증권 기록 · 과거 분기 (아카이브)
IMCG
iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
48추적 보유자
+2Δ 보유자
11.45M보유 주식 수
$913.80M보고 가치
+2신규 편입 포지션
−0청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.3% ·
주식 흐름 +0.7% ·
순 신규 포지션 +4.2%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 5 | -1 | 1.23M | $101.72M | — | −1 |
| Q2 2025 | 3 | 0 | 18.51K | $1.49M | +1 | −1 |
| Q1 2025 | 2 | 0 | 22.19K | $1.59M | — | — |
| Q4 2024 | 2 | -1 | 21.84K | $1.65M | — | −1 |
| Q3 2024 | 3 | +1 | 19.97K | $1.46M | +1 | — |
| Q2 2024 | 2 | — | 42.62K | $2.89M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.45M | — | $195.47M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.15M | +10.0% | $91.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.15M | +10.0% | $91.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.15M | +10.0% | $91.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 968.00K | — | $77.28M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 968.00K | — | $77.28M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 968.00K | — | $77.28M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cetera Investment Advisers | 916.93K | — | $73.21M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 841.44K | — | $67.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 809.91K | — | $64.69M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 809.91K | — | $64.69M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 563.09K | — | $44.96M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 552.02K | — | $44.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 552.02K | — | $44.07M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 552.02K | — | $44.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 552.02K | — | $44.07M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 472.35K | — | $37.72M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 472.35K | — | $37.72M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 472.35K | — | $37.72M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 472.35K | — | $37.72M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 450.98K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 450.98K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 450.98K | — | $36.01M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 433.11K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | UBS Group AG | 433.11K | — | $34.58M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 419.45K | — | $33.49M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 419.45K | — | $33.49M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 270.30K | — | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 270.30K | — | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 270.30K | — | $21.58M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 196.22K | — | $15.67M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 184.44K | — | $14.73M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 101.37K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 101.37K | — | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 95.11K | — | $7.59M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 79.50K | — | $6.60M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 73.19K | -50.3% | $5.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Creative Planning | 48.61K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Creative Planning | 48.61K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Creative Planning | 48.61K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 37.70K | 신규 | $3.01M | 0.0% | New | 1 | SEC ↗ |
| 46 | HighTower Advisors, LLC | 30.42K | — | $2.43M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Hrt Financial Lp | 29.49K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 27.56K | — | $2.20M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Blair William & Co/Il | 26.54K | — | $2.12M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 24.70K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Goldman Sachs Group ✦ | 22.64K | +1.3% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 19.94K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 19.94K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 19.94K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 19.94K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Jane Street Group, Llc | 19.07K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Citigroup Inc | 14.81K | — | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 14.08K | 신규 | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 59 | Captrust Financial Advisors | 12.89K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 12.45K | -0.8% | $994,246 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Stifel Financial Corp | 12.24K | — | $977,608 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Corient Private Wealth LP | 18.97K | — | $972,527 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Corient Private Wealth LP | 18.97K | — | $972,527 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Focus Partners Wealth | 7.86K | — | $627,309 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Clearbridge Investments, LLC | 7.42K | — | $592,413 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Assetmark, Inc | 6.82K | — | $544,748 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Bank Of Montreal /Can/ | 6.47K | — | $516,964 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 5.65K | — | $451,183 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Us Bancorp \De\ | 4.33K | — | $346,106 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Susquehanna International Group, Llp | 3.59K | — | $286,705 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Baird Financial Group, Inc. | 3.56K | — | $283,991 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | AQR Capital Management ✦ | 2.80K | +10.8% | $223,312 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 930 | — | $74,251 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Rockefeller Capital Management L.P. | 867 | — | $69,240 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 867 | — | $69,240 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 641 | — | $51,174 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Fifth Third Bancorp | 446 | — | $35,609 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Two Sigma Investments | $3.01M | 0.0% |
| Citadel Advisors | $1.12M | 0.0% |
청산됨
| 이번 분기 추적된 청산 종목이 없습니다. |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 400 보유 기관, 25.84M 주식, $1.99B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
방법론 ·
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