Запись по ценной бумаге · архивный квартал
IWB
iShares Russell 1000 ETF · Financial Services · Asset Management - Global
94Отслеживаемые держатели
0Δ держателей
64.47MАкций в держании
$22.94BОтчётная стоимость
+5Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -2.8% · новые чистые позиции 0.0% · формула
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 341.25K | $141.44M | n/a | −1 |
| Q2 2026 | 95 | +3 | 60.96M | $24.87B | +6 | −4 |
| Q1 2026 | 94 | 0 | 64.47M | $22.94B | +5 | −5 |
| Q4 2025 | 93 | +2 | 65.76M | $24.53B | +2 | n/a |
| Q3 2025 | 14 | -2 | 19.66M | $7.19B | n/a | −2 |
| Q2 2025 | 13 | +2 | 12.14M | $4.12B | +2 | n/a |
| Q1 2025 | 8 | -2 | 600.82K | $184.30M | n/a | −2 |
| Q4 2024 | 10 | +3 | 3.05M | $982.02M | +3 | n/a |
| Q3 2024 | 6 | -3 | 201.64K | $63.40M | n/a | −3 |
| Q2 2024 | 9 | n/a | 715.30K | $212.83M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 10.45M | -9.7% | $3.64B | 1.7% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Fidelity (FMR) ✦ | 10.06M | +2.2% | $3.59B | 0.2% | ▲ Add | 4 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 5.16M | +4.9% | $1.84B | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 4 | Envestnet Asset Management Inc | 4.34M | -4.9% | $1.55B | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 5 | Northern Trust Corp | 2.66M | -1.2% | $947.92M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 2.54M | +3.5% | $904.49M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 2.33M | +1.4% | $830.62M | 0.5% | ▲ Add | 2 | SEC ↗ ×8 |
| 8 | Morgan Stanley ✦ | 2.03M | -2.9% | $723.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 9 | Focus Partners Wealth | 1.93M | -1.1% | $689.38M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 10 | BlackRock ✦ (пассивный) | 1.64M | -26.1% | $584.20M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 11 | Wells Fargo & Company/Mn | 1.58M | -1.9% | $563.34M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Northwestern Mutual Wealth… | 1.38M | +4.4% | $492.09M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 1.28M | +9.9% | $456.33M | 0.8% | ▲ Add | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 1.27M | -5.7% | $439.04M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 15 | Goldman Sachs Group ✦ | 1.17M | -15.6% | $416.73M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | UBS Group AG | 1.14M | +25.1% | $405.90M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 17 | Us Bancorp \De\ | 892.18K | +15.0% | $318.12M | 0.4% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Fifth Third Bancorp | 849.98K | +145.7% | $303.07M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 800.12K | +7.4% | $285.30M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Mercer Global Advisors Inc /Adv | 784.74K | -1.0% | $279.81M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 21 | Creative Planning | 642.29K | -2.3% | $229.02M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Raymond James Financial Inc | 592.07K | -6.2% | $211.11M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Mariner, LLC | 580.69K | +6.2% | $207.05M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | HighTower Advisors, LLC | 524.14K | +9.1% | $186.89M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 25 | Millennium Management ✦ | 521.92K | +14.7% | $186.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 479.71K | -2.8% | $174.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Empower Advisory Group, LLC | 442.56K | +44.0% | $157.80M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 429.66K | -5.4% | $153.20M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 29 | Royal Bank Of Canada | 377.12K | -29.6% | $134.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 30 | CIBC Bancorp USA Inc. | 377.75K | n/a | $133.58M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cetera Investment Advisers | 361.08K | +2.4% | $128.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 341.62K | +3.7% | $121.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 33 | Wealth Enhancement Advisory… | 333.62K | -34.4% | $117.95M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 34 | Hsbc Holdings Plc | 325.50K | -49.5% | $116.06M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Lido Advisors, LLC | 272.50K | -3.3% | $97.16M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 229.20K | -1.3% | $81.72M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 37 | Osaic Holdings, Inc. | 206.66K | +11.6% | $73.72M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 38 | Brown Advisory Inc | 203.91K | +1.0% | $72.71M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Schroder Investment Management Group | 205.44K | n/a | $71.22M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Stifel Financial Corp | 192.55K | -24.9% | $68.65M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 41 | Bnp Paribas Financial Markets | 180.27K | -2.6% | $64.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Corient Private Wealth LP | 179.47K | -52.1% | $61.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mml Investors Services, Llc | 169.88K | -2.9% | $60.57M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 168.33K | +11.6% | $60.02M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 45 | Boston Partners | 309 | Новый | $58.97M | 0.1% | New | 1 | SEC ↗ |
