有価証券レコード · アーカイブ済み四半期
IMCG
iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
48追跡対象保有者
+2Δ保有者数
11.45M保有株数
$913.80M報告済み評価額
+2新規ポジション
−0解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +4.3% ·
株式フロー +0.7% ·
新規ネットポジション数 +4.2%
· 計算式
広範な積み上げ：より多くの保有者にわたる株数の増加
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新規 | $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 | 新規 | $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 ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| Two Sigma Investments | $3.01M | 0.0% |
| Citadel Advisors | $1.12M | 0.0% |
ポジション解消済み
| 今四半期は追跡されたエグジットがありません。 |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 400 保有者, 25.84M 株式数, $1.99B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。