증권 기록 · 과거 분기 (아카이브)

IGM

iShares Expanded Tech Sector ETF · Financial Services · Asset Management

159.10 -3.4% 시가총액 $10.80B 주가 지연 (FMP) · 기준일 Oct 16 22:08 UTC · 아래 신고 데이터와 별개

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

69추적 보유자

0Δ 보유자

24.33M보유 주식 수

$3.14B보고 가치

+1신규 편입 포지션

−1청산

Stable 확신도 점수 51/100 2 추적 주식 수 증가 분기 수 ●●○○○○ 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 +3.6% · 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	70	+3	20.49M	$3.35B	+6	−4
Q1 2026	69	0	21.26M	$2.51B	+5	−5
Q4 2025	69	0	24.33M	$3.14B	+1	−1
Q3 2025	9	-1	4.74M	$596.44M	n/a	−1
Q2 2025	7	0	314.72K	$35.36M	+1	−1
Q1 2025	5	+3	478.70K	$43.40M	+3	n/a
Q4 2024	2	-2	168.49K	$17.20M	n/a	−2
Q3 2024	4	+4	437.40K	$41.96M	+4	n/a

보유자 수

보유 현황 · Q4 2025

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	Bank Of America Corp /De/	3.79M	n/a	$489.55M	0.0%	n/c	1	SEC ↗ ×4
2	JPMorgan Chase ✦	2.55M	+36.9%	$329.15M	0.0%	▲ Add	2	SEC ↗ ×9
3	Morgan Stanley ✦	2.39M	-0.7%	$308.80M	0.0%	▼ Trim	2	SEC ↗ ×7
4	Raymond James Financial Inc	1.77M	n/a	$229.06M	0.1%	n/c	1	SEC ↗ ×3
5	Envestnet Asset Management Inc	1.68M	n/a	$216.56M	0.1%	n/c	1	SEC ↗
6	LPL Financial LLC	1.45M	n/a	$187.79M	0.1%	n/c	1	SEC ↗
7	Bank Of Montreal /Can/	1.31M	n/a	$169.21M	0.1%	n/c	1	SEC ↗ ×3
8	Royal Bank Of Canada	1.27M	n/a	$164.19M	0.0%	n/c	1	SEC ↗ ×7
9	Truist Financial Corp	1.03M	n/a	$132.43M	0.2%	n/c	1	SEC ↗ ×3
10	Cerity Partners LLC	942.89K	n/a	$121.78M	0.2%	n/c	1	SEC ↗ ×2
11	Ameriprise Financial Inc	765.71K	n/a	$98.94M	0.0%	n/c	1	SEC ↗ ×2
12	UBS Group AG	512.89K	n/a	$66.24M	0.0%	n/c	1	SEC ↗ ×4
13	Commonwealth Equity Services, Llc	484.52K	n/a	$62.58M	0.1%	n/c	1	SEC ↗
14	Wells Fargo & Company/Mn	424.38K	n/a	$54.81M	0.0%	n/c	1	SEC ↗ ×3
15	Wellington Management ✦	353.54K	+66.4%	$45.66M	0.0%	▲ Add	6	SEC ↗ ×3
16	Victory Capital Management Inc	288.88K	n/a	$37.31M	0.0%	n/c	1	SEC ↗
17	Stifel Financial Corp	280.70K	n/a	$36.26M	0.0%	n/c	1	SEC ↗ ×3
18	Mirae Asset Global Investments Co.…	265.00K	n/a	$34.23M	0.1%	n/c	1	SEC ↗
19	Lido Advisors, LLC	235.46K	n/a	$30.39M	0.1%	n/c	1	SEC ↗
20	Corient Private Wealth LP	211.30K	n/a	$27.29M	0.0%	n/c	1	SEC ↗ ×2
21	Osaic Holdings, Inc.	210.51K	n/a	$27.19M	0.0%	n/c	1	SEC ↗ ×3
22	Goldman Sachs Group ✦	201.95K	+3.0%	$26.08M	0.0%	▲ Add	2	SEC ↗ ×3
23	Cetera Investment Advisers	193.82K	n/a	$25.03M	0.0%	n/c	1	SEC ↗
24	Focus Partners Wealth	159.59K	n/a	$20.58M	0.0%	n/c	1	SEC ↗
25	Mml Investors Services, Llc	138.22K	n/a	$17.85M	0.0%	n/c	1	SEC ↗
26	Mariner, LLC	132.57K	n/a	$17.12M	0.0%	n/c	1	SEC ↗ ×3
27	Cibc World Market Inc.	114.03K	n/a	$14.73M	0.0%	n/c	1	SEC ↗
28	Assetmark, Inc	105.42K	n/a	$13.62M	0.0%	n/c	1	SEC ↗
29	Pnc Financial Services Group, Inc.	102.78K	n/a	$13.28M	0.0%	n/c	1	SEC ↗ ×4
30	Deutsche Bank Ag\	71.49K	n/a	$9.23M	0.0%	n/c	1	SEC ↗ ×3
31	Rockefeller Capital Management L.P.	69.86K	n/a	$9.02M	0.0%	n/c	1	SEC ↗ ×2
32	Cwm, Llc	64.59K	n/a	$8.34M	0.0%	n/c	1	SEC ↗
