Wertpapierdatensatz · archiviertes Quartal
IUSV
iShares Core S&P U.S. Value ETF · Financial Services · Asset Management
71Erfasste Halter
+3Δ Inhaber
145.67MGehaltene Aktien
$14.88BGemeldeter Wert
+4Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.4% ·
Aktienfluss +1.3% ·
neue Nettopositionen +4.2%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 70 | 0 | 150.48M | $16.57B | +3 | −3 |
| Q1 2026 | 71 | +3 | 145.67M | $14.88B | +4 | −1 |
| Q4 2025 | 68 | -2 | 143.67M | $14.73B | — | −2 |
| Q3 2025 | 12 | +2 | 15.05M | $1.50B | +2 | — |
| 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 | — |
| Q2 2024 | 3 | — | 60.00K | $5.29M | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 83.37M | 0.0% | $8.53B | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 83.37M | 0.0% | $8.53B | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 83.37M | 0.0% | $8.53B | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 17.23M | +5.0% | $1.76B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 9.86M | +1.4% | $1.01B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 9.86M | +1.4% | $1.01B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 9.86M | +1.4% | $1.01B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 9.86M | +1.4% | $1.01B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 9.86M | +1.4% | $1.01B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 9.86M | +1.4% | $1.01B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 7.65M | +19.2% | $768.34M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 7.65M | +19.2% | $768.34M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 7.17M | +20.7% | $732.62M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 2.08M | -10.4% | $208.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 2.08M | -10.4% | $208.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 2.08M | -10.4% | $208.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 2.08M | -10.4% | $208.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 2.08M | -10.4% | $208.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.08M | -10.4% | $208.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 1.64M | -4.7% | $167.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Raymond James Financial Inc | 1.64M | -4.7% | $167.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Raymond James Financial Inc | 1.64M | -4.7% | $167.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 1.60M | -0.8% | $163.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | UBS Group AG | 1.60M | -0.8% | $163.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS Group AG | 1.60M | -0.8% | $163.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS Group AG | 1.60M | -0.8% | $163.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.51M | +2.0% | $154.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.51M | +2.0% | $154.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Royal Bank Of Canada | 1.51M | +2.0% | $154.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 1.51M | +2.0% | $154.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 1.51M | +2.0% | $154.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 1.51M | +2.0% | $154.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 1.44M | +17.9% | $147.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 1.44M | +17.9% | $147.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 1.44M | +17.9% | $147.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 1.44M | +17.9% | $147.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 1.44M | +17.9% | $147.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 1.18M | +8.2% | $121.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 1.18M | +8.2% | $121.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1.18M | +8.2% | $121.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Blair William & Co/Il | 1.17M | +6.6% | $119.22M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 42 | Corient Private Wealth LP | 818.41K | -45.0% | $83.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 717.48K | +1.4% | $73.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Cetera Investment Advisers | 710.82K | -4.4% | $72.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 658.58K | -43.3% | $67.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Cwm, Llc | 568.93K | -7.2% | $58.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 47 | Allspring Global Investments… | 525.57K | -3.3% | $53.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 513.45K | +2.1% | $52.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 513.45K | +2.1% | $52.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 513.45K | +2.1% | $52.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 477.80K | +1.5% | $48.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 477.80K | +1.5% | $48.86M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Goldman Sachs Group ✦ | 434.74K | -22.4% | $44.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Goldman Sachs Group ✦ | 434.74K | -22.4% | $44.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Goldman Sachs Group ✦ | 434.74K | -22.4% | $44.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 434.74K | -22.4% | $44.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Focus Partners Wealth | 418.66K | -6.7% | $42.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Ameriprise Financial Inc | 417.87K | -0.5% | $42.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 417.87K | -0.5% | $42.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Ameriprise Financial Inc | 417.87K | -0.5% | $42.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Ameriprise Financial Inc | 417.87K | -0.5% | $42.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 390.73K | -13.4% | $40.08M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 63 | Financial Engines Advisors L.L.C. | 344.71K | +19.3% | $35.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 64 | Mml Investors Services, Llc | 249.81K | -13.3% | $25.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Northwestern Mutual Wealth… | 246.63K | -36.3% | $25.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Gotham Asset Management ✦ | 240.97K | +87.5% | $24.64M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 216.56K | 0.0% | $22.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 216.56K | 0.0% | $22.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Kayne Anderson Rudnick Investment… | 153.05K | +1.6% | $15.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Stifel Financial Corp | 151.23K | -7.0% | $15.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Stifel Financial Corp | 151.23K | -7.0% | $15.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Stifel Financial Corp | 151.23K | -7.0% | $15.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Allianz Asset Management GmbH | 149.66K | Neu | $15.30M | 0.0% | New | 1 | SEC ↗ |
| 74 | Creative Planning | 134.28K | +0.9% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Creative Planning | 134.28K | +0.9% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Baird Financial Group, Inc. | 125.48K | -57.3% | $12.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Truist Financial Corp | 112.74K | -20.4% | $11.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Truist Financial Corp | 112.74K | -20.4% | $11.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Mariner, LLC | 106.87K | +1.6% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Mariner, LLC | 106.87K | +1.6% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Mariner, LLC | 106.87K | +1.6% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Charles Schwab Investment… | 85.46K | -10.5% | $8.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Charles Schwab Investment… | 85.46K | -10.5% | $8.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Alliancebernstein L.P. | 82.28K | -8.5% | $8.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Mercer Global Advisors Inc /Adv | 79.24K | +5.4% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Cerity Partners LLC | 70.13K | +108.7% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Cerity Partners LLC | 70.13K | +108.7% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Cerity Partners LLC | 70.13K | +108.7% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | CIBC Bancorp USA Inc. | 68.36K | — | $6.99M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | CIBC Bancorp USA Inc. | 68.36K | — | $6.99M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Captrust Financial Advisors | 54.46K | -4.4% | $5.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Fifth Third Bancorp | 53.79K | +1365.7% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | TD Waterhouse Canada Inc. | 48.01K | -30.6% | $4.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Us Bancorp \De\ | 46.57K | -0.2% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Us Bancorp \De\ | 46.57K | -0.2% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | BlackRock ✦ (passiv) | 44.29K | +6.8% | $4.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 97 | BlackRock ✦ (passiv) | 44.29K | +6.8% | $4.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 98 | BlackRock ✦ (passiv) | 44.29K | +6.8% | $4.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | Deutsche Bank Ag\ | 42.23K | -1.7% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Deutsche Bank Ag\ | 42.23K | -1.7% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Allianz Asset Management GmbH | $15.30M | 0.0% |
Ausgestiegen
| Susquehanna International… | $1.96M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 780 Inhaber, 194.22M Anteile, $19.63B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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