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Effectdossier · gearchiveerd kwartaal

IVE

iShares S&P 500 Value ETF · Financial Services · Asset Management - Global

237.45 -0.1% marktkapitalisatie $50.20B koers vertraagd (FMP) · per Aug 25 22:08 UTC — los van onderstaande aangiftegegevens

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
84Gevolgde houders
+2Δ houders
131.89MGehouden aandelen
$27.96BGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Falling Overtuigingsscore 54/100 6 kwartalen van stijgende gevolgde aandelen ●●●●●● Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders +2.4% · aandelenstroom -10.2% · netto nieuwe posities +2.4% — formule
Versnippering van eigendom — meer houders, kleinere totale positie

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
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 — —
Aantal houders
Wie het bezit · Q4 2025
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
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 ✦ (passief) 2.94M +47.7% $623.11M 0.0% ▲ Add 3 SEC ↗
46 BlackRock ✦ (passief) 2.94M +47.7% $623.11M 0.0% ▲ Add 3 SEC ↗
47 BlackRock ✦ (passief) 2.94M +47.7% $623.11M 0.0% ▲ Add 3 SEC ↗
48 BlackRock ✦ (passief) 2.94M +47.7% $623.11M 0.0% ▲ Add 3 SEC ↗
49 BlackRock ✦ (passief) 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 ↗

"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.

Nieuwe kopers

Geen nieuwe bijgehouden kopers dit kwartaal.

Verlaten

Geen bijgehouden uitstappen dit kwartaal.

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,685 houders, 167.24M aandelen, $34.03B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.

Vaak gezamenlijk in bezit

Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.

XEL84gedeelde houders GOOGL84gedeelde houders MSFT84gedeelde houders PGR84gedeelde houders NVDA84gedeelde houders
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR. Rapportageperiode: Q4 2025 · Methodologie · Verkrijg dit via de API