سجل الورقة المالية · ربع مؤرشف
IMCG
iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
49الحاملون المتتبعون
0Δ المساهمون
11.86Mالأسهم المحتفظ بها
$935.34Mالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم +3.4% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.60M | +6.3% | $205.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.28M | +11.3% | $100.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.28M | +11.3% | $100.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.28M | +11.3% | $100.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.28M | +11.3% | $100.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.02M | +5.7% | $80.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.02M | +5.7% | $80.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.02M | +5.7% | $80.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 931.00K | +14.9% | $74.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 931.00K | +14.9% | $74.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 943.56K | +2.9% | $74.32M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 827.37K | -1.7% | $65.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 573.95K | +1.9% | $45.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 567.59K | +2.8% | $44.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 567.59K | +2.8% | $44.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 567.59K | +2.8% | $44.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 484.22K | +2.5% | $38.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 484.22K | +2.5% | $38.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 484.22K | +2.5% | $38.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 477.18K | +5.8% | $37.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 477.18K | +5.8% | $37.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 477.18K | +5.8% | $37.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 448.50K | +3.5% | $35.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 448.50K | +3.5% | $35.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 413.73K | -1.4% | $32.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 413.73K | -1.4% | $32.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 269.42K | -0.3% | $21.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 269.42K | -0.3% | $21.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 269.42K | -0.3% | $21.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 161.98K | -12.2% | $12.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cwm, Llc | 116.41K | -40.7% | $9.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Truist Financial Corp | 107.60K | +6.2% | $8.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 107.60K | +6.2% | $8.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 91.87K | +25.5% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 91.87K | +25.5% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 91.87K | +25.5% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 91.87K | +25.5% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 91.87K | +25.5% | $6.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 55.93K | -29.6% | $4.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 53.41K | -43.9% | $4.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Creative Planning | 49.72K | +2.3% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Creative Planning | 49.72K | +2.3% | $3.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Blair William & Co/Il | 42.29K | +59.3% | $3.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 37.95K | +53.6% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | HighTower Advisors, LLC | 33.14K | +8.9% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 26.73K | -3.0% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Jane Street Group, Llc | 26.37K | +38.3% | $2.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 26.10K | +15.3% | $2.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 20.73K | +3.9% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 20.73K | +3.9% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 20.73K | +3.9% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 20.73K | +3.9% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | CIBC Bancorp USA Inc. | 18.94K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 18.94K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 18.37K | +47.5% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Hrt Financial Lp | 17.67K | -40.1% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Citigroup Inc | 14.39K | -2.8% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Stifel Financial Corp | 12.43K | +1.5% | $979,067 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Stifel Financial Corp | 12.43K | +1.5% | $979,067 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Fifth Third Bancorp | 12.21K | +2636.8% | $961,502 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Captrust Financial Advisors | 11.41K | -11.5% | $898,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Corient Private Wealth LP | 9.42K | -50.4% | $742,006 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Focus Partners Wealth | 8.74K | +11.3% | $668,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 6.91K | +92.3% | $544,064 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Clearbridge Investments, LLC | 6.80K | -8.3% | $535,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank Of Montreal /Can/ | 6.47K | 0.0% | $510,036 | 0.0% | Held | 2 | SEC ↗ |
| 67 | Assetmark, Inc | 4.75K | -30.4% | $373,921 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Cerity Partners LLC | 4.34K | -23.2% | $342,072 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Us Bancorp \De\ | 4.33K | 0.0% | $341,468 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Baird Financial Group, Inc. | 3.20K | -10.1% | $251,906 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | AQR Capital Management ✦ | 2.80K | 0.0% | $220,254 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | Lido Advisors, LLC | 2.67K | جديد | $210,710 | 0.0% | New | 1 | SEC ↗ |
| 73 | UBS AM, a distinct business unit of… | 1.18K | +26.9% | $92,949 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Franklin Resources Inc | 956 | جديد | $75,304 | 0.0% | New | 1 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 867 | 0.0% | $68,312 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Rockefeller Capital Management L.P. | 867 | 0.0% | $68,312 | 0.0% | Held | 2 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 786 | +22.6% | $61,901 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Lido Advisors, LLC | $210,710 | 0.0% |
| Franklin Resources Inc | $75,304 | 0.0% |
تم الخروج
| Two Sigma Investments | $3.01M | كان 0.0% |
| Citadel Advisors | $1.12M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 400 المالكون, 25.84M الأسهم, $1.99B 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: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API