Запись по ценной бумаге · архивный квартал
SHV
iShares Trust iShares 0-1 Year Treasury Bond ETF · Financial Services · Asset Management
69Отслеживаемые держатели
+3Δ держателей
55.88MАкций в держании
$6.17BОтчётная стоимость
+6Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.5% ·
поток акций +3.6% ·
новые чистые позиции +4.3%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (пассивный) | 17.87M | -0.4% | $1.97B | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 5.61M | -6.0% | $619.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 5.61M | -6.0% | $619.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 5.61M | -6.0% | $619.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 5.61M | -6.0% | $619.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 5.24M | +5.8% | $578.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 5.24M | +5.8% | $578.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 5.24M | +5.8% | $578.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 5.24M | +5.8% | $578.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | LPL Financial LLC | 3.37M | +10.1% | $372.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 3.00M | -3.4% | $330.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 3.00M | -3.4% | $330.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 3.00M | -3.4% | $330.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 3.00M | -3.4% | $330.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealthfront Advisers LLC | 2.05M | +26.6% | $226.08M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 1.95M | +76.2% | $215.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 1.67M | -7.6% | $184.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 1.67M | -7.6% | $184.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 1.67M | -7.6% | $184.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.50M | -2.3% | $165.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.50M | -2.3% | $165.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.50M | -2.3% | $165.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.50M | -2.3% | $165.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.50M | -2.3% | $165.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.50M | -2.3% | $165.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.50M | -2.3% | $165.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 1.37M | +53.5% | $151.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 1.37M | +53.5% | $151.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 1.37M | +53.5% | $151.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 1.37M | +53.5% | $151.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 1.37M | +53.5% | $151.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 1.37M | +53.5% | $151.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Raymond James Financial Inc | 1.33M | -4.1% | $147.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Raymond James Financial Inc | 1.33M | -4.1% | $147.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 1.33M | -4.1% | $147.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 1.10M | +86.5% | $121.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 1.10M | +86.5% | $121.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 1.10M | +86.5% | $121.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Ameriprise Financial Inc | 1.10M | +86.5% | $121.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Wealth Enhancement Advisory… | 999.68K | -38.7% | $110.08M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 49 | FIL Ltd | 994.89K | +253052.2% | $109.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Stifel Financial Corp | 884.68K | +1.3% | $97.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Stifel Financial Corp | 884.68K | +1.3% | $97.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Stifel Financial Corp | 884.68K | +1.3% | $97.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | Stifel Financial Corp | 884.68K | +1.3% | $97.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 54 | Assetmark, Inc | 670.66K | -2.3% | $74.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 55 | Cetera Investment Advisers | 562.74K | -26.2% | $62.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 555.34K | +5.2% | $61.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 555.34K | +5.2% | $61.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 555.34K | +5.2% | $61.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 59 | Truist Financial Corp | 540.10K | -4.0% | $59.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 60 | Truist Financial Corp | 540.10K | -4.0% | $59.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 61 | Truist Financial Corp | 540.10K | -4.0% | $59.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 62 | Commonwealth Equity Services, Llc | 415.54K | -15.0% | $45.87M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | Bank Of Nova Scotia | 366.02K | -7.8% | $40.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank Of Nova Scotia | 366.02K | -7.8% | $40.41M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Focus Partners Wealth | 357.16K | -2.1% | $39.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Cerity Partners LLC | 352.88K | -24.8% | $38.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Cerity Partners LLC | 352.88K | -24.8% | $38.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Mml Investors Services, Llc | 309.73K | -16.2% | $34.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Osaic Holdings, Inc. | 281.41K | +7.5% | $31.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Osaic Holdings, Inc. | 281.41K | +7.5% | $31.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Goldman Sachs Group ✦ | 267.73K | -20.3% | $29.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | HighTower Advisors, LLC | 218.75K | -8.6% | $24.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Mariner, LLC | 199.89K | -6.1% | $22.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Mariner, LLC | 199.89K | -6.1% | $22.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Mariner, LLC | 199.89K | -6.1% | $22.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Fifth Third Bancorp | 175.98K | +36333.9% | $19.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Northwestern Mutual Wealth… | 160.53K | +4.5% | $17.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Jane Street Group, Llc | 157.32K | -11.0% | $17.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Financial Engines Advisors L.L.C. | 157.04K | +3.7% | $17.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Hsbc Holdings Plc | 152.62K | -67.0% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Hsbc Holdings Plc | 152.62K | -67.0% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Hsbc Holdings Plc | 152.62K | -67.0% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Hsbc Holdings Plc | 152.62K | -67.0% | $16.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Creative Planning | 120.72K | +9.5% | $13.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Alliancebernstein L.P. | 88.40K | +514.7% | $9.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Bnp Paribas Financial Markets | 73.52K | +4960.0% | $8.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Citigroup Inc | 70.81K | +127.0% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Citadel Advisors ✦ | 67.20K | Новый | $7.42M | 0.0% | New | 1 | SEC ↗ |
| 89 | Cwm, Llc | 67.17K | -4.4% | $7.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 66.12K | -51.0% | $7.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 66.12K | -51.0% | $7.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 66.12K | -51.0% | $7.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 66.12K | -51.0% | $7.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Jones Financial Companies Lllp | 60.19K | +16.5% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Schroder Investment Management Group | 52.75K | — | $5.82M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Lido Advisors, LLC | 52.17K | +12.6% | $5.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Us Bancorp \De\ | 48.78K | -0.1% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Us Bancorp \De\ | 48.78K | -0.1% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Us Bancorp \De\ | 48.78K | -0.1% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Us Bancorp \De\ | 48.78K | -0.1% | $5.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $7.42M | 0.0% |
Закрыто
| Tidal Investments LLC | $3.56M | составлял 0.0% |
| Tudor Investment Corp Et Al | $262,377 | составлял 0.0% |
| Simplex Trading, Llc | $43,729 | 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: Q1 2026 ·
Методология ·
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