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证券记录 · 已归档季度

IJS

iShares S&P Small-Cap 600 Value ETF · Financial Services · Asset Management

137.84 0.0% 市值 $8.28B 报价延迟(FMP) · 截至 Aug 26 16:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
72被追踪持有人
+1Δ持有人
19.51M持有股份
$2.22B报告持仓市值
+1新建仓位
−0清仓
Stable 确信度评分 53/100 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 +1.4% · 股份流向 -1.4% · 净新建仓位 +1.4%公式
持股分散化 — 持有人增多,合计持仓比例缩小

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 72 0 19.98M $2.72B +3 −3
Q1 2026 73 0 20.67M $2.44B +5 −5
Q4 2025 72 +1 19.51M $2.22B +1
Q3 2025 9 +1 5.28M $584.37M +1
Q2 2025 5 -3 1.26M $125.40M −3
Q1 2025 6 +1 185.97K $18.13M +2 −1
Q4 2024 5 0 36.95K $4.01M +3 −3
Q3 2024 5 -1 74.43K $8.01M −1
Q2 2024 6 126.68K $12.32M
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 Bank Of America Corp /De/ 3.24M $368.77M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 3.24M $368.77M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 3.24M $368.77M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 3.24M $368.77M 0.0% n/c 1 SEC ↗
5 Morgan Stanley 3.10M -7.2% $352.64M 0.0% ▼ Trim 2 SEC ↗
6 Morgan Stanley 3.10M -7.2% $352.64M 0.0% ▼ Trim 2 SEC ↗
7 Morgan Stanley 3.10M -7.2% $352.64M 0.0% ▼ Trim 2 SEC ↗
8 Morgan Stanley 3.10M -7.2% $352.64M 0.0% ▼ Trim 2 SEC ↗
9 Morgan Stanley 3.10M -7.2% $352.64M 0.0% ▼ Trim 2 SEC ↗
10 Fidelity (FMR) 1.32M +16.9% $150.42M 0.0% ▲ Add 3 SEC ↗
11 Fidelity (FMR) 1.32M +16.9% $150.42M 0.0% ▲ Add 3 SEC ↗
12 Wells Fargo & Company/Mn 1.26M $143.22M 0.0% n/c 1 SEC ↗
13 Wells Fargo & Company/Mn 1.26M $143.22M 0.0% n/c 1 SEC ↗
14 Wells Fargo & Company/Mn 1.26M $143.22M 0.0% n/c 1 SEC ↗
15 Wells Fargo & Company/Mn 1.26M $143.22M 0.0% n/c 1 SEC ↗
16 UBS Group AG 1.05M $119.83M 0.0% n/c 1 SEC ↗
17 LPL Financial LLC 896.03K $101.90M 0.0% n/c 1 SEC ↗
18 Ameriprise Financial Inc 709.77K $80.71M 0.0% n/c 1 SEC ↗
19 Ameriprise Financial Inc 709.77K $80.71M 0.0% n/c 1 SEC ↗
20 Ameriprise Financial Inc 709.77K $80.71M 0.0% n/c 1 SEC ↗
21 Pnc Financial Services Group, Inc. 557.67K $63.42M 0.0% n/c 1 SEC ↗
22 Pnc Financial Services Group, Inc. 557.67K $63.42M 0.0% n/c 1 SEC ↗
23 Pnc Financial Services Group, Inc. 557.67K $63.42M 0.0% n/c 1 SEC ↗
24 Pnc Financial Services Group, Inc. 557.67K $63.42M 0.0% n/c 1 SEC ↗
25 Pnc Financial Services Group, Inc. 557.67K $63.42M 0.0% n/c 1 SEC ↗
