Catatan efek · kuartal yang diarsipkan
ILCG
iShares Morningstar Growth ETF · Financial Services · Asset Management
50Pemegang yang dilacak
+2Δ pemegang
8.35MSaham yang dipegang
$795.54MNilai yang dilaporkan
+2Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.2% ·
aliran saham 0.0% ·
posisi baru bersih +4.0%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 162.22K | $19.22M | n/a | n/a |
| Q2 2026 | 50 | +2 | 9.09M | $1.06B | +3 | −2 |
| Q1 2026 | 50 | +2 | 8.35M | $795.54M | +2 | n/a |
| 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 | n/a |
| Q4 2024 | 1 | -2 | 19.60K | $1.76M | n/a | −2 |
| Q3 2024 | 3 | 0 | 69.67K | $5.85M | n/a | n/a |
| Q2 2024 | 3 | n/a | 39.89K | $3.25M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 692.43K | -3.6% | $66.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Envestnet Asset Management Inc | 597.56K | +31.2% | $57.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 596.10K | +12.8% | $56.92M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 451.12K | -10.1% | $43.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | JPMorgan Chase ✦ | 424.57K | +6.3% | $38.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 8 | Raymond James Financial Inc | 353.86K | +59.8% | $33.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 342.33K | +3.4% | $32.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 311.17K | -11.0% | $29.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 250.04K | -0.9% | $23.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Mml Investors Services, Llc | 242.10K | -15.0% | $23.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | UBS Group AG | 215.88K | -39.2% | $20.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Wealth Enhancement Advisory… | 155.88K | +52.3% | $15.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mariner, LLC | 142.35K | +2.9% | $13.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | Rockefeller Capital Management L.P. | 136.37K | -19.3% | $13.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 127.67K | -49.1% | $12.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Two Sigma Investments ✦ | 106.70K | +77.2% | $10.19M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 19 | Royal Bank Of Canada | 96.42K | -9.5% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Northwestern Mutual Wealth… | 92.00K | -1.8% | $8.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 84.98K | -0.7% | $8.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 71.24K | +81.1% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 23 | Cwm, Llc | 66.68K | -0.7% | $6.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Creative Planning | 41.41K | +4.1% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 38.38K | +21.5% | $3.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | Citigroup Inc | 32.72K | -1.8% | $3.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 27.81K | Baru | $2.66M | 0.0% | New | 1 | SEC ↗ |
| 28 | Stifel Financial Corp | 27.56K | -0.1% | $2.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Financial Engines Advisors L.L.C. | 27.29K | +65.4% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Assetmark, Inc | 24.94K | +8.4% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jones Financial Companies Lllp | 25.29K | +24.0% | $2.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 18.63K | -5.5% | $1.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mercer Global Advisors Inc /Adv | 15.94K | +2.8% | $1.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 15.56K | 0.0% | $1.49M | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 15.21K | +675.9% | $1.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Truist Financial Corp | 15.01K | +1.1% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Lido Advisors, LLC | 12.49K | +0.2% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 11.62K | -36.8% | $1.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Focus Partners Wealth | 9.34K | -19.5% | $891,346 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Us Bancorp \De\ | 7.54K | +10.9% | $719,728 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | BlackRock ✦ (pasif) | 6.74K | +60.0% | $643,191 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 42 | AQR Capital Management ✦ | 6.39K | Baru | $610,595 | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 6.16K | 0.0% | $588,052 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Nomura Asset Management Co Ltd | 5.71K | 0.0% | $545,095 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 4.74K | +8.1% | $452,238 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Cerity Partners LLC | 3.85K | +56.1% | $367,989 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Brown Advisory Inc | 3.30K | +7.8% | $314,798 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 3.18K | -70.5% | $303,435 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 610 | 0.0% | $58,243 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 50 | Russell Investments Group, Ltd. | 60 | -3.2% | $5,751 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Goldman Sachs Group | $2.66M | 0.0% |
| AQR Capital Management | $610,595 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 323 pemegang, 14.37M saham, $1.34B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API