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Catatan efek · kuartal yang diarsipkan

IVW

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

140.21 +0.9% kapitalisasi pasar $77.56B kuotasi tertunda (FMP) · per Oct 19 22:09 UTC · terpisah dari data pengajuan di bawah

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
87Pemegang yang dilacak
-2Δ pemegang
278.53MSaham yang dipegang
$31.32BNilai yang dilaporkan
+6Posisi baru
−8Keluar
Stable Skor keyakinan 54/100 4 kuartal dengan peningkatan saham yang dilacak ●●●●○○ Cara penghitungan ini dilakukan → Jelaskan ini di Meja Riset →

Input momentum (manajer yang sebanding): keluasan pemegang -2.2% · aliran saham +2.9% · posisi baru bersih -2.3% · formula
Akumulasi terkonsentrasi: saham yang meningkat di antara lebih sedikit pemegang

Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026

Kepemilikan dari waktu ke waktu
KuartalPemegangΔSahamNilai yang dilaporkanBaruKeluar
Q3 2026 2 0 770.84K $110.74M n/a n/a
Q2 2026 86 +1 272.56M $37.39B +7 −7
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 n/a −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 n/a 1.27M $117.63M n/a n/a
Jumlah pemegang
Siapa yang memegangnya · Q1 2026
#ManajerSahamΔ sahamNilaiBobotnyaDipegang
1 Envestnet Asset Management Inc 49.32M +13.0% $5.58B 1.5% ▲ Add 2 SEC ↗
2 JPMorgan Chase ✦ 40.45M -0.6% $4.40B 0.3% ▼ Trim 3 SEC ↗ ×11
3 Morgan Stanley ✦ 34.31M +2.0% $3.88B 0.2% ▲ Add 3 SEC ↗ ×8
4 LPL Financial LLC 20.89M +5.4% $2.36B 0.6% ▲ Add 2 SEC ↗
5 Bank Of America Corp /De/ 19.78M +6.6% $2.24B 0.2% ▲ Add 2 SEC ↗ ×6
6 Wells Fargo & Company/Mn 15.36M +2.2% $1.74B 0.3% ▲ Add 2 SEC ↗ ×5
7 UBS Group AG 8.58M -1.3% $970.33M 0.2% ▼ Trim 2 SEC ↗ ×3
8 Ameriprise Financial Inc 8.01M -5.8% $906.03M 0.2% ▼ Trim 2 SEC ↗ ×4
9 Stifel Financial Corp 7.29M +5.3% $824.74M 0.8% ▲ Add 2 SEC ↗ ×6
10 Pnc Financial Services Group, Inc. 5.39M -0.7% $609.67M 0.4% ▼ Trim 2 SEC ↗ ×8
11 Cwm, Llc 4.78M +0.1% $540.43M 1.4% ▲ Add 2 SEC ↗
12 Cetera Investment Advisers 4.75M +5.4% $537.79M 0.6% ▲ Add 2 SEC ↗
13 BlackRock ✦ (pasif) 4.53M +2.5% $512.58M 0.0% ▲ Add 4 SEC ↗ ×5
14 Goldman Sachs Group ✦ 4.29M +0.3% $484.80M 0.1% ▲ Add 3 SEC ↗ ×4
15 Raymond James Financial Inc 3.89M -10.7% $440.10M 0.1% ▼ Trim 2 SEC ↗ ×3
16 Lido Advisors, LLC 3.87M +2.3% $438.18M 1.7% ▲ Add 2 SEC ↗ ×4
17 Mariner, LLC 3.57M -2.7% $403.31M 0.5% ▼ Trim 2 SEC ↗ ×4
18 Royal Bank Of Canada 3.54M +5.8% $400.58M 0.1% ▲ Add 2 SEC ↗ ×8
19 Mml Investors Services, Llc 3.34M -8.5% $377.33M 1.0% ▼ Trim 2 SEC ↗
20 Commonwealth Equity Services, Llc 3.04M +1.4% $343.53M 0.5% ▲ Add 2 SEC ↗
21 Jones Financial Companies Lllp 2.99M +4.9% $327.90M 0.2% ▲ Add 2 SEC ↗ ×2
