IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF - Net Long/Short Value

iShares Trust - iShares iBonds Dec 2027 固定企業 ETF
US ˙ ARCA ˙ US46435UAA97

IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF - Net Long/Short Value
此頁面顯示了每個機構通過13F或NPORT提交的持股報告中,其投資組合的凈長倉/短倉估值。我們計算凈長倉/短倉價值的方式是將股權價值和認購期權價值相加,再減去認沽期權價值。如果機構披露了借股的淡倉價值,則股權價值將以負數列示。净長倉在凈長倉/短倉列中将以正数列示,而净短倉在该列中則以負數列示。
持有者 權益價值
(千美元)
認購期權價值
(千美元)
認沽期權價值
(千美元)
淨長倉/短倉
(千美元)
Golden State Equity Partners
Hancock Whitney Corp
CX Institutional
Keeler THomas Management LLC
Laurel Wealth Advisors LLC
Farther Finance Advisors, LLC
Ameriprise Financial Inc
Freestone Capital Holdings, LLC
Private Advisor Group, LLC
Dorsey & Whitney Trust CO LLC
CENTRAL TRUST Co
Conrad Siegel Investment Advisors, Inc.
Garrett Investment Advisors LLC
Sigma Investment Counselors Inc
BlackRock, Inc.
Beaumont Financial Advisors, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Medallion Wealth Advisors, LLC
Bank Of Montreal /can/
Snowden Capital Advisors LLC
Jpmorgan Chase & Co
Summit Financial, LLC
Beese Fulmer Investment Management, Inc.
New England Private Wealth Advisors LLC
Dearborn Partners Llc
Cary Street Partners Financial Llc
Midland Wealth Advisors Llc
Actinver Wealth Management, Inc.
Evergreen Private Wealth LLC
Focused Alpha, Llc
SageView Advisory Group, LLC
Advisor Group Holdings, Inc.
Mml Investors Services, Llc
Oak Harbor Wealth Partners, Llc
Northwest Bancshares, Inc.
Foundations Investment Advisors, LLC
Quantum Financial Advisors, LLC
Minichmacgregor Wealth Management, Llc
Trust Co of Kansas
Farnam Financial LLC
Sequoia Financial Advisors, LLC
Michael S. Ryan, Inc.
Lyell Wealth Management, Lp
Leo Wealth, LLC
Covington Investment Advisors Inc.
Wick Capital Partners, LLC
UMA Financial Services, Inc.
Pine Haven Investment Counsel, Inc
Maridea Wealth Management LLC
Accretive Wealth Partners, LLC
J.w. Cole Advisors, Inc.
Geneos Wealth Management Inc.
Armstrong Advisory Group, Inc
HHM Wealth Advisors, LLC
Meiji Yasuda Life Insurance Co
Cassaday & Co Wealth Management LLC
Trust Co
4J Wealth Management LLC
Coldstream Capital Management Inc
Granite Harbor Advisors, Inc.
Princeton Global Asset Management LLC
DecisionMap Wealth Management, LLC
TABR Capital Management, LLC
Rsm Us Wealth Management Llc
Migdal Insurance & Financial Holdings Ltd.
Threadgill Financial, Llc
Private Trust Co Na
M3 Advisory Group, LLC
Howland Capital Management Llc
Stratos Wealth Partners, LTD.
Summit Trail Advisors, Llc
Livet Wealth, LLC
Members Wealth Llc
Phillips Financial Management, Llc
Greenspring Advisors, LLC
HighTower Advisors, LLC
WealthTrust Axiom LLC
Next Level Wealth Planning, LLC
FourThought Financial Partners, LLC
Thrivent Financial For Lutherans
Sentinel Pension Advisors Inc
Mosaic Family Wealth Partners, Llc
BRYN MAWR TRUST Co
James Investment Research Inc
Cornerstone Financial Group, LLC /NE/
Fulton Breakefield Broenniman Llc
Us Bancorp \de\
CIBC Private Wealth Group, LLC
Helen Stephens Group, LLC
Gilbert & Cook, Inc.
Houlihan Financial Resource Group, Ltd.
