سجل الورقة المالية · ربع مؤرشف
IMCB
iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management
41الحاملون المتتبعون
0Δ المساهمون
6.91Mالأسهم المحتفظ بها
$667.18Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -7.6% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 2 | +1 | 27.10K | $2.16M | +1 | — |
| Q4 2024 | 1 | 0 | 25.17K | $1.92M | — | — |
| Q3 2024 | 1 | +1 | 16.70K | $1.27M | +1 | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.62M | -15.8% | $156.68M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 2 | UBS Group AG | 1.37M | +0.8% | $132.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 1.37M | +0.8% | $132.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.19M | -21.4% | $114.46M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Raymond James Financial Inc | 508.25K | -10.7% | $49.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 508.25K | -10.7% | $49.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 508.25K | -10.7% | $49.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 474.11K | +6.4% | $45.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 242.80K | +0.8% | $23.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 203.54K | -3.7% | $19.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 203.54K | -3.7% | $19.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 183.05K | +4.2% | $17.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 153.51K | +2.8% | $14.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 153.51K | +2.8% | $14.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 147.94K | +23.9% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 147.94K | +23.9% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 147.94K | +23.9% | $14.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 119.63K | +21.9% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 109.01K | -3.8% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 109.01K | -3.8% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 109.01K | -3.8% | $10.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 97.21K | -7.0% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 81.96K | +1.1% | $7.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 73.52K | +1.2% | $7.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mercer Global Advisors Inc /Adv | 55.61K | +7.2% | $5.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 43.76K | -1.1% | $4.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Jane Street Group, Llc | 30.40K | +880.8% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 30.19K | +7.7% | $2.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 30.19K | +7.7% | $2.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 30.19K | +7.7% | $2.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 37 | Truist Financial Corp | 26.83K | -1.2% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 26.40K | +35.8% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 26.40K | +35.8% | $2.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Cerity Partners LLC | 23.77K | -4.9% | $2.29M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 22.41K | -0.7% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 16.74K | +5.8% | $1.62M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Susquehanna International Group, Llp | 9.78K | -1.6% | $944,164 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 9.78K | -1.6% | $944,164 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Creative Planning | 6.53K | +56.4% | $630,466 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Corient Private Wealth LP | 6.25K | -1.9% | $603,700 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Mariner, LLC | 5.44K | -1.8% | $525,480 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | CIBC Bancorp USA Inc. | 5.39K | 0.0% | $520,845 | 0.0% | Held | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 5.11K | جديد | $493,277 | 0.0% | New | 1 | SEC ↗ |
| 50 | Citigroup Inc | 4.23K | +2.4% | $408,352 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Captrust Financial Advisors | 3.38K | +7.4% | $326,742 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Fifth Third Bancorp | 3.36K | -49.1% | $324,345 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Focus Partners Wealth | 2.34K | -32.5% | $225,951 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 1.61K | +0.2% | $155,253 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 677 | +0.1% | $65,379 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 677 | +0.1% | $65,379 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 520 | 0.0% | $50,211 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Assetmark, Inc | 452 | -3.2% | $43,645 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 426 | 0.0% | $41,135 | 0.0% | Held | 3 | SEC ↗ |
| 60 | Blair William & Co/Il | 390 | 0.0% | $37,658 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 7 | -98.2% | $604 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| AQR Capital Management | $493,277 | 0.0% |
تم الخروج
| Hrt Financial Lp | $571,000 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 191 المالكون, 12.13M الأسهم, $996.73M 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: Q2 2026 ·
المنهجية ·
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