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 | 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 | — |
| 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 ↗ ×7 |
| 3 | Fidelity (FMR) ✦ | 23.58M | +10.2% | $2.93B | 0.2% | ▲ Add | 4 | SEC ↗ ×3 |
| 4 | Jones Financial Companies Lllp | 19.86M | +22.2% | $2.42B | 1.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 18.23M | +0.9% | $2.27B | 0.1% | ▲ Add | 3 | SEC ↗ ×9 |
| 6 | Envestnet Asset Management Inc | 17.89M | +9.5% | $2.22B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 16.64M | -5.1% | $2.07B | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 14.72M | -1.6% | $1.83B | 0.4% | ▼ Trim | 2 | SEC ↗ ×5 |
| 9 | Raymond James Financial Inc | 14.14M | +0.3% | $1.76B | 0.5% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Bank of New York Mellon Corp | 11.80M | -2.1% | $1.47B | 0.3% | ▼ Trim | 2 | SEC ↗ ×13 |
| 11 | UBS Group AG | 10.15M | +6.0% | $1.26B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 9.56M | +1.2% | $1.19B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | BlackRock ✦ (пассивный) | 9.01M | +5.8% | $1.12B | 0.0% | ▲ Add | 4 | SEC ↗ ×12 |
| 14 | Financial Engines Advisors L.L.C. | 7.72M | -1.3% | $959.73M | 1.9% | ▼ Trim | 2 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 7.57M | -4.9% | $940.97M | 0.5% | ▼ Trim | 2 | SEC ↗ ×8 |
| 16 | Royal Bank Of Canada | 7.40M | +1.6% | $919.82M | 0.2% | ▲ Add | 2 | SEC ↗ ×14 |
| 17 | Goldman Sachs Group ✦ | 6.59M | +1.8% | $818.99M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 18 | Baird Financial Group, Inc. | 6.46M | +5.4% | $803.55M | 1.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Truist Financial Corp | 4.92M | +5.9% | $611.28M | 0.8% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Us Bancorp \De\ | 4.86M | -0.8% | $604.26M | 0.7% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Ameriprise Financial Inc | 4.25M | -6.5% | $528.46M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Cerity Partners LLC | 3.58M | -2.3% | $444.53M | 0.6% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | HighTower Advisors, LLC | 3.52M | +5.3% | $438.11M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 3.22M | +56.3% | $399.82M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 25 | Cetera Investment Advisers | 2.89M | +1.4% | $359.16M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 2.70M | -13.0% | $335.57M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 2.73M | +16.4% | $330.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 28 | Corient Private Wealth LP | 2.11M | -51.3% | $260.49M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Rockefeller Capital Management L.P. | 1.77M | +10.9% | $219.47M | 0.4% | ▲ Add | 2 | SEC ↗ ×7 |
| 30 | Focus Partners Wealth | 1.74M | -0.5% | $215.95M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 1.73M | -0.4% | $215.61M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 32 | Stifel Financial Corp | 1.72M | +1.2% | $213.94M | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 33 | Bank Of Montreal /Can/ | 1.69M | +0.7% | $210.19M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 34 | Osaic Holdings, Inc. | 1.59M | +2.3% | $197.33M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Wealth Enhancement Advisory… | 1.46M | -40.2% | $182.92M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 1.33M | 0.0% | $164.78M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 37 | Brown Advisory Inc | 1.31M | +24.5% | $162.96M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Creative Planning | 1.26M | 0.0% | $156.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Mml Investors Services, Llc | 1.21M | -10.8% | $150.10M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 40 | Assetmark, Inc | 1.15M | -0.4% | $143.19M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 41 | Franklin Resources Inc | 1.13M | +5.7% | $139.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 42 | Victory Capital Management Inc | 1.06M | +16.3% | $131.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | Captrust Financial Advisors | 856.29K | -0.5% | $106.44M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 44 | State Street Global Advisors ✦ (пассивный) | 795.42K | -22.1% | $98.88M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 45 | Lido Advisors, LLC | 632.97K | +0.6% | $78.68M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Principal Financial Group Inc | 623.24K | +85.6% | $77.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Alliancebernstein L.P. | 526.01K | +2.6% | $63.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Jane Street Group, Llc | 413.24K | +9505.7% | $51.37M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | Blair William & Co/Il | 402.79K | +17.0% | $50.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Citigroup Inc | 399.70K | -0.8% | $49.