증권 기록 · 과거 분기 (아카이브)

IUSV

iShares Core S&P U.S. Value ETF · Financial Services · Asset Management

113.79 0.0% 시가총액 $27.97B 주가 지연 (FMP) · 기준일 Oct 18 03:59 UTC · 아래 신고 데이터와 별개

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

68추적 보유자

-2Δ 보유자

143.67M보유 주식 수

$14.73B보고 가치

+0신규 편입 포지션

−2청산

Falling 확신도 점수 54/100 6 추적 주식 수 증가 분기 수 ●●●●●● 산출 방식 → 리서치 데스크에서 설명 보기 →

모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 -2.9% · 주식 흐름 -1.2% · 순 신규 포지션 -2.9% · 산식
광범위한 분산: 주식 수 감소 및 보유자 수 축소

모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025

시계열 보유 현황

분기	보유자	Δ	주식 수	보고 가치	신규	청산
Q3 2026	2	0	442.76K	$49.61M	n/a	n/a
Q2 2026	69	0	149.75M	$16.49B	+3	−4
Q1 2026	71	+3	145.67M	$14.88B	+4	−1
Q4 2025	68	-2	143.67M	$14.73B	n/a	−2
Q3 2025	12	+2	15.05M	$1.50B	+2	n/a
Q2 2025	7	0	1.43M	$135.70M	+1	−1
Q1 2025	4	-2	116.90K	$10.79M	+1	−3
Q4 2024	6	0	83.30K	$7.71M	+1	−1
Q3 2024	6	+3	82.73K	$7.90M	+3	n/a
Q2 2024	3	n/a	60.00K	$5.29M	n/a	n/a

