سجل الورقة المالية · ربع مؤرشف
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iShares Core 60/40 Balanced Allocation ETF · Financial Services · Asset Management - Global
47الحاملون المتتبعون
-1Δ المساهمون
8.33Mالأسهم المحتفظ بها
$535.31Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -2.1% ·
تدفق الأسهم -15.6% ·
المراكز الجديدة الصافية -2.1%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 48 | +2 | 8.47M | $588.81M | +3 | −1 |
| Q1 2026 | 47 | -1 | 8.33M | $535.31M | +3 | −4 |
| Q4 2025 | 47 | 0 | 9.87M | $641.68M | +1 | −1 |
| Q3 2025 | 7 | -1 | 3.50M | $225.20M | — | −1 |
| Q2 2025 | 5 | +1 | 1.90M | $116.75M | +1 | — |
| Q1 2025 | 2 | +1 | 44.53K | $2.56M | +1 | — |
| Q4 2024 | 1 | 0 | 47.10K | $2.70M | — | — |
| Q3 2024 | 1 | -1 | 26.50K | $1.57M | — | −1 |
| Q2 2024 | 2 | — | 40.60K | $2.29M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (سلبي) | 1.92M | +1.5% | $123.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | LPL Financial LLC | 1.18M | +28.4% | $76.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 650.20K | +9.4% | $41.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 589.13K | +0.7% | $37.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 589.13K | +0.7% | $37.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 589.13K | +0.7% | $37.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 573.46K | +0.3% | $36.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 517.62K | -56.6% | $33.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 517.62K | -56.6% | $33.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Focus Partners Wealth | 342.41K | -4.3% | $22.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Assetmark, Inc | 286.17K | +2.0% | $18.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 277.70K | +1.2% | $17.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Raymond James Financial Inc | 231.08K | -65.4% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 231.08K | -65.4% | $14.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 210.13K | -14.4% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | UBS Group AG | 210.13K | -14.4% | $13.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 179.13K | -51.1% | $11.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 179.13K | -51.1% | $11.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 161.17K | +11.4% | $10.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 147.10K | -3.9% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Osaic Holdings, Inc. | 147.10K | -3.9% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 147.10K | -3.9% | $9.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Creative Planning | 126.35K | -1.6% | $8.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 93.35K | -53.2% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 78.10K | +2.2% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 69.19K | -52.9% | $4.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Truist Financial Corp | 65.11K | -40.7% | $4.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mariner, LLC | 61.44K | +193.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Mariner, LLC | 61.44K | +193.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 58.84K | +6.3% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 58.84K | +6.3% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 58.48K | -27.0% | $3.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 57.74K | +104.5% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 52.15K | +4.4% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 52.15K | +4.4% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 52.15K | +4.4% | $3.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | National Bank Of Canada /Fi/ | 33.32K | +4.0% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 32.22K | +773.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Goldman Sachs Group ✦ | 32.22K | +773.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Lido Advisors, LLC | 29.36K | +6.0% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Captrust Financial Advisors | 28.96K | -10.4% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 25.60K | +58.8% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 24.81K | +25.2% | $1.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Jane Street Group, Llc | 23.61K | جديد | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 21.32K | -1.2% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Northwestern Mutual Wealth… | 17.41K | -3.2% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 15.80K | -42.2% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 15.36K | +21.0% | $988,159 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Cerity Partners LLC | 12.24K | +3.7% | $787,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Cerity Partners LLC | 12.24K | +3.7% | $787,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Renaissance Technologies ✦ | 10.70K | -43.7% | $688,545 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 9.65K | +159.7% | $621,299 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Cwm, Llc | 9.44K | +8.1% | $607,522 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 8.34K | +7.6% | $536,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | CIBC Bancorp USA Inc. | 7.54K | — | $485,150 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | CIBC Bancorp USA Inc. | 7.54K | — | $485,150 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Mml Investors Services, Llc | 5.19K | -59.7% | $334,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cibc World Market Inc. | 5.14K | جديد | $331,081 | 0.0% | New | 1 | SEC ↗ |
| 73 | Fifth Third Bancorp | 4.29K | جديد | $276,277 | 0.0% | New | 1 | SEC ↗ |
| 74 | TD Waterhouse Canada Inc. | 2.16K | 0.0% | $139,904 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 660 | 0.0% | $42,472 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 660 | 0.0% | $42,472 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Us Bancorp \De\ | 200 | 0.0% | $12,870 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Jane Street Group, Llc | $1.52M | 0.0% |
| Cibc World Market Inc. | $331,081 | 0.0% |
| Fifth Third Bancorp | $276,277 | 0.0% |
تم الخروج
| Barclays Plc | $27.28M | كان 0.0% |
| Victory Capital Management Inc | $1.86M | كان 0.0% |
| AQR Capital Management | $265,435 | كان 0.0% |
| Bnp Paribas Financial Markets | $2,275 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 405 المالكون, 17.85M الأسهم, $1.13B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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