Запись по ценной бумаге · архивный квартал
IJJ
iShares S&P Mid-Cap 400 Value ETF · Financial Services · Asset Management
66Отслеживаемые держатели
-1Δ держателей
28.83MАкций в держании
$3.79BОтчётная стоимость
+0Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.5% ·
поток акций -0.7% ·
новые чистые позиции -1.5%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | 0 | 29.52M | $4.36B | +3 | −3 |
| Q1 2026 | 65 | -1 | 29.83M | $3.95B | +4 | −5 |
| Q4 2025 | 66 | -1 | 28.83M | $3.79B | — | −1 |
| Q3 2025 | 8 | -1 | 8.56M | $1.11B | — | −1 |
| Q2 2025 | 6 | -1 | 3.59M | $443.93M | — | −1 |
| Q1 2025 | 4 | +2 | 77.17K | $9.24M | +2 | — |
| Q4 2024 | 2 | -1 | 8.19K | $1.02M | +1 | −2 |
| Q3 2024 | 3 | -3 | 12.73K | $1.57M | +2 | −5 |
| Q2 2024 | 6 | — | 48.61K | $5.52M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.00M | -0.7% | $526.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.00M | -0.7% | $526.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.00M | -0.7% | $526.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.00M | -0.7% | $526.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.00M | -0.7% | $526.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 3.81M | +7.5% | $501.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 3.81M | +7.5% | $501.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 3.53M | — | $464.01M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 3.53M | — | $464.01M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.53M | — | $464.01M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.53M | — | $464.01M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.53M | — | $464.01M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 2.37M | — | $312.22M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 2.37M | — | $312.22M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 2.37M | — | $312.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 2.37M | — | $312.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 2.14M | — | $281.56M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 2.14M | — | $281.56M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | UBS Group AG | 2.14M | — | $281.56M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 1.86M | — | $244.96M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.34M | — | $176.42M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.34M | — | $176.42M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.34M | — | $176.42M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.34M | — | $176.42M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.34M | — | $176.42M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 1.34M | — | $176.42M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 1.34M | — | $176.42M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 1.34M | — | $176.42M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | LPL Financial LLC | 798.61K | — | $105.09M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Raymond James Financial Inc | 796.20K | — | $104.77M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Raymond James Financial Inc | 796.20K | — | $104.77M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Raymond James Financial Inc | 796.20K | — | $104.77M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 705.21K | — | $92.81M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Ameriprise Financial Inc | 705.21K | — | $92.81M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 705.21K | — | $92.81M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Northern Trust Corp | 672.41K | — | $88.48M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northern Trust Corp | 672.41K | — | $88.48M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Financial Engines Advisors L.L.C. | 662.54K | — | $87.18M | 0.2% | n/c | 1 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 633.52K | — | $83.36M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 538.11K | — | $70.81M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 538.11K | — | $70.81M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 538.11K | — | $70.81M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 538.11K | — | $70.81M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Royal Bank Of Canada | 538.11K | — | $70.81M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Royal Bank Of Canada | 538.11K | — | $70.81M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Royal Bank Of Canada | 538.11K | — | $70.81M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Royal Bank Of Canada | 538.11K | — | $70.81M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 432.94K | -49.6% | $56.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 432.94K | -49.6% | $56.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 432.94K | -49.6% | $56.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 432.94K | -49.6% | $56.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 432.94K | -49.6% | $56.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 432.94K | -49.6% | $56.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 432.94K | -49.6% | $56.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | HighTower Advisors, LLC | 423.21K | — | $55.69M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 415.13K | — | $54.63M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 415.13K | — | $54.63M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 415.13K | — | $54.63M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 415.13K | — | $54.63M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 415.13K | — | $54.63M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 415.13K | — | $54.63M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 344.30K | — | $45.31M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Baird Financial Group, Inc. | 344.30K | — | $45.31M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Jones Financial Companies Lllp | 288.89K | — | $38.02M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 288.89K | — | $38.02M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Commonwealth Equity Services, Llc | 251.43K | — | $33.09M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cerity Partners LLC | 229.94K | — | $30.26M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 229.94K | — | $30.26M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Cerity Partners LLC | 229.94K | — | $30.26M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Truist Financial Corp | 223.42K | — | $29.40M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Truist Financial Corp | 223.42K | — | $29.40M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Creative Planning | 219.21K | — | $28.85M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Creative Planning | 219.21K | — | $28.85M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Corient Private Wealth LP | 218.89K | — | $28.81M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Corient Private Wealth LP | 218.89K | — | $28.81M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Rockefeller Capital Management L.P. | 218.22K | — | $28.72M | 0.1% | n/c | 1 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 218.22K | — | $28.72M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Bank Of Montreal /Can/ | 175.31K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bank Of Montreal /Can/ | 175.31K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 175.31K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 175.31K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank Of Montreal /Can/ | 175.31K | — | $23.07M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Mariner, LLC | 171.96K | — | $22.63M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Mariner, LLC | 171.96K | — | $22.63M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Mariner, LLC | 171.96K | — | $22.63M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Lido Advisors, LLC | 164.39K | — | $21.38M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Lido Advisors, LLC | 164.39K | — | $21.38M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Lido Advisors, LLC | 164.39K | — | $21.38M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | Lido Advisors, LLC | 164.39K | — | $21.38M | 0.1% | n/c | 1 | SEC ↗ |
| 90 | Focus Partners Wealth | 130.62K | — | $17.19M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Osaic Holdings, Inc. | 111.31K | — | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 111.31K | — | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Osaic Holdings, Inc. | 111.31K | — | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 111.31K | — | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 111.31K | — | $14.66M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Wealth Enhancement Advisory… | 104.47K | — | $14.30M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Cetera Investment Advisers | 95.15K | — | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Stifel Financial Corp | 94.76K | — | $12.47M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Stifel Financial Corp | 94.76K | — | $12.47M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Stifel Financial Corp | 94.76K | — | $12.47M | 0.0% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Citadel Advisors | $4.72M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 832 держатели, 42.91M акции, $5.56B 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 держатели 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 ·
Получить через API