26 Pnc Financial Services Group, Inc. 557.67K $63.42M 0.0% n/c 1 SEC ↗
27 Pnc Financial Services Group, Inc. 557.67K $63.42M 0.0% n/c 1 SEC ↗
28 Pnc Financial Services Group, Inc. 557.67K $63.42M 0.0% n/c 1 SEC ↗
29 Royal Bank Of Canada 517.48K $58.85M 0.0% n/c 1 SEC ↗
30 Royal Bank Of Canada 517.48K $58.85M 0.0% n/c 1 SEC ↗
31 Royal Bank Of Canada 517.48K $58.85M 0.0% n/c 1 SEC ↗
32 Royal Bank Of Canada 517.48K $58.85M 0.0% n/c 1 SEC ↗
33 Royal Bank Of Canada 517.48K $58.85M 0.0% n/c 1 SEC ↗
34 Royal Bank Of Canada 517.48K $58.85M 0.0% n/c 1 SEC ↗
35 Royal Bank Of Canada 517.48K $58.85M 0.0% n/c 1 SEC ↗
36 Royal Bank Of Canada 517.48K $58.85M 0.0% n/c 1 SEC ↗
37 HighTower Advisors, LLC 502.10K $57.10M 0.1% n/c 1 SEC ↗
38 Commonwealth Equity Services, Llc 492.15K $55.97M 0.1% n/c 1 SEC ↗
39 Northwestern Mutual Wealth… 382.22K $43.47M 0.0% n/c 1 SEC ↗
40 Envestnet Asset Management Inc 368.97K $41.96M 0.0% n/c 1 SEC ↗
41 Jones Financial Companies Lllp 336.73K $38.29M 0.0% n/c 1 SEC ↗
42 Jones Financial Companies Lllp 336.73K $38.29M 0.0% n/c 1 SEC ↗
43 JPMorgan Chase 319.94K -47.7% $36.38M 0.0% ▼ Trim 2 SEC ↗
44 JPMorgan Chase 319.94K -47.7% $36.38M 0.0% ▼ Trim 2 SEC ↗
45 JPMorgan Chase 319.94K -47.7% $36.38M 0.0% ▼ Trim 2 SEC ↗
46 JPMorgan Chase 319.94K -47.7% $36.38M 0.0% ▼ Trim 2 SEC ↗
47 JPMorgan Chase 319.94K -47.7% $36.38M 0.0% ▼ Trim 2 SEC ↗
48 JPMorgan Chase 319.94K -47.7% $36.38M 0.0% ▼ Trim 2 SEC ↗
49 JPMorgan Chase 319.94K -47.7% $36.38M 0.0% ▼ Trim 2 SEC ↗
50 JPMorgan Chase 319.94K -47.7% $36.38M 0.0% ▼ Trim 2 SEC ↗
51 Raymond James Financial Inc 314.70K $35.79M 0.0% n/c 1 SEC ↗
52 Raymond James Financial Inc 314.70K $35.79M 0.0% n/c 1 SEC ↗
53 Raymond James Financial Inc 314.70K $35.79M 0.0% n/c 1 SEC ↗
54 Stifel Financial Corp 305.72K $34.77M 0.0% n/c 1 SEC ↗
55 Stifel Financial Corp 305.72K $34.77M 0.0% n/c 1 SEC ↗
56 Stifel Financial Corp 305.72K $34.77M 0.0% n/c 1 SEC ↗
57 Stifel Financial Corp 305.72K $34.77M 0.0% n/c 1 SEC ↗
58 Stifel Financial Corp 305.72K $34.77M 0.0% n/c 1 SEC ↗
59 Focus Partners Wealth 294.75K $33.52M 0.0% n/c 1 SEC ↗
60 Bank Of Montreal /Can/ 254.34K $28.92M 0.0% n/c 1 SEC ↗
61 Bank Of Montreal /Can/ 254.34K $28.92M 0.0% n/c 1 SEC ↗
62 Bank Of Montreal /Can/ 254.34K $28.92M 0.0% n/c 1 SEC ↗
63 Bank Of Montreal /Can/ 254.34K $28.92M 0.0% n/c 1 SEC ↗
64 Bank Of Montreal /Can/ 254.34K $28.92M 0.0% n/c 1 SEC ↗
65 Baird Financial Group, Inc. 253.24K $28.80M 0.0% n/c 1 SEC ↗
