سجل الورقة المالية
IJJ
iShares S&P Mid-Cap 400 Value ETF · Financial Services · Asset Management
63الحاملون المتتبعون
0Δ المساهمون
29.19Mالأسهم المحتفظ بها
$4.31Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -0.8% · المراكز الجديدة الصافية -1.6% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 4.09M | -0.2% | $603.94M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 3.99M | -1.2% | $589.59M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 3.52M | +2.3% | $519.62M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 2.38M | -0.8% | $352.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Envestnet Asset Management Inc | 2.24M | +1.9% | $330.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 1.94M | -13.4% | $286.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 7 | Pnc Financial Services Group, Inc. | 1.39M | +3.0% | $205.51M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 8 | Raymond James Financial Inc | 867.64K | -6.0% | $128.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | LPL Financial LLC | 768.55K | -0.5% | $113.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Northern Trust Corp | 674.68K | +0.4% | $99.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Northwestern Mutual Wealth… | 635.32K | -0.6% | $93.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Financial Engines Advisors L.L.C. | 609.14K | -2.6% | $89.99M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 605.75K | +1.0% | $89.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Royal Bank Of Canada | 545.41K | -2.3% | $80.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 15 | JPMorgan Chase ✦ | 449.63K | +2.6% | $66.23M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 16 | Jones Financial Companies Lllp | 415.47K | +0.7% | $61.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Bank of New York Mellon Corp | 402.92K | -1.2% | $59.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 18 | Baird Financial Group, Inc. | 334.35K | -2.0% | $49.39M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Cerity Partners LLC | 263.25K | -1.0% | $38.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 20 | Lido Advisors, LLC | 262.65K | +48.7% | $38.80M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | Rockefeller Capital Management L.P. | 215.88K | -3.7% | $31.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Truist Financial Corp | 209.58K | -5.2% | $30.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Commonwealth Equity Services, Llc | 209.43K | -11.4% | $30.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Creative Planning | 180.78K | -9.8% | $26.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 171.40K | -1.6% | $25.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | Bank Of Montreal /Can/ | 162.26K | -1.4% | $23.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 27 | Fifth Third Bancorp | 150.71K | -3.3% | $22.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 125.15K | -4.8% | $18.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 124.69K | +15.0% | $18.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 30 | Mercer Global Advisors Inc /Adv | 115.39K | +8.4% | $17.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 105.53K | +2.2% | $15.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 101.40K | +20.3% | $14.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Hsbc Holdings Plc | 100.50K | -0.2% | $14.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Bnp Paribas Financial Markets | 100.43K | -33.0% | $14.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Corient Private Wealth LP | 99.08K | -3.6% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Stifel Financial Corp | 91.08K | +2.9% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 37 | Susquehanna International Group, Llp | 71.46K | جديد | $10.56M | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Us Bancorp \De\ | 66.40K | -1.6% | $9.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 39 | Captrust Financial Advisors | 63.64K | +1.2% | $9.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | BlackRock ✦ (سلبي) | 58.68K | +12.2% | $8.67M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 41 | Wealth Enhancement Advisory… | 69.20K | +4.4% | $6.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 39.81K | -6.9% | $5.88M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 43 | AQR Capital Management ✦ | 20.72K | +29.5% | $3.06M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 44 | Cibc World Market Inc. | 20.37K | -26.2% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 19.70K | +9.0% | $2.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 16.12K | +1.4% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Blair William & Co/Il | 13.25K | +10.8% | $1.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | First Trust Advisors Lp | 12.36K | +1.0% | $1.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | CIBC Bancorp USA Inc. | 12.30K | -5.5% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | UBS AM, a distinct business unit of… | 10.18K | -21.3% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Citigroup Inc | 8.17K | -6.2% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Franklin Resources Inc | 7.99K | 0.0% | $1.18M | 0.0% | Held | 3 | SEC ↗ ×4 |
| 53 | Allspring Global Investments… | 6.21K | +116.2% | $910,842 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 54 | D. E. Shaw & Co. ✦ | 5.61K | جديد | $828,322 | 0.0% | New | 1 | SEC ↗ |
| 55 | Kayne Anderson Rudnick Investment… | 4.14K | +140.6% | $610,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Brown Advisory Inc | 3.51K | جديد | $517,941 | 0.0% | New | 1 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 2.80K | -3.5% | $413,644 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Fayez Sarofim & Co | 2.45K | 0.0% | $361,348 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 2.40K | +1.6% | $354,893 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 2.06K | +0.1% | $303,383 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Empower Advisory Group, LLC | 1.62K | -5.8% | $238,658 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Assetmark, Inc | 1.01K | +28.2% | $149,729 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 40 | 0.0% | $5,871 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Susquehanna International… | $10.56M | 0.0% |
| D. E. Shaw & Co. | $828,322 | 0.0% |
| Brown Advisory Inc | $517,941 | 0.0% |
تم الخروج
| HighTower Advisors, LLC | $50.38M | كان 0.1% |
| Citadel Advisors | $3.84M | كان 0.0% |
| Jane Street Group, Llc | $887,220 | كان 0.0% |
| Rhumbline Advisers | $13,250 | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
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