증권 기록 · 과거 분기 (아카이브)
IJS
iShares S&P Small-Cap 600 Value ETF · Financial Services · Asset Management
73추적 보유자
0Δ 보유자
20.67M보유 주식 수
$2.44B보고 가치
+5신규 편입 포지션
−5청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 +5.8% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.21M | +3.5% | $380.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 3.21M | +3.5% | $380.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.21M | +3.5% | $380.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.21M | +3.5% | $380.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.21M | +3.5% | $380.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 3.15M | -2.9% | $373.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 3.15M | -2.9% | $373.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 3.15M | -2.9% | $373.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 3.15M | -2.9% | $373.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 3.15M | -2.9% | $373.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 1.63M | +23.4% | $193.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Fidelity (FMR) ✦ | 1.63M | +23.4% | $193.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 1.43M | +13.8% | $169.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.43M | +13.8% | $169.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.43M | +13.8% | $169.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1.43M | +13.8% | $169.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 1.09M | +3.7% | $129.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | UBS Group AG | 1.09M | +3.7% | $129.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS Group AG | 1.09M | +3.7% | $129.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 869.84K | -2.9% | $103.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 846.37K | +19.2% | $100.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 846.37K | +19.2% | $100.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 846.37K | +19.2% | $100.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 589.53K | +59.8% | $69.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 554.61K | -0.6% | $65.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 554.61K | -0.6% | $65.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 554.61K | -0.6% | $65.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 554.61K | -0.6% | $65.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 554.61K | -0.6% | $65.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 554.61K | -0.6% | $65.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 554.61K | -0.6% | $65.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 554.61K | -0.6% | $65.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 550.91K | +6.5% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 550.91K | +6.5% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 550.91K | +6.5% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 550.91K | +6.5% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 550.91K | +6.5% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 550.91K | +6.5% | $65.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 503.97K | +0.4% | $59.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 473.68K | -3.8% | $56.11M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Raymond James Financial Inc | 399.86K | +27.1% | $47.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Raymond James Financial Inc | 399.86K | +27.1% | $47.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Raymond James Financial Inc | 399.86K | +27.1% | $47.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 375.66K | -1.7% | $44.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 374.66K | +11.3% | $43.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Jones Financial Companies Lllp | 374.66K | +11.3% | $43.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 327.69K | +2.4% | $37.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 327.69K | +2.4% | $37.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 327.69K | +2.4% | $37.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 327.69K | +2.4% | $37.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 327.69K | +2.4% | $37.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 327.69K | +2.4% | $37.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 327.69K | +2.4% | $37.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Stifel Financial Corp | 302.77K | -1.0% | $35.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Stifel Financial Corp | 302.77K | -1.0% | $35.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Stifel Financial Corp | 302.77K | -1.0% | $35.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Stifel Financial Corp | 302.77K | -1.0% | $35.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Focus Partners Wealth | 300.33K | +1.9% | $35.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Osaic Holdings, Inc. | 277.24K | +76.2% | $32.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Osaic Holdings, Inc. | 277.24K | +76.2% | $32.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Osaic Holdings, Inc. | 277.24K | +76.2% | $32.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Mariner, LLC | 255.16K | +16.4% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Mariner, LLC | 255.16K | +16.4% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Mariner, LLC | 255.16K | +16.4% | $30.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Bank Of Montreal /Can/ | 253.25K | -0.4% | $30.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 253.25K | -0.4% | $30.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 253.25K | -0.4% | $30.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank Of Montreal /Can/ | 253.25K | -0.4% | $30.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 253.25K | -0.4% | $30.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Baird Financial Group, Inc. | 251.89K | -0.5% | $29.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Baird Financial Group, Inc. | 251.89K | -0.5% | $29.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cetera Investment Advisers | 250.38K | +9.9% | $29.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Rockefeller Capital Management L.P. | 197.33K | -0.9% | $23.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 197.33K | -0.9% | $23.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Cerity Partners LLC | 196.12K | +0.8% | $23.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Cerity Partners LLC | 196.12K | +0.8% | $23.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Cerity Partners LLC | 196.12K | +0.8% | $23.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Creative Planning | 168.13K | +10.3% | $19.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Brown Advisory Inc | 152.15K | -17.0% | $18.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Brown Advisory Inc | 152.15K | -17.0% | $18.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Fifth Third Bancorp | 143.25K | +164.8% | $16.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 127.61K | -0.6% | $15.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Goldman Sachs Group ✦ | 127.61K | -0.6% | $15.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 127.61K | -0.6% | $15.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Truist Financial Corp | 123.49K | -16.9% | $14.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Truist Financial Corp | 123.49K | -16.9% | $14.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Truist Financial Corp | 123.49K | -16.9% | $14.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Mercer Global Advisors Inc /Adv | 110.43K | +23.4% | $13.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Lido Advisors, LLC | 108.07K | +6.4% | $12.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 90 | Lido Advisors, LLC | 108.07K | +6.4% | $12.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | Lido Advisors, LLC | 108.07K | +6.4% | $12.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | Lido Advisors, LLC | 108.07K | +6.4% | $12.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 93 | Cibc World Market Inc. | 95.30K | -12.1% | $11.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Corient Private Wealth LP | 93.22K | -48.4% | $10.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Captrust Financial Advisors | 82.92K | +0.2% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | First Trust Advisors Lp | 76.54K | +875.2% | $9.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Wealth Enhancement Advisory… | 110.14K | -52.8% | $7.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Us Bancorp \De\ | 61.92K | -1.0% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Us Bancorp \De\ | 61.92K | -1.0% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Us Bancorp \De\ | 61.92K | -1.0% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Marshall Wace | $1.28M | 이었음 0.0% |
| Charles Schwab Investment… | $493,090 | 이었음 0.0% |
| Hrt Financial Lp | $381,000 | 이었음 0.0% |
| Group One Trading Llc | $11,372 | 이었음 0.0% |
| Simplex Trading, Llc | $568 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 835 보유 기관, 39.83M 주식, $4.59B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
API를 통해 조회