Catatan efek · kuartal yang diarsipkan
IUSV
iShares Core S&P U.S. Value ETF · Financial Services · Asset Management
71Pemegang yang dilacak
+3Δ pemegang
145.67MSaham yang dipegang
$14.88BNilai yang dilaporkan
+4Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.4% ·
aliran saham +1.3% ·
posisi baru bersih +4.2%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 442.76K | $49.61M | n/a | −1 |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 83.37M | 0.0% | $8.53B | 0.6% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 17.23M | +5.0% | $1.76B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 9.86M | +1.4% | $1.01B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Jones Financial Companies Lllp | 7.65M | +19.2% | $768.34M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 7.17M | +20.7% | $732.62M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 2.08M | -10.4% | $208.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 7 | Raymond James Financial Inc | 1.64M | -4.7% | $167.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | UBS Group AG | 1.60M | -0.8% | $163.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Royal Bank Of Canada | 1.51M | +2.0% | $154.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Pnc Financial Services Group, Inc. | 1.44M | +17.9% | $147.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 11 | Wells Fargo & Company/Mn | 1.18M | +8.2% | $121.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Blair William & Co/Il | 1.17M | +6.6% | $119.22M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 13 | Corient Private Wealth LP | 818.41K | -45.0% | $83.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | HighTower Advisors, LLC | 717.48K | +1.4% | $73.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 710.82K | -4.4% | $72.68M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 658.58K | -43.3% | $67.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Cwm, Llc | 568.93K | -7.2% | $58.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Allspring Global Investments… | 525.57K | -3.3% | $53.74M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 513.45K | +2.1% | $52.51M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Fidelity (FMR) ✦ | 477.80K | +1.5% | $48.86M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 21 | Goldman Sachs Group ✦ | 434.74K | -22.4% | $44.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | Focus Partners Wealth | 418.66K | -6.7% | $42.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 417.87K | -0.5% | $42.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | Wealth Enhancement Advisory… | 390.73K | -13.4% | $40.08M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Financial Engines Advisors L.L.C. | 344.71K | +19.3% | $35.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 249.81K | -13.3% | $25.54M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 246.63K | -36.3% | $25.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 240.97K | +87.5% | $24.64M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 216.56K | 0.0% | $22.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Kayne Anderson Rudnick Investment… | 153.05K | +1.6% | $15.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 151.23K | -7.0% | $15.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Allianz Asset Management GmbH | 149.66K | Baru | $15.30M | 0.0% | New | 1 | SEC ↗ |
| 33 | Creative Planning | 134.28K | +0.9% | $13.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Baird Financial Group, Inc. | 125.48K | -57.3% | $12.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Truist Financial Corp | 112.74K | -20.4% | $11.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Mariner, LLC | 106.87K | +1.6% | $10.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 37 | Charles Schwab Investment… | 85.46K | -10.5% | $8.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Alliancebernstein L.P. | 82.28K | -8.5% | $8.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 79.24K | +5.4% | $8.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 70.13K | +108.7% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | CIBC Bancorp USA Inc. | 68.36K | n/a | $6.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Captrust Financial Advisors | 54.46K | -4.4% | $5.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 53.79K | +1365.7% | $5.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | TD Waterhouse Canada Inc. | 48.01K | -30.6% | $4.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 46.57K | -0.2% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | BlackRock ✦ (pasif) | 44.29K | +6.8% | $4.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 47 | Deutsche Bank Ag\ | 42.23K | -1.7% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 48 | Northern Trust Corp | 38.82K | -1.1% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | AQR Capital Management ✦ | 33.45K | +9.4% | $3.42M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 28.60K | -40.0% | $2.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 51 | Citigroup Inc | 23.82K | +15.0% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 20.44K | +935.0% | $2.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Quantinno Capital Management LP | 13.74K | +15.7% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Jane Street Group, Llc | 10.14K | Baru | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 5.57K | +65.2% | $569,323 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Lido Advisors, LLC | 5.35K | +0.3% | $547,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Brown Advisory Inc | 5.04K | -7.5% | $515,238 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 4.64K | +230.1% | $474,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 4.40K | -15.9% | $450,003 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 60 | National Bank Of Canada /Fi/ | 3.91K | -0.8% | $399,500 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Tidal Investments LLC | 3.90K | Baru | $398,468 | 0.0% | New | 1 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 3.12K | 0.0% | $319,429 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 2.84K | -6.2% | $290,697 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Fisher Asset Management ✦ | 2.63K | -38.2% | $269,273 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | First Trust Advisors Lp | 2.42K | +7.0% | $247,189 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Tudor Investment Corp Et Al | 2.22K | -96.3% | $226,995 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Empower Advisory Group, LLC | 2.03K | -10.8% | $207,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 1.81K | -69.7% | $184,766 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank Julius Baer & Co. Ltd, Zurich | 1.23K | 0.0% | $125,563 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Franklin Resources Inc | 523 | 0.0% | $53,477 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 71 | Bnp Paribas Financial Markets | 45 | Baru | $4,601 | 0.0% | New | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Allianz Asset Management GmbH | $15.30M | 0.0% |
| Jane Street Group, Llc | $1.04M | 0.0% |
| Tidal Investments LLC | $398,468 | 0.0% |
| Bnp Paribas Financial Markets | $4,601 | 0.0% |
Telah keluar
| Susquehanna International… | $1.96M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 780 pemegang, 194.22M saham, $19.63B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API