Запись по ценной бумаге
IJK
iShares S&P Mid-Cap 400 Growth ETF · Financial Services · Asset Management
70Отслеживаемые держатели
+2Δ держателей
46.33MАкций в держании
$5.44BОтчётная стоимость
+5Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.9% ·
поток акций 0.0% ·
новые чистые позиции +1.4%
— формула
Фрагментация владения — больше держателей, меньший совокупный пакет
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 70 | +2 | 46.33M | $5.44B | +5 | −4 |
| Q1 2026 | 70 | 0 | 46.93M | $4.72B | +5 | −5 |
| Q4 2025 | 70 | -1 | 46.22M | $4.48B | — | −1 |
| Q3 2025 | 10 | 0 | 15.17M | $1.45B | +1 | −1 |
| Q2 2025 | 7 | +1 | 4.17M | $379.42M | +1 | — |
| Q1 2025 | 3 | -1 | 23.03K | $1.92M | +1 | −2 |
| Q4 2024 | 4 | +1 | 30.00K | $2.73M | +1 | — |
| Q3 2024 | 3 | 0 | 58.35K | $5.36M | — | — |
| Q2 2024 | 3 | — | 31.62K | $2.79M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 7.37M | -5.4% | $865.48M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 5.89M | +0.4% | $692.55M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Fidelity (FMR) ✦ | 4.49M | -2.4% | $527.81M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 3.68M | +1.8% | $432.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Goldman Sachs Group ✦ | 2.14M | -1.1% | $251.39M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 2.07M | +5.3% | $242.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 2.01M | +4.1% | $236.50M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 8 | UBS Group AG | 1.91M | -8.6% | $224.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 1.52M | +2.9% | $178.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | LPL Financial LLC | 1.48M | +3.0% | $173.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Financial Engines Advisors L.L.C. | 1.17M | -5.0% | $137.47M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.15M | +3.3% | $134.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Northern Trust Corp | 1.10M | -1.9% | $129.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Ameriprise Financial Inc | 989.03K | +4.6% | $116.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Bank of New York Mellon Corp | 985.57K | +3.8% | $115.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 16 | JPMorgan Chase ✦ | 956.03K | +5.8% | $110.85M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 17 | Jones Financial Companies Lllp | 696.60K | +21.2% | $80.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 650.76K | +17.9% | $76.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 19 | Commonwealth Equity Services, Llc | 590.04K | -0.2% | $69.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Cerity Partners LLC | 536.49K | +1.1% | $63.04M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 21 | Bank Of Montreal /Can/ | 468.20K | -0.9% | $55.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 22 | Focus Partners Wealth | 443.55K | -2.1% | $52.12M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 417.24K | +7.7% | $49.03M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Captrust Financial Advisors | 361.51K | -3.0% | $42.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Cetera Investment Advisers | 350.48K | +51.2% | $41.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Lido Advisors, LLC | 338.77K | +10.1% | $39.81M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Mariner, LLC | 301.68K | -6.3% | $35.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Fifth Third Bancorp | 288.20K | -2.3% | $33.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 277.86K | -0.9% | $32.65M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 30 | Baird Financial Group, Inc. | 245.59K | -0.4% | $28.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Osaic Holdings, Inc. | 217.37K | +33.4% | $25.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | Creative Planning | 207.06K | +1.1% | $24.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Stifel Financial Corp | 188.27K | -0.7% | $22.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 34 | Hsbc Holdings Plc | 102.17K | +1.0% | $12.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 95.17K | -6.8% | $11.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Mercer Global Advisors Inc /Adv | 66.94K | +2.3% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Two Sigma Investments ✦ | 66.80K | Новый | $7.85M | 0.0% | New | 1 | SEC ↗ |
| 38 | Corient Private Wealth LP | 56.80K | +10.2% | $6.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 49.87K | +23.9% | $5.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 44.79K | -72.2% | $5.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citigroup Inc | 43.99K | +3.9% | $5.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Wealth Enhancement Advisory… | 41.11K | +8.7% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 32.85K | +1.5% | $3.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 28.25K | -2.5% | $3.32M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 45 | Quantinno Capital Management LP | 23.77K | +6.0% | $2.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 26.75K | +15.4% | $2.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Zurcher Kantonalbank (Zurich… | 20.94K | +0.6% | $2.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Franklin Resources Inc | 19.68K | -3.9% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | CIBC Bancorp USA Inc. | 17.61K | -1.3% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Brown Advisory Inc | 16.35K | +38.1% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | First Trust Advisors Lp | 11.37K | +36.6% | $1.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | BlackRock ✦ (пассивный) | 9.57K | +21.8% | $1.12M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 53 | Jane Street Group, Llc | 9.04K | +305.7% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 9.01K | -39.0% | $1.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Allspring Global Investments… | 8.00K | +103.1% | $928,861 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Point72 Asset Management ✦ | 7.84K | Новый | $920,730 | 0.0% | New | 1 | SEC ↗ |
| 57 | Kayne Anderson Rudnick Investment… | 7.40K | -0.7% | $869,337 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Fayez Sarofim & Co | 6.64K | 0.0% | $780,670 | 0.0% | Held | 3 | SEC ↗ |
| 59 | Sei Investments Co | 5.35K | +3.6% | $628,860 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 4.29K | +16.1% | $504,299 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 3.86K | -2.8% | $453,903 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | TD Waterhouse Canada Inc. | 3.90K | 0.0% | $452,712 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Tudor Investment Corp Et Al | 2.82K | Новый | $331,585 | 0.0% | New | 1 | SEC ↗ |
| 64 | Fisher Asset Management ✦ | 2.74K | -17.5% | $321,701 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | First Manhattan Co. Llc. | 2.56K | 0.0% | $301,035 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Assetmark, Inc | 2.36K | +1.1% | $277,294 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Harris Associates (Oakmark) ✦ | 292 | Новый | $34,310 | 0.0% | New | 1 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 262 | 0.0% | $30,785 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Artisan Partners Limited Partnership | 72 | Новый | $8,454 | 0.0% | New | 1 | SEC ↗ |
| 70 | Bnp Paribas Financial Markets | 1 | -100.0% | $118 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Two Sigma Investments | $7.85M | 0.0% |
| Point72 Asset Management | $920,730 | 0.0% |
| Tudor Investment Corp Et Al | $331,585 | 0.0% |
| Harris Associates (Oakmark) | $34,310 | 0.0% |
| Artisan Partners Limited… | $8,454 | 0.0% |
Закрыто
| HighTower Advisors, LLC | $54.22M | составлял 0.1% |
| Renaissance Technologies | $2.09M | составлял 0.0% |
| T. Rowe Price | $1.19M | составлял 0.0% |
| Rhumbline Advisers | $10,062 | 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 держатели 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: Q2 2026 ·
Методология ·
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