Effectdossier · gearchiveerd kwartaal
IJS
iShares S&P Small-Cap 600 Value ETF · Financial Services · Asset Management
73Gevolgde houders
0Δ houders
20.67MGehouden aandelen
$2.44BGerapporteerde waarde
+5Nieuwe posities
−5Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +5.8% · netto nieuwe posities 0.0% — formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Marshall Wace | $1.28M | was 0.0% |
| Charles Schwab Investment… | $493,090 | was 0.0% |
| Hrt Financial Lp | $381,000 | was 0.0% |
| Group One Trading Llc | $11,372 | was 0.0% |
| Simplex Trading, Llc | $568 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 835 houders, 39.83M aandelen, $4.59B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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