Catatan efek · kuartal yang diarsipkan
IVE
iShares S&P 500 Value ETF · Financial Services · Asset Management - Global
92Pemegang yang dilacak
+14Δ pemegang
118.13MSaham yang dipegang
$26.82BNilai yang dilaporkan
+16Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +17.9% ·
aliran saham -5.7% ·
posisi baru bersih +15.2%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 23.35M | -15.8% | $5.30B | 1.3% | ▼ Trim | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 16.25M | -5.4% | $3.69B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 16.25M | -5.4% | $3.69B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 16.25M | -5.4% | $3.69B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 16.25M | -5.4% | $3.69B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 16.25M | -5.4% | $3.69B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 16.25M | -5.4% | $3.69B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 16.25M | -5.4% | $3.69B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 16.25M | -5.4% | $3.69B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 14.91M | -0.1% | $3.39B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 14.91M | -0.1% | $3.39B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 14.91M | -0.1% | $3.39B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 14.91M | -0.1% | $3.39B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 14.91M | -0.1% | $3.39B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 14.91M | -0.1% | $3.39B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 14.91M | -0.1% | $3.39B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 17 | LPL Financial LLC | 9.63M | -8.3% | $2.19B | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 9.61M | +1.6% | $2.18B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 9.61M | +1.6% | $2.18B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 9.61M | +1.6% | $2.18B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 9.61M | +1.6% | $2.18B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 9.61M | +1.6% | $2.18B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 9.61M | +1.6% | $2.18B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 6.23M | +0.3% | $1.41B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 6.23M | +0.3% | $1.41B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 6.23M | +0.3% | $1.41B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 6.23M | +0.3% | $1.41B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 3.58M | -1.6% | $813.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS Group AG | 3.58M | -1.6% | $813.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | UBS Group AG | 3.58M | -1.6% | $813.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | UBS Group AG | 3.58M | -1.6% | $813.83M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 3.57M | +9.4% | $809.80M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 3.57M | +9.4% | $809.80M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 3.57M | +9.4% | $809.80M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 35 | Stifel Financial Corp | 3.57M | +9.4% | $809.80M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 36 | Stifel Financial Corp | 3.57M | +9.4% | $809.80M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 37 | Stifel Financial Corp | 3.57M | +9.4% | $809.80M | 0.7% | ▲ Add | 3 | SEC ↗ |
| 38 | Cetera Investment Advisers | 3.07M | -7.0% | $696.14M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 2.90M | -3.7% | $657.50M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 2.90M | -3.7% | $657.50M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 2.90M | -3.7% | $657.50M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 2.90M | -3.7% | $657.50M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 2.21M | -2.7% | $501.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 2.21M | -2.7% | $501.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.21M | -2.7% | $501.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.21M | -2.7% | $501.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.21M | -2.7% | $501.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.21M | -2.7% | $501.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.21M | -2.7% | $501.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.21M | -2.7% | $501.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 51 | Lido Advisors, LLC | 2.13M | +9.5% | $483.56M | 1.7% | ▲ Add | 3 | SEC ↗ |
| 52 | Lido Advisors, LLC | 2.13M | +9.5% | $483.56M | 1.7% | ▲ Add | 3 | SEC ↗ |
| 53 | Lido Advisors, LLC | 2.13M | +9.5% | $483.56M | 1.7% | ▲ Add | 3 | SEC ↗ |
| 54 | Lido Advisors, LLC | 2.13M | +9.5% | $483.56M | 1.7% | ▲ Add | 3 | SEC ↗ |
| 55 | BlackRock ✦ (pasif) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | BlackRock ✦ (pasif) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | BlackRock ✦ (pasif) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | BlackRock ✦ (pasif) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | BlackRock ✦ (pasif) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 60 | Mml Investors Services, Llc | 1.70M | -1.5% | $384.90M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 61 | Raymond James Financial Inc | 1.65M | +2.1% | $375.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 62 | Raymond James Financial Inc | 1.65M | +2.1% | $375.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 63 | Raymond James Financial Inc | 1.65M | +2.1% | $375.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 1.42M | 0.0% | $321.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 1.42M | 0.0% | $321.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 1.42M | 0.0% | $321.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 1.42M | 0.0% | $321.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 69 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 70 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 71 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 72 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 73 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 74 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 75 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 76 | Royal Bank Of Canada | 1.37M | -1.9% | $311.03M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 77 | Focus Partners Wealth | 1.21M | -1.9% | $273.68M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 78 | Mariner, LLC | 1.05M | -6.6% | $238.92M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 79 | Mariner, LLC | 1.05M | -6.6% | $238.92M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 80 | Mariner, LLC | 1.05M | -6.6% | $238.92M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 81 | Commonwealth Equity Services, Llc | 976.62K | -6.0% | $221.75M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 970.07K | -14.8% | $220.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 970.07K | -14.8% | $220.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 970.07K | -14.8% | $220.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 970.07K | -14.8% | $220.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 970.07K | -14.8% | $220.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 970.07K | -14.8% | $220.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 970.07K | -14.8% | $220.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Fidelity (FMR) ✦ | 818.02K | -0.1% | $185.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 90 | Fidelity (FMR) ✦ | 818.02K | -0.1% | $185.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 91 | Fidelity (FMR) ✦ | 818.02K | -0.1% | $185.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 731.73K | +6.6% | $166.35M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 93 | Osaic Holdings, Inc. | 731.73K | +6.6% | $166.35M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 731.73K | +6.6% | $166.35M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 731.73K | +6.6% | $166.35M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 731.73K | +6.6% | $166.35M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 97 | HighTower Advisors, LLC | 670.33K | +1.0% | $152.20M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 98 | Jones Financial Companies Lllp | 641.50K | +9.5% | $145.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 641.50K | +9.5% | $145.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 100 | Fifth Third Bancorp | 528.71K | -5.2% | $120.05M | 0.2% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Manufacturers Life Insurance… | $92.70M | adalah 0.1% |
| Mirae Asset Global… | $147,805 | adalah 0.0% |
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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API