证券记录 · 已归档季度
IMCG
iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
49被追踪持有人
0Δ持有人
11.86M持有股份
$935.34M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +3.4% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Lido Advisors, LLC | $210,710 | 0.0% |
| Franklin Resources Inc | $75,304 | 0.0% |
已清仓
| Two Sigma Investments | $3.01M | 曾为 0.0% |
| Citadel Advisors | $1.12M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 400 持有人, 25.84M 股份, $1.99B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据