Запись по ценной бумаге · архивный квартал
SHV
iShares Trust iShares 0-1 Year Treasury Bond ETF · Financial Services · Asset Management
65Отслеживаемые держатели
-2Δ держателей
53.91MАкций в держании
$5.94BОтчётная стоимость
+0Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.0% ·
поток акций -4.0% ·
новые чистые позиции -3.1%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 68 | 0 | 54.90M | $6.06B | +4 | −4 |
| Q1 2026 | 69 | +3 | 55.88M | $6.17B | +6 | −3 |
| Q4 2025 | 65 | -2 | 53.91M | $5.94B | — | −2 |
| Q3 2025 | 9 | +1 | 28.07M | $3.10B | +1 | — |
| Q2 2025 | 5 | 0 | 16.31M | $1.80B | +1 | −1 |
| Q1 2025 | 3 | -1 | 1.61M | $177.71M | — | −1 |
| Q4 2024 | 4 | 0 | 1.30M | $143.61M | — | — |
| Q3 2024 | 4 | 0 | 1.30M | $143.54M | — | — |
| Q2 2024 | 4 | — | 1.01M | $111.78M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 17.95M | -3.3% | $1.98B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 5.97M | 0.0% | $657.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.97M | 0.0% | $657.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.97M | 0.0% | $657.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 5.97M | 0.0% | $657.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 4.95M | — | $545.24M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 4.95M | — | $545.24M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 4.95M | — | $545.24M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 4.95M | — | $545.24M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 3.10M | — | $342.02M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 3.10M | — | $342.02M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 3.10M | — | $342.02M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | LPL Financial LLC | 3.06M | — | $337.43M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 1.81M | — | $199.31M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 1.81M | — | $199.31M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 1.63M | — | $179.67M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 1.62M | — | $178.16M | 0.4% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.53M | -49.2% | $168.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.53M | -49.2% | $168.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.53M | -49.2% | $168.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.53M | -49.2% | $168.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.53M | -49.2% | $168.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.53M | -49.2% | $168.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.53M | -49.2% | $168.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 1.39M | — | $153.06M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 1.39M | — | $153.06M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 1.39M | — | $153.06M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 1.11M | — | $122.11M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 892.60K | — | $98.32M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 892.60K | — | $98.32M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 892.60K | — | $98.32M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 892.60K | — | $98.32M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 892.60K | — | $98.32M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 892.60K | — | $98.32M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 873.06K | — | $96.17M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 873.06K | — | $96.17M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 873.06K | — | $96.17M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 873.06K | — | $96.17M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Cetera Investment Advisers | 762.51K | — | $83.99M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Assetmark, Inc | 686.64K | — | $75.63M | 0.2% | n/c | 1 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 587.53K | — | $64.85M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 587.53K | — | $64.85M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 587.53K | — | $64.85M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 587.53K | — | $64.85M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Truist Financial Corp | 562.79K | — | $61.99M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Truist Financial Corp | 562.79K | — | $61.99M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Truist Financial Corp | 562.79K | — | $61.99M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 528.07K | — | $58.17M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 528.07K | — | $58.17M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Commonwealth Equity Services, Llc | 488.75K | — | $53.84M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Cerity Partners LLC | 469.14K | — | $51.68M | 0.1% | n/c | 1 | SEC ↗ |
| 60 | Cerity Partners LLC | 469.14K | — | $51.68M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Hsbc Holdings Plc | 462.07K | — | $50.90M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Hsbc Holdings Plc | 462.07K | — | $50.90M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Hsbc Holdings Plc | 462.07K | — | $50.90M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Hsbc Holdings Plc | 462.07K | — | $50.90M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Hsbc Holdings Plc | 462.07K | — | $50.90M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Hsbc Holdings Plc | 462.07K | — | $50.90M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of Nova Scotia | 396.90K | — | $43.72M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Bank Of Nova Scotia | 396.90K | — | $43.72M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Mml Investors Services, Llc | 369.73K | — | $40.73M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Focus Partners Wealth | 364.70K | — | $40.17M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Goldman Sachs Group ✦ | 336.10K | -20.6% | $37.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 261.81K | — | $28.84M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Osaic Holdings, Inc. | 261.81K | — | $28.84M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Osaic Holdings, Inc. | 261.81K | — | $28.84M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | HighTower Advisors, LLC | 239.36K | — | $26.37M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Mariner, LLC | 212.94K | — | $23.46M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Mariner, LLC | 212.94K | — | $23.46M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Mariner, LLC | 212.94K | — | $23.46M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Jane Street Group, Llc | 176.75K | — | $19.47M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Northwestern Mutual Wealth… | 153.57K | — | $16.92M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Financial Engines Advisors L.L.C. | 151.48K | — | $16.69M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 134.89K | — | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Bank Of Montreal /Can/ | 134.89K | — | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Bank Of Montreal /Can/ | 134.89K | — | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Bank Of Montreal /Can/ | 134.89K | — | $14.86M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Creative Planning | 110.24K | — | $12.14M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Cwm, Llc | 70.30K | — | $7.74M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Corient Private Wealth LP | 68.27K | — | $7.52M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Corient Private Wealth LP | 68.27K | — | $7.52M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Jones Financial Companies Lllp | 51.65K | — | $5.69M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Us Bancorp \De\ | 48.83K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Us Bancorp \De\ | 48.83K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Us Bancorp \De\ | 48.83K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Us Bancorp \De\ | 48.83K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Lido Advisors, LLC | 46.34K | — | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Tidal Investments LLC | 32.30K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Citigroup Inc | 31.20K | — | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Mercer Global Advisors Inc /Adv | 26.60K | — | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Blair William & Co/Il | 22.71K | — | $2.50M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Baird Financial Group, Inc. | 18.28K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Citadel Advisors | $7.08M | составлял 0.0% |
| Millennium Management | $1.09M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 731 держатели, 89.16M акции, $9.56B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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