Wrapmanager Inc
Evergreen Wealth Partners LLC
First PREMIER Bank
Droms Strauss Advisors Inc /mo/ /adv
Daybright Advisory Services, Inc.
Global Retirement Partners, LLC
First Manhattan Co
Pensionmark Financial Group, Llc
MCF Advisors LLC
Evergreen Wealth Solutions, LLC
Stonebrook Private Inc.
Sound View Wealth Advisors Group, LLC
Lido Advisors, LLC
Duncker Streett & Co Inc
Mayflower Financial Advisors, LLC
Beacon Financial Planning, Inc
Jacobi Capital Management LLC
Schmidt P J Investment Management Inc
Integrated Advisors Network LLC
Crusonia Wealth Advisors LLC
Yoder Wealth Management, Inc.
Bank of New Hampshire
Aprio Wealth Management, LLC
Steward Partners Investment Advisory, Llc
Ballast Advisors Llc
Mutual Advisors, LLC
Truvestments Capital Llc
LifePlan Financial, LLC
Ironwood Financial, llc
Stifel Financial Corp
Blue Square Asset Management, Llc
Front Row Advisors LLC
Pure Financial Advisors, Inc.
Prime Capital Investment Advisors, LLC
Krilogy Financial LLC
MTM Investment Management, LLC
Guidance Point Advisors, LLC
Hamel Associates, Inc.
Rockefeller Capital Management L.P.
Strid Group, LLC
InvesTrust
Summit Wealth Partners, LLC
Godshalk Welsh Capital Management, Inc.
Centennial Advisors, LLC
Mattern Capital Management, Llc
River's Edge Wealth Management, Llc
Roble, Belko & Company, Inc
Annis Gardner Whiting Capital Advisors, LLC
Eagle Strategies LLC
BridgePort Financial Solutions, LLC
Reliant Wealth Planning
UBS Group AG
Cove Private Wealth, LLC
Arrow Financial Corp
Envestnet Asset Management Inc
Paradigm, Strategies in Wealth Management, LLC
Round Rock Advisors, LLC
Capital Investment Advisors, LLC
Kestra Private Wealth Services, Llc
National Bank Of Canada /fi/
Raymond James Financial Inc
Probity Advisors, Inc.
Novem Group
Independent Advisor Alliance
Robbins Farley Llc
10Elms LLP
Barclays Plc
Merit Financial Group, LLC
Kathmere Capital Management, LLC
Mesirow Financial Investment Management, Inc.
Fifth Third Bancorp
Klaas Financial Asset Advisors, LLC
Commonwealth Financial Services, LLC
Redwood Financial Network Corp
Arkadios Wealth Advisors
Van Hulzen Asset Management, LLC
Austin Private Wealth, LLC
Lbmc Investment Advisors, Llc
Kestra Advisory Services, LLC
Northstar Group, Inc.
Winthrop Partners - Wny, Llc
Bogart Wealth, LLC
Black Swift Group, LLC
Mv Capital Management, Inc.
Scotia Capital Inc.
Cowa, Llc
Morgan Stanley
Leavell Investment Management, Inc.
Valley Forge Investment Consultants Inc Adv
Hm Payson & Co
Smith, Moore & Co.
Cerity Partners LLC
TFR Capital, LLC.
Fortis Capital Management LLC
Cornell Pochily Investment Advisors, Inc.
Betterment LLC
Windsor Capital Management, LLC
Alesco Advisors Llc
Royal Bank Of Canada
Bessemer Group Inc
Summit Wealth Group, LLC
Northwestern Mutual Wealth Management Co
Stephens Consulting, LLC
Element Wealth, LLC
Kesler, Norman & Wride, LLC
Shufro Rose & Co Llc
FF Advisors,LLC
Empirical Asset Management, LLC
Adirondack Trust Co
Penobscot Investment Management Company, Inc.
StoneX Group Inc.
United Community Bank
Ancora Advisors, LLC
Cypress Wealth Services, LLC
Diversify Wealth Management, Llc
Dara Capital Us, Inc.
Fortune Financial Group, Inc.
Cornerstone Planning, LLC
Patriot Investment Management Inc.
Maryland Capital Advisors Inc.