33	Blair William & Co/Il	54.92K	n/a	$7.09M	0.0%	n/c	1	SEC ↗
34	Jones Financial Companies Lllp	54.05K	n/a	$6.98M	0.0%	n/c	1	SEC ↗
35	First Trust Advisors Lp	52.56K	n/a	$6.79M	0.0%	n/c	1	SEC ↗
36	Us Bancorp \De\	51.97K	n/a	$6.71M	0.0%	n/c	1	SEC ↗ ×3
37	Bnp Paribas Financial Markets	50.01K	n/a	$6.46M	0.0%	n/c	1	SEC ↗
38	Northwestern Mutual Wealth…	47.18K	n/a	$6.09M	0.0%	n/c	1	SEC ↗
39	HighTower Advisors, LLC	42.25K	n/a	$5.46M	0.0%	n/c	1	SEC ↗
40	Fidelity (FMR) ✦	39.85K	+25.2%	$5.15M	0.0%	▲ Add	3	SEC ↗
41	Creative Planning	38.18K	n/a	$4.93M	0.0%	n/c	1	SEC ↗
42	Quantinno Capital Management LP	35.58K	n/a	$4.60M	0.0%	n/c	1	SEC ↗
43	Wealth Enhancement Advisory…	30.68K	n/a	$4.03M	0.0%	n/c	1	SEC ↗
44	Brown Advisory Inc	28.92K	n/a	$3.74M	0.0%	n/c	1	SEC ↗
45	Mercer Global Advisors Inc /Adv	28.68K	n/a	$3.70M	0.0%	n/c	1	SEC ↗
46	Bank of New York Mellon Corp	25.52K	n/a	$3.30M	0.0%	n/c	1	SEC ↗ ×4
47	Captrust Financial Advisors	24.39K	n/a	$3.15M	0.0%	n/c	1	SEC ↗
48	National Bank Of Canada /Fi/	20.77K	n/a	$2.68M	0.0%	n/c	1	SEC ↗ ×2
49	Susquehanna International Group, Llp	16.34K	n/a	$2.11M	0.0%	n/c	1	SEC ↗
50	Alliancebernstein L.P.	14.69K	n/a	$1.90M	0.0%	n/c	1	SEC ↗
51	Citadel Advisors ✦	14.24K	신규	$1.84M	0.0%	New	1	SEC ↗
52	Renaissance Technologies ✦	14.00K	-14.6%	$1.81M	0.0%	▼ Trim	6	SEC ↗
53	Baird Financial Group, Inc.	12.45K	n/a	$1.61M	0.0%	n/c	1	SEC ↗
54	AQR Capital Management ✦	11.75K	+289.5%	$1.52M	0.0%	▲ Add	4	SEC ↗
55	Citigroup Inc	11.41K	n/a	$1.47M	0.0%	n/c	1	SEC ↗ ×2
56	Northern Trust Corp	10.55K	n/a	$1.36M	0.0%	n/c	1	SEC ↗
57	Lazard Asset Management Llc	7.11K	n/a	$918,328	0.0%	n/c	1	SEC ↗
58	Franklin Resources Inc	5.90K	n/a	$761,527	0.0%	n/c	1	SEC ↗ ×2
59	Fifth Third Bancorp	5.35K	n/a	$690,748	0.0%	n/c	1	SEC ↗
60	BlackRock ✦ (패시브)	2.60K	+37.9%	$335,929	0.0%	▲ Add	3	SEC ↗ ×2
61	Financial Engines Advisors L.L.C.	2.45K	n/a	$315,925	0.0%	n/c	1	SEC ↗
62	Empower Advisory Group, LLC	1.61K	n/a	$208,335	0.0%	n/c	1	SEC ↗
63	Allspring Global Investments…	767	n/a	$100,201	0.0%	n/c	1	SEC ↗
64	Russell Investments Group, Ltd.	739	n/a	$95,449	0.0%	n/c	1	SEC ↗
65	TD Waterhouse Canada Inc.	560	n/a	$72,313	0.0%	n/c	1	SEC ↗
66	Qube Research & Technologies Ltd	531	n/a	$68,584	0.0%	n/c	1	SEC ↗
67	Group One Trading Llc	513	n/a	$66,259	0.0%	n/c	1	SEC ↗
68	Kayne Anderson Rudnick Investment…	450	n/a	$58,112	0.0%	n/c	1	SEC ↗
69	UBS AM, a distinct business unit of…	367	n/a	$47,402	0.0%	n/c	1	SEC ↗

"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.

신규 매수자

Citadel Advisors	$1.84M	0.0%

청산됨

Two Sigma Investments	$717,915	이었음 0.0%

전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 500 보유 기관, 32.99M 주식, $3.90B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.

공동 보유 빈도 높음

이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.

UBER69공동 보유자 RTX69공동 보유자 V69공동 보유자 UNH69공동 보유자 JPM69공동 보유자

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 · 방법론 · API를 통해 조회

☆ IGM

신규 매수자

청산됨

IGM