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Catatan efek · kuartal yang diarsipkan

IJR

iShares Core S&P Small-Cap ETF · Financial Services · Asset Management

138.22 -0.3% kapitalisasi pasar $103.48B kuotasi tertunda (FMP) · per Oct 23 22:08 UTC · terpisah dari data pengajuan di bawah

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
97Pemegang yang dilacak
+1Δ pemegang
334.34MSaham yang dipegang
$40.18BNilai yang dilaporkan
+3Posisi baru
−2Keluar
Stable Skor keyakinan 52/100 3 kuartal dengan peningkatan saham yang dilacak ●●●○○○ Cara penghitungan ini dilakukan → Jelaskan ini di Meja Riset →

Input momentum (manajer yang sebanding): keluasan pemegang +1.0% · aliran saham -1.6% · posisi baru bersih +1.0% · formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.

Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025

Kepemilikan dari waktu ke waktu
KuartalPemegangΔSahamNilai yang dilaporkanBaruKeluar
Q3 2026 2 0 1.35M $184.36M n/a −1
Q2 2026 95 0 345.31M $51.17B +5 −6
Q1 2026 97 -1 341.59M $42.40B +4 −5
Q4 2025 97 +1 334.34M $40.18B +3 −2
Q3 2025 15 +1 63.84M $7.59B +2 −1
Q2 2025 11 +1 25.99M $2.84B +1 n/a
Q1 2025 7 -1 1.04M $108.97M +1 −2
Q4 2024 8 +1 1.23M $142.00M +1 n/a
Q3 2024 6 -1 277.56K $32.46M +1 −2
Q2 2024 7 n/a 473.46K $50.50M n/a n/a
Jumlah pemegang
Siapa yang memegangnya · Q4 2025
#ManajerSahamΔ sahamNilaiBobotnyaDipegang
1 Northwestern Mutual Wealth… 42.56M n/a $5.12B 3.2% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 33.61M n/a $4.04B 0.3% n/c 1 SEC ↗ ×7
3 Fidelity (FMR) ✦ 21.39M +14.9% $2.57B 0.1% ▲ Add 3 SEC ↗ ×3
4 Morgan Stanley ✦ 18.06M +0.5% $2.17B 0.1% ▲ Add 2 SEC ↗ ×9
5 LPL Financial LLC 17.53M n/a $2.11B 0.6% n/c 1 SEC ↗
6 Envestnet Asset Management Inc 16.34M n/a $1.96B 0.6% n/c 1 SEC ↗
7 Jones Financial Companies Lllp 16.26M n/a $1.95B 1.2% n/c 1 SEC ↗ ×3
8 Wells Fargo & Company/Mn 14.96M n/a $1.80B 0.4% n/c 1 SEC ↗ ×5
9 Raymond James Financial Inc 14.10M n/a $1.69B 0.5% n/c 1 SEC ↗ ×4
10 Bank of New York Mellon Corp 12.06M n/a $1.45B 0.3% n/c 1 SEC ↗ ×13
11 UBS Group AG 9.58M n/a $1.15B 0.2% n/c 1 SEC ↗ ×3
12 Northern Trust Corp 9.44M n/a $1.13B 0.1% n/c 1 SEC ↗ ×3
13 BlackRock ✦ (pasif) 8.52M +2.2% $1.02B 0.0% ▲ Add 3 SEC ↗ ×11
14 Pnc Financial Services Group, Inc. 7.96M n/a $956.35M 0.5% n/c 1 SEC ↗ ×8
15 Financial Engines Advisors L.L.C. 7.82M n/a $939.99M 1.8% n/c 1 SEC ↗
16 Royal Bank Of Canada 7.29M n/a $875.70M 0.2% n/c 1 SEC ↗ ×14
17 Goldman Sachs Group ✦ 6.47M +1.0% $777.91M 0.1% ▲ Add 2 SEC ↗ ×5
18 Baird Financial Group, Inc. 6.13M n/a $737.18M 1.1% n/c 1 SEC ↗ ×2
19 Us Bancorp \De\ 4.90M n/a $588.74M 0.7% n/c 1 SEC ↗ ×5
20 Truist Financial Corp 4.64M n/a $558.14M 0.7% n/c 1 SEC ↗ ×3
21 Ameriprise Financial Inc 4.54M n/a $546.16M 0.1% n/c 1 SEC ↗ ×4