Baron Silver Stevens Financial Advisors, Llc
Hanover Advisors Inc
Sentinus, LLC
Sonata Capital Group Inc
Regions Financial Corp
Thoroughbred Financial Services, Llc
Financial Advisory Corp
Meitav Dash Investments Ltd
Integrated Wealth Concepts LLC
Summitry Llc
Creative Planning
Woodmont Investment Counsel Llc
Wiregrass Investment Management Llc
Wells Fargo & Company/mn
Curbstone Financial Management Corp
Csenge Advisory Group
Drive Wealth Management, Llc
First National Trust Co
Weaver Consulting Group
Cherry Tree Wealth Management, LLC
Chicago Partners Investment Group LLC
Robinson Smith Wealth Advisors Llc
Alliance Wealth Advisors, LLC /UT
Stony Point Wealth Management Inc.
Baird Financial Group, Inc.
Lee Financial Co
Signaturefd, Llc
Beacon Pointe Advisors, LLC
United Capital Financial Advisers, Llc
Bank of Jackson Hole Trust
Orion Capital Management LLC
Warren Averett Asset Management, LLC
Horizons Wealth Management
Gilbert Capital Group, Inc.
Valmark Advisers, Inc.
Meredith Wealth Planning
Modern Wealth Management, LLC
PFG Private Wealth Management, LLC
Pinnacle Bancorp, Inc.
Keybank National Association/oh
McIlrath & Eck, LLC
Level Four Advisory Services, Llc
Summit Asset Management, LLC
Crews Bank & Trust
Asset Dedication, LLC
Spinnaker Trust
Eastern Bank
Gratus Wealth Advisors, LLC
Spartan Wealth Advisory Services LLC
Intentional Wealth Strategies, LLC
Autumn Glory Partners, LLC
Farmers National Bank
BKD Wealth Advisors, LLC
PSI Advisors, LLC
Napier Financial, LLC
Rossmore Private Capital
STAR Financial Bank
Arcataur Capital Management LLC
Align Financial, LLC
Highland Financial Advisors, LLC
Koshinski Asset Management, Inc.
Hazlett, Burt & Watson, Inc.
Sarver Vrooman Wealth Advisors
Whitener Capital Management, Inc.
Birchwood Financial Partners, Inc.
Aptus Capital Advisors, LLC
Cetera Investment Advisers
Neuberger Berman Group LLC
Johnson Bixby & Associates, LLC
Colonial Trust Co / SC
GAMMA Investing LLC
Resonant Capital Advisors, LLC
HORAN Wealth, LLC
Colony Group, LLC
Bank of New York Mellon Corp
IFP Advisors, Inc
Avantax Planning Partners, Inc.
American Trust
Timber Creek Capital Management LLC
EP Wealth Advisors, Inc.
Hartland & Co., LLC
Advisory Services Network, LLC
Commonwealth Retirement Investments LLC
Rebalance, Llc
Western Wealth Management, LLC
Hurley Capital, LLC
Precedent Wealth Partners, Llc
Es4, Llc
Briggs Wealth Management, Inc
WJ Wealth Management, LLC
Foundry Financial Group, Inc.
Resources Investment Advisors, LLC.
Atlantic Trust, LLC
Tlwm
Wealth Enhancement Advisory Services, Llc
Miller Global Investments, LLC
Hengehold Capital Management Llc
Black Cypress Capital Management, LLC
Walser Wealth Management Company, A Ltd Liability Co
Spire Wealth Management
Segment Wealth Management, LLC
Hyposwiss Advisors SA
Ferguson Johnson Wealth Management Inc
Ronald Blue Trust, Inc.
Hallmark Capital Management Inc
Ledyard National Bank
Atlantic Union Bankshares Corp
Straight Path Wealth Management
First National Bank & Trust Co Of Newtown
Riverchase Wealth Management, Llc
Venture Visionary Partners LLC
Cfo Capital Management Llc
Knights of Columbus Asset Advisors LLC
McGlone Suttner Wealth Management, Inc.
Great Diamond Partners, LLC
Legacy Bridge, LLC
Foundation Wealth Management, LLC
Stokes Family Office, LLC
Monticello Wealth Management, Llc
Madden Advisory Services, Inc.