66 Baird Financial Group, Inc. 253.24K $28.80M 0.0% n/c 1 SEC ↗
67 Wealth Enhancement Advisory… 233.43K $27.71M 0.0% n/c 1 SEC ↗
68 Cetera Investment Advisers 227.87K $25.91M 0.0% n/c 1 SEC ↗
69 Mariner, LLC 219.24K $24.93M 0.0% n/c 1 SEC ↗
70 Mariner, LLC 219.24K $24.93M 0.0% n/c 1 SEC ↗
71 Mariner, LLC 219.24K $24.93M 0.0% n/c 1 SEC ↗
72 Rockefeller Capital Management L.P. 199.16K $22.65M 0.0% n/c 1 SEC ↗
73 Rockefeller Capital Management L.P. 199.16K $22.65M 0.0% n/c 1 SEC ↗
74 Cerity Partners LLC 194.46K $22.12M 0.0% n/c 1 SEC ↗
75 Cerity Partners LLC 194.46K $22.12M 0.0% n/c 1 SEC ↗
76 Cerity Partners LLC 194.46K $22.12M 0.0% n/c 1 SEC ↗
77 Brown Advisory Inc 183.26K $20.84M 0.0% n/c 1 SEC ↗
78 Brown Advisory Inc 183.26K $20.84M 0.0% n/c 1 SEC ↗
79 Corient Private Wealth LP 180.78K $20.56M 0.0% n/c 1 SEC ↗
80 Corient Private Wealth LP 180.78K $20.56M 0.0% n/c 1 SEC ↗
81 Osaic Holdings, Inc. 157.32K $17.91M 0.0% n/c 1 SEC ↗
82 Osaic Holdings, Inc. 157.32K $17.91M 0.0% n/c 1 SEC ↗
83 Osaic Holdings, Inc. 157.32K $17.91M 0.0% n/c 1 SEC ↗
84 Osaic Holdings, Inc. 157.32K $17.91M 0.0% n/c 1 SEC ↗
85 Creative Planning 152.39K $17.33M 0.0% n/c 1 SEC ↗
86 Truist Financial Corp 148.57K $16.90M 0.0% n/c 1 SEC ↗
87 Truist Financial Corp 148.57K $16.90M 0.0% n/c 1 SEC ↗
88 Truist Financial Corp 148.57K $16.90M 0.0% n/c 1 SEC ↗
89 Goldman Sachs Group 128.34K -5.2% $14.59M 0.0% ▼ Trim 2 SEC ↗
90 Goldman Sachs Group 128.34K -5.2% $14.59M 0.0% ▼ Trim 2 SEC ↗
91 Goldman Sachs Group 128.34K -5.2% $14.59M 0.0% ▼ Trim 2 SEC ↗
92 Cibc World Market Inc. 108.39K $12.33M 0.0% n/c 1 SEC ↗
93 Lido Advisors, LLC 101.53K $11.25M 0.0% n/c 1 SEC ↗
94 Lido Advisors, LLC 101.53K $11.25M 0.0% n/c 1 SEC ↗
95 Lido Advisors, LLC 101.53K $11.25M 0.0% n/c 1 SEC ↗
96 Lido Advisors, LLC 101.53K $11.25M 0.0% n/c 1 SEC ↗
97 Mercer Global Advisors Inc /Adv 89.49K $10.18M 0.0% n/c 1 SEC ↗
98 Captrust Financial Advisors 82.75K $9.41M 0.0% n/c 1 SEC ↗
99 Two Sigma Investments 73.10K +295.1% $8.31M 0.0% ▲ Add 2 SEC ↗
100 Financial Engines Advisors L.L.C. 63.20K $7.19M 0.0% n/c 1 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

本季度无新增被追踪买入方。

已清仓

本季度无被追踪的退出仓位。

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 835 持有人, 39.83M 股份, $4.59B 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

该证券的被追踪持有人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: Q4 2025 · 方法论 · 通过API获取此数据