증권 기록 · 과거 분기 (아카이브)
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF · Financial Services · Asset Management
45추적 보유자
0Δ 보유자
3.14M보유 주식 수
$563.61M보고 가치
+1신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 -4.9% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +2 | 2.76M | $483.55M | +6 | −4 |
| Q1 2026 | 46 | +1 | 2.91M | $478.45M | +3 | −2 |
| Q4 2025 | 45 | 0 | 3.14M | $563.61M | +1 | −1 |
| Q3 2025 | 8 | -1 | 1.34M | $237.64M | — | −1 |
| Q2 2025 | 7 | +1 | 924.15K | $156.31M | +1 | — |
| Q1 2025 | 4 | 0 | 957.40K | $134.14M | — | — |
| Q4 2024 | 4 | 0 | 796.10K | $114.72M | +1 | −1 |
| Q3 2024 | 4 | -1 | 862.61K | $110.90M | — | −1 |
| Q2 2024 | 5 | — | 867.00K | $101.38M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 635.49K | -3.4% | $113.99M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 2 | LPL Financial LLC | 446.88K | — | $80.16M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 406.80K | -3.0% | $72.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 406.80K | -3.0% | $72.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 406.80K | -3.0% | $72.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 275.56K | — | $49.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 275.56K | — | $49.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Mml Investors Services, Llc | 237.57K | — | $42.61M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 177.01K | — | $31.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 177.01K | — | $31.75M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 177.01K | — | $31.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 131.65K | — | $23.61M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 131.65K | — | $23.61M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 124.90K | -49.9% | $22.40M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 113.82K | — | $20.42M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 113.82K | — | $20.42M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 105.05K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 105.05K | — | $18.85M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 91.16K | — | $16.35M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 91.16K | — | $16.35M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 91.16K | — | $16.35M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 91.16K | — | $16.35M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 91.16K | — | $16.35M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 88.02K | — | $15.79M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 88.02K | — | $15.79M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 88.02K | — | $15.79M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 60.67K | — | $10.88M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Raymond James Financial Inc | 59.41K | — | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Raymond James Financial Inc | 59.41K | — | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Raymond James Financial Inc | 59.41K | — | $10.66M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Mirae Asset Global Investments Co.… | 25.22K | — | $4.52M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 25.08K | — | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 19.39K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cetera Investment Advisers | 16.46K | — | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Envestnet Asset Management Inc | 16.26K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 12.52K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 11.79K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 11.79K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Mariner, LLC | 9.21K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mariner, LLC | 9.21K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 7.49K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Lido Advisors, LLC | 7.46K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 4.84K | — | $867,623 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 4.50K | -30.5% | $806,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 4.50K | -30.5% | $806,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 4.50K | -30.5% | $806,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 4.50K | -30.5% | $806,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 4.50K | -30.5% | $806,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 4.50K | -30.5% | $806,928 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 4.33K | +19.3% | $776,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 4.33K | +19.3% | $776,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Jane Street Group, Llc | 3.86K | — | $692,906 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Jane Street Group, Llc | 3.86K | — | $692,906 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 3.32K | 신규 | $595,688 | 0.0% | New | 1 | SEC ↗ |
| 55 | Hrt Financial Lp | 3.06K | — | $549,000 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | D. E. Shaw & Co. ✦ | 2.23K | -38.6% | $399,816 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 1.94K | — | $348,061 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 1.94K | — | $348,061 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 1.94K | — | $348,061 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Simplex Trading, Llc | 1.60K | — | $286,633 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Cwm, Llc | 1.55K | — | $278,000 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Northwestern Mutual Wealth… | 1.39K | — | $249,061 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Mercer Global Advisors Inc /Adv | 1.34K | — | $239,689 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 793 | — | $142,258 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 557 | — | $99,909 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Citigroup Inc | 500 | — | $89,685 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | BlackRock ✦ (패시브) | 414 | 0.0% | $74,259 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Fifth Third Bancorp | 288 | — | $51,659 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Blair William & Co/Il | 274 | — | $49,147 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Us Bancorp \De\ | 187 | — | $33,542 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | TD Waterhouse Canada Inc. | 181 | — | $32,466 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 146 | — | $26,188 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Citadel Advisors | $595,688 | 0.0% |
청산됨
| Renaissance Technologies | $601,392 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 170 보유 기관, 5.89M 주식, $654.10M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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