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证券记录 · 已归档季度

IJK

iShares S&P Mid-Cap 400 Growth ETF · Financial Services · Asset Management

106.79 -0.7% 市值 $10.24B 报价延迟(FMP) · 截至 Oct 25 03:59 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
70被追踪持有人
-1Δ持有人
46.22M持有股份
$4.48B报告持仓市值
+0新建仓位
−1清仓
Stable 确信度评分 52/100 3 被追踪股份持续上升的季度数 ●●●○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 -1.4% · 股份流向 -1.2% · 净新建仓位 -1.4% · 公式
广泛减持:持股数量下降,持有人数量减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q3 2026 3 0 57.61K $6.38M n/a n/a
Q2 2026 71 +2 46.84M $5.50B +5 −3
Q1 2026 70 0 46.93M $4.72B +5 −5
Q4 2025 70 -1 46.22M $4.48B n/a −1
Q3 2025 10 0 15.17M $1.45B +1 −1
Q2 2025 7 +1 4.17M $379.42M +1 n/a
Q1 2025 3 -1 23.03K $1.92M +1 −2
Q4 2024 4 +1 30.00K $2.73M +1 n/a
Q3 2024 3 0 58.35K $5.36M n/a n/a
Q2 2024 3 n/a 31.62K $2.79M n/a n/a
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 Morgan Stanley ✦ 7.22M +0.8% $699.48M 0.0% ▲ Add 2 SEC ↗ ×4
2 Wells Fargo & Company/Mn 5.94M n/a $575.13M 0.1% n/c 1 SEC ↗ ×5
3 Fidelity (FMR) ✦ 4.18M +4.8% $404.51M 0.0% ▲ Add 3 SEC ↗ ×2
4 Bank Of America Corp /De/ 3.62M n/a $351.15M 0.0% n/c 1 SEC ↗ ×4
5 Goldman Sachs Group ✦ 2.27M +3.6% $220.31M 0.0% ▲ Add 2 SEC ↗ ×3
6 UBS Group AG 2.18M n/a $211.18M 0.0% n/c 1 SEC ↗ ×2
7 Pnc Financial Services Group, Inc. 1.94M n/a $187.95M 0.1% n/c 1 SEC ↗ ×8
8 Envestnet Asset Management Inc 1.87M n/a $181.05M 0.1% n/c 1 SEC ↗
9 Raymond James Financial Inc 1.84M n/a $177.93M 0.1% n/c 1 SEC ↗ ×3
10 LPL Financial LLC 1.44M n/a $139.36M 0.0% n/c 1 SEC ↗
11 Financial Engines Advisors L.L.C. 1.31M n/a $126.98M 0.2% n/c 1 SEC ↗
12 Northern Trust Corp 1.13M n/a $109.78M 0.0% n/c 1 SEC ↗ ×2
13 Northwestern Mutual Wealth… 1.09M n/a $105.19M 0.1% n/c 1 SEC ↗
14 Ameriprise Financial Inc 976.00K n/a $94.59M 0.0% n/c 1 SEC ↗ ×3
15 JPMorgan Chase ✦ 885.10K -49.6% $85.75M 0.0% ▼ Trim 2 SEC ↗ ×7
16 Bank of New York Mellon Corp 821.56K n/a $79.59M 0.0% n/c 1 SEC ↗ ×7
17 Commonwealth Equity Services, Llc 607.97K n/a $58.90M 0.1% n/c 1 SEC ↗
18 HighTower Advisors, LLC 581.19K n/a $56.31M 0.1% n/c 1 SEC ↗
19 Royal Bank Of Canada 534.85K n/a $51.82M 0.0% n/c 1 SEC ↗ ×7
20 Bank Of Montreal /Can/ 517.20K n/a $50.11M 0.0% n/c 1 SEC ↗ ×3
21 Cerity Partners LLC 500.80K n/a $48.52M 0.1% n/c 1 SEC ↗ ×2
22 Focus Partners Wealth 474.14K n/a $45.93M 0.1% n/c 1 SEC ↗
23 Jones Financial Companies Lllp 426.12K n/a $41.28M 0.0% n/c 1 SEC ↗ ×2
24 Truist Financial Corp 396.64K n/a $38.43M 0.1% n/c 1 SEC ↗ ×3
25 Captrust Financial Advisors 386.09K n/a $37.40M 0.1% n/c 1 SEC ↗
26 Mariner, LLC 349.77K n/a $33.89M 0.0% n/c 1 SEC ↗ ×3
27 Lido Advisors, LLC 287.49K n/a $27.61M 0.1% n/c 1 SEC ↗ ×4
28 Rockefeller Capital Management L.P. 261.70K n/a $25.35M 0.0% n/c 1 SEC ↗ ×2
29 Baird Financial Group, Inc. 245.38K n/a $23.77M 0.0% n/c 1 SEC ↗ ×2
30 Cetera Investment Advisers 226.67K n/a $21.96M 0.0% n/c 1 SEC ↗
