 19.23K | -4.7% | $977,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | AQR Capital Management ✦ | 18.98K | 0.0% | $965,009 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Fifth Third Bancorp | 15.52K | Nuovo | $788,807 | 0.0% | New | 1 | SEC ↗ |
| 66 | Creative Planning | 10.44K | +1.0% | $530,768 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Cerity Partners LLC | 9.46K | -10.8% | $481,212 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | CIBC Bancorp USA Inc. | 4.79K | — | $243,330 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Blair William & Co/Il | 4.00K | 0.0% | $203,187 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Us Bancorp \De\ | 2.07K | +3.6% | $105,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Us Bancorp \De\ | 2.07K | +3.6% | $105,330 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Corient Private Wealth LP | 263.39K | -50.0% | $19,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Assetmark, Inc | 146 | +44.5% | $7,422 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 143 | Nuovo | $7,269 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Fifth Third Bancorp | $788,807 | 0.0% |
| Bnp Paribas Financial Markets | $7,269 | 0.0% |
Uscito
| Goldman Sachs Group | $4.05M | era 0.0% |
| Allspring Global Investments… | $505,890 | era 0.0% |
| Barclays Plc | $253,967 | era 0.0% |
| Susquehanna International… | $245,331 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 385 detentori, 50.63M azioni, $2.46B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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