Запись по ценной бумаге
ILCG
iShares Morningstar Growth ETF · Financial Services · Asset Management
51Отслеживаемые держатели
+2Δ держателей
9.11MАкций в держании
$1.06BОтчётная стоимость
+3Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.1% ·
поток акций +10.0% ·
новые чистые позиции +3.9%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.26M | -2.7% | $147.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.11M | +1.8% | $129.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.11M | +1.8% | $129.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.11M | +1.8% | $129.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.11M | +1.8% | $129.87M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.02M | +71.0% | $119.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 724.90K | +4.7% | $84.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 724.90K | +4.7% | $84.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 695.13K | +16.6% | $81.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 674.39K | +97.0% | $78.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 674.39K | +97.0% | $78.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 674.39K | +97.0% | $78.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 454.14K | +7.0% | $52.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 454.14K | +7.0% | $52.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 454.14K | +7.0% | $52.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 454.14K | +7.0% | $52.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 415.11K | -8.0% | $48.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 415.11K | -8.0% | $48.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 415.11K | -8.0% | $48.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 372.37K | +5.2% | $43.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 372.37K | +5.2% | $43.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 312.67K | +0.5% | $36.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 292.20K | +16.9% | $34.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 292.20K | +16.9% | $34.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 292.20K | +16.9% | $34.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 292.20K | +16.9% | $34.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 288.31K | +19.1% | $33.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 208.37K | -3.5% | $24.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 208.37K | -3.5% | $24.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 164.40K | +5.5% | $19.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 133.59K | -2.0% | $15.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Corient Private Wealth LP | 128.11K | +0.3% | $14.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 110.09K | +14.2% | $12.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 110.09K | +14.2% | $12.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 110.09K | +14.2% | $12.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 110.09K | +14.2% | $12.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 99.92K | +40.3% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 99.92K | +40.3% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 99.92K | +40.3% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 99.92K | +40.3% | $11.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Captrust Financial Advisors | 85.08K | +0.1% | $9.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Mariner, LLC | 77.53K | -45.5% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Mariner, LLC | 77.53K | -45.5% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mariner, LLC | 77.53K | -45.5% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northwestern Mutual Wealth… | 59.98K | -34.8% | $7.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Creative Planning | 47.90K | +15.7% | $5.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Creative Planning | 47.90K | +15.7% | $5.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 42.40K | +10.5% | $4.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Assetmark, Inc | 33.91K | +36.0% | $3.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Citigroup Inc | 32.21K | -1.6% | $3.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Stifel Financial Corp | 30.92K | +12.2% | $3.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Financial Engines Advisors L.L.C. | 25.33K | -7.2% | $2.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 26.37K | +4.3% | $2.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | HighTower Advisors, LLC | 18.34K | -1.5% | $2.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Hrt Financial Lp | 16.45K | Новый | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 56 | Neuberger Berman Group LLC | 15.56K | 0.0% | $1.82M | 0.0% | Held | 3 | SEC ↗ |
| 57 | Mercer Global Advisors Inc /Adv | 15.51K | -2.8% | $1.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Truist Financial Corp | 14.95K | -0.4% | $1.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 14.56K | Новый | $1.70M | 0.0% | New | 1 | SEC ↗ |
| 60 | Fifth Third Bancorp | 14.15K | -7.0% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 11.54K | -0.6% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Focus Partners Wealth | 9.10K | -2.5% | $1.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | BlackRock ✦ (пассивный) | 7.08K | +5.0% | $827,878 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | BlackRock ✦ (пассивный) | 7.08K | +5.0% | $827,878 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 6.39K | 0.0% | $748,343 | 0.0% | Held | 2 | SEC ↗ |
| 66 | Blair William & Co/Il | 6.16K | 0.0% | $720,923 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Nomura Asset Management Co Ltd | 5.71K | 0.0% | $668,067 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Us Bancorp \De\ | 5.14K | -31.8% | $601,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Us Bancorp \De\ | 5.14K | -31.8% | $601,249 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 4.99K | +5.3% | $583,622 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 4.99K | +5.3% | $583,622 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Cerity Partners LLC | 4.94K | +28.2% | $578,230 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Cerity Partners LLC | 4.94K | +28.2% | $578,230 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Cerity Partners LLC | 4.94K | +28.2% | $578,230 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 4.20K | -84.9% | $491,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Brown Advisory Inc | 3.30K | 0.0% | $385,815 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Baird Financial Group, Inc. | 3.08K | -3.1% | $360,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Lido Advisors, LLC | 2.24K | -82.0% | $262,562 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Belvedere Trading LLC | 662 | Новый | $77,467 | 0.0% | New | 1 | SEC ↗ |
| 80 | Bank Of Montreal /Can/ | 610 | 0.0% | $71,382 | 0.0% | Held | 3 | SEC ↗ |
| 81 | Bank Of Montreal /Can/ | 610 | 0.0% | $71,382 | 0.0% | Held | 3 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 131 | +118.3% | $15,357 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Hrt Financial Lp | $1.92M | 0.0% |
| Gotham Asset Management | $1.70M | 0.0% |
| Belvedere Trading LLC | $77,467 | 0.0% |
Закрыто
| Two Sigma Investments | $10.19M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 323 держатели, 14.37M акции, $1.34B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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