Запись по ценной бумаге · архивный квартал
IUSG
iShares Core S&P U.S. Growth ETF · Financial Services · Asset Management
75Отслеживаемые держатели
+2Δ держателей
106.57MАкций в держании
$16.49BОтчётная стоимость
+4Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +2.7% ·
поток акций +12.2% ·
новые чистые позиции +2.7%
· формула
Широкое накопление: рост долей у всё большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 98.09K | $19.21M | n/a | −1 |
| 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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 52.77M | +21.3% | $8.19B | 0.6% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 14.55M | +3.9% | $2.26B | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 14.38M | +1.1% | $2.23B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 6.74M | +25.9% | $1.01B | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 2.87M | +24.5% | $444.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.57M | -2.9% | $234.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 7 | Raymond James Financial Inc | 1.43M | -1.6% | $221.62M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | UBS Group AG | 1.37M | +14.2% | $212.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 1.22M | +13.6% | $189.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 10 | Wells Fargo & Company/Mn | 1.13M | -2.4% | $175.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Pnc Financial Services Group, Inc. | 1.11M | +10.8% | $172.83M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Commonwealth Equity Services, Llc | 776.77K | -26.1% | $120.49M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 696.33K | +1.4% | $108.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 638.08K | +3.6% | $98.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Blair William & Co/Il | 478.28K | +14.0% | $74.19M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 465.12K | -18.7% | $72.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Corient Private Wealth LP | 443.65K | -34.3% | $68.91M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 393.46K | -14.6% | $61.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Osaic Holdings, Inc. | 378.85K | -4.9% | $58.80M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Northwestern Mutual Wealth… | 253.46K | -12.1% | $39.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Alliancebernstein L.P. | 228.61K | -3.1% | $38.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Two Sigma Investments ✦ | 239.00K | Новый | $37.07M | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 190.53K | +8.6% | $29.55M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Focus Partners Wealth | 182.45K | +0.9% | $28.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 137.79K | -2.9% | $21.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 26 | Bank of New York Mellon Corp | 137.07K | -15.5% | $21.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Mml Investors Services, Llc | 136.66K | -10.8% | $21.20M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 135.68K | +142.7% | $21.04M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 133.16K | -5.2% | $20.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Kayne Anderson Rudnick Investment… | 98.44K | -43.8% | $15.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (пассивный) | 98.04K | -1.5% | $15.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 32 | Allspring Global Investments… | 95.29K | +398.7% | $14.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Captrust Financial Advisors | 88.16K | 0.0% | $13.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fifth Third Bancorp | 81.10K | +2640.8% | $12.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Creative Planning | 79.84K | +4.5% | $12.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Mariner, LLC | 68.08K | +9.0% | $10.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Allianz Asset Management GmbH | 67.78K | -54.2% | $10.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 65.92K | -8.4% | $10.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Truist Financial Corp | 58.61K | -47.6% | $9.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Tudor Investment Corp Et Al | 44.64K | +1073.2% | $6.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 43.32K | -48.9% | $6.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Cwm, Llc | 43.15K | -3.2% | $6.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Hrt Financial Lp | 36.23K | Новый | $5.62M | 0.0% | New | 1 | SEC ↗ |
| 44 | Lido Advisors, LLC | 34.51K | -4.1% | $5.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Deutsche Bank Ag\ | 33.93K | 0.0% | $5.26M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 46 | Bank Of Montreal /Can/ | 33.79K | -2.5% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 47 | Charles Schwab Investment… | 32.57K | -4.4% | $5.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 30.36K | +144.5% | $4.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 49 | Quantinno Capital Management LP | 28.65K | +37.1% | $4.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Us Bancorp \De\ | 26.87K | +1.2% | $4.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Mercer Global Advisors Inc /Adv | 24.42K | +10.2% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | TD Waterhouse Canada Inc. | 22.81K | +31.4% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | CIBC Bancorp USA Inc. | 19.75K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Northern Trust Corp | 18.84K | -0.3% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 18.25K | +269.9% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Jane Street Group, Llc | 15.59K | Новый | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 57 | Clearbridge Investments, LLC | 14.03K | -88.2% | $2.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Cerity Partners LLC | 12.03K | +0.2% | $1.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Citigroup Inc | 7.81K | -11.4% | $1.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Franklin Resources Inc | 6.42K | 0.0% | $995,341 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 61 | Empower Advisory Group, LLC | 4.57K | -9.3% | $708,853 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Financial Engines Advisors L.L.C. | 3.74K | +6.2% | $580,732 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 3.03K | -5.1% | $470,138 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Nomura Asset Management Co Ltd | 2.84K | 0.0% | $440,202 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Fisher Asset Management ✦ | 2.39K | -26.6% | $370,238 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | First Trust Advisors Lp | 2.37K | +5.8% | $367,915 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Brown Advisory Inc | 2.25K | 0.0% | $349,463 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Belvedere Trading LLC | 1.99K | +62.3% | $308,669 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Invesco Ltd. | 1.45K | Новый | $224,542 | 0.0% | New | 1 | SEC ↗ |
| 70 | Assetmark, Inc | 1.41K | -55.5% | $219,015 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Chevy Chase Trust Holdings, LLC | 1.35K | 0.0% | $209,399 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Russell Investments Group, Ltd. | 819 | +291.9% | $126,987 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Simplex Trading, Llc | 723 | -91.7% | $112,144 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Qube Research & Technologies Ltd | 402 | +538.1% | $62,354 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 185 | 0.0% | $28,688 | 0.0% | Held | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Two Sigma Investments | $37.07M | 0.0% |
| Hrt Financial Lp | $5.62M | 0.0% |
| Jane Street Group, Llc | $2.42M | 0.0% |
| Invesco Ltd. | $224,542 | 0.0% |
Закрыто
| FIL Ltd | $29.39M | составлял 0.0% |
| Renaissance Technologies | $1.31M | 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: Q1 2026 ·
Методология ·
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