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Mackenzie Financial Corp | 365.32K | +65.2% | $45.41M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | Lazard Asset Management Llc | 271.14K | -0.7% | $33.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Prudential Financial Inc | 254.20K | +15.2% | $31.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 240.84K | — | $29.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Hsbc Holdings Plc | 206.20K | -43.4% | $25.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 56 | Legal & General Group Plc | 194.83K | +115.1% | $24.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 191.17K | +96.7% | $23.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of Nova Scotia | 179.71K | +0.6% | $22.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Cwm, Llc | 160.96K | -3.6% | $20.01M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 144.68K | +36.9% | $17.49M | 0.0% | ▲ Add | 8 | SEC ↗ ×3 |
| 61 | Mirae Asset Global Investments Co.… | 136.00K | +1.5% | $16.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Gotham Asset Management ✦ | 116.41K | +12.3% | $14.47M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 63 | Barclays Plc | 112.97K | +598.8% | $14.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 64 | TD Waterhouse Canada Inc. | 104.76K | +118.5% | $13.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Balyasny Asset Management L.P. | 102.77K | -33.3% | $12.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Quantinno Capital Management LP | 84.03K | +6.9% | $10.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | FIL Ltd | 72.04K | Новый | $8.96M | 0.0% | New | 1 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 68.39K | -23.4% | $8.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Td Asset Management Inc | 56.04K | +6.7% | $6.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Empower Advisory Group, LLC | 51.30K | +10.0% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | National Bank Of Canada /Fi/ | 48.41K | +4.6% | $6.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 72 | Sei Investments Co | 31.51K | +13.6% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 73 | First Manhattan Co. Llc. | 30.50K | -7.1% | $3.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 23.87K | -72.4% | $2.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Allspring Global Investments… | 22.72K | 0.0% | $2.84M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 76 | Chevy Chase Trust Holdings, LLC | 20.68K | -0.8% | $2.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Neuberger Berman Group LLC | 19.78K | -38.8% | $2.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 78 | Russell Investments Group, Ltd. | 18.53K | +11.6% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Ensign Peak Advisors, Inc | 15.17K | Новый | $1.89M | 0.0% | New | 1 | SEC ↗ |
| 80 | Bank Julius Baer & Co. Ltd, Zurich | 14.81K | +726.6% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Fisher Asset Management ✦ | 13.33K | +17.1% | $1.66M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 82 | Qube Research & Technologies Ltd | 12.71K | -92.4% | $1.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Cibc World Market Inc. | 11.62K | +0.6% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Marshall Wace ✦ | 7.85K | Новый | $975,336 | 0.0% | New | 1 | SEC ↗ ×2 |
| 85 | Clearbridge Investments, LLC | 6.31K | -2.1% | $784,147 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Invesco Ltd. | 5.70K | +0.7% | $708,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | GAMCO Investors ✦ | 4.40K | +2.0% | $546,964 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 88 | T. Rowe Price ✦ | 3.72K | 0.0% | $463,000 | 0.0% | Held | 8 | SEC ↗ |
| 89 | First Trust Advisors Lp | 3.32K | -28.7% | $412,189 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Loomis Sayles & Co L P | 2.73K | +0.7% | $339,425 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Tidal Investments LLC | 2.69K | -98.7% | $334,643 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Millennium Management ✦ | 2.56K | -31.6% | $318,731 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Schroder Investment Management Group | 2.45K | — | $304,560 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Rhumbline Advisers | 2.01K | -66.8% | $249,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Kayne Anderson Rudnick Investment… | 1.58K | -94.6% | $196,946 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Deutsche Bank Ag\ | 334 | -27.6% | $41,520 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Simplex Trading, Llc | 117 | Новый | $14,544 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| FIL Ltd | $8.96M | 0.0% |
| Ensign Peak Advisors, Inc | $1.89M | 0.0% |
| Marshall Wace | $975,336 | 0.0% |
| Simplex Trading, Llc | $14,544 | 0.0% |
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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