Запись по ценной бумаге · архивный квартал
IJH
iShares Core S&P Mid-Cap ETF · Financial Services · Asset Management
99Отслеживаемые держатели
+1Δ держателей
798.05MАкций в держании
$52.67BОтчётная стоимость
+2Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.0% ·
поток акций -1.0% ·
новые чистые позиции +1.0%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
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 | 2.22M | $153.86M | n/a | −1 |
| Q2 2026 | 100 | +2 | 843.74M | $65.02B | +7 | −6 |
| Q1 2026 | 100 | 0 | 818.32M | $55.21B | +4 | −4 |
| Q4 2025 | 99 | +1 | 798.05M | $52.67B | +2 | −1 |
| Q3 2025 | 14 | 0 | 172.48M | $11.26B | +1 | −1 |
| Q2 2025 | 11 | 0 | 69.41M | $4.30B | +1 | −1 |
| Q1 2025 | 8 | -1 | 5.44M | $317.27M | n/a | −1 |
| Q4 2024 | 9 | -1 | 5.75M | $357.98M | +2 | −3 |
| Q3 2024 | 9 | +1 | 1.14M | $71.11M | +2 | −1 |
| Q2 2024 | 8 | n/a | 645.63K | $37.78M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 124.79M | n/a | $8.24B | 5.2% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 69.10M | n/a | $4.56B | 0.3% | n/c | 1 | SEC ↗ ×7 |
| 3 | Bank of New York Mellon Corp | 58.55M | n/a | $3.86B | 0.7% | n/c | 1 | SEC ↗ ×11 |
| 4 | Wells Fargo & Company/Mn | 52.37M | n/a | $3.46B | 0.7% | n/c | 1 | SEC ↗ ×5 |
| 5 | Fidelity (FMR) ✦ | 47.71M | +14.8% | $3.15B | 0.2% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Morgan Stanley ✦ | 36.99M | -0.1% | $2.44B | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | Raymond James Financial Inc | 35.82M | n/a | $2.36B | 0.7% | n/c | 1 | SEC ↗ ×4 |
| 8 | Envestnet Asset Management Inc | 34.20M | n/a | $2.26B | 0.7% | n/c | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 29.56M | +4.3% | $1.95B | 0.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | LPL Financial LLC | 29.12M | n/a | $1.92B | 0.5% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (пассивный) | 26.69M | +4.9% | $1.76B | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 12 | Royal Bank Of Canada | 25.23M | n/a | $1.67B | 0.3% | n/c | 1 | SEC ↗ ×14 |
| 13 | Northern Trust Corp | 23.47M | n/a | $1.55B | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 14 | UBS Group AG | 23.12M | n/a | $1.53B | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 15 | JPMorgan Chase ✦ | 16.21M | -50.6% | $1.07B | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 16 | Pnc Financial Services Group, Inc. | 15.61M | n/a | $1.03B | 0.6% | n/c | 1 | SEC ↗ ×8 |
| 17 | Mariner, LLC | 15.04M | n/a | $992.82M | 1.2% | n/c | 1 | SEC ↗ ×4 |
| 18 | Corient Private Wealth LP | 9.45M | n/a | $620.20M | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 19 | Truist Financial Corp | 9.27M | n/a | $611.65M | 0.8% | n/c | 1 | SEC ↗ ×3 |
| 20 | Ameriprise Financial Inc | 8.90M | n/a | $587.51M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 21 | Financial Engines Advisors L.L.C. | 8.22M | n/a | $542.77M | 1.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 7.88M | n/a | $520.15M | 0.6% | n/c | 1 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 6.83M | n/a | $450.66M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 24 | Bank Of Montreal /Can/ | 6.60M | n/a | $435.28M | 0.2% | n/c | 1 | SEC ↗ ×7 |
| 25 | Starboard Value ✦ | 5.25M | 0.0% | $346.54M | 6.6% | Held | 5 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 5.17M | n/a | $341.28M | 0.5% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 5.10M | n/a | $336.75M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 28 | Us Bancorp \De\ | 5.09M | n/a | $335.85M | 0.4% | n/c | 1 | SEC ↗ ×4 |
| 29 | Creative Planning | 4.76M | n/a | $314.20M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 30 | Fifth Third Bancorp | 4.68M | n/a | $308.90M | 1.0% | n/c | 1 | SEC ↗ |
| 31 | Cetera Investment Advisers | 3.63M | n/a | $239.65M | 0.3% | n/c | 1 | SEC ↗ |
| 32 | Baird Financial Group, Inc. | 3.47M | n/a | $228.75M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 33 | Mml Investors Services, Llc | 3.31M | n/a | $218.40M | 0.5% | n/c | 1 | SEC ↗ |
| 34 | Franklin Resources Inc | 3.17M | n/a | $209.37M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 35 | Rockefeller Capital Management L.P. | 2.89M | n/a | $190.65M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 36 | Osaic Holdings, Inc. | 2.86M | n/a | $188.85M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 37 | Wealth Enhancement Advisory… | 2.55M | n/a | $175.52M | 0.2% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 2.48M | n/a | $163.62M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 39 | Focus Partners Wealth | 2.42M | n/a | $159.47M | 0.2% | n/c | 1 | SEC ↗ |