| 46 | Bank of New York Mellon Corp | 164.87K | -1.6% | $58.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 47 | Commonwealth Equity Services, Llc | 155.71K | -16.5% | $55.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 138.44K | -9.0% | $49.36M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 49 | Wealthfront Advisers LLC | 129.16K | +12.0% | $46.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 50 | Gotham Asset Management ✦ | 127.79K | +1535.2% | $45.56M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 51 | Two Sigma Investments ✦ | 122.12K | +71.1% | $43.54M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 52 | State Board Of Administration Of… | 119.45K | -11.2% | $42.59M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Franklin Resources Inc | 95.97K | +8.9% | $34.22M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 54 | Quantinno Capital Management LP | 89.51K | +8.8% | $31.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Blair William & Co/Il | 80.89K | +6.2% | $28.84M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 56 | Rhumbline Advisers | 78.55K | -5.5% | $28.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Neuberger Berman Group LLC | 73.88K | -9.9% | $26.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Legal & General Group Plc | 54.67K | +12.9% | $19.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Citigroup Inc | 50.88K | +3.8% | $18.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 60 | Healthcare Of Ontario Pension Plan… | 50.00K | -90.0% | $17.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Jane Street Group, Llc | 47.64K | +275.1% | $16.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 43.89K | +61.9% | $16.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Cwm, Llc | 45.89K | -10.2% | $16.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Kayne Anderson Rudnick Investment… | 39.11K | -10.0% | $13.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Tidal Investments LLC | 18.88K | +7.3% | $6.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Sumitomo Mitsui Trust Group, Inc. | 15.05K | +10.5% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Financial Engines Advisors L.L.C. | 14.31K | -5.3% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | T. Rowe Price ✦ | 14.25K | +0.8% | $5.08M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 69 | Sei Investments Co | 9.56K | +1.7% | $3.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Lazard Asset Management Llc | 8.88K | +0.1% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Chevy Chase Trust Holdings, LLC | 8.73K | -1.1% | $3.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Tudor Investment Corp Et Al | 7.74K | -75.6% | $2.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Hrt Financial Lp | 7.19K | +893.1% | $2.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 6.68K | -25.4% | $2.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Susquehanna International Group, Llp | 6.03K | -81.3% | $2.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Assetmark, Inc | 5.30K | -12.0% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Fisher Asset Management ✦ | 5.06K | -21.1% | $1.80M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 78 | TD Waterhouse Canada Inc. | 3.60K | 0.0% | $1.29M | 0.0% | Held | 2 | SEC ↗ |
| 79 | Cibc World Market Inc. | 2.04K | 0.0% | $727,739 | 0.0% | Held | 2 | SEC ↗ |
| 80 | D. E. Shaw & Co. ✦ | 2.03K | Новый | $723,460 | 0.0% | New | 1 | SEC ↗ |
| 81 | Grantham, Mayo, Van Otterloo & Co.… | 1.82K | Новый | $647,883 | 0.0% | New | 1 | SEC ↗ |
| 82 | Deutsche Bank Ag\ | 1.60K | +71.1% | $569,783 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 83 | Capital International Investors | 1.47K | -82.9% | $510,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | UBS AM, a distinct business unit of… | 1.34K | +91.5% | $476,721 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Capital Research Global Investors | 1.33K | Новый | $462,111 | 0.0% | New | 1 | SEC ↗ |
| 86 | First Manhattan Co. Llc. | 1.21K | -3.2% | $431,081 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | GQG Partners LLC | 1.11K | -93.8% | $395,913 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Fayez Sarofim & Co | 957 | -47.4% | $341,249 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | National Bank Of Canada /Fi/ | 911 | +5973.3% | $324,945 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Victory Capital Management Inc | 903 | +42.6% | $321,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | State Street Global Advisors ✦ (пассивный) | 700 | 0.0% | $249,592 | 0.0% | Held | 6 | SEC ↗ |
| 92 | Allspring Global Investments… | 90 | -22.4% | $32,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Barclays Plc | 40 | Новый | $14,262 | 0.0% | New | 1 | SEC ↗ |
| 94 | ARK Investment Management ✦ | 0 | -100.0% | $125 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Boston Partners | $58.97M | 0.1% |
| D. E. Shaw & Co. | $723,460 | 0.0% |
| Grantham, Mayo, Van Otterloo… | $647,883 | 0.0% |
| Capital Research Global… | $462,111 | 0.0% |
| Barclays Plc | $14,262 | 0.0% |
Закрыто
| Citadel Advisors