Запись по ценной бумаге · архивный квартал
SHY
iShares 1-3 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds
79Отслеживаемые держатели
-2Δ держателей
161.56MАкций в держании
$13.33BОтчётная стоимость
+3Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.5% ·
поток акций +1.9% ·
новые чистые позиции -2.5%
· формула
Концентрированное накопление: рост долей при сокращении 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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 955.62K | $72.26M | n/a | n/a |
| Q2 2026 | 79 | +3 | 175.59M | $14.42B | +6 | −5 |
| Q1 2026 | 79 | -2 | 161.56M | $13.33B | +3 | −5 |
| Q4 2025 | 79 | +1 | 158.44M | $13.12B | +1 | n/a |
| Q3 2025 | 8 | -1 | 76.82M | $6.37B | n/a | −1 |
| Q2 2025 | 6 | 0 | 19.39M | $1.61B | n/a | n/a |
| Q1 2025 | 4 | 0 | 1.92M | $158.77M | n/a | n/a |
| Q4 2024 | 4 | 0 | 1.51M | $124.00M | n/a | n/a |
| Q3 2024 | 4 | 0 | 1.32M | $109.52M | n/a | n/a |
| Q2 2024 | 4 | n/a | 1.26M | $103.10M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 22.53M | -15.4% | $1.86B | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | Captrust Financial Advisors | 19.19M | +6.8% | $1.58B | 2.8% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 15.65M | +28.3% | $1.29B | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | JPMorgan Chase ✦ | 12.51M | +17.9% | $1.03B | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 5 | BlackRock ✦ (пассивный) | 11.69M | -14.1% | $965.30M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 6 | Ameriprise Financial Inc | 6.40M | +33.5% | $528.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 5.87M | -6.7% | $484.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 5.71M | +9.6% | $471.88M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 9 | Bank of New York Mellon Corp | 5.71M | +3.0% | $471.78M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 10 | UBS Group AG | 4.82M | -2.0% | $398.34M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Raymond James Financial Inc | 4.58M | +7.6% | $378.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Fidelity (FMR) ✦ | 4.08M | +348.5% | $336.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 3.67M | +9.6% | $302.85M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 14 | Envestnet Asset Management Inc | 3.59M | +2.8% | $296.43M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 3.52M | -1.4% | $290.29M | 0.1% | ▼ Trim | 2 | SEC ↗ ×12 |
| 16 | Assetmark, Inc | 3.18M | +46.1% | $262.22M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 17 | Cerity Partners LLC | 2.50M | -5.8% | $206.73M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Pnc Financial Services Group, Inc. | 2.43M | +18.1% | $200.54M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 19 | Truist Financial Corp | 2.30M | +0.2% | $190.19M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Stifel Financial Corp | 1.51M | +9.0% | $124.34M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 21 | Northwestern Mutual Wealth… | 1.48M | +14.8% | $122.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 1.25M | -5.3% | $103.19M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Charles Schwab Investment… | 1.22M | -0.6% | $100.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Manufacturers Life Insurance… | 1.09M | -51.3% | $90.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wealthfront Advisers LLC | 1.01M | +35.8% | $83.79M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 977.00K | +18.3% | $80.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 27 | Lido Advisors, LLC | 929.81K | +6.8% | $76.77M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Goldman Sachs Group ✦ | 882.25K | -21.4% | $72.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 834.63K | -39.1% | $68.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Us Bancorp \De\ | 765.28K | -1.9% | $63.19M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 31 | Barclays Plc | 749.92K | -61.9% | $61.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 749.14K | -14.6% | $61.86M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Amundi | 669.90K | 0.0% | $55.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 645.22K | +121.3% | $53.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Cetera Investment Advisers | 613.46K | +6.2% | $50.65M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Fisher Asset Management ✦ | 604.78K | +6.7% | $49.94M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 588.12K | -22.4% | $48.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 423.09K | +5.2% | $34.93M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Allspring Global Investments… | 421.14K | -6.2% | $34.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 441.67K | -22.2% | $31.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Corient Private Wealth LP | 355.54K | -50.8% | $29.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mariner, LLC | 352.70K | +12.4% | $29.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 43 | Commonwealth Equity Services, Llc | 309.59K | +7.5% | $25.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Alliancebernstein L.P. | 299.92K | -25.7% | $24.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Baird Financial Group, Inc. | 287.75K | +5.6% | $23.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Jones Financial Companies Lllp | 236.60K | +15.4% | $19.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Hsbc Holdings Plc | 190.57K | -54.2% | $15.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 48 | Mercer Global Advisors Inc /Adv | 161.50K | -12.4% | $13.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | 1832 Asset Management L.P. | 157.40K | +2.3% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bnp Paribas Financial Markets | 142.62K | +20.9% | $11.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Creative Planning | 141.79K | -9.0% | $11.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 52 | Cwm, Llc | 133.14K | +8.9% | $10.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Mirae Asset Global Investments Co.… | 119.74K | +2.5% | $9.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | National Bank Of Canada /Fi/ | 102.14K | +42.2% | $8.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Tidal Investments LLC | 99.83K | Новый | $8.24M | 0.0% | New | 1 | SEC ↗ |
| 56 | Allianz Asset Management GmbH | 84.77K | +51.8% | $7.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Blair William & Co/Il | 72.80K | +9.9% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Franklin Resources Inc | 55.77K | +14.7% | $4.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 59 | Schroder Investment Management Group | 54.82K | n/a | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 49.21K | +176.3% | $4.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 44.89K | -63.1% | $3.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Millennium Management ✦ | 41.60K | +453.5% | $3.43M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 63 | Cibc World Market Inc. | 34.14K | +13.3% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | CIBC Bancorp USA Inc. | 33.56K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Northern Trust Corp | 28.03K | -34.3% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 66 | Boston Partners | 24.76K | +14.6% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Invesco Ltd. | 19.70K | +0.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 68 | TD Waterhouse Canada Inc. | 19.62K | -10.7% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | First Manhattan Co. Llc. | 18.48K | Новый | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 70 | Lazard Asset Management Llc | 17.39K | -2.6% | $1.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Financial Engines Advisors L.L.C. | 14.49K | -42.5% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Deutsche Bank Ag\ | 13.52K | -15.9% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | Sei Investments Co | 10.14K | +17.3% | $837,420 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Jane Street Group, Llc | 9.05K | -98.6% | $747,589 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Clearbridge Investments, LLC | 8.08K | 0.0% | $667,331 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | IMC-Chicago, LLC | 7.28K | Новый | $600,779 | 0.0% | New | 1 | SEC ↗ |
| 77 | Neuberger Berman Group LLC | 5.50K | -10.6% | $453,722 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Bank Julius Baer & Co. Ltd, Zurich | 615 | 0.0% | $50,780 | 0.0% | Held | 2 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 422 | +779.2% | $34,845 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Tidal Investments LLC | $8.24M | 0.0% |
| First Manhattan Co. Llc. | $1.53M | 0.0% |
| IMC-Chicago, LLC | $600,779 | 0.0% |
Закрыто
| Nuveen, LLC | $29.04M | составлял 0.0% |
| Victory Capital Management Inc | $28.12M | составлял 0.0% |
| Citadel Advisors | $10.45M | составлял 0.0% |
| Squarepoint Ops LLC | $1.43M | составлял 0.0% |
| Qube Research & Technologies… | $834,660 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,209 держатели, 220.13M акции, $17.75B 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 владельцы 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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