Запись по ценной бумаге · архивный квартал
IJK
iShares S&P Mid-Cap 400 Growth ETF · Financial Services · Asset Management
70Отслеживаемые держатели
0Δ держателей
46.93MАкций в держании
$4.72BОтчётная стоимость
+5Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +1.5% · новые чистые позиции 0.0% · формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.79M | +7.9% | $783.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 5.87M | -1.1% | $590.47M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 4.60M | +10.2% | $462.91M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 3.61M | -0.3% | $363.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Goldman Sachs Group ✦ | 2.16M | -4.9% | $217.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | UBS Group AG | 2.09M | -4.3% | $209.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 1.96M | +5.0% | $197.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 1.93M | -0.3% | $194.60M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Raymond James Financial Inc | 1.48M | -19.5% | $148.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 1.43M | -0.4% | $144.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 1.23M | -6.0% | $123.90M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northern Trust Corp | 1.12M | -0.8% | $113.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Northwestern Mutual Wealth… | 1.11M | +2.2% | $111.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 949.57K | +15.6% | $95.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 15 | Ameriprise Financial Inc | 945.87K | -3.1% | $95.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | JPMorgan Chase ✦ | 903.22K | +2.0% | $87.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 17 | Commonwealth Equity Services, Llc | 591.38K | -2.7% | $59.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 574.62K | +34.9% | $56.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Royal Bank Of Canada | 551.90K | +3.2% | $55.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 20 | HighTower Advisors, LLC | 538.87K | -7.3% | $54.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cerity Partners LLC | 530.69K | +6.0% | $53.40M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Bank Of Montreal /Can/ | 472.62K | -8.6% | $47.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Focus Partners Wealth | 453.19K | -4.4% | $45.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 387.35K | -2.3% | $38.97M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Captrust Financial Advisors | 372.54K | -3.5% | $37.48M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 322.07K | -7.9% | $32.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Lido Advisors, LLC | 307.70K | +7.0% | $30.96M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 28 | Fifth Third Bancorp | 295.03K | +105.2% | $29.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 280.39K | +7.1% | $28.21M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 30 | Baird Financial Group, Inc. | 246.67K | +0.5% | $24.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Cetera Investment Advisers | 231.73K | +2.2% | $23.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 204.79K | +8.9% | $20.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Stifel Financial Corp | 189.53K | -5.0% | $19.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 34 | Osaic Holdings, Inc. | 162.90K | -2.6% | $16.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 35 | Susquehanna International Group, Llp | 161.03K | +296.3% | $16.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Us Bancorp \De\ | 102.06K | -4.8% | $10.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 37 | Hsbc Holdings Plc | 101.17K | -50.5% | $10.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bnp Paribas Financial Markets | 100.00K | Новый | $10.06M | 0.0% | New | 1 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 65.42K | +68.0% | $6.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Corient Private Wealth LP | 51.54K | -58.1% | $5.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Citigroup Inc | 42.35K | -0.1% | $4.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Mml Investors Services, Llc | 40.24K | -2.6% | $4.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 37.83K | -26.6% | $3.85M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cwm, Llc | 35.09K | +1.2% | $3.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Blair William & Co/Il | 32.35K | -5.0% | $3.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 28.97K | +113.8% | $2.92M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 47 | Quantinno Capital Management LP | 22.42K | +11.2% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 23.19K | -8.5% | $2.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Renaissance Technologies ✦ | 20.80K | Новый | $2.09M | 0.0% | New | 1 | SEC ↗ |
| 50 | Franklin Resources Inc | 20.48K | +8.3% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 51 | Zurcher Kantonalbank (Zurich… | 20.82K | +9.4% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 17.84K | n/a | $1.80M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | UBS AM, a distinct business unit of… | 14.79K | +197.4% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Brown Advisory Inc | 11.84K | -0.3% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 55 | T. Rowe Price ✦ | 11.83K | -40.0% | $1.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | First Trust Advisors Lp | 8.32K | -18.1% | $837,259 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | BlackRock ✦ (пассивный) | 7.86K | -49.8% | $790,703 | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 58 | Kayne Anderson Rudnick Investment… | 7.45K | -10.5% | $749,605 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Fayez Sarofim & Co | 6.64K | -28.2% | $668,519 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Sei Investments Co | 5.17K | +7.4% | $519,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Allspring Global Investments… | 3.94K | -55.7% | $400,916 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | Neuberger Berman Group LLC | 3.97K | 0.0% | $399,864 | 0.0% | Held | 2 | SEC ↗ |
| 63 | TD Waterhouse Canada Inc. | 3.90K | Новый | $396,786 | 0.0% | New | 1 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 3.70K | +3.5% | $372,060 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Fisher Asset Management ✦ | 3.32K | -14.6% | $333,961 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | First Manhattan Co. Llc. | 2.56K | 0.0% | $257,788 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Assetmark, Inc | 2.33K | +51.5% | $234,948 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Jane Street Group, Llc | 2.23K | Новый | $224,282 | 0.0% | New | 1 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 262 | +1.9% | $26,362 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Rhumbline Advisers | 100 | Новый | $10,062 | 0.0% | New | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Bnp Paribas Financial Markets | $10.06M | 0.0% |
| Renaissance Technologies | $2.09M | 0.0% |
| TD Waterhouse Canada Inc. | $396,786 | 0.0% |
| Jane Street Group, Llc | $224,282 | 0.0% |
| Rhumbline Advisers | $10,062 | 0.0% |
Закрыто
| Tidal Investments LLC | $6.15M | составлял 0.0% |
| Tudor Investment Corp Et Al | $881,996 | составлял 0.0% |
| Massachusetts Financial… | $631,851 | составлял 0.0% |
| Bank Julius Baer & Co. Ltd… | $595,168 | составлял 0.0% |
| Deutsche Bank Ag\ | $39,140 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 921 держатели, 69.87M акции, $6.94B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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