Запись по ценной бумаге · архивный квартал
SUB
iShares Short-Term National Muni Bond ETF · Financial Services · Asset Management - Bonds
60Отслеживаемые держатели
-1Δ держателей
52.00MАкций в держании
$5.55BОтчётная стоимость
+0Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.6% ·
поток акций -3.4% ·
новые чистые позиции -1.7%
— 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 | 62 | +2 | 60.49M | $6.44B | +3 | −1 |
| Q1 2026 | 61 | 0 | 57.99M | $6.18B | +2 | −2 |
| Q4 2025 | 60 | -1 | 52.00M | $5.55B | — | −1 |
| Q3 2025 | 9 | 0 | 8.76M | $935.82M | — | — |
| Q2 2025 | 6 | +2 | 650.05K | $69.13M | +2 | — |
| Q1 2025 | 2 | 0 | 335.71K | $35.45M | +1 | −1 |
| Q4 2024 | 2 | 0 | 342.45K | $36.12M | — | — |
| Q3 2024 | 2 | 0 | 510.98K | $54.26M | — | — |
| Q2 2024 | 2 | — | 213.68K | $22.34M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 8.49M | — | $905.81M | 1.4% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 8.33M | — | $888.42M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 8.33M | — | $888.42M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 8.33M | — | $888.42M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 8.33M | — | $888.42M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 5.67M | -12.6% | $605.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 5.67M | -12.6% | $605.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 5.67M | -12.6% | $605.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 5.15M | — | $549.15M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 5.15M | — | $549.15M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 5.15M | — | $549.15M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 5.15M | — | $549.15M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 5.15M | — | $549.15M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 5.15M | — | $549.15M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 5.15M | — | $549.15M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 2.81M | — | $300.19M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Creative Planning | 2.81M | — | $300.19M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Sei Investments Co | 2.80M | — | $298.53M | 0.3% | n/c | 1 | SEC ↗ |
| 19 | Citigroup Inc | 1.39M | — | $148.61M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Citigroup Inc | 1.39M | — | $148.61M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Citigroup Inc | 1.39M | — | $148.61M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 1.39M | — | $148.14M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Franklin Resources Inc | 1.27M | — | $135.52M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Franklin Resources Inc | 1.27M | — | $135.52M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Franklin Resources Inc | 1.27M | — | $135.52M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Franklin Resources Inc | 1.27M | — | $135.52M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 1.25M | — | $133.63M | 0.3% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 1.18M | — | $125.81M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | LPL Financial LLC | 1.03M | — | $110.27M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 1.03M | — | $109.55M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 1.03M | — | $109.55M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 1.03M | — | $109.55M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 1.03M | — | $109.55M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mariner, LLC | 873.91K | — | $93.25M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Mariner, LLC | 873.91K | — | $93.25M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 873.91K | — | $93.25M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Mariner, LLC | 873.91K | — | $93.25M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 694.49K | — | $74.10M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 662.63K | — | $70.70M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 662.63K | — | $70.70M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 662.63K | — | $70.70M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 640.66K | -49.5% | $68.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 640.66K | -49.5% | $68.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 640.66K | -49.5% | $68.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 640.66K | -49.5% | $68.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 640.66K | -49.5% | $68.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Commonwealth Equity Services, Llc | 614.59K | — | $65.58M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Focus Partners Wealth | 547.62K | — | $58.43M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Royal Bank Of Canada | 540.98K | — | $57.72M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Royal Bank Of Canada | 540.98K | — | $57.72M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Royal Bank Of Canada | 540.98K | — | $57.72M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Royal Bank Of Canada | 540.98K | — | $57.72M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Royal Bank Of Canada | 540.98K | — | $57.72M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Royal Bank Of Canada | 540.98K | — | $57.72M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 530.41K | — | $56.59M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Us Bancorp \De\ | 530.41K | — | $56.59M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Us Bancorp \De\ | 530.41K | — | $56.59M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 530.41K | — | $56.59M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Raymond James Financial Inc | 521.66K | — | $55.66M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Raymond James Financial Inc | 521.66K | — | $55.66M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Raymond James Financial Inc | 521.66K | — | $55.66M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | HighTower Advisors, LLC | 496.91K | — | $53.02M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Cerity Partners LLC | 477.09K | — | $50.91M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Cerity Partners LLC | 477.09K | — | $50.91M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Cerity Partners LLC | 477.09K | — | $50.91M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 426.33K | -0.6% | $45.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 426.33K | -0.6% | $45.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 426.33K | -0.6% | $45.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 354.08K | — | $37.78M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Wells Fargo & Company/Mn | 354.08K | — | $37.78M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Wells Fargo & Company/Mn | 354.08K | — | $37.78M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Stifel Financial Corp | 315.64K | — | $33.68M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Stifel Financial Corp | 315.64K | — | $33.68M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Stifel Financial Corp | 315.64K | — | $33.68M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Stifel Financial Corp | 315.64K | — | $33.68M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Stifel Financial Corp | 315.64K | — | $33.68M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Stifel Financial Corp | 315.64K | — | $33.68M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 292.95K | — | $31.26M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 292.95K | — | $31.26M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Rockefeller Capital Management L.P. | 292.95K | — | $31.26M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Wealth Enhancement Advisory… | 264.65K | — | $28.29M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 262.29K | — | $27.99M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Osaic Holdings, Inc. | 262.29K | — | $27.99M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Osaic Holdings, Inc. | 262.29K | — | $27.99M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Osaic Holdings, Inc. | 262.29K | — | $27.99M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cetera Investment Advisers | 260.30K | — | $27.77M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Corient Private Wealth LP | 189.52K | — | $20.22M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Corient Private Wealth LP | 189.52K | — | $20.22M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Corient Private Wealth LP | 189.52K | — | $20.22M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Jones Financial Companies Lllp | 136.20K | — | $14.53M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Jones Financial Companies Lllp | 136.20K | — | $14.53M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Mml Investors Services, Llc | 128.99K | — | $13.76M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Quantinno Capital Management LP | 115.64K | — | $12.34M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 113.76K | — | $12.14M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Baird Financial Group, Inc. | 83.93K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Baird Financial Group, Inc. | 83.93K | — | $8.95M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 73.32K | — | $7.82M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Deutsche Bank Ag\ | 73.32K | — | $7.82M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Deutsche Bank Ag\ | 73.32K | — | $7.82M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Citadel Advisors ✦ | 71.29K | -4.8% | $7.61M | 0.0% | ▼ Trim | 3 | 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
| Renaissance Technologies | $44.40M | составлял 0.1% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 877 держатели, 87.23M акции, $9.18B 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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