证券记录 · 已归档季度

IMCB

iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management

96.69 -0.7% 市值 $1.71B 报价延迟（FMP） · 截至 Oct 18 03:59 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024

42被追踪持有人

0Δ持有人

7.39M持有股份

$611.15M报告持仓市值

+1新建仓位

−1清仓

Stable 确信度评分 57/100 4 被追踪股份持续上升的季度数 ●●●●○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 0.0% · 股份流向 +2.8% · 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 Q4 2025

持股变化趋势

季度	持有人	Δ	股份	报告持仓市值	新增	清仓
Q3 2026	1	0	21.34K	$2.06M	n/a	n/a
Q2 2026	41	0	6.91M	$667.18M	+1	−1
Q1 2026	42	-1	7.49M	$625.23M	+2	−3
Q4 2025	42	0	7.39M	$611.15M	+1	−1
Q3 2025	6	+1	1.39M	$115.62M	+1	n/a
Q2 2025	2	+1	27.10K	$2.16M	+1	n/a
Q4 2024	1	0	25.17K	$1.92M	n/a	n/a
Q3 2024	1	+1	16.70K	$1.27M	+1	n/a

持有人数量

持有人 · Q4 2025

#	管理人	股份	Δ股份	价值	其权重		持有
1	HighTower Advisors, LLC	1.85M	n/a	$152.75M	0.2%	n/c	1	SEC ↗
2	Morgan Stanley ✦	1.50M	+17.9%	$124.22M	0.0%	▲ Add	2	SEC ↗ ×4
3	UBS Group AG	1.33M	n/a	$110.18M	0.0%	n/c	1	SEC ↗
4	Raymond James Financial Inc	498.21K	n/a	$41.22M	0.0%	n/c	1	SEC ↗ ×3
5	LPL Financial LLC	456.26K	n/a	$37.75M	0.0%	n/c	1	SEC ↗
6	Cetera Investment Advisers	237.48K	n/a	$19.65M	0.0%	n/c	1	SEC ↗
7	Wells Fargo & Company/Mn	204.83K	n/a	$16.95M	0.0%	n/c	1	SEC ↗ ×3
8	Commonwealth Equity Services, Llc	179.46K	n/a	$14.85M	0.0%	n/c	1	SEC ↗
9	Ameriprise Financial Inc	161.13K	n/a	$13.33M	0.0%	n/c	1	SEC ↗ ×2
10	Mml Investors Services, Llc	123.17K	n/a	$10.19M	0.0%	n/c	1	SEC ↗
11	Osaic Holdings, Inc.	112.76K	n/a	$9.33M	0.0%	n/c	1	SEC ↗ ×3
12	Bank Of America Corp /De/	109.53K	n/a	$9.06M	0.0%	n/c	1	SEC ↗ ×3
13	Royal Bank Of Canada	106.97K	n/a	$8.85M	0.0%	n/c	1	SEC ↗ ×4
14	Stifel Financial Corp	73.96K	n/a	$6.12M	0.0%	n/c	1	SEC ↗
15	Envestnet Asset Management Inc	66.42K	n/a	$5.49M	0.0%	n/c	1	SEC ↗
16	Mercer Global Advisors Inc /Adv	54.15K	n/a	$4.48M	0.0%	n/c	1	SEC ↗
17	Goldman Sachs Group ✦	43.38K	0.0%	$3.59M	0.0%	Held	2	SEC ↗
18	Northwestern Mutual Wealth…	41.25K	n/a	$3.41M	0.0%	n/c	1	SEC ↗
19	Wealth Enhancement Advisory…	30.46K	n/a	$2.60M	0.0%	n/c	1	SEC ↗
20	Truist Financial Corp	29.70K	n/a	$2.46M	0.0%	n/c	1	SEC ↗
21	Susquehanna International Group, Llp	28.91K	n/a	$2.39M	0.0%	n/c	1	SEC ↗
22	JPMorgan Chase ✦	27.31K	-45.3%	$2.26M	0.0%	▼ Trim	2	SEC ↗ ×3
23	Cerity Partners LLC	20.98K	n/a	$1.74M	0.0%	n/c	1	SEC ↗
24	Jane Street Group, Llc	19.83K	n/a	$1.64M	0.0%	n/c	1	SEC ↗
25	Fidelity (FMR) ✦	15.63K	+6.5%	$1.29M	0.0%	▲ Add	3	SEC ↗
26	Cwm, Llc	14.38K	n/a	$1.19M	0.0%	n/c	1	SEC ↗
27	Jones Financial Companies Lllp	13.04K	n/a	$1.08M	0.0%	n/c	1	SEC ↗ ×2
28	Mariner, LLC	7.32K	n/a	$605,253	0.0%	n/c	1	SEC ↗
29	Corient Private Wealth LP	6.54K	n/a	$541,270	0.0%	n/c	1	SEC ↗
30	Focus Partners Wealth	4.54K	n/a	$375,926	0.0%	n/c	1	SEC ↗
31	Creative Planning	4.13K	n/a	$341,731	0.0%	n/c	1	SEC ↗
32	Citigroup Inc	4.10K	n/a	$339,276	0.0%	n/c	1	SEC ↗
33	Captrust Financial Advisors	3.12K	n/a	$257,704	0.0%	n/c	1	SEC ↗
34	AQR Capital Management ✦	2.99K	0.0%	$247,230	0.0%	Held	2	SEC ↗
35	Rockefeller Capital Management L.P.	1.60K	n/a	$132,481	0.0%	n/c	1	SEC ↗
36	Pnc Financial Services Group, Inc.	675	n/a	$55,823	0.0%	n/c	1	SEC ↗ ×2
37	UBS AM, a distinct business unit of…	520	n/a	$43,020	0.0%	n/c	1	SEC ↗
38	Assetmark, Inc	452	n/a	$37,394	0.0%	n/c	1	SEC ↗
39	Bank Of Montreal /Can/	426	n/a	$35,243	0.0%	n/c	1	SEC ↗
40	Blair William & Co/Il	400	n/a	$33,092	0.0%	n/c	1	SEC ↗
41	Russell Investments Group, Ltd.	391	n/a	$32,362	0.0%	n/c	1	SEC ↗
42	BlackRock ✦ (被动)	62	新增	$5,129	0.0%	New	1	SEC ↗

"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。

新增买入方

BlackRock	$5,129	0.0%

已清仓

Citadel Advisors	$650,198	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): 191 持有人, 12.13M 股份, $996.73M 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

持有该证券的受追踪机构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。

UPS42共同持有人 AIG42共同持有人 AEP42共同持有人 LUV42共同持有人 TXN42共同持有人

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: Q4 2025 · 方法论 · 通过API获取此数据

☆ IMCB

新增买入方

已清仓

IMCB