سجل الورقة المالية · ربع مؤرشف
IJJ
iShares S&P Mid-Cap 400 Value ETF · Financial Services · Asset Management
65الحاملون المتتبعون
-1Δ المساهمون
29.83Mالأسهم المحتفظ بها
$3.95Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.5% ·
تدفق الأسهم +3.5% ·
المراكز الجديدة الصافية -1.5%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 4.09M | +7.5% | $542.57M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 4.04M | +1.0% | $535.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 3.44M | -2.5% | $455.50M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 2.40M | +1.3% | $318.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | UBS Group AG | 2.24M | +4.6% | $296.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 2.19M | +17.9% | $290.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 1.35M | +0.7% | $178.92M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 8 | Raymond James Financial Inc | 922.76K | +15.9% | $122.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 772.21K | -3.3% | $102.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Northern Trust Corp | 672.23K | 0.0% | $89.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 639.26K | +0.9% | $84.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 625.33K | -5.6% | $82.86M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 599.74K | -14.9% | $79.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Royal Bank Of Canada | 558.50K | +3.8% | $74.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 15 | JPMorgan Chase ✦ | 438.18K | +1.2% | $56.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 16 | Bank of New York Mellon Corp | 407.82K | -1.8% | $54.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 17 | Jones Financial Companies Lllp | 412.79K | +42.9% | $53.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | HighTower Advisors, LLC | 380.23K | -10.2% | $50.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Baird Financial Group, Inc. | 341.36K | -0.8% | $45.23M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 20 | Cerity Partners LLC | 266.00K | +15.7% | $35.25M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Commonwealth Equity Services, Llc | 236.26K | -6.0% | $31.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 224.19K | +2.7% | $29.71M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Truist Financial Corp | 220.98K | -1.1% | $29.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Creative Planning | 200.44K | -8.6% | $26.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Lido Advisors, LLC | 176.59K | +7.4% | $23.40M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 26 | Mariner, LLC | 174.24K | +1.3% | $23.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Bank Of Montreal /Can/ | 164.62K | -6.1% | $21.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 28 | Fifth Third Bancorp | 155.81K | +116.2% | $20.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Bnp Paribas Financial Markets | 150.00K | +198.2% | $19.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Focus Partners Wealth | 131.51K | +0.7% | $17.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 108.41K | -2.6% | $14.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Mercer Global Advisors Inc /Adv | 106.47K | +145.9% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 103.30K | +8.6% | $13.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Corient Private Wealth LP | 102.82K | -53.0% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 100.69K | +2994.4% | $13.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Stifel Financial Corp | 88.52K | -6.6% | $11.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 37 | Mml Investors Services, Llc | 84.31K | -9.1% | $11.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Us Bancorp \De\ | 67.51K | -2.0% | $8.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Captrust Financial Advisors | 62.90K | +0.9% | $8.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | BlackRock ✦ (سلبي) | 52.29K | -2.0% | $6.93M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 41 | Goldman Sachs Group ✦ | 42.74K | +51.2% | $5.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 42 | Wealth Enhancement Advisory… | 66.27K | -36.6% | $5.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 29.02K | جديد | $3.84M | 0.0% | New | 1 | SEC ↗ |
| 44 | Cibc World Market Inc. | 27.60K | -31.1% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 18.07K | +35.9% | $2.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Cwm, Llc | 16.86K | -1.7% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 16.00K | +18.4% | $2.12M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 48 | Alliancebernstein L.P. | 15.89K | +0.8% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 13.02K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | UBS AM, a distinct business unit of… | 12.94K | +284.6% | $1.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | First Trust Advisors Lp | 12.24K | +0.5% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Blair William & Co/Il | 11.96K | -13.9% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Citigroup Inc | 8.71K | +14.4% | $1.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Franklin Resources Inc | 7.99K | +26.6% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 55 | Jane Street Group, Llc | 6.70K | جديد | $887,220 | 0.0% | New | 1 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 2.90K | جديد | $384,250 | 0.0% | New | 1 | SEC ↗ |
| 57 | Allspring Global Investments… | 2.87K | -55.7% | $382,162 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Fayez Sarofim & Co | 2.45K | -30.6% | $324,095 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 2.36K | +4.6% | $313,148 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 2.05K | -4.6% | $271,950 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Kayne Anderson Rudnick Investment… | 1.72K | +2.3% | $227,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Empower Advisory Group, LLC | 1.72K | -10.3% | $227,171 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 791 | -33.2% | $104,808 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Rhumbline Advisers | 100 | جديد | $13,250 | 0.0% | New | 1 | SEC ↗ |
| 65 | TD Waterhouse Canada Inc. | 40 | 0.0% | $5,322 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $3.84M | 0.0% |
| Jane Street Group, Llc | $887,220 | 0.0% |
| Renaissance Technologies | $384,250 | 0.0% |
| Rhumbline Advisers | $13,250 | 0.0% |
تم الخروج
| Bank Julius Baer & Co. Ltd… | $549,559 | كان 0.0% |
| Boston Partners | $451,464 | كان 0.0% |
| Brown Advisory Inc | $361,609 | كان 0.0% |
| Qube Research & Technologies… | $62,110 | كان 0.0% |
| Deutsche Bank Ag\ | $29,213 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 832 المالكون, 42.91M الأسهم, $5.56B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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