31 Hsbc Holdings Plc 204.37K n/a $19.80M 0.0% n/c 1 SEC ↗ ×6
32 Stifel Financial Corp 199.48K n/a $19.33M 0.0% n/c 1 SEC ↗ ×5
33 Creative Planning 187.97K n/a $18.21M 0.0% n/c 1 SEC ↗ ×2
34 Osaic Holdings, Inc. 167.26K n/a $16.21M 0.0% n/c 1 SEC ↗ ×5
35 Fifth Third Bancorp 143.79K n/a $13.93M 0.0% n/c 1 SEC ↗
36 Corient Private Wealth LP 123.10K n/a $11.95M 0.0% n/c 1 SEC ↗ ×2
37 Us Bancorp \De\ 107.21K n/a $10.39M 0.0% n/c 1 SEC ↗ ×4
38 Tidal Investments LLC 63.52K n/a $6.15M 0.0% n/c 1 SEC ↗
39 Wealth Enhancement Advisory… 51.58K n/a $5.23M 0.0% n/c 1 SEC ↗
40 Citigroup Inc 42.38K n/a $4.11M 0.0% n/c 1 SEC ↗ ×2
41 Mml Investors Services, Llc 41.31K n/a $4.00M 0.0% n/c 1 SEC ↗
42 Susquehanna International Group, Llp 40.63K n/a $3.94M 0.0% n/c 1 SEC ↗
43 Mercer Global Advisors Inc /Adv 38.94K n/a $3.77M 0.0% n/c 1 SEC ↗
44 Cwm, Llc 34.67K n/a $3.36M 0.0% n/c 1 SEC ↗
45 Blair William & Co/Il 34.05K n/a $3.30M 0.0% n/c 1 SEC ↗
46 Alliancebernstein L.P. 25.34K n/a $2.46M 0.0% n/c 1 SEC ↗
47 Quantinno Capital Management LP 20.16K n/a $1.95M 0.0% n/c 1 SEC ↗
48 T. Rowe Price ✦ 19.70K +57.9% $1.91M 0.0% ▲ Add 4 SEC ↗
49 Zurcher Kantonalbank (Zurich… 19.03K n/a $1.86M 0.0% n/c 1 SEC ↗
50 Franklin Resources Inc 18.92K n/a $1.83M 0.0% n/c 1 SEC ↗ ×4
51 BlackRock ✦ (被动) 15.65K +74.1% $1.52M 0.0% ▲ Add 3 SEC ↗ ×3
52 AQR Capital Management ✦ 13.55K -15.3% $1.31M 0.0% ▼ Trim 7 SEC ↗ ×3
53 Brown Advisory Inc 11.88K n/a $1.15M 0.0% n/c 1 SEC ↗ ×3
54 The Vanguard Group ✦ (被动) 11.21K +0.6% $1.09M 0.0% ▲ Add 3 SEC ↗ ×2
55 First Trust Advisors Lp 10.16K n/a $984,414 0.0% n/c 1 SEC ↗
56 Fayez Sarofim & Co 9.25K n/a $896,043 0.0% n/c 1 SEC ↗
57 Tudor Investment Corp Et Al 9.10K n/a $881,996 0.0% n/c 1 SEC ↗
58 Allspring Global Investments… 8.89K n/a $874,647 0.0% n/c 1 SEC ↗ ×2
59 Kayne Anderson Rudnick Investment… 8.33K n/a $807,489 0.0% n/c 1 SEC ↗
60 Massachusetts Financial Services Co… 6.52K n/a $631,851 0.0% n/c 1 SEC ↗
61 Bank Julius Baer & Co. Ltd, Zurich 6.14K n/a $595,168 0.0% n/c 1 SEC ↗
62 UBS AM, a distinct business unit of… 4.97K n/a $481,784 0.0% n/c 1 SEC ↗
63 Sei Investments Co 4.81K n/a $465,900 0.0% n/c 1 SEC ↗
64 Neuberger Berman Group LLC 3.97K n/a $385,001 0.0% n/c 1 SEC ↗
65 Fisher Asset Management ✦ 3.89K +2.9% $376,582 0.0% ▲ Add 2 SEC ↗
66 Russell Investments Group, Ltd. 3.57K n/a $346,295 0.0% n/c 1 SEC ↗
67 First Manhattan Co. Llc. 2.56K n/a $248,207 0.0% n/c 1 SEC ↗
68 Assetmark, Inc 1.54K n/a $149,292 0.0% n/c 1 SEC ↗
69 Deutsche Bank Ag\ 404 n/a $39,140 0.0% n/c 1 SEC ↗
70 Qube Research & Technologies Ltd 257 n/a $24,898 0.0% n/c 1 SEC ↗

"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。

新增买入方

本季度无新增被追踪买入方。

已清仓

Citadel Advisors $1.11M 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 921 持有人, 69.87M 股份, $6.94B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q4 2025 · 方法论 · 通过API获取此数据