证券记录
ILCG
iShares Morningstar Growth ETF · Financial Services · Asset Management
51被追踪持有人
+2Δ持有人
9.11M持有股份
$1.06B报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +4.1% ·
股份流向 +10.0% ·
净新建仓位 +3.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 | 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $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 ✦ (被动) | 7.08K | +5.0% | $827,878 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | BlackRock ✦ (被动) | 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 | 新增 | $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 ↗ |
"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
| Hrt Financial Lp | $1.92M | 0.0% |
| Gotham Asset Management | $1.70M | 0.0% |
| Belvedere Trading LLC | $77,467 | 0.0% |
已清仓
| Two Sigma Investments | $10.19M | 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): 323 持有人, 14.37M 股份, $1.34B 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: Q2 2026 ·
方法论 ·
通过API获取此数据