سجل الورقة المالية · ربع مؤرشف
IVE
iShares S&P 500 Value ETF · Financial Services · Asset Management - Global
84الحاملون المتتبعون
+2Δ المساهمون
131.89Mالأسهم المحتفظ بها
$27.96Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.4% ·
تدفق الأسهم -10.2% ·
المراكز الجديدة الصافية +2.4%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 92 | +14 | 118.13M | $26.82B | +16 | −2 |
| Q1 2026 | 79 | -5 | 127.86M | $26.94B | +2 | −7 |
| Q4 2025 | 84 | +2 | 131.89M | $27.96B | +2 | — |
| Q3 2025 | 10 | -1 | 54.82M | $11.32B | — | −1 |
| Q2 2025 | 8 | 0 | 2.90M | $567.24M | +1 | −1 |
| Q1 2025 | 5 | -1 | 220.45K | $42.01M | +1 | −2 |
| Q4 2024 | 6 | +1 | 164.50K | $31.40M | +2 | −1 |
| Q3 2024 | 5 | +1 | 49.38K | $9.74M | +2 | −1 |
| Q2 2024 | 4 | — | 34.52K | $6.28M | — | — |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 28.39M | — | $6.02B | 1.8% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 18.75M | -47.7% | $3.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 18.75M | -47.7% | $3.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 18.75M | -47.7% | $3.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 18.75M | -47.7% | $3.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 18.75M | -47.7% | $3.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 18.75M | -47.7% | $3.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 18.75M | -47.7% | $3.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 18.75M | -47.7% | $3.98B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 11.01M | — | $2.34B | 0.6% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 9.28M | — | $1.97B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 9.28M | — | $1.97B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 9.28M | — | $1.97B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 9.28M | — | $1.97B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 9.28M | — | $1.97B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 9.28M | — | $1.97B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 9.28M | — | $1.97B | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 6.26M | — | $1.33B | 0.3% | n/c | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 6.26M | — | $1.33B | 0.3% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 6.26M | — | $1.33B | 0.3% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 6.26M | — | $1.33B | 0.3% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 3.53M | — | $749.64M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 3.53M | — | $749.64M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | UBS Group AG | 3.53M | — | $749.64M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Cetera Investment Advisers | 3.41M | — | $723.15M | 0.8% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 3.25M | — | $689.35M | 0.6% | n/c | 1 | SEC ↗ |
| 36 | Stifel Financial Corp | 3.25M | — | $689.35M | 0.6% | n/c | 1 | SEC ↗ |
| 37 | Stifel Financial Corp | 3.25M | — | $689.35M | 0.6% | n/c | 1 | SEC ↗ |
| 38 | Stifel Financial Corp | 3.25M | — | $689.35M | 0.6% | n/c | 1 | SEC ↗ |
| 39 | Stifel Financial Corp | 3.25M | — | $689.35M | 0.6% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 3.25M | — | $689.35M | 0.6% | n/c | 1 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 3.08M | — | $653.29M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 3.08M | — | $653.29M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 3.08M | — | $653.29M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 3.08M | — | $653.29M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | BlackRock ✦ (سلبي) | 2.94M | +47.7% | $623.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | BlackRock ✦ (سلبي) | 2.94M | +47.7% | $623.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | BlackRock ✦ (سلبي) | 2.94M | +47.7% | $623.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | BlackRock ✦ (سلبي) | 2.94M | +47.7% | $623.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | BlackRock ✦ (سلبي) | 2.94M | +47.7% | $623.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Cwm, Llc | 2.58M | — | $546.98M | 1.5% | n/c | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ |
| 59 | Mml Investors Services, Llc | 2.10M | — | $446.10M | 1.1% | n/c | 1 | SEC ↗ |
| 60 | Raymond James Financial Inc | 1.85M | — | $391.40M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Raymond James Financial Inc | 1.85M | — | $391.40M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Raymond James Financial Inc | 1.85M | — | $391.40M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Lido Advisors, LLC | 1.86M | — | $386.82M | 1.5% | n/c | 1 | SEC ↗ |
| 64 | Lido Advisors, LLC | 1.86M | — | $386.82M | 1.5% | n/c | 1 | SEC ↗ |
| 65 | Lido Advisors, LLC | 1.86M | — | $386.82M | 1.5% | n/c | 1 | SEC ↗ |
| 66 | Lido Advisors, LLC | 1.86M | — | $386.82M | 1.5% | n/c | 1 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 1.71M | +9.7% | $363.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 1.71M | +9.7% | $363.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 1.71M | +9.7% | $363.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 1.71M | +9.7% | $363.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 77 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Focus Partners Wealth | 1.23M | — | $259.80M | 0.3% | n/c | 1 | SEC ↗ |
| 81 | Mariner, LLC | 1.19M | — | $252.61M | 0.3% | n/c | 1 | SEC ↗ |
| 82 | Mariner, LLC | 1.19M | — | $252.61M | 0.3% | n/c | 1 | SEC ↗ |
| 83 | Mariner, LLC | 1.19M | — | $252.61M | 0.3% | n/c | 1 | SEC ↗ |
| 84 | Mariner, LLC | 1.19M | — | $252.61M | 0.3% | n/c | 1 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 1.18M | — | $249.88M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 1.18M | — | $249.88M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 1.18M | — | $249.88M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 1.18M | — | $249.88M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 1.18M | — | $249.88M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 1.18M | — | $249.88M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Commonwealth Equity Services, Llc | 1.08M | — | $230.06M | 0.3% | n/c | 1 | SEC ↗ |
| 92 | Fidelity (FMR) ✦ | 820.09K | -0.8% | $173.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Fidelity (FMR) ✦ | 820.09K | -0.8% | $173.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 741.58K | — | $157.43M | 0.2% | n/c | 1 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 741.58K | — | $157.43M | 0.2% | n/c | 1 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 741.58K | — | $157.43M | 0.2% | n/c | 1 | SEC ↗ |
| 97 | Osaic Holdings, Inc. | 741.58K | — | $157.43M | 0.2% | n/c | 1 | SEC ↗ |
| 98 | Osaic Holdings, Inc. | 741.58K | — | $157.43M | 0.2% | n/c | 1 | SEC ↗ |
| 99 | HighTower Advisors, LLC | 659.57K | — | $139.87M | 0.2% | n/c | 1 | SEC ↗ |
| 100 | Truist Financial Corp | 590.21K | — | $125.16M | 0.2% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1,685 المالكون, 167.24M الأسهم, $34.03B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
احصل على هذا عبر API