Catatan efek · kuartal yang diarsipkan
IJJ
iShares S&P Mid-Cap 400 Value ETF · Financial Services · Asset Management
65Pemegang yang dilacak
-1Δ pemegang
29.83MSaham yang dipegang
$3.95BNilai yang dilaporkan
+4Posisi baru
−5Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -1.5% ·
aliran saham +3.5% ·
posisi baru bersih -1.5%
· formula
Akumulasi terkonsentrasi: saham yang meningkat di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $887,220 | 0.0% | New | 1 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 2.90K | Baru | $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 | Baru | $13,250 | 0.0% | New | 1 | SEC ↗ |
| 65 | TD Waterhouse Canada Inc. | 40 | 0.0% | $5,322 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Bank Julius Baer & Co. Ltd… | $549,559 | adalah 0.0% |
| Boston Partners | $451,464 | adalah 0.0% |
| Brown Advisory Inc | $361,609 | adalah 0.0% |
| Qube Research & Technologies… | $62,110 | adalah 0.0% |
| Deutsche Bank Ag\ | $29,213 | 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.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API