Catatan efek · kuartal yang diarsipkan
IMCG
iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
48Pemegang yang dilacak
+2Δ pemegang
11.45MSaham yang dipegang
$913.80MNilai yang dilaporkan
+2Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.3% ·
aliran saham +0.7% ·
posisi baru bersih +4.2%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 63.91K | $6.13M | n/a | n/a |
| Q2 2026 | 51 | +3 | 12.46M | $1.22B | +5 | −2 |
| Q1 2026 | 49 | 0 | 11.86M | $935.34M | +2 | −2 |
| Q4 2025 | 48 | +2 | 11.45M | $913.80M | +2 | n/a |
| Q3 2025 | 5 | -1 | 1.23M | $101.72M | n/a | −1 |
| Q2 2025 | 3 | 0 | 18.51K | $1.49M | +1 | −1 |
| Q1 2025 | 2 | 0 | 22.19K | $1.59M | n/a | n/a |
| Q4 2024 | 2 | -1 | 21.84K | $1.65M | n/a | −1 |
| Q3 2024 | 3 | +1 | 19.97K | $1.46M | +1 | n/a |
| Q2 2024 | 2 | n/a | 42.62K | $2.89M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.45M | n/a | $195.47M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.15M | +10.0% | $91.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 968.00K | n/a | $77.28M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Cetera Investment Advisers | 916.93K | n/a | $73.21M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Northwestern Mutual Wealth… | 841.44K | n/a | $67.18M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 809.91K | n/a | $64.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Commonwealth Equity Services, Llc | 563.09K | n/a | $44.96M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 552.02K | n/a | $44.07M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Osaic Holdings, Inc. | 472.35K | n/a | $37.72M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | Mariner, LLC | 450.98K | n/a | $36.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | UBS Group AG | 433.11K | n/a | $34.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 419.45K | n/a | $33.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Royal Bank Of Canada | 270.30K | n/a | $21.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Cwm, Llc | 196.22K | n/a | $15.67M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 184.44K | n/a | $14.73M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Truist Financial Corp | 101.37K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Mml Investors Services, Llc | 95.11K | n/a | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 79.50K | n/a | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 20 | Creative Planning | 48.61K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Two Sigma Investments ✦ | 37.70K | Baru | $3.01M | 0.0% | New | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 30.42K | n/a | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Hrt Financial Lp | 29.49K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 27.56K | n/a | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Blair William & Co/Il | 26.54K | n/a | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 24.70K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 22.64K | +1.3% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 19.94K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 29 | Jane Street Group, Llc | 19.07K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citigroup Inc | 14.81K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 14.08K | Baru | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 12.89K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 12.45K | -0.8% | $994,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 12.24K | n/a | $977,608 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Corient Private Wealth LP | 18.97K | n/a | $972,527 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Focus Partners Wealth | 7.86K | n/a | $627,309 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Clearbridge Investments, LLC | 7.42K | n/a | $592,413 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 6.82K | n/a | $544,748 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 6.47K | n/a | $516,964 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 5.65K | n/a | $451,183 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 4.33K | n/a | $346,106 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 3.59K | n/a | $286,705 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 3.56K | n/a | $283,991 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 2.80K | +10.8% | $223,312 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | UBS AM, a distinct business unit of… | 930 | n/a | $74,251 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 867 | n/a | $69,240 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Russell Investments Group, Ltd. | 641 | n/a | $51,174 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Fifth Third Bancorp | 446 | n/a | $35,609 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Two Sigma Investments | $3.01M | 0.0% |
| Citadel Advisors | $1.12M | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 400 pemegang, 25.84M saham, $1.99B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API