First Interstate Bank
Heartland Bank & Trust Co
RVW Wealth, LLC
Arcadia Investment Advisors Llc
LPL Financial LLC
Parallel Advisors, LLC
Mercer Global Advisors Inc /adv
Signature Wealth Management Group
Jefferson Bridge Capital, LLC
ADG Wealth Management Group, LLC
Archford Capital Strategies, LLC
Mariner, LLC
Eight 31 Financial Llc
International Assets Investment Management, Llc
Naples Global Advisors, Llc
Peloton Wealth Strategists
Truist Financial Corp
Barrett & Company, Inc.
Cambridge Investment Research Advisors, Inc.
Bank Of America Corp /de/
Avidian Wealth Solutions, LLC
Prospera Financial Services Inc
Addison Advisors LLC
AlTi Global, Inc.
Cannon Financial Strategists, Inc.
Tableaux Llc
Cwm, Llc
Chesley Taft & Associates LLC
Praetorian Wealth Management, Inc.
Sunbelt Securities, Inc.
Ashton Thomas Private Wealth, LLC
CNB Bank
Assetmark, Inc
Walleye Partners, LLC
Cabot Wealth Management Inc
Comerica Bank
KPP Advisory Services LLC
Captrust Financial Advisors
Gradient Capital Advisors, LLC
Oppenheimer & Co Inc
First International Bank of Israel Ltd.
Harbor Advisory Corp /ma/
Harbor Investment Advisory, Llc
Motco
Woodley Farra Manion Portfolio Management Inc
McGuire Investment Group, LLC
Jones Financial Companies Lllp
Tower Research Capital LLC (TRC)
We Are One Seven, LLC
Gould Asset Management Llc /ca/
Sax Wealth Advisors, Llc
Capital Advisors Inc/ok
Miracle Mile Advisors, LLC
4Thought Financial Group Inc.
Principal Securities, Inc.
Breachway Investments LLC
Newman Dignan & Sheerar, Inc.
Trust Point Inc.
Dudley Capital Management, Llc
Wealthstar Advisors, Llc
Hills Bank & Trust Co
Advisor OS, LLC
Provenance Wealth Advisors, LLC
Coastline Trust Co
AdvisorNet Financial, Inc
Sowell Financial Services LLC
MONECO Advisors, LLC
Sanctuary Advisors, LLC
Montecito Bank & Trust
Bradley & Co. Private Wealth Management, LLC
Harbour Investments, Inc.
Allworth Financial LP
Burkett Financial Services, Llc
Equitable Holdings, Inc.
Romano Brothers And Company
Balentine LLC
Moors & Cabot, Inc.
Vanguard Advisers Inc
American Money Management, LLC
Cooper/haims Advisors, Llc
One + One Wealth Management, Llc
MidFirst Bank
Mlp3, Llc
First Fiduciary Investment Counsel, Inc.
Twin Cities Retirement Group LLC
Meridian Wealth Management, LLC
Kerntke Otto McGlone Wealth Management Group
Wesbanco Bank Inc
Riverstone Advisors, LLC
Sightline Wealth Advisors, LLC
Virginia Wealth Management Group, Inc.
Prosperity Planning, Inc.
Bartlett & Co. Wealth Management Llc
Belpointe Asset Management LLC
Janney Montgomery Scott LLC
Glenview Trust Co
Associated Banc-corp
CVA Family Office, LLC
Brookstone Capital Management
J. L. Bainbridge & Co., Inc.
Simon Quick Advisors, Llc
Klingman & Associates, LLC
Fmr Llc
Wealthspire Advisors, LLC
AssuredPartners Investment Advisors, LLC
DAVENPORT & Co LLC
High Note Wealth, LLC
Seeds Investor Llc
Atwater Malick LLC
AE Wealth Management LLC
Commonwealth Equity Services, Llc
Benjamin Edwards Inc
Boreal Capital Management LLC
Wealth Advisory Solutions, LLC
Arnold Financial Planning LLC
Kastel Capital Advisors, LLC
TD Waterhouse Canada Inc.
Pnc Financial Services Group, Inc.
Atria Investments Llc
Beacon Financial Group
How Much do you Like Fintel?
Please share your opinion of our service!
Excellent Bad
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista