Запись по ценной бумаге · архивный квартал
IVW
iShares S&P 500 Growth ETF · Financial Services · Asset Management - Global
87Отслеживаемые держатели
-2Δ держателей
278.53MАкций в держании
$31.32BОтчётная стоимость
+6Новые позиции
−8Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.2% ·
поток акций +2.9% ·
новые чистые позиции -2.3%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 40.45M | -0.6% | $4.40B | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 34.31M | +2.0% | $3.88B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 34.31M | +2.0% | $3.88B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 34.31M | +2.0% | $3.88B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 34.31M | +2.0% | $3.88B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 34.31M | +2.0% | $3.88B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 34.31M | +2.0% | $3.88B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 34.31M | +2.0% | $3.88B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 34.31M | +2.0% | $3.88B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 21 | LPL Financial LLC | 20.89M | +5.4% | $2.36B | 0.6% | ▲ Add | 2 | SEC ↗ |
| 22 | Bank Of America Corp /De/ | 19.78M | +6.6% | $2.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 19.78M | +6.6% | $2.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 19.78M | +6.6% | $2.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 19.78M | +6.6% | $2.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 19.78M | +6.6% | $2.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 19.78M | +6.6% | $2.24B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 15.36M | +2.2% | $1.74B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 15.36M | +2.2% | $1.74B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 15.36M | +2.2% | $1.74B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 15.36M | +2.2% | $1.74B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 15.36M | +2.2% | $1.74B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS Group AG | 8.58M | -1.3% | $970.33M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 34 | UBS Group AG | 8.58M | -1.3% | $970.33M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 35 | UBS Group AG | 8.58M | -1.3% | $970.33M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 8.01M | -5.8% | $906.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 8.01M | -5.8% | $906.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 8.01M | -5.8% | $906.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 39 | Ameriprise Financial Inc | 8.01M | -5.8% | $906.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 40 | Stifel Financial Corp | 7.29M | +5.3% | $824.74M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 41 | Stifel Financial Corp | 7.29M | +5.3% | $824.74M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 42 | Stifel Financial Corp | 7.29M | +5.3% | $824.74M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 43 | Stifel Financial Corp | 7.29M | +5.3% | $824.74M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 7.29M | +5.3% | $824.74M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 7.29M | +5.3% | $824.74M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 5.39M | -0.7% | $609.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 5.39M | -0.7% | $609.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 5.39M | -0.7% | $609.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 5.39M | -0.7% | $609.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 5.39M | -0.7% | $609.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 5.39M | -0.7% | $609.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 5.39M | -0.7% | $609.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 5.39M | -0.7% | $609.67M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 54 | Cwm, Llc | 4.78M | +0.1% | $540.43M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 55 | Cetera Investment Advisers | 4.75M | +5.4% | $537.79M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 56 | BlackRock ✦ (пассивный) | 4.53M | +2.5% | $512.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | BlackRock ✦ (пассивный) | 4.53M | +2.5% | $512.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | BlackRock ✦ (пассивный) | 4.53M | +2.5% | $512.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | BlackRock ✦ (пассивный) | 4.53M | +2.5% | $512.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | BlackRock ✦ (пассивный) | 4.53M | +2.5% | $512.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 4.29M | +0.3% | $484.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 4.29M | +0.3% | $484.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 4.29M | +0.3% | $484.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 4.29M | +0.3% | $484.80M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 65 | Raymond James Financial Inc | 3.89M | -10.7% | $440.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Raymond James Financial Inc | 3.89M | -10.7% | $440.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Raymond James Financial Inc | 3.89M | -10.7% | $440.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Lido Advisors, LLC | 3.87M | +2.3% | $438.18M | 1.7% | ▲ Add | 2 | SEC ↗ |
| 69 | Lido Advisors, LLC | 3.87M | +2.3% | $438.18M | 1.7% | ▲ Add | 2 | SEC ↗ |
| 70 | Lido Advisors, LLC | 3.87M | +2.3% | $438.18M | 1.7% | ▲ Add | 2 | SEC ↗ |
| 71 | Lido Advisors, LLC | 3.87M | +2.3% | $438.18M | 1.7% | ▲ Add | 2 | SEC ↗ |
| 72 | Mariner, LLC | 3.57M | -2.7% | $403.31M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 73 | Mariner, LLC | 3.57M | -2.7% | $403.31M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 74 | Mariner, LLC | 3.57M | -2.7% | $403.31M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 75 | Mariner, LLC | 3.57M | -2.7% | $403.31M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 76 | Royal Bank Of Canada | 3.54M | +5.8% | $400.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Royal Bank Of Canada | 3.54M | +5.8% | $400.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 78 | Royal Bank Of Canada | 3.54M | +5.8% | $400.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Royal Bank Of Canada | 3.54M | +5.8% | $400.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Royal Bank Of Canada | 3.54M | +5.8% | $400.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Royal Bank Of Canada | 3.54M | +5.8% | $400.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Royal Bank Of Canada | 3.54M | +5.8% | $400.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Royal Bank Of Canada | 3.54M | +5.8% | $400.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Mml Investors Services, Llc | 3.34M | -8.5% | $377.33M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Commonwealth Equity Services, Llc | 3.04M | +1.4% | $343.53M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 86 | Jones Financial Companies Lllp | 2.99M | +4.9% | $327.90M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 87 | Jones Financial Companies Lllp | 2.99M | +4.9% | $327.90M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 88 | HighTower Advisors, LLC | 2.05M | +0.7% | $231.96M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 89 | Fidelity (FMR) ✦ | 2.05M | +0.8% | $231.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 90 | Fidelity (FMR) ✦ | 2.05M | +0.8% | $231.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 1.98M | +10.7% | $223.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 1.98M | +10.7% | $223.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 1.98M | +10.7% | $223.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 1.98M | +10.7% | $223.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 1.98M | +10.7% | $223.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 1.98M | +10.7% | $223.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 1.98M | +10.7% | $223.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | Two Sigma Investments ✦ | 1.97M | +573.0% | $222.90M | 0.2% | ▲ Add | 8 | SEC ↗ |
| 99 | Osaic Holdings, Inc. | 1.97M | -3.6% | $222.44M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 100 | Osaic Holdings, Inc. | 1.97M | -3.6% | $222.44M | 0.3% | ▼ Trim | 2 | 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
| FIL Ltd | $363.63M | составлял 0.3% |
| Hsbc Holdings Plc | $20.70M | составлял 0.0% |
| Invesco Ltd. | $2.95M | составлял 0.0% |
| Squarepoint Ops LLC | $2.48M | составлял 0.0% |
| Renaissance Technologies | $1.59M | составлял 0.0% |
| Massachusetts Financial… | $357,454 | составлял 0.0% |
| Cibc World Market Inc. | $246,397 | составлял 0.0% |
| Tidal Investments LLC | $239,864 | 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: Q1 2026 ·
Методология ·
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