Запись по ценной бумаге · архивный квартал
IUSG
iShares Core S&P U.S. Growth ETF · Financial Services · Asset Management
73Отслеживаемые держатели
-1Δ держателей
94.94MАкций в держании
$15.95BОтчётная стоимость
+0Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -1.4% ·
поток акций -1.7% ·
новые чистые позиции -1.4%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 98.09K | $19.21M | n/a | n/a |
| Q2 2026 | 77 | +4 | 107.90M | $20.24B | +5 | −2 |
| Q1 2026 | 75 | +2 | 106.57M | $16.49B | +4 | −2 |
| Q4 2025 | 73 | -1 | 94.94M | $15.95B | n/a | −1 |
| Q3 2025 | 11 | 0 | 18.25M | $3.00B | +2 | −2 |
| Q2 2025 | 8 | +1 | 1.22M | $183.69M | +2 | −1 |
| Q1 2025 | 4 | -1 | 47.08K | $5.98M | n/a | −1 |
| Q4 2024 | 5 | +2 | 110.72K | $15.43M | +3 | −1 |
| Q3 2024 | 3 | -1 | 249.11K | $32.86M | +1 | −2 |
| Q2 2024 | 4 | n/a | 97.34K | $12.41M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 43.51M | n/a | $7.31B | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 14.22M | n/a | $2.39B | 0.7% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 14.01M | -0.1% | $2.35B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 4 | Jones Financial Companies Lllp | 5.36M | n/a | $899.51M | 0.5% | n/c | 1 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 2.30M | n/a | $386.89M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.62M | -49.5% | $272.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 7 | Raymond James Financial Inc | 1.45M | n/a | $243.96M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | UBS Group AG | 1.20M | n/a | $201.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Wells Fargo & Company/Mn | 1.16M | n/a | $194.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 1.07M | n/a | $180.44M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 11 | Commonwealth Equity Services, Llc | 1.05M | n/a | $176.54M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Pnc Financial Services Group, Inc. | 1.01M | n/a | $168.84M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 13 | Fidelity (FMR) ✦ | 686.40K | -2.0% | $116.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | Corient Private Wealth LP | 674.89K | n/a | $112.84M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 15 | Cetera Investment Advisers | 615.60K | n/a | $103.38M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 571.92K | n/a | $96.05M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 460.64K | n/a | $77.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Blair William & Co/Il | 419.69K | n/a | $70.48M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 398.51K | n/a | $66.98M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 20 | Northwestern Mutual Wealth… | 288.38K | n/a | $48.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Alliancebernstein L.P. | 235.81K | n/a | $39.60M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 180.84K | n/a | $30.37M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 175.40K | n/a | $29.46M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 24 | Kayne Anderson Rudnick Investment… | 175.30K | n/a | $29.43M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | FIL Ltd | 173.79K | n/a | $29.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 162.23K | n/a | $27.25M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Mml Investors Services, Llc | 153.28K | n/a | $25.74M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Allianz Asset Management GmbH | 148.12K | n/a | $24.87M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 141.83K | n/a | $23.82M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 30 | Goldman Sachs Group ✦ | 140.41K | +0.7% | $23.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Clearbridge Investments, LLC | 119.06K | n/a | $20.00M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Truist Financial Corp | 111.86K | n/a | $18.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | BlackRock ✦ (пассивный) | 99.51K | -1.1% | $16.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 88.17K | n/a | $14.81M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 84.73K | n/a | $14.39M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 76.42K | n/a | $12.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Baird Financial Group, Inc. | 71.99K | n/a | $12.09M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Mariner, LLC | 62.45K | n/a | $10.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Gotham Asset Management ✦ | 55.91K | +258.8% | $9.39M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Cwm, Llc | 44.59K | n/a | $7.49M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 36.00K | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Bank Of Montreal /Can/ | 34.64K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 43 | Charles Schwab Investment… | 34.06K | n/a | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 33.93K | n/a | $5.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Us Bancorp \De\ | 26.54K | n/a | $4.46M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Mercer Global Advisors Inc /Adv | 22.16K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 20.90K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Allspring Global Investments… | 19.11K | n/a | $3.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Northern Trust Corp | 18.90K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 17.36K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 12.42K | +123.3% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Cerity Partners LLC | 12.01K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Citigroup Inc | 8.81K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Simplex Trading, Llc | 8.70K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Renaissance Technologies ✦ | 7.80K | -69.2% | $1.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | Franklin Resources Inc | 6.42K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Empower Advisory Group, LLC | 5.04K | n/a | $846,082 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | UBS AM, a distinct business unit of… | 4.93K | n/a | $828,784 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | The Vanguard Group ✦ (пассивный) | 4.08K | +9.7% | $685,578 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Tudor Investment Corp Et Al | 3.81K | n/a | $639,012 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 3.52K | n/a | $591,821 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Fisher Asset Management ✦ | 3.25K | +68.2% | $546,198 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 3.19K | n/a | $536,568 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Assetmark, Inc | 3.17K | n/a | $533,042 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Fifth Third Bancorp | 2.96K | n/a | $496,934 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Nomura Asset Management Co Ltd | 2.84K | n/a | $476,614 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Brown Advisory Inc | 2.25K | n/a | $378,369 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | First Trust Advisors Lp | 2.24K | n/a | $376,771 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Chevy Chase Trust Holdings, LLC | 1.35K | n/a | $226,719 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Belvedere Trading LLC | 1.23K | n/a | $205,894 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 209 | n/a | $35,022 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 185 | n/a | $31,062 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Qube Research & Technologies Ltd | 63 | n/a | $10,580 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Citadel Advisors | $3.44M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 857 держатели, 131.56M акции, $20.08B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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