Catatan efek · kuartal yang diarsipkan
IVE
iShares S&P 500 Value ETF · Financial Services · Asset Management - Global
84Pemegang yang dilacak
+2Δ pemegang
131.89MSaham yang dipegang
$27.96BNilai yang dilaporkan
+2Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.4% ·
aliran saham -10.2% ·
posisi baru bersih +2.4%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 89 | +13 | 117.39M | $26.65B | +16 | −5 |
| 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 | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×8 |
| 3 | Morgan Stanley ✦ | 15.28M | +7.5% | $3.24B | 0.2% | ▲ Add | 2 | SEC ↗ ×9 |
| 4 | LPL Financial LLC | 11.01M | — | $2.34B | 0.6% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 9.28M | — | $1.97B | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 6 | Wells Fargo & Company/Mn | 6.26M | — | $1.33B | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 7 | UBS Group AG | 3.53M | — | $749.64M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 3.41M | — | $723.15M | 0.8% | n/c | 1 | SEC ↗ |
| 9 | Stifel Financial Corp | 3.25M | — | $689.35M | 0.6% | n/c | 1 | SEC ↗ ×6 |
| 10 | Ameriprise Financial Inc | 3.08M | — | $653.29M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 11 | BlackRock ✦ (pasif) | 2.94M | +47.7% | $623.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Cwm, Llc | 2.58M | — | $546.98M | 1.5% | n/c | 1 | SEC ↗ |
| 13 | Pnc Financial Services Group, Inc. | 2.34M | — | $496.99M | 0.3% | n/c | 1 | SEC ↗ ×8 |
| 14 | Mml Investors Services, Llc | 2.10M | — | $446.10M | 1.1% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 1.85M | — | $391.40M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 16 | Lido Advisors, LLC | 1.86M | — | $386.82M | 1.5% | n/c | 1 | SEC ↗ ×4 |
| 17 | Goldman Sachs Group ✦ | 1.71M | +9.7% | $363.59M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Royal Bank Of Canada | 1.35M | — | $285.81M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 19 | Focus Partners Wealth | 1.23M | — | $259.80M | 0.3% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 1.19M | — | $252.61M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 21 | Bank of New York Mellon Corp | 1.18M | — | $249.88M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 22 | Commonwealth Equity Services, Llc | 1.08M | — | $230.06M | 0.3% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 820.09K | -0.8% | $173.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Osaic Holdings, Inc. | 741.58K | — | $157.43M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 25 | HighTower Advisors, LLC | 659.57K | — | $139.87M | 0.2% | n/c | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 590.21K | — | $125.16M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 27 | Jones Financial Companies Lllp | 483.61K | — | $102.56M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 28 | Us Bancorp \De\ | 466.76K | — | $98.99M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 29 | Rockefeller Capital Management L.P. | 409.48K | — | $86.84M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 30 | Two Sigma Investments ✦ | 312.70K | -4.4% | $66.31M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 296.78K | — | $62.94M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 32 | Baird Financial Group, Inc. | 294.48K | — | $62.45M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 33 | Northwestern Mutual Wealth… | 290.21K | — | $61.55M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Barclays Plc | 265.99K | — | $56.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 239.29K | — | $50.75M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Corient Private Wealth LP | 237.18K | — | $50.30M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Financial Engines Advisors L.L.C. | 231.40K | — | $49.07M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Cerity Partners LLC | 193.63K | — | $41.06M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 39 | Northern Trust Corp | 190.21K | — | $40.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | TD Waterhouse Canada Inc. | 165.52K | — | $35.09M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Creative Planning | 160.49K | — | $34.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Captrust Financial Advisors | 129.45K | — | $27.45M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 152.50K | — | $26.62M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Citigroup Inc | 105.51K | — | $22.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Wealth Enhancement Advisory… | 98.64K | — | $21.33M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 89.44K | — | $18.97M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Amundi | 50.60K | — | $10.73M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 42.07K | — | $8.92M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 41.69K | +40.9% | $8.84M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 50 | Franklin Resources Inc | 40.06K | — | $8.50M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 51 | Sei Investments Co | 39.30K | — | $8.34M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 38.68K | — | $8.20M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Alliancebernstein L.P. | 37.08K | — | $7.86M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Renaissance Technologies ✦ | 31.70K | Baru | $6.72M | 0.0% | New | 1 | SEC ↗ |
| 55 | Hrt Financial Lp | 29.59K | — | $6.27M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Brown Advisory Inc | 28.08K | — | $5.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 57 | Susquehanna International Group, Llp | 26.41K | — | $5.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | First Trust Advisors Lp | 23.56K | — | $5.00M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 22.57K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Principal Financial Group Inc | 21.79K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 61 | Tudor Investment Corp Et Al | 14.29K | — | $3.03M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | UBS AM, a distinct business unit of… | 12.25K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Fisher Asset Management ✦ | 10.83K | +14.8% | $2.30M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 64 | Point72 Asset Management ✦ | 10.80K | Baru | $2.29M | 0.0% | New | 1 | SEC ↗ |
| 65 | Hsbc Holdings Plc | 7.90K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | Bank Of Nova Scotia | 7.55K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Qube Research & Technologies Ltd | 7.15K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Gotham Asset Management ✦ | 6.73K | 0.0% | $1.43M | 0.0% | Held | 4 | SEC ↗ |
| 69 | The Vanguard Group ✦ (pasif) | 5.95K | +0.9% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Massachusetts Financial Services Co… | 5.82K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Chevy Chase Trust Holdings, LLC | 5.47K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Neuberger Berman Group LLC | 4.78K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Deutsche Bank Ag\ | 4.29K | — | $909,145 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 74 | Cibc World Market Inc. | 4.18K | — | $886,453 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Boston Partners | 3.71K | — | $786,286 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Russell Investments Group, Ltd. | 2.90K | — | $614,102 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Empower Advisory Group, LLC | 2.60K | — | $550,534 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | National Bank Of Canada /Fi/ | 2.12K | — | $449,037 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Charles Schwab Investment… | 1.95K | — | $414,385 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wealthfront Advisers LLC | 1.90K | — | $402,297 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Lazard Asset Management Llc | 1.15K | — | $243,881 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mirae Asset Global Investments Co.… | 700 | — | $148,449 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Kayne Anderson Rudnick Investment… | 379 | — | $80,354 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Simplex Trading, Llc | 117 | — | $24,812 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Renaissance Technologies | $6.72M | 0.0% |
| Point72 Asset Management | $2.29M | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,685 pemegang, 167.24M saham, $34.03B 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 efek ini yang dilacak — berdasarkan 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API