Запись по ценной бумаге · архивный квартал
IGM
iShares Expanded Tech Sector ETF · Financial Services · Asset Management
69Отслеживаемые держатели
0Δ держателей
24.33MАкций в держании
$3.14BОтчётная стоимость
+1Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +3.6% · новые чистые позиции 0.0% · формула
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 41.07K | $7.02M | n/a | n/a |
| Q2 2026 | 71 | +3 | 20.53M | $3.35B | +6 | −3 |
| 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Новый | $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 ✦ (пассивный) | 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 ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Citadel Advisors | $1.84M | 0.0% |
Закрыто
| Two Sigma Investments | $717,915 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 500 держатели, 32.99M акции, $3.90B 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 владельцы 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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