22 Corient Private Wealth LP 4.34M n/a $513.98M 0.3% n/c 1 SEC ↗ ×4
23 Cerity Partners LLC 3.66M n/a $439.70M 0.6% n/c 1 SEC ↗ ×3
24 HighTower Advisors, LLC 3.35M n/a $402.21M 0.4% n/c 1 SEC ↗
25 Commonwealth Equity Services, Llc 3.10M n/a $372.95M 0.5% n/c 1 SEC ↗
26 Cetera Investment Advisers 2.85M n/a $342.25M 0.4% n/c 1 SEC ↗
27 Wealth Enhancement Advisory… 2.45M n/a $305.19M 0.4% n/c 1 SEC ↗
28 JPMorgan Chase ✦ 2.35M -77.1% $282.32M 0.0% ▼ Trim 2 SEC ↗ ×9
29 Fifth Third Bancorp 2.06M n/a $247.25M 0.8% n/c 1 SEC ↗
30 Focus Partners Wealth 1.75M n/a $209.79M 0.2% n/c 1 SEC ↗
31 Mariner, LLC 1.74M n/a $209.42M 0.2% n/c 1 SEC ↗ ×4
32 Stifel Financial Corp 1.70M n/a $204.40M 0.2% n/c 1 SEC ↗ ×6
33 Bank Of Montreal /Can/ 1.68M n/a $201.82M 0.1% n/c 1 SEC ↗ ×7
34 Rockefeller Capital Management L.P. 1.59M n/a $191.35M 0.3% n/c 1 SEC ↗ ×4
35 Osaic Holdings, Inc. 1.55M n/a $186.49M 0.3% n/c 1 SEC ↗ ×4
36 Mml Investors Services, Llc 1.35M n/a $162.65M 0.4% n/c 1 SEC ↗
37 Mercer Global Advisors Inc /Adv 1.33M n/a $158.93M 0.2% n/c 1 SEC ↗
38 Creative Planning 1.26M n/a $151.00M 0.1% n/c 1 SEC ↗ ×3
39 Assetmark, Inc 1.16M n/a $138.98M 0.3% n/c 1 SEC ↗
40 Franklin Resources Inc 1.06M n/a $127.96M 0.0% n/c 1 SEC ↗ ×6
41 Brown Advisory Inc 1.05M n/a $126.50M 0.2% n/c 1 SEC ↗ ×3
42 State Street Global Advisors ✦ (pasif) 1.02M -25.3% $122.79M 0.0% ▼ Trim 5 SEC ↗
43 Victory Capital Management Inc 908.58K n/a $109.19M 0.1% n/c 1 SEC ↗
44 Captrust Financial Advisors 860.16K n/a $103.37M 0.2% n/c 1 SEC ↗
45 Lido Advisors, LLC 629.27K n/a $75.43M 0.3% n/c 1 SEC ↗ ×2
46 Alliancebernstein L.P. 512.90K n/a $61.64M 0.0% n/c 1 SEC ↗
47 Citigroup Inc 403.12K n/a $48.45M 0.0% n/c 1 SEC ↗ ×2
48 Hsbc Holdings Plc 364.31K n/a $43.78M 0.0% n/c 1 SEC ↗ ×12
49 Blair William & Co/Il 344.14K n/a $41.36M 0.1% n/c 1 SEC ↗
50 Principal Financial Group Inc 335.76K n/a $40.35M 0.0% n/c 1 SEC ↗ ×3
51 Citadel Advisors ✦ 313.40K -30.6% $37.66M 0.0% ▼ Trim 7 SEC ↗
52 Lazard Asset Management Llc 273.05K n/a $32.82M 0.1% n/c 1 SEC ↗
53 Mackenzie Financial Corp 221.15K n/a $26.86M 0.0% n/c 1 SEC ↗
54 Prudential Financial Inc 220.70K n/a $26.86M 0.0% n/c 1 SEC ↗
55 Tidal Investments LLC 204.28K n/a $24.55M 0.1% n/c 1 SEC ↗
56 Bank Of Nova Scotia 178.70K n/a $21.48M 0.0% n/c 1 SEC ↗
57 Qube Research & Technologies Ltd 167.43K n/a $20.12M 0.0% n/c 1 SEC ↗
58 Cwm, Llc 166.92K n/a $20.06M 0.1% n/c 1 SEC ↗
59 Balyasny Asset Management L.P. 154.06K n/a $18.52M 0.0% n/c 1 SEC ↗
60 Mirae Asset Global Investments Co.… 134.00K n/a $16.10M 0.0% n/c 1 SEC ↗
61 Manufacturers Life Insurance… 127.64K n/a $15.34M 0.0% n/c 1 SEC ↗
62 AQR Capital Management ✦ 105.72K +60.9% $12.70M 0.0% ▲ Add 7 SEC ↗ ×3
63 Gotham Asset Management ✦ 103.68K 0.0% $12.46M 0.0% ▲ Add 7 SEC ↗
64 UBS AM, a distinct business unit of… 97.19K n/a $11.68M 0.0% n/c 1 SEC ↗
