Effectdossier · gearchiveerd kwartaal
IJJ
iShares S&P Mid-Cap 400 Value ETF · Financial Services · Asset Management
66Gevolgde houders
-1Δ houders
28.83MGehouden aandelen
$3.79BGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -1.5% ·
aandelenstroom -0.7% ·
netto nieuwe posities -1.5%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 266.69K | $33.12M | n/a | n/a |
| 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 | 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 |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passief) | 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 ✦ (passief) | 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 ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $4.72M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 832 houders, 42.91M aandelen, $5.56B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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