Запись по ценной бумаге · архивный квартал
IJH
iShares Core S&P Mid-Cap ETF · Financial Services · Asset Management
100Отслеживаемые держатели
0Δ держателей
818.32MАкций в держании
$55.21BОтчётная стоимость
+4Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +2.5% · новые чистые позиции 0.0% · формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.26M | $157.19M | n/a | n/a |
| Q2 2026 | 101 | +2 | 850.76M | $65.56B | +7 | −5 |
| 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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 128.82M | +3.2% | $8.70B | 5.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 67.16M | -2.8% | $4.54B | 0.3% | ▼ Trim | 2 | SEC ↗ ×6 |
| 3 | Bank of New York Mellon Corp | 58.73M | +0.3% | $3.97B | 0.7% | ▲ Add | 2 | SEC ↗ ×12 |
| 4 | Wells Fargo & Company/Mn | 53.51M | +2.2% | $3.61B | 0.7% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | Fidelity (FMR) ✦ | 52.97M | +11.0% | $3.58B | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 6 | Goldman Sachs Group ✦ | 40.47M | +36.9% | $2.73B | 0.4% | ▲ Add | 3 | SEC ↗ ×6 |
| 7 | Morgan Stanley ✦ | 36.88M | -0.3% | $2.49B | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 8 | Raymond James Financial Inc | 36.44M | +1.7% | $2.46B | 0.8% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | Envestnet Asset Management Inc | 36.04M | +5.4% | $2.43B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 27.96M | +4.8% | $1.89B | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 11 | UBS Group AG | 24.24M | +4.8% | $1.64B | 0.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Northern Trust Corp | 23.84M | +1.6% | $1.61B | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | LPL Financial LLC | 23.07M | -20.8% | $1.56B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 22.03M | -12.7% | $1.49B | 0.3% | ▼ Trim | 2 | SEC ↗ ×14 |
| 15 | JPMorgan Chase ✦ | 16.82M | +3.8% | $1.10B | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 16 | Mariner, LLC | 16.11M | +7.1% | $1.09B | 1.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Pnc Financial Services Group, Inc. | 15.87M | +1.7% | $1.07B | 0.6% | ▲ Add | 2 | SEC ↗ ×8 |
| 18 | Truist Financial Corp | 9.95M | +7.4% | $672.21M | 0.9% | ▲ Add | 2 | SEC ↗ ×3 |
| 19 | Ameriprise Financial Inc | 8.70M | -2.3% | $587.26M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Jones Financial Companies Lllp | 8.27M | +21.1% | $548.76M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Financial Engines Advisors L.L.C. | 7.90M | -4.0% | $533.44M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 7.74M | -1.9% | $522.36M | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 7.40M | +58.2% | $500.04M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 6.68M | +1.3% | $451.34M | 0.2% | ▲ Add | 2 | SEC ↗ ×7 |
| 25 | Starboard Value ✦ | 5.83M | +11.1% | $393.74M | 8.6% | ▲ Add | 6 | SEC ↗ |
| 26 | Cerity Partners LLC | 5.67M | +11.1% | $382.79M | 0.5% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Us Bancorp \De\ | 5.08M | -0.2% | $342.81M | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Corient Private Wealth LP | 4.92M | -48.0% | $329.24M | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Commonwealth Equity Services, Llc | 4.86M | -6.1% | $328.04M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 30 | Creative Planning | 4.84M | +1.6% | $326.75M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Baird Financial Group, Inc. | 3.54M | +2.1% | $239.02M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Cetera Investment Advisers | 3.53M | -2.7% | $238.58M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 33 | Franklin Resources Inc | 3.14M | -1.0% | $212.01M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 34 | Osaic Holdings, Inc. | 3.12M | +9.0% | $210.62M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 35 | Rockefeller Capital Management L.P. | 3.11M | +7.8% | $210.34M | 0.4% | ▲ Add | 2 | SEC ↗ ×7 |
| 36 | Mml Investors Services, Llc | 2.90M | -12.5% | $195.60M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 2.52M | +1.7% | $170.24M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 38 | Focus Partners Wealth | 2.47M | +2.3% | $166.90M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 39 | Captrust Financial Advisors | 2.28M | -2.2% | $153.71M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 2.16M | +741.7% | $145.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 1.94M | -14.8% | $130.98M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 42 | Wealth Enhancement Advisory… | 2.01M | -21.0% | $129.97M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 43 | State Street Global Advisors ✦ (пассивный) | 1.39M | +1.2% | $93.70M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | FIL Ltd | 1.30M | +7.2% | $87.55M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Principal Financial Group Inc | 1.16M | +213.1% | $78.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Alliancebernstein L.P. | 1.18M | -1.4% | $77.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Manufacturers Life Insurance… | 947.31K | +0.3% | $63.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Hsbc Holdings Plc | 779.86K | -50.6% | $52.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Voya Investment Management Llc | 743.80K | -17.7% | $50.23M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Lido Advisors, LLC | 734.00K | -20.4% | $49.57M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | CIBC Bancorp USA Inc. | 730.47K | n/a | $49.33M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 52 | Blair William & Co/Il | 687.31K | +5.3% | $46.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank Of Nova Scotia | 671.00K | 0.0% | $45.31M | 0.1% | Held | 2 | SEC ↗ |