| 40 | Captrust Financial Advisors | 2.33M | n/a | $153.62M | 0.3% | n/c | 1 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 2.28M | n/a | $149.87M | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Hsbc Holdings Plc | 1.58M | n/a | $104.11M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 43 | State Street Global Advisors ✦ (пассивный) | 1.37M | -3.6% | $90.49M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 44 | FIL Ltd | 1.21M | n/a | $79.85M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 45 | Alliancebernstein L.P. | 1.19M | n/a | $78.77M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Manufacturers Life Insurance… | 944.64K | n/a | $62.35M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | Lido Advisors, LLC | 922.12K | n/a | $60.56M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 48 | Voya Investment Management Llc | 904.07K | n/a | $59.67M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 49 | Cwm, Llc | 688.42K | n/a | $45.44M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Bank Of Nova Scotia | 671.00K | n/a | $44.29M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Blair William & Co/Il | 652.97K | n/a | $43.10M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Lazard Asset Management Llc | 572.80K | n/a | $37.81M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Jane Street Group, Llc | 464.53K | n/a | $30.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | Principal Financial Group Inc | 371.84K | n/a | $24.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 55 | Brown Advisory Inc | 341.99K | n/a | $22.57M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 56 | Allspring Global Investments… | 307.88K | n/a | $20.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Nomura Asset Management… | 276.81K | n/a | $18.27M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citigroup Inc | 271.90K | n/a | $17.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | AQR Capital Management ✦ | 269.81K | +32.2% | $17.81M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 60 | Bnp Paribas Financial Markets | 256.76K | n/a | $16.95M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Quantinno Capital Management LP | 237.99K | n/a | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cibc World Market Inc. | 223.57K | n/a | $14.76M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Kayne Anderson Rudnick Investment… | 189.19K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Rhumbline Advisers | 183.08K | n/a | $12.08M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Td Asset Management Inc | 181.46K | n/a | $11.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | The Vanguard Group ✦ (пассивный) | 164.39K | +0.7% | $10.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | State Of Wisconsin Investment Board | 159.90K | n/a | $10.55M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Chevy Chase Trust Holdings, LLC | 118.51K | n/a | $7.82M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | American Century Companies Inc | 106.70K | n/a | $7.04M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 103.18K | n/a | $6.81M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 86.05K | n/a | $5.68M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Hrt Financial Lp | 83.16K | n/a | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 77.46K | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Massachusetts Financial Services Co… | 68.04K | n/a | $4.49M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | GAMCO Investors ✦ | 58.93K | -0.9% | $3.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 53.82K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Gotham Asset Management ✦ | 50.98K | +42.8% | $3.37M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 78 | Ensign Peak Advisors, Inc | 45.37K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Fisher Asset Management ✦ | 44.63K | +22.4% | $2.95M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 80 | Deutsche Bank Ag\ | 42.41K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 81 | Assetmark, Inc | 41.47K | n/a | $2.74M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | National Bank Of Canada /Fi/ | 40.28K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Mirae Asset Global Investments Co.… | 35.68K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Prudential Financial Inc | 25.50K | n/a | $1.70M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | T. Rowe Price ✦ | 24.92K | 0.0% | $1.65M | 0.0% | Held | 7 | SEC ↗ |
| 86 | Empower Advisory Group, LLC | 24.62K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | First Manhattan Co. Llc. | 23.43K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Invesco Ltd. | 22.31K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 89 | Legal & General Group Plc | 13.80K | n/a | $911,008 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Two Sigma Investments ✦ | 13.10K | Новый | $864,600 | 0.0% | New | 1 | SEC ↗ |
| 91 | Barclays Plc | 12.44K | n/a | $820,710 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | D. E. Shaw & Co. ✦ | 12.35K | Новый | $815,166 | 0.0% | New | 1 | SEC ↗ |
| 93 | Clearbridge Investments, LLC | 11.77K | n/a | $776,820 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Rakuten Investment Management, Inc. | 11.16K | n/a | $727,846 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Qube Research & Technologies Ltd | 10.98K | n/a | $724,944 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | First Trust Advisors Lp | 8.18K | n/a | $539,895 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Sei Investments Co | 6.85K | n/a | $452,210 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Wealthfront Advisers LLC | 3.18K | n/a | $209,946 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Simplex Trading, Llc | 1.09K | n/a | $72,138 | 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
| Two Sigma Investments | $864,600 | 0.0% |
| D. E. Shaw & Co. | $815,166 | 0.0% |
Закрыто
| Renaissance Technologies | $6.21M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,616 держатели, 1.25B акции, $81.95B 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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