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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
0Δ持有人
46.93M持有股份
$4.72B报告持仓市值
+5新建仓位
−5清仓
Stable 确信度评分 52/100 4 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 0.0% · 股份流向 +1.5% · 净新建仓位 0.0% · 公式

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2026

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 · Q1 2026
#管理人股份Δ股份价值其权重持有
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 新增 $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 新增 $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 ✦ (被动) 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 新增 $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 新增 $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 新增 $10,062 0.0% New 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

已清仓

Tidal Investments LLC $6.15M 曾为 0.0%
Tudor Investment Corp Et Al $881,996 曾为 0.0%
Massachusetts Financial… $631,851 曾为 0.0%
Bank Julius Baer & Co. Ltd… $595,168 曾为 0.0%
Deutsche Bank Ag\ $39,140 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: Q1 2026 · 方法论 · 通过API获取此数据