证券记录 · 已归档季度
IGM
iShares Expanded Tech Sector ETF · Financial Services · Asset Management
71被追踪持有人
+3Δ持有人
20.53M持有股份
$3.35B报告持仓市值
+6新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +4.4% ·
股份流向 -3.1% ·
净新建仓位 +4.2%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q2 2025 | 7 | 0 | 314.72K | $35.36M | +1 | −1 |
| Q1 2025 | 5 | +3 | 478.70K | $43.40M | +3 | — |
| Q4 2024 | 2 | -2 | 168.49K | $17.20M | — | −2 |
| Q3 2024 | 4 | +4 | 437.40K | $41.96M | +4 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.23M | -3.6% | $528.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 2.35M | +0.8% | $384.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.66M | -5.3% | $271.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 1.66M | -5.3% | $271.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.66M | -5.3% | $271.52M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 1.66M | -7.1% | $270.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | LPL Financial LLC | 1.36M | -6.3% | $222.22M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.19M | -3.2% | $195.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 944.12K | -0.9% | $154.44M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 24 | Cerity Partners LLC | 944.12K | -0.9% | $154.44M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 25 | Truist Financial Corp | 933.21K | -8.4% | $152.65M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 933.21K | -8.4% | $152.65M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 27 | Truist Financial Corp | 933.21K | -8.4% | $152.65M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 913.07K | -26.1% | $146.00M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 695.52K | +3249.2% | $113.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 695.52K | +3249.2% | $113.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 695.52K | +3249.2% | $113.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS Group AG | 541.08K | -4.1% | $88.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS Group AG | 541.08K | -4.1% | $88.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS Group AG | 541.08K | -4.1% | $88.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 523.63K | -4.2% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 523.63K | -4.2% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 523.63K | -4.2% | $85.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Commonwealth Equity Services, Llc | 480.10K | -2.4% | $78.54M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 413.26K | +7.8% | $67.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 413.26K | +7.8% | $67.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 413.26K | +7.8% | $67.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Mirae Asset Global Investments Co.… | 404.89K | -16.1% | $66.23M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 282.18K | -2.0% | $46.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 282.18K | -2.0% | $46.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | FIL Ltd | 257.30K | -23.4% | $42.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Victory Capital Management Inc | 254.17K | -12.9% | $41.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 243.17K | +11.8% | $39.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 243.17K | +11.8% | $39.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Osaic Holdings, Inc. | 243.17K | +11.8% | $39.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Lido Advisors, LLC | 229.13K | -0.1% | $37.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 184.43K | -2.7% | $30.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 184.43K | -2.7% | $30.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | Goldman Sachs Group ✦ | 184.43K | -2.7% | $30.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Cetera Investment Advisers | 153.65K | +1.5% | $25.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Focus Partners Wealth | 145.61K | -0.1% | $23.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mml Investors Services, Llc | 119.68K | -2.6% | $19.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Cibc World Market Inc. | 109.69K | -2.4% | $17.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Assetmark, Inc | 107.39K | -12.8% | $17.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Corient Private Wealth LP | 101.28K | -2.0% | $16.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 93.45K | -5.6% | $15.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 74.53K | +3.3% | $12.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Rockefeller Capital Management L.P. | 74.53K | +3.3% | $12.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 70.44K | +12.8% | $10.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Deutsche Bank Ag\ | 62.86K | -0.6% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Deutsche Bank Ag\ | 62.86K | -0.6% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Us Bancorp \De\ | 57.16K | -2.1% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Us Bancorp \De\ | 57.16K | -2.1% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Us Bancorp \De\ | 57.16K | -2.1% | $9.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Mariner, LLC | 47.59K | -63.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Mariner, LLC | 47.59K | -63.5% | $7.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | First Trust Advisors Lp | 45.45K | +3.7% | $7.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Fidelity (FMR) ✦ | 44.35K | +6.8% | $7.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 82 | Fidelity (FMR) ✦ | 44.35K | +6.8% | $7.26M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 83 | Creative Planning | 41.29K | +3.0% | $6.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Northwestern Mutual Wealth… | 40.37K | -4.5% | $6.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | HighTower Advisors, LLC | 38.77K | -5.6% | $6.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Quantinno Capital Management LP | 38.38K | +1.9% | $6.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 29.59K | +16.5% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 29.59K | +16.5% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 29.59K | +16.5% | $4.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Mercer Global Advisors Inc /Adv | 29.40K | +4.0% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Brown Advisory Inc | 25.73K | 0.0% | $4.21M | 0.0% | Held | 3 | SEC ↗ |
| 92 | Captrust Financial Advisors | 25.59K | -0.4% | $4.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Wealth Enhancement Advisory… | 24.18K | -10.7% | $3.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Fifth Third Bancorp | 22.14K | -18.8% | $3.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | National Bank Of Canada /Fi/ | 19.42K | -0.8% | $3.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Tudor Investment Corp Et Al | 19.18K | +209.5% | $3.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Wellington Management ✦ | 17.49K | -83.7% | $2.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 98 | Wellington Management ✦ | 17.49K | -83.7% | $2.86M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 99 | Alliancebernstein L.P. | 24.05K | -14.2% | $2.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Hrt Financial Lp | 16.51K | +194.5% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Two Sigma Investments | $8.00M | 曾为 0.0% |
| Citadel Advisors | $3.77M | 曾为 0.0% |
| Jane Street Group, Llc | $3.46M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 500 持有人, 32.99M 股份, $3.90B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据