보유자 수

보유 현황 · Q4 2025

#	운용사	주식 수	Δ 주식 수	가치	비중		보유
1	Bank Of America Corp /De/	83.40M	n/a	$8.55B	0.6%	n/c	1	SEC ↗ ×4
2	LPL Financial LLC	16.41M	n/a	$1.68B	0.5%	n/c	1	SEC ↗
3	Morgan Stanley ✦	9.72M	+7.0%	$996.77M	0.1%	▲ Add	2	SEC ↗ ×6
4	Jones Financial Companies Lllp	6.42M	n/a	$658.13M	0.4%	n/c	1	SEC ↗ ×2
5	Envestnet Asset Management Inc	5.94M	n/a	$608.84M	0.2%	n/c	1	SEC ↗
6	JPMorgan Chase ✦	2.32M	-48.6%	$238.12M	0.0%	▼ Trim	2	SEC ↗ ×6
7	Raymond James Financial Inc	1.72M	n/a	$176.42M	0.1%	n/c	1	SEC ↗ ×3
8	UBS Group AG	1.61M	n/a	$165.30M	0.0%	n/c	1	SEC ↗ ×2
9	Corient Private Wealth LP	1.49M	n/a	$152.31M	0.1%	n/c	1	SEC ↗ ×4
10	Royal Bank Of Canada	1.48M	n/a	$151.61M	0.0%	n/c	1	SEC ↗ ×6
11	Pnc Financial Services Group, Inc.	1.22M	n/a	$125.00M	0.1%	n/c	1	SEC ↗ ×5
12	Commonwealth Equity Services, Llc	1.16M	n/a	$119.12M	0.2%	n/c	1	SEC ↗
13	Wells Fargo & Company/Mn	1.09M	n/a	$112.25M	0.0%	n/c	1	SEC ↗ ×3
14	Blair William & Co/Il	1.09M	n/a	$112.18M	0.3%	n/c	1	SEC ↗
15	Cetera Investment Advisers	743.60K	n/a	$76.25M	0.1%	n/c	1	SEC ↗
16	HighTower Advisors, LLC	707.47K	n/a	$72.54M	0.1%	n/c	1	SEC ↗
17	Cwm, Llc	613.07K	n/a	$62.86M	0.2%	n/c	1	SEC ↗
18	Goldman Sachs Group ✦	560.17K	-5.2%	$57.44M	0.0%	▼ Trim	2	SEC ↗ ×4
19	Allspring Global Investments…	543.59K	n/a	$55.96M	0.1%	n/c	1	SEC ↗ ×2
20	Osaic Holdings, Inc.	502.73K	n/a	$51.56M	0.1%	n/c	1	SEC ↗ ×3
21	Fidelity (FMR) ✦	470.94K	-1.4%	$48.29M	0.0%	▼ Trim	3	SEC ↗ ×2
22	Wealth Enhancement Advisory…	451.42K	n/a	$47.28M	0.1%	n/c	1	SEC ↗
23	Focus Partners Wealth	448.88K	n/a	$45.85M	0.1%	n/c	1	SEC ↗
24	Ameriprise Financial Inc	419.78K	n/a	$43.05M	0.0%	n/c	1	SEC ↗ ×3
25	Northwestern Mutual Wealth…	387.31K	n/a	$39.71M	0.0%	n/c	1	SEC ↗
26	Baird Financial Group, Inc.	293.61K	n/a	$30.11M	0.0%	n/c	1	SEC ↗
27	Financial Engines Advisors L.L.C.	289.01K	n/a	$29.63M	0.1%	n/c	1	SEC ↗
28	Mml Investors Services, Llc	288.00K	n/a	$29.53M	0.1%	n/c	1	SEC ↗
29	Rockefeller Capital Management L.P.	216.64K	n/a	$22.21M	0.0%	n/c	1	SEC ↗ ×2
30	Stifel Financial Corp	162.53K	n/a	$16.67M	0.0%	n/c	1	SEC ↗ ×4
31	Kayne Anderson Rudnick Investment…	150.62K	n/a	$15.45M	0.0%	n/c	1	SEC ↗
32	Truist Financial Corp	141.73K	n/a	$14.53M	0.0%	n/c	1	SEC ↗ ×2
33	Creative Planning	133.06K	n/a	$13.64M	0.0%	n/c	1	SEC ↗ ×2
34	Gotham Asset Management ✦	128.49K	+168.1%	$13.18M	0.0%	▲ Add	6	SEC ↗
35	Mariner, LLC	105.13K	n/a	$10.78M	0.0%	n/c	1	SEC ↗ ×3
36	Charles Schwab Investment…	95.48K	n/a	$9.79M	0.0%	n/c	1	SEC ↗ ×2
37	Alliancebernstein L.P.	89.92K	n/a	$9.22M	0.0%	n/c	1	SEC ↗
38	Mercer Global Advisors Inc /Adv	75.21K	n/a	$7.71M	0.0%	n/c	1	SEC ↗
39	TD Waterhouse Canada Inc.	69.23K	n/a	$7.10M	0.0%	n/c	1	SEC ↗
40	Tudor Investment Corp Et Al	60.48K	n/a	$6.20M	0.0%	n/c	1	SEC ↗
41	Captrust Financial Advisors	56.99K	n/a	$5.84M	0.0%	n/c	1	SEC ↗
42	Renaissance Technologies ✦	47.70K	+24.5%	$4.89M	0.0%	▲ Add	3	SEC ↗
43	Us Bancorp \De\	46.69K	n/a	$4.79M	0.0%	n/c	1	SEC ↗ ×3
44	Deutsche Bank Ag\	42.97K	n/a	$4.41M	0.0%	n/c	1	SEC ↗ ×4
45	BlackRock ✦ (패시브)	41.47K	+112.5%	$4.25M	0.0%	▲ Add	3	SEC ↗ ×3
46	Northern Trust Corp	39.24K	n/a	$4.02M	0.0%	n/c	1	SEC ↗ ×2
47	Cerity Partners LLC	33.61K	n/a	$3.45M	0.0%	n/c	1	SEC ↗ ×3
48	AQR Capital Management ✦	30.57K	+26.0%	$3.13M	0.0%	▲ Add	6	SEC ↗
49	Citigroup Inc	20.72K	n/a	$2.12M	0.0%	n/c	1	SEC ↗ ×2
50	Susquehanna International Group, Llp	19.09K	n/a	$1.96M	0.0%	n/c	1	SEC ↗
51	Quantinno Capital Management LP	11.88K	n/a	$1.22M	0.0%	n/c	1	SEC ↗
52	Qube Research & Technologies Ltd	5.95K	n/a	$610,421	0.0%	n/c	1	SEC ↗
53	Brown Advisory Inc	5.45K	n/a	$558,740	0.0%	n/c	1	SEC ↗ ×2
54	Bank Of Montreal /Can/	5.24K	n/a	$536,900	0.0%	n/c	1	SEC ↗ ×5
55	Lido Advisors, LLC	5.33K	n/a	$535,265	0.0%	n/c	1	SEC ↗
56	The Vanguard Group ✦ (패시브)	4.45K	+27.9%	$456,515	0.0%	▲ Add	3	SEC ↗
57	Fisher Asset Management ✦	4.26K	+79.0%	$436,941	0.0%	▲ Add	2	SEC ↗
58	National Bank Of Canada /Fi/	3.94K	n/a	$404,110	0.0%	n/c	1	SEC ↗
59	Fifth Third Bancorp	3.67K	n/a	$376,322	0.0%	n/c	1	SEC ↗
60	Bank of New York Mellon Corp	3.37K	n/a	$345,671	0.0%	n/c	1	SEC ↗ ×3
61	Neuberger Berman Group LLC	3.12K	n/a	$320,335	0.0%	n/c	1	SEC ↗
62	Assetmark, Inc	3.03K	n/a	$310,901	0.0%	n/c	1	SEC ↗
63	Empower Advisory Group, LLC	2.28K	n/a	$233,484	0.0%	n/c	1	SEC ↗
64	First Trust Advisors Lp	2.26K	n/a	$231,623	0.0%	n/c	1	SEC ↗
65	UBS AM, a distinct business unit of…	1.98K	n/a	$202,517	0.0%	n/c	1	SEC ↗
66	Russell Investments Group, Ltd.	1.41K	n/a	$144,084	0.0%	n/c	1	SEC ↗
67	Bank Julius Baer & Co. Ltd, Zurich	1.23K	n/a	$125,919	0.0%	n/c	1	SEC ↗
68	Franklin Resources Inc	523	n/a	$53,628	0.0%	n/c	1	SEC ↗ ×2

"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.

신규 매수자

이번 분기 신규 추적 매수자가 없습니다.

청산됨

Two Sigma Investments	$23.57M	이었음 0.0%
Citadel Advisors	$1.19M	이었음 0.0%

전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 780 보유 기관, 194.22M 주식, $19.63B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.

공동 보유 빈도 높음

이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.

HWM68공동 보유자 TT68공동 보유자 UNH68공동 보유자 T68공동 보유자 JPM68공동 보유자

출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다. 보고 기간: Q4 2025 · 방법론 · API를 통해 조회

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