Запись по ценной бумаге · архивный квартал
IJR
iShares Core S&P Small-Cap ETF · Financial Services · Asset Management
97Отслеживаемые держатели
-1Δ держателей
341.59MАкций в держании
$42.40BОтчётная стоимость
+4Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.0% ·
поток акций +2.1% ·
новые чистые позиции -1.0%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 96 | 0 | 348.64M | $51.66B | +5 | −5 |
| 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 | — |
| Q1 2025 | 7 | -1 | 1.04M | $108.97M | +1 | −2 |
| Q4 2024 | 8 | +1 | 1.23M | $142.00M | +1 | — |
| Q3 2024 | 6 | -1 | 277.56K | $32.46M | +1 | −2 |
| Q2 2024 | 7 | — | 473.46K | $50.50M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northwestern Mutual Wealth… | 43.44M | +2.1% | $5.40B | 3.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 33.82M | +0.6% | $4.20B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 33.82M | +0.6% | $4.20B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 33.82M | +0.6% | $4.20B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 33.82M | +0.6% | $4.20B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 33.82M | +0.6% | $4.20B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 33.82M | +0.6% | $4.20B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 33.82M | +0.6% | $4.20B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 23.58M | +10.2% | $2.93B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 23.58M | +10.2% | $2.93B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 23.58M | +10.2% | $2.93B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 19.86M | +22.2% | $2.42B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 19.86M | +22.2% | $2.42B | 1.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 17.89M | +9.5% | $2.22B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 24 | LPL Financial LLC | 16.64M | -5.1% | $2.07B | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 14.72M | -1.6% | $1.83B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 14.72M | -1.6% | $1.83B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 14.72M | -1.6% | $1.83B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 14.72M | -1.6% | $1.83B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 14.72M | -1.6% | $1.83B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 30 | Raymond James Financial Inc | 14.14M | +0.3% | $1.76B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 14.14M | +0.3% | $1.76B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 14.14M | +0.3% | $1.76B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 14.14M | +0.3% | $1.76B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 47 | UBS Group AG | 10.15M | +6.0% | $1.26B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS Group AG | 10.15M | +6.0% | $1.26B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 49 | UBS Group AG | 10.15M | +6.0% | $1.26B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 9.56M | +1.2% | $1.19B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 51 | Northern Trust Corp | 9.56M | +1.2% | $1.19B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 9.56M | +1.2% | $1.19B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 53 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Financial Engines Advisors L.L.C. | 7.72M | -1.3% | $959.73M | 1.9% | ▼ Trim | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 74 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 75 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 76 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 77 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 78 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 79 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 80 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 81 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 82 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 83 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 84 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 85 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 86 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 87 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 88 | Goldman Sachs Group ✦ | 6.59M | +1.8% | $818.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Goldman Sachs Group ✦ | 6.59M | +1.8% | $818.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 90 | Goldman Sachs Group ✦ | 6.59M | +1.8% | $818.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 91 | Goldman Sachs Group ✦ | 6.59M | +1.8% | $818.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 92 | Goldman Sachs Group ✦ | 6.59M | +1.8% | $818.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 93 | Baird Financial Group, Inc. | 6.46M | +5.4% | $803.55M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 94 | Baird Financial Group, Inc. | 6.46M | +5.4% | $803.55M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 95 | Truist Financial Corp | 4.92M | +5.9% | $611.28M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 96 | Truist Financial Corp | 4.92M | +5.9% | $611.28M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 97 | Truist Financial Corp | 4.92M | +5.9% | $611.28M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 98 | Us Bancorp \De\ | 4.86M | -0.8% | $604.26M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 99 | Us Bancorp \De\ | 4.86M | -0.8% | $604.26M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 100 | Us Bancorp \De\ | 4.86M | -0.8% | $604.26M | 0.7% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Citadel Advisors | $37.66M | составлял 0.0% |
| Manufacturers Life Insurance… | $15.34M | составлял 0.0% |
| D. E. Shaw & Co. | $11.45M | составлял 0.0% |
| Hrt Financial Lp | $2.68M | составлял 0.0% |
| Renaissance Technologies | $2.10M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,707 держатели, 548.61M акции, $66.29B 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: Q1 2026 ·
Методология ·
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