Запись по ценной бумаге · архивный квартал
IVW
iShares S&P 500 Growth ETF · Financial Services · Asset Management - Global
89Отслеживаемые держатели
0Δ держателей
270.55MАкций в держании
$33.34BОтчётная стоимость
+1Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -13.6% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +1 | 274.59M | $37.67B | +7 | −6 |
| Q1 2026 | 87 | -2 | 278.53M | $31.32B | +6 | −8 |
| Q4 2025 | 89 | 0 | 270.55M | $33.34B | +1 | −1 |
| Q3 2025 | 12 | -2 | 128.24M | $15.48B | — | −2 |
| Q2 2025 | 11 | 0 | 8.11M | $892.62M | +2 | −2 |
| Q1 2025 | 8 | +1 | 796.32K | $73.92M | +3 | −2 |
| Q4 2024 | 7 | +1 | 1.19M | $120.74M | +2 | −1 |
| Q3 2024 | 6 | 0 | 1.21M | $116.07M | +1 | −1 |
| Q2 2024 | 6 | — | 1.27M | $117.63M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 43.65M | — | $5.38B | 1.6% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 40.71M | -50.8% | $5.02B | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 33.65M | +0.6% | $4.15B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 22 | LPL Financial LLC | 19.82M | — | $2.44B | 0.7% | n/c | 1 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 18.55M | — | $2.29B | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 18.55M | — | $2.29B | 0.2% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 18.55M | — | $2.29B | 0.2% | n/c | 1 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 18.55M | — | $2.29B | 0.2% | n/c | 1 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 18.55M | — | $2.29B | 0.2% | n/c | 1 | SEC ↗ |
| 28 | Bank Of America Corp /De/ | 18.55M | — | $2.29B | 0.2% | n/c | 1 | SEC ↗ |
| 29 | Bank Of America Corp /De/ | 18.55M | — | $2.29B | 0.2% | n/c | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 15.02M | — | $1.85B | 0.4% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 15.02M | — | $1.85B | 0.4% | n/c | 1 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 15.02M | — | $1.85B | 0.4% | n/c | 1 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 15.02M | — | $1.85B | 0.4% | n/c | 1 | SEC ↗ |
| 34 | Wells Fargo & Company/Mn | 15.02M | — | $1.85B | 0.4% | n/c | 1 | SEC ↗ |
| 35 | UBS Group AG | 8.69M | — | $1.07B | 0.2% | n/c | 1 | SEC ↗ |
| 36 | UBS Group AG | 8.69M | — | $1.07B | 0.2% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 8.69M | — | $1.07B | 0.2% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 8.69M | — | $1.07B | 0.2% | n/c | 1 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 8.51M | — | $1.05B | 0.2% | n/c | 1 | SEC ↗ |
| 40 | Ameriprise Financial Inc | 8.51M | — | $1.05B | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 8.51M | — | $1.05B | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Ameriprise Financial Inc | 8.51M | — | $1.05B | 0.2% | n/c | 1 | SEC ↗ |
| 43 | Stifel Financial Corp | 6.92M | — | $853.32M | 0.8% | n/c | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 6.92M | — | $853.32M | 0.8% | n/c | 1 | SEC ↗ |
| 45 | Stifel Financial Corp | 6.92M | — | $853.32M | 0.8% | n/c | 1 | SEC ↗ |
| 46 | Stifel Financial Corp | 6.92M | — | $853.32M | 0.8% | n/c | 1 | SEC ↗ |
| 47 | Stifel Financial Corp | 6.92M | — | $853.32M | 0.8% | n/c | 1 | SEC ↗ |
| 48 | Stifel Financial Corp | 6.92M | — | $853.32M | 0.8% | n/c | 1 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 5.43M | — | $669.34M | 0.4% | n/c | 1 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 5.43M | — | $669.34M | 0.4% | n/c | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 5.43M | — | $669.34M | 0.4% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 5.43M | — | $669.34M | 0.4% | n/c | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 5.43M | — | $669.34M | 0.4% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 5.43M | — | $669.34M | 0.4% | n/c | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 5.43M | — | $669.34M | 0.4% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 5.43M | — | $669.34M | 0.4% | n/c | 1 | SEC ↗ |
