سجل الورقة المالية · ربع مؤرشف
IVE
iShares S&P 500 Value ETF · Financial Services · Asset Management - Global
79الحاملون المتتبعون
-5Δ المساهمون
127.86Mالأسهم المحتفظ بها
$26.94Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−7الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -6.0% ·
تدفق الأسهم -3.1% ·
المراكز الجديدة الصافية -6.3%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
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 · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 27.73M | -2.3% | $5.86B | 1.6% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 17.18M | -8.3% | $3.57B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 17.18M | -8.3% | $3.57B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 17.18M | -8.3% | $3.57B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 17.18M | -8.3% | $3.57B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 17.18M | -8.3% | $3.57B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 17.18M | -8.3% | $3.57B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 17.18M | -8.3% | $3.57B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 17.18M | -8.3% | $3.57B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 14.92M | -2.3% | $3.15B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 14.92M | -2.3% | $3.15B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 14.92M | -2.3% | $3.15B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 14.92M | -2.3% | $3.15B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 14.92M | -2.3% | $3.15B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 14.92M | -2.3% | $3.15B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 14.92M | -2.3% | $3.15B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 10.51M | -4.6% | $2.22B | 0.6% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 9.46M | +2.0% | $2.00B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 9.46M | +2.0% | $2.00B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 9.46M | +2.0% | $2.00B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 9.46M | +2.0% | $2.00B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 9.46M | +2.0% | $2.00B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 9.46M | +2.0% | $2.00B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 9.46M | +2.0% | $2.00B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 6.21M | -0.8% | $1.31B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 6.21M | -0.8% | $1.31B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 6.21M | -0.8% | $1.31B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 6.21M | -0.8% | $1.31B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 29 | UBS Group AG | 3.64M | +3.1% | $769.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | UBS Group AG | 3.64M | +3.1% | $769.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | UBS Group AG | 3.64M | +3.1% | $769.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | UBS Group AG | 3.64M | +3.1% | $769.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Cetera Investment Advisers | 3.30M | -3.4% | $695.77M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 34 | Stifel Financial Corp | 3.26M | +0.3% | $688.56M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 35 | Stifel Financial Corp | 3.26M | +0.3% | $688.56M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 3.26M | +0.3% | $688.56M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 3.26M | +0.3% | $688.56M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 3.26M | +0.3% | $688.56M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 39 | Stifel Financial Corp | 3.26M | +0.3% | $688.56M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 40 | Stifel Financial Corp | 3.26M | +0.3% | $688.56M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 3.01M | -2.3% | $638.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 3.01M | -2.3% | $638.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Ameriprise Financial Inc | 3.01M | -2.3% | $638.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Ameriprise Financial Inc | 3.01M | -2.3% | $638.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | BlackRock ✦ (سلبي) | 2.59M | -11.7% | $547.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 46 | BlackRock ✦ (سلبي) | 2.59M | -11.7% | $547.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 47 | BlackRock ✦ (سلبي) | 2.59M | -11.7% | $547.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 48 | BlackRock ✦ (سلبي) | 2.59M | -11.7% | $547.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | BlackRock ✦ (سلبي) | 2.59M | -11.7% | $547.71M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 50 | Cwm, Llc | 2.57M | -0.5% | $542.00M | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 2.27M | -3.1% | $479.52M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 2.27M | -3.1% | $479.52M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 2.27M | -3.1% | $479.52M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 2.27M | -3.1% | $479.52M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 2.27M | -3.1% | $479.52M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 2.27M | -3.1% | $479.52M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 2.27M | -3.1% | $479.52M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 2.27M | -3.1% | $479.52M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 59 | Lido Advisors, LLC | 1.94M | +4.3% | $410.49M | 1.6% | ▲ Add | 2 | SEC ↗ |
| 60 | Lido Advisors, LLC | 1.94M | +4.3% | $410.49M | 1.6% | ▲ Add | 2 | SEC ↗ |
| 61 | Lido Advisors, LLC | 1.94M | +4.3% | $410.49M | 1.6% | ▲ Add | 2 | SEC ↗ |
| 62 | Lido Advisors, LLC | 1.94M | +4.3% | $410.49M | 1.6% | ▲ Add | 2 | SEC ↗ |
| 63 | Mml Investors Services, Llc | 1.72M | -18.2% | $363.41M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Raymond James Financial Inc | 1.62M | -12.2% | $342.27M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 65 | Raymond James Financial Inc | 1.62M | -12.2% | $342.27M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Raymond James Financial Inc | 1.62M | -12.2% | $342.27M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 1.42M | -17.4% | $299.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 1.42M | -17.4% | $299.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 1.42M | -17.4% | $299.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 1.42M | -17.4% | $299.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 76 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 78 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Royal Bank Of Canada | 1.40M | +3.6% | $294.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Focus Partners Wealth | 1.23M | +0.3% | $259.56M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 1.14M | -3.4% | $240.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 1.14M | -3.4% | $240.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 1.14M | -3.4% | $240.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 1.14M | -3.4% | $240.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 1.14M | -3.4% | $240.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 1.14M | -3.4% | $240.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Mariner, LLC | 1.13M | -5.4% | $237.83M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 88 | Mariner, LLC | 1.13M | -5.4% | $237.83M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 89 | Mariner, LLC | 1.13M | -5.4% | $237.83M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 90 | Mariner, LLC | 1.13M | -5.4% | $237.83M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 91 | Commonwealth Equity Services, Llc | 1.04M | -4.2% | $219.44M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 92 | Fidelity (FMR) ✦ | 818.44K | -0.2% | $172.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 93 | Fidelity (FMR) ✦ | 818.44K | -0.2% | $172.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 686.61K | -7.4% | $145.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 686.61K | -7.4% | $145.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 686.61K | -7.4% | $145.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 97 | Osaic Holdings, Inc. | 686.61K | -7.4% | $145.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 98 | HighTower Advisors, LLC | 663.68K | +0.6% | $140.14M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 585.73K | +21.1% | $121.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 100 | Jones Financial Companies Lllp | 585.73K | +21.1% | $121.63M | 0.1% | ▲ Add | 2 | 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
| Two Sigma Investments | $66.31M | كان 0.1% |
| Renaissance Technologies | $6.72M | كان 0.0% |
| Tudor Investment Corp Et Al | $3.03M | كان 0.0% |
| Point72 Asset Management | $2.29M | كان 0.0% |
| Massachusetts Financial… | $1.23M | كان 0.0% |
| Boston Partners | $786,286 | كان 0.0% |
| Simplex Trading, Llc | $24,812 | كان 0.0% |
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: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API