سجل الورقة المالية
IVE
iShares S&P 500 Value ETF · Financial Services · Asset Management - Global
92الحاملون المتتبعون
+14Δ المساهمون
118.13Mالأسهم المحتفظ بها
$26.82Bالقيمة المُبلَّغ عنها
+16المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +17.9% ·
تدفق الأسهم -5.7% ·
المراكز الجديدة الصافية +15.2%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (سلبي) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | BlackRock ✦ (سلبي) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 57 | BlackRock ✦ (سلبي) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | BlackRock ✦ (سلبي) | 2.02M | -22.1% | $458.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | BlackRock ✦ (سلبي) | 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 ↗ |
"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
| Manufacturers Life Insurance… | $92.70M | كان 0.1% |
| Mirae Asset Global… | $147,805 | 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: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API