22 HighTower Advisors, LLC 2.05M +0.7% $231.96M 0.2% ▲ Add 2 SEC ↗
23 Fidelity (FMR) ✦ 2.05M +0.8% $231.54M 0.0% ▲ Add 4 SEC ↗ ×2
24 Bank of New York Mellon Corp 1.98M +10.7% $223.69M 0.0% ▲ Add 2 SEC ↗ ×7
25 Two Sigma Investments ✦ 1.97M +573.0% $222.90M 0.2% ▲ Add 8 SEC ↗
26 Osaic Holdings, Inc. 1.97M -3.6% $222.44M 0.3% ▼ Trim 2 SEC ↗ ×4
27 Focus Partners Wealth 1.90M -0.9% $215.44M 0.2% ▼ Trim 2 SEC ↗
28 Northwestern Mutual Wealth… 1.65M -2.6% $187.03M 0.1% ▼ Trim 2 SEC ↗
29 Fifth Third Bancorp 1.50M +131.3% $169.42M 0.3% ▲ Add 2 SEC ↗
30 Truist Financial Corp 1.22M +4.7% $138.44M 0.2% ▲ Add 2 SEC ↗ ×2
31 Cerity Partners LLC 1.03M +99.0% $116.56M 0.2% ▲ Add 2 SEC ↗ ×3
32 Rockefeller Capital Management L.P. 885.45K +5.8% $100.15M 0.2% ▲ Add 2 SEC ↗ ×6
33 Baird Financial Group, Inc. 883.78K +0.2% $99.96M 0.2% ▲ Add 2 SEC ↗ ×2
34 Northern Trust Corp 733.82K +0.7% $83.00M 0.0% ▲ Add 2 SEC ↗ ×2
35 Creative Planning 673.36K +3.1% $76.16M 0.1% ▲ Add 2 SEC ↗ ×2
36 Wealth Enhancement Advisory… 603.34K +0.8% $69.18M 0.2% ▲ Add 2 SEC ↗
37 Bank Of Montreal /Can/ 595.64K -3.1% $67.37M 0.0% ▼ Trim 2 SEC ↗ ×4
38 Us Bancorp \De\ 576.34K -38.6% $65.19M 0.1% ▼ Trim 2 SEC ↗ ×4
39 Captrust Financial Advisors 489.34K +2.1% $55.34M 0.1% ▲ Add 2 SEC ↗
40 Mercer Global Advisors Inc /Adv 350.38K -16.0% $39.63M 0.1% ▼ Trim 2 SEC ↗
41 Citigroup Inc 341.83K +4.6% $38.66M 0.0% ▲ Add 2 SEC ↗ ×2
42 Corient Private Wealth LP 346.34K -49.3% $37.35M 0.1% ▼ Trim 2 SEC ↗
43 AQR Capital Management ✦ 334.99K +21.5% $36.42M 0.0% ▲ Add 8 SEC ↗ ×3
44 Quantinno Capital Management LP 251.36K +9.4% $28.43M 0.0% ▲ Add 2 SEC ↗
45 Charles Schwab Investment… 226.39K -4.8% $25.61M 0.0% ▼ Trim 2 SEC ↗
46 Financial Engines Advisors L.L.C. 220.70K -0.4% $24.96M 0.1% ▼ Trim 2 SEC ↗
47 Sei Investments Co 182.28K -1.2% $20.62M 0.0% ▼ Trim 2 SEC ↗
48 Bnp Paribas Financial Markets 178.57K +47.9% $20.20M 0.0% ▲ Add 2 SEC ↗
49 Assetmark, Inc 151.88K +8.0% $17.18M 0.0% ▲ Add 2 SEC ↗
50 Blair William & Co/Il 145.18K -2.7% $16.42M 0.0% ▼ Trim 2 SEC ↗
51 UBS AM, a distinct business unit of… 136.30K +306.8% $15.42M 0.0% ▲ Add 2 SEC ↗
52 Alliancebernstein L.P. 117.22K -6.2% $14.45M 0.0% ▼ Trim 2 SEC ↗
53 Brown Advisory Inc 113.39K -8.5% $12.83M 0.0% ▼ Trim 2 SEC ↗ ×2
54 CIBC Bancorp USA Inc. 81.81K n/a $9.25M 0.0% n/c 1 SEC ↗ ×2
55 Franklin Resources Inc 76.59K -1.2% $8.66M 0.0% ▼ Trim 2 SEC ↗ ×4
56 Gotham Asset Management ✦ 56.42K +2.1% $6.38M 0.0% ▲ Add 5 SEC ↗
57 GAMCO Investors ✦ 53.70K -0.1% $6.07M 0.1% ▼ Trim 8 SEC ↗
58 Susquehanna International Group, Llp 44.22K +202.2% $5.00M 0.0% ▲ Add 2 SEC ↗ ×2
59 Asset Management One Co., Ltd. 42.40K -46.3% $4.80M 0.0% ▼ Trim 2 SEC ↗
60 Prudential Financial Inc 40.27K -71.6% $4.55M 0.0% ▼ Trim 2 SEC ↗