65 D. E. Shaw & Co. ✦ 95.30K Baru $11.45M 0.0% New 1 SEC ↗
66 Legal & General Group Plc 90.58K n/a $10.89M 0.0% n/c 1 SEC ↗
67 Bnp Paribas Financial Markets 89.34K n/a $10.74M 0.0% n/c 1 SEC ↗
68 Susquehanna International Group, Llp 86.36K n/a $10.38M 0.0% n/c 1 SEC ↗ ×2
69 Quantinno Capital Management LP 78.59K n/a $9.45M 0.0% n/c 1 SEC ↗
70 Td Asset Management Inc 52.51K n/a $6.31M 0.0% n/c 1 SEC ↗
71 TD Waterhouse Canada Inc. 47.95K n/a $5.76M 0.0% n/c 1 SEC ↗
72 Empower Advisory Group, LLC 46.64K n/a $5.61M 0.0% n/c 1 SEC ↗
73 National Bank Of Canada /Fi/ 46.30K n/a $5.56M 0.0% n/c 1 SEC ↗ ×2
74 First Manhattan Co. Llc. 32.85K n/a $3.95M 0.0% n/c 1 SEC ↗
75 Neuberger Berman Group LLC 32.34K n/a $3.89M 0.0% n/c 1 SEC ↗
76 The Vanguard Group ✦ (pasif) 31.73K +2.2% $3.81M 0.0% ▲ Add 3 SEC ↗ ×2
77 Kayne Anderson Rudnick Investment… 29.22K n/a $3.51M 0.0% n/c 1 SEC ↗
78 Sei Investments Co 27.73K n/a $3.33M 0.0% n/c 1 SEC ↗ ×2
79 Allspring Global Investments… 22.72K n/a $2.76M 0.0% n/c 1 SEC ↗ ×2
80 Hrt Financial Lp 22.27K n/a $2.68M 0.0% n/c 1 SEC ↗
81 Chevy Chase Trust Holdings, LLC 20.84K n/a $2.50M 0.0% n/c 1 SEC ↗
82 Renaissance Technologies ✦ 17.50K Baru $2.10M 0.0% New 1 SEC ↗
83 Russell Investments Group, Ltd. 16.61K n/a $2.00M 0.0% n/c 1 SEC ↗
84 Barclays Plc 16.17K n/a $1.94M 0.0% n/c 1 SEC ↗
85 Cibc World Market Inc. 11.55K n/a $1.39M 0.0% n/c 1 SEC ↗
86 Fisher Asset Management ✦ 11.38K +62.9% $1.37M 0.0% ▲ Add 7 SEC ↗
87 Clearbridge Investments, LLC 6.44K n/a $774,440 0.0% n/c 1 SEC ↗
88 Rhumbline Advisers 6.05K n/a $726,848 0.0% n/c 1 SEC ↗
89 Invesco Ltd. 5.66K n/a $680,218 0.0% n/c 1 SEC ↗ ×2
90 First Trust Advisors Lp 4.65K n/a $558,942 0.0% n/c 1 SEC ↗
91 GAMCO Investors ✦ 4.32K -3.5% $518,577 0.0% ▼ Trim 3 SEC ↗
92 Jane Street Group, Llc 4.30K n/a $517,014 0.0% n/c 1 SEC ↗ ×2
93 Millennium Management ✦ 3.75K Baru $450,675 0.0% New 1 SEC ↗
94 T. Rowe Price ✦ 3.72K 0.0% $448,000 0.0% Held 7 SEC ↗
95 Loomis Sayles & Co L P 2.71K n/a $325,790 0.0% n/c 1 SEC ↗
96 Bank Julius Baer & Co. Ltd, Zurich 1.79K n/a $215,393 0.0% n/c 1 SEC ↗
97 Deutsche Bank Ag\ 461 n/a $55,403 0.0% n/c 1 SEC ↗ ×2

"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.

Pembeli baru

D. E. Shaw & Co. $11.45M 0.0%
Renaissance Technologies $2.10M 0.0%
Millennium Management $450,675 0.0%

Telah keluar

Two Sigma Investments $21.27M adalah 0.0%
Marshall Wace $1.08M adalah 0.0%

Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 2,707 pemegang, 548.61M saham, $66.29B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.

Sering dimiliki bersama

Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.

Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR. Periode pelaporan: Q4 2025 · Metodologi · Dapatkan ini melalui API