| 54 | Cwm, Llc | 660.94K | -4.0% | $44.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 55 | Lazard Asset Management Llc | 561.70K | -1.9% | $37.93M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | Nomura Asset Management… | 505.06K | +82.5% | $34.11M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | Barclays Plc | 447.54K | +3499.0% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Brown Advisory Inc | 394.67K | +15.4% | $26.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 59 | AQR Capital Management ✦ | 384.53K | +42.5% | $25.22M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 60 | Rhumbline Advisers | 324.77K | +77.4% | $21.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Allspring Global Investments… | 311.18K | +1.1% | $21.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 62 | Quantinno Capital Management LP | 288.37K | +21.2% | $19.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Citigroup Inc | 276.86K | +1.8% | $18.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | UBS AM, a distinct business unit of… | 273.69K | +253.3% | $18.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Cibc World Market Inc. | 205.62K | -8.0% | $13.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Td Asset Management Inc | 176.05K | -3.0% | $11.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Kayne Anderson Rudnick Investment… | 145.67K | -23.0% | $9.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Massachusetts Financial Services Co… | 138.45K | +103.5% | $9.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | TD Waterhouse Canada Inc. | 128.36K | +138.5% | $8.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | State Of Wisconsin Investment Board | 120.06K | -24.9% | $8.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Chevy Chase Trust Holdings, LLC | 113.63K | -4.1% | $7.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 106.12K | +108.2% | $7.17M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 73 | Russell Investments Group, Ltd. | 89.06K | +3.5% | $6.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | American Century Companies Inc | 89.00K | -16.6% | $6.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Neuberger Berman Group LLC | 79.13K | -23.3% | $5.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 76 | Fisher Asset Management ✦ | 75.97K | +70.2% | $5.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 77 | Susquehanna International Group, Llp | 75.56K | Новый | $5.10M | 0.0% | New | 1 | SEC ↗ |
| 78 | GAMCO Investors ✦ | 57.75K | -2.0% | $3.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Ensign Peak Advisors, Inc | 45.37K | 0.0% | $3.06M | 0.0% | Held | 2 | SEC ↗ |
| 80 | Assetmark, Inc | 40.29K | -2.9% | $2.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Mirae Asset Global Investments Co.… | 34.26K | -4.0% | $2.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | T. Rowe Price ✦ | 30.83K | +23.7% | $2.08M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 29.57K | -30.3% | $2.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 84 | Empower Advisory Group, LLC | 27.30K | +10.9% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Bank Julius Baer & Co. Ltd, Zurich | 26.01K | Новый | $1.76M | 0.0% | New | 1 | SEC ↗ |
| 86 | Invesco Ltd. | 25.41K | +13.9% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 87 | National Bank Of Canada /Fi/ | 25.13K | -37.6% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 88 | Prudential Financial Inc | 25.10K | -1.6% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | First Manhattan Co. Llc. | 23.84K | +1.8% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Rakuten Investment Management, Inc. | 22.33K | +100.0% | $1.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 91 | Jane Street Group, Llc | 16.27K | -96.5% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 92 | Clearbridge Investments, LLC | 16.23K | +37.9% | $1.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Sei Investments Co | 13.75K | +100.6% | $928,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Legal & General Group Plc | 9.40K | -31.9% | $634,830 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | First Trust Advisors Lp | 8.68K | +6.1% | $586,284 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Renaissance Technologies ✦ | 5.00K | Новый | $337,650 | 0.0% | New | 1 | SEC ↗ |
| 97 | Wealthfront Advisers LLC | 3.79K | +19.2% | $256,141 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Tidal Investments LLC | 3.08K | Новый | $208,263 | 0.0% | New | 1 | SEC ↗ |
| 99 | Schroder Investment Management Group | 3.05K | n/a | $205,968 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 100 | Simplex Trading, Llc | 240 | -78.0% | $16,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Susquehanna International… | $5.10M | 0.0% |
| Bank Julius Baer & Co. Ltd… | $1.76M | 0.0% |
| Renaissance Technologies | $337,650 | 0.0% |
| Tidal Investments LLC | $208,263 | 0.0% |
Закрыто
| Hrt Financial Lp | $5.49M | составлял 0.0% |
| Two Sigma Investments | $864,600 | составлял 0.0% |
| D. E. Shaw & Co. | $815,166 | составлял 0.0% |
| Qube Research & Technologies… | $724,944 | 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: Q1 2026 ·
Методология ·
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