61 Hrt Financial Lp 35.58K +475.0% $4.02M 0.0% ▲ Add 2 SEC ↗
62 First Trust Advisors Lp 30.45K -2.8% $3.44M 0.0% ▼ Trim 2 SEC ↗
63 Tudor Investment Corp Et Al 28.93K +390.4% $3.27M 0.0% ▲ Add 2 SEC ↗
64 Rhumbline Advisers 27.88K 0.0% $3.15M 0.0% Held 2 SEC ↗
65 Fisher Asset Management ✦ 25.67K +0.2% $2.90M 0.0% ▲ Add 6 SEC ↗
66 National Bank Of Canada /Fi/ 17.06K -27.9% $1.93M 0.0% ▼ Trim 2 SEC ↗
67 Neuberger Berman Group LLC 14.49K -7.4% $1.64M 0.0% ▼ Trim 2 SEC ↗
68 Jane Street Group, Llc 13.76K Baru $1.56M 0.0% New 1 SEC ↗ ×2
69 T. Rowe Price ✦ 13.11K Baru $1.48M 0.0% New 1 SEC ↗
70 Empower Advisory Group, LLC 11.90K -24.8% $1.35M 0.0% ▼ Trim 2 SEC ↗
71 Qube Research & Technologies Ltd 10.88K +19.4% $1.23M 0.0% ▲ Add 2 SEC ↗
72 Victory Capital Management Inc 10.08K +74.9% $1.14M 0.0% ▲ Add 2 SEC ↗
73 Russell Investments Group, Ltd. 9.54K +9.1% $1.08M 0.0% ▲ Add 2 SEC ↗
74 TD Waterhouse Canada Inc. 8.56K +0.3% $978,020 0.0% ▲ Add 2 SEC ↗
75 Deutsche Bank Ag\ 8.57K -45.1% $969,805 0.0% ▼ Trim 2 SEC ↗ ×3
76 Optiver Holding B.V. 7.43K Baru $839,955 0.0% New 1 SEC ↗
77 Loomis Sayles & Co L P 5.54K +66.2% $627,095 0.0% ▲ Add 2 SEC ↗
78 IMC-Chicago, LLC 5.49K Baru $620,408 0.0% New 1 SEC ↗
79 Bank Of Nova Scotia 5.28K 0.0% $597,221 0.0% Held 2 SEC ↗
80 Principal Financial Group Inc 4.93K Baru $557,505 0.0% New 1 SEC ↗
81 Kayne Anderson Rudnick Investment… 4.44K 0.0% $501,825 0.0% Held 2 SEC ↗
82 Allspring Global Investments… 2.72K +1911.8% $311,281 0.0% ▲ Add 2 SEC ↗
83 Wealthfront Advisers LLC 2.71K -8.2% $306,415 0.0% ▼ Trim 2 SEC ↗
84 Jennison Associates Llc 2.34K -28.5% $264,926 0.0% ▼ Trim 2 SEC ↗
85 Chevy Chase Trust Holdings, LLC 2.10K -3.7% $238,097 0.0% ▼ Trim 2 SEC ↗
86 Barclays Plc 650 Baru $73,522 0.0% New 1 SEC ↗
87 Lazard Asset Management Llc 640 0.0% $72,390 0.0% Held 2 SEC ↗

"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.

Pembeli baru

Jane Street Group, Llc $1.56M 0.0%
T. Rowe Price $1.48M 0.0%
Optiver Holding B.V. $839,955 0.0%
IMC-Chicago, LLC $620,408 0.0%
Principal Financial Group Inc $557,505 0.0%
Barclays Plc $73,522 0.0%

Telah keluar

FIL Ltd $363.63M adalah 0.3%
Hsbc Holdings Plc $20.70M adalah 0.0%
Invesco Ltd. $2.95M adalah 0.0%
Squarepoint Ops LLC $2.48M adalah 0.0%
Renaissance Technologies $1.59M adalah 0.0%
Massachusetts Financial… $357,454 adalah 0.0%
Cibc World Market Inc. $246,397 adalah 0.0%
Tidal Investments LLC $239,864 adalah 0.0%

Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 2,015 pemegang, 361.33M saham, $39.68B 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 sekuritas ini yang dilacak: 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: Q1 2026 · Metodologi · Dapatkan ini melalui API