IJJ
iShares S&P Mid-Cap 400 Value ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang -1.5% ·
aliran saham -0.7% ·
posisi baru bersih -1.5%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 77.25K | $7.03M | n/a | −1 |
| Q2 2026 | 63 | 0 | 29.19M | $4.31B | +3 | −4 |
| Q1 2026 | 65 | -1 | 29.83M | $3.95B | +4 | −5 |
| Q4 2025 | 66 | -1 | 28.83M | $3.79B | n/a | −1 |
| Q3 2025 | 8 | -1 | 8.56M | $1.11B | n/a | −1 |
| Q2 2025 | 6 | -1 | 3.59M | $443.93M | n/a | −1 |
| Q1 2025 | 4 | +2 | 77.17K | $9.24M | +2 | n/a |
| Q4 2024 | 2 | -1 | 8.19K | $1.02M | +1 | −2 |
| Q3 2024 | 3 | -3 | 12.73K | $1.57M | +2 | −5 |
| Q2 2024 | 6 | n/a | 48.61K | $5.52M | n/a | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.00M | -0.7% | $526.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Fidelity (FMR) ✦ | 3.81M | +7.5% | $501.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 3.53M | n/a | $464.01M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 2.37M | n/a | $312.22M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | UBS Group AG | 2.14M | n/a | $281.56M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 1.86M | n/a | $244.96M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 1.34M | n/a | $176.42M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 8 | LPL Financial LLC | 798.61K | n/a | $105.09M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 796.20K | n/a | $104.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 705.21K | n/a | $92.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Northern Trust Corp | 672.41K | n/a | $88.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Financial Engines Advisors L.L.C. | 662.54K | n/a | $87.18M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 633.52K | n/a | $83.36M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Royal Bank Of Canada | 538.11K | n/a | $70.81M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 15 | JPMorgan Chase ✦ | 432.94K | -49.6% | $56.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 16 | HighTower Advisors, LLC | 423.21K | n/a | $55.69M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 415.13K | n/a | $54.63M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 18 | Baird Financial Group, Inc. | 344.30K | n/a | $45.31M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 19 | Jones Financial Companies Lllp | 288.89K | n/a | $38.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 251.43K | n/a | $33.09M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 229.94K | n/a | $30.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Truist Financial Corp | 223.42K | n/a | $29.40M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Creative Planning | 219.21K | n/a | $28.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Corient Private Wealth LP | 218.89K | n/a | $28.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 218.22K | n/a | $28.72M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 26 | Bank Of Montreal /Can/ | 175.31K | n/a | $23.07M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Mariner, LLC | 171.96K | n/a | $22.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Lido Advisors, LLC | 164.39K | n/a | $21.38M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 29 | Focus Partners Wealth | 130.62K | n/a | $17.19M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 111.31K | n/a | $14.66M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 31 | Wealth Enhancement Advisory… | 104.47K | n/a | $14.30M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cetera Investment Advisers | 95.15K | n/a | $12.52M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 94.76K | n/a | $12.47M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | Mml Investors Services, Llc | 92.72K | n/a | $12.20M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fifth Third Bancorp | 72.08K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 68.92K | n/a | $9.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Captrust Financial Advisors | 62.32K | n/a | $8.20M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | BlackRock ✦ (pasif) | 53.35K | +14.7% | $7.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Bnp Paribas Financial Markets | 50.30K | n/a | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 43.30K | n/a | $5.70M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cibc World Market Inc. | 40.09K | n/a | $5.28M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 28.26K | -3.9% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Cwm, Llc | 17.15K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Alliancebernstein L.P. | 15.77K | n/a | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 13.89K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 13.52K | +56.3% | $1.78M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 47 | Quantinno Capital Management LP | 13.30K | n/a | $1.75M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | First Trust Advisors Lp | 12.18K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Citigroup Inc | 7.61K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | The Vanguard Group ✦ (pasif) | 6.73K | +1.5% | $885,202 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Allspring Global Investments… | 6.48K | n/a | $862,581 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Franklin Resources Inc | 6.31K | n/a | $830,465 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 53 | Bank Julius Baer & Co. Ltd, Zurich | 4.18K | n/a | $549,559 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Fayez Sarofim & Co | 3.53K | n/a | $463,986 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Boston Partners | 3.43K | n/a | $451,464 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 3.36K | n/a | $442,537 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Hsbc Holdings Plc | 3.25K | n/a | $428,194 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 58 | Brown Advisory Inc | 2.75K | n/a | $361,609 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | Russell Investments Group, Ltd. | 2.26K | n/a | $297,254 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 2.15K | n/a | $283,294 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Empower Advisory Group, LLC | 1.91K | n/a | $251,534 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Kayne Anderson Rudnick Investment… | 1.68K | n/a | $221,253 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Assetmark, Inc | 1.18K | n/a | $155,803 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Qube Research & Technologies Ltd | 472 | n/a | $62,110 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Deutsche Bank Ag\ | 222 | n/a | $29,213 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | TD Waterhouse Canada Inc. | 40 | n/a | $5,261 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Citadel Advisors | $4.72M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 832 pemegang, 42.91M saham, $5.56B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.