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IMCB
iShares Morningstar Mid-Cap ETF · Financial Services · Asset Management
41Takip edilen yatırımcılar
0Δ sahipler
6.91MTutulan hisseler
$667.18MRaporlanan değer
+1Yeni pozisyonlar
−1Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı -7.6% · net yeni pozisyonlar 0.0% — formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| AQR Capital Management | $493,277 | 0.0% |
Çıkıldı
| Hrt Financial Lp | $571,000 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 191 sahipler, 12.13M hisseler, $996.73M raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q2 2026 ·
Metodoloji ·
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