证券记录 · 已归档季度
IMCG
iShares Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
51被追踪持有人
+3Δ持有人
12.46M持有股份
$1.22B报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.2% ·
股份流向 +6.1% ·
净新建仓位 +5.9%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 2.87M | +10.3% | $282.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.32M | +2.9% | $129.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.32M | +2.9% | $129.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.32M | +2.9% | $129.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.32M | +2.9% | $129.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.14M | +11.2% | $111.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 1.14M | +11.2% | $111.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 1.14M | +11.2% | $111.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 1.02M | +9.8% | $100.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.02M | +9.8% | $100.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 993.16K | +20.0% | $97.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Cetera Investment Advisers | 970.84K | +2.9% | $95.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 577.87K | +1.8% | $56.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 577.87K | +1.8% | $56.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 577.87K | +1.8% | $56.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 542.97K | +12.1% | $53.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 542.97K | +12.1% | $53.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 542.97K | +12.1% | $53.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 542.97K | +12.1% | $53.38M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 529.89K | -7.7% | $52.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 440.63K | -1.8% | $43.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 440.63K | -1.8% | $43.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mariner, LLC | 436.06K | -8.6% | $42.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 436.06K | -8.6% | $42.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 422.53K | +2.1% | $41.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 422.53K | +2.1% | $41.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 212.86K | -21.0% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 212.86K | -21.0% | $20.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 144.11K | -11.0% | $14.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Wellington Management ✦ | 122.95K | 新增 | $12.09M | 0.0% | New | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 98.43K | -8.5% | $9.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Truist Financial Corp | 98.43K | -8.5% | $9.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 71.22K | -22.5% | $6.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 71.22K | -22.5% | $6.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 71.22K | -22.5% | $6.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 71.22K | -22.5% | $6.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 71.22K | -22.5% | $6.93M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 65.23K | +22.1% | $6.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 61.63K | +10.2% | $5.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 55.40K | +46.0% | $5.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Creative Planning | 53.56K | +7.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Creative Planning | 53.56K | +7.7% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Blair William & Co/Il | 48.13K | +13.8% | $4.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | HighTower Advisors, LLC | 31.47K | -5.0% | $3.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Mercer Global Advisors Inc /Adv | 24.15K | -9.7% | $2.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 22.57K | +19.1% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 22.57K | +19.1% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Goldman Sachs Group ✦ | 22.34K | -14.4% | $2.20M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 20.65K | +12.4% | $2.03M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 20.59K | -0.7% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 20.59K | -0.7% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 20.59K | -0.7% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 20.59K | -0.7% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Citigroup Inc | 13.49K | -6.2% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Stifel Financial Corp | 12.00K | -3.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Stifel Financial Corp | 12.00K | -3.4% | $1.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Fifth Third Bancorp | 11.87K | -2.7% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Captrust Financial Advisors | 11.35K | -0.5% | $1.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Corient Private Wealth LP | 9.39K | -0.3% | $922,802 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 8.42K | +21.9% | $827,588 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 8.42K | +21.9% | $827,588 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Nuveen, LLC | 8.21K | 新增 | $807,462 | 0.0% | New | 1 | SEC ↗ |
| 63 | Quantinno Capital Management LP | 6.57K | 新增 | $645,340 | 0.0% | New | 1 | SEC ↗ |
| 64 | Bank Of Montreal /Can/ | 6.47K | 0.0% | $636,493 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Clearbridge Investments, LLC | 6.17K | -9.3% | $606,904 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Assetmark, Inc | 5.20K | +9.6% | $511,258 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Us Bancorp \De\ | 4.33K | 0.0% | $426,131 | 0.0% | Held | 3 | SEC ↗ |
| 68 | AQR Capital Management ✦ | 3.95K | +41.1% | $387,892 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 69 | Cerity Partners LLC | 3.62K | -16.6% | $356,146 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Focus Partners Wealth | 3.50K | -59.9% | $344,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Baird Financial Group, Inc. | 3.15K | -1.4% | $309,940 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Lido Advisors, LLC | 2.68K | +0.1% | $263,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Gotham Asset Management ✦ | 2.43K | 新增 | $239,262 | 0.0% | New | 1 | SEC ↗ |
| 74 | Franklin Resources Inc | 956 | 0.0% | $93,975 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 901 | +3.9% | $88,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Rockefeller Capital Management L.P. | 901 | +3.9% | $88,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 790 | -33.0% | $77,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | BlackRock ✦ (被动) | 500 | 新增 | $49,150 | 0.0% | New | 1 | SEC ↗ |
| 79 | Russell Investments Group, Ltd. | 283 | -64.0% | $27,812 | 0.0% | ▼ Trim | 3 | 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
| Wellington Management | $12.09M | 0.0% |
| Nuveen, LLC | $807,462 | 0.0% |
| Quantinno Capital Management… | $645,340 | 0.0% |
| Gotham Asset Management | $239,262 | 0.0% |
| BlackRock | $49,150 | 0.0% |
已清仓
| Jane Street Group, Llc | $2.08M | 曾为 0.0% |
| Hrt Financial Lp | $1.39M | 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: Q2 2026 ·
方法论 ·
通过API获取此数据