سجل الورقة المالية · ربع مؤرشف
ILCG
iShares Morningstar Growth ETF · Financial Services · Asset Management
50الحاملون المتتبعون
+2Δ المساهمون
8.35Mالأسهم المحتفظ بها
$795.54Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.2% ·
تدفق الأسهم 0.0% ·
المراكز الجديدة الصافية +4.0%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +2 | 9.11M | $1.06B | +3 | −1 |
| Q1 2026 | 50 | +2 | 8.35M | $795.54M | +2 | — |
| Q4 2025 | 48 | -1 | 8.35M | $859.27M | +1 | −2 |
| Q3 2025 | 6 | 0 | 2.23M | $232.78M | +1 | −1 |
| Q2 2025 | 3 | 0 | 126.47K | $12.25M | +1 | −1 |
| Q1 2025 | 2 | +1 | 24.55K | $1.99M | +1 | — |
| Q4 2024 | 1 | -2 | 19.60K | $1.76M | — | −2 |
| Q3 2024 | 3 | 0 | 69.67K | $5.85M | — | — |
| Q2 2024 | 3 | — | 39.89K | $3.25M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.29M | -6.4% | $123.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.09M | -2.0% | $104.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.09M | -2.0% | $104.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.09M | -2.0% | $104.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.09M | -2.0% | $104.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.09M | -2.0% | $104.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 692.43K | -3.6% | $66.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 692.43K | -3.6% | $66.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 597.56K | +31.2% | $57.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 596.10K | +12.8% | $56.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 451.12K | -10.1% | $43.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 451.12K | -10.1% | $43.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 451.12K | -10.1% | $43.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 424.57K | +6.3% | $38.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 424.57K | +6.3% | $38.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 424.57K | +6.3% | $38.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 424.57K | +6.3% | $38.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Raymond James Financial Inc | 353.86K | +59.8% | $33.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 353.86K | +59.8% | $33.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 342.33K | +3.4% | $32.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 342.33K | +3.4% | $32.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 342.33K | +3.4% | $32.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 311.17K | -11.0% | $29.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 250.04K | -0.9% | $23.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 250.04K | -0.9% | $23.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 250.04K | -0.9% | $23.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 242.10K | -15.0% | $23.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | UBS Group AG | 215.88K | -39.2% | $20.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 215.88K | -39.2% | $20.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 155.88K | +52.3% | $15.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Mariner, LLC | 142.35K | +2.9% | $13.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Mariner, LLC | 142.35K | +2.9% | $13.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Mariner, LLC | 142.35K | +2.9% | $13.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mariner, LLC | 142.35K | +2.9% | $13.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 136.37K | -19.3% | $13.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Corient Private Wealth LP | 127.67K | -49.1% | $12.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Two Sigma Investments ✦ | 106.70K | +77.2% | $10.19M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 38 | Royal Bank Of Canada | 96.42K | -9.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 96.42K | -9.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 96.42K | -9.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 96.42K | -9.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 92.00K | -1.8% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Captrust Financial Advisors | 84.98K | -0.7% | $8.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 71.24K | +81.1% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 71.24K | +81.1% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 71.24K | +81.1% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 71.24K | +81.1% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Cwm, Llc | 66.68K | -0.7% | $6.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Creative Planning | 41.41K | +4.1% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Fidelity (FMR) ✦ | 38.38K | +21.5% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Citigroup Inc | 32.72K | -1.8% | $3.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Goldman Sachs Group ✦ | 27.81K | جديد | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 53 | Stifel Financial Corp | 27.56K | -0.1% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Financial Engines Advisors L.L.C. | 27.29K | +65.4% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Assetmark, Inc | 24.94K | +8.4% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Jones Financial Companies Lllp | 25.29K | +24.0% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | HighTower Advisors, LLC | 18.63K | -5.5% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Mercer Global Advisors Inc /Adv | 15.94K | +2.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Neuberger Berman Group LLC | 15.56K | 0.0% | $1.49M | 0.0% | Held | 2 | SEC ↗ |
| 60 | Fifth Third Bancorp | 15.21K | +675.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Truist Financial Corp | 15.01K | +1.1% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Lido Advisors, LLC | 12.49K | +0.2% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 11.62K | -36.8% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Focus Partners Wealth | 9.34K | -19.5% | $891,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Us Bancorp \De\ | 7.54K | +10.9% | $719,728 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Us Bancorp \De\ | 7.54K | +10.9% | $719,728 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | BlackRock ✦ (سلبي) | 6.74K | +60.0% | $643,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | BlackRock ✦ (سلبي) | 6.74K | +60.0% | $643,191 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | AQR Capital Management ✦ | 6.39K | جديد | $610,595 | 0.0% | New | 1 | SEC ↗ |
| 70 | Blair William & Co/Il | 6.16K | 0.0% | $588,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Nomura Asset Management Co Ltd | 5.71K | 0.0% | $545,095 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 4.74K | +8.1% | $452,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 4.74K | +8.1% | $452,238 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Cerity Partners LLC | 3.85K | +56.1% | $367,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Brown Advisory Inc | 3.30K | +7.8% | $314,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 3.18K | -70.5% | $303,435 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 610 | 0.0% | $58,243 | 0.0% | Held | 2 | SEC ↗ |
| 78 | Bank Of Montreal /Can/ | 610 | 0.0% | $58,243 | 0.0% | Held | 2 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 60 | -3.2% | $5,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Goldman Sachs Group | $2.66M | 0.0% |
| AQR Capital Management | $610,595 | 0.0% |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 323 المالكون, 14.37M الأسهم, $1.34B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API