证券记录 · 已归档季度
IJS
iShares S&P Small-Cap 600 Value ETF · Financial Services · Asset Management
73被追踪持有人
0Δ持有人
20.67M持有股份
$2.44B报告持仓市值
+5新建仓位
−5清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +5.8% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
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 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"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
| Marshall Wace | $1.28M | 曾为 0.0% |
| Charles Schwab Investment… | $493,090 | 曾为 0.0% |
| Hrt Financial Lp | $381,000 | 曾为 0.0% |
| Group One Trading Llc | $11,372 | 曾为 0.0% |
| Simplex Trading, Llc | $568 | 曾为 0.0% |
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: Q1 2026 ·
方法论 ·
通过API获取此数据