| 57 | Cwm, Llc | 4.78M | — | $588.60M | 1.6% | n/c | 1 | SEC ↗ |
| 58 | Cetera Investment Advisers | 4.51M | — | $555.82M | 0.6% | n/c | 1 | SEC ↗ |
| 59 | BlackRock ✦ (пассивный) | 4.42M | +1.3% | $544.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | BlackRock ✦ (пассивный) | 4.42M | +1.3% | $544.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | BlackRock ✦ (пассивный) | 4.42M | +1.3% | $544.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | BlackRock ✦ (пассивный) | 4.42M | +1.3% | $544.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | BlackRock ✦ (пассивный) | 4.42M | +1.3% | $544.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Raymond James Financial Inc | 4.35M | — | $536.77M | 0.2% | n/c | 1 | SEC ↗ |
| 65 | Raymond James Financial Inc | 4.35M | — | $536.77M | 0.2% | n/c | 1 | SEC ↗ |
| 66 | Raymond James Financial Inc | 4.35M | — | $536.77M | 0.2% | n/c | 1 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 4.27M | -5.3% | $526.82M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Goldman Sachs Group ✦ | 4.27M | -5.3% | $526.82M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Goldman Sachs Group ✦ | 4.27M | -5.3% | $526.82M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 4.27M | -5.3% | $526.82M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 71 | Lido Advisors, LLC | 3.79M | — | $459.65M | 1.8% | n/c | 1 | SEC ↗ |
| 72 | Lido Advisors, LLC | 3.79M | — | $459.65M | 1.8% | n/c | 1 | SEC ↗ |
| 73 | Lido Advisors, LLC | 3.79M | — | $459.65M | 1.8% | n/c | 1 | SEC ↗ |
| 74 | Lido Advisors, LLC | 3.79M | — | $459.65M | 1.8% | n/c | 1 | SEC ↗ |
| 75 | Mariner, LLC | 3.67M | — | $451.82M | 0.5% | n/c | 1 | SEC ↗ |
| 76 | Mariner, LLC | 3.67M | — | $451.82M | 0.5% | n/c | 1 | SEC ↗ |
| 77 | Mariner, LLC | 3.67M | — | $451.82M | 0.5% | n/c | 1 | SEC ↗ |
| 78 | Mariner, LLC | 3.67M | — | $451.82M | 0.5% | n/c | 1 | SEC ↗ |
| 79 | Mml Investors Services, Llc | 3.65M | — | $449.31M | 1.1% | n/c | 1 | SEC ↗ |
| 80 | Royal Bank Of Canada | 3.35M | — | $412.29M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Royal Bank Of Canada | 3.35M | — | $412.29M | 0.1% | n/c | 1 | SEC ↗ |
| 82 | Royal Bank Of Canada | 3.35M | — | $412.29M | 0.1% | n/c | 1 | SEC ↗ |
| 83 | Royal Bank Of Canada | 3.35M | — | $412.29M | 0.1% | n/c | 1 | SEC ↗ |
| 84 | Royal Bank Of Canada | 3.35M | — | $412.29M | 0.1% | n/c | 1 | SEC ↗ |
| 85 | Royal Bank Of Canada | 3.35M | — | $412.29M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Royal Bank Of Canada | 3.35M | — | $412.29M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Royal Bank Of Canada | 3.35M | — | $412.29M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Commonwealth Equity Services, Llc | 3.00M | — | $369.24M | 0.5% | n/c | 1 | SEC ↗ |
| 89 | FIL Ltd | 2.95M | — | $363.63M | 0.3% | n/c | 1 | SEC ↗ |
| 90 | Jones Financial Companies Lllp | 2.85M | — | $351.25M | 0.2% | n/c | 1 | SEC ↗ |
| 91 | Jones Financial Companies Lllp | 2.85M | — | $351.25M | 0.2% | n/c | 1 | SEC ↗ |
| 92 | Osaic Holdings, Inc. | 2.04M | — | $251.42M | 0.4% | n/c | 1 | SEC ↗ |
| 93 | Osaic Holdings, Inc. | 2.04M | — | $251.42M | 0.4% | n/c | 1 | SEC ↗ |
| 94 | Osaic Holdings, Inc. | 2.04M | — | $251.42M | 0.4% | n/c | 1 | SEC ↗ |
| 95 | Osaic Holdings, Inc. | 2.04M | — | $251.42M | 0.4% | n/c | 1 | SEC ↗ |
| 96 | Osaic Holdings, Inc. | 2.04M | — | $251.42M | 0.4% | n/c | 1 | SEC ↗ |
| 97 | HighTower Advisors, LLC | 2.04M | — | $250.91M | 0.3% | n/c | 1 | SEC ↗ |
| 98 | Fidelity (FMR) ✦ | 2.03M | -0.3% | $250.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Fidelity (FMR) ✦ | 2.03M | -0.3% | $250.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Focus Partners Wealth | 1.92M | — | $236.73M | 0.3% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Citadel Advisors | $2.68M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,015 держатели, 361.33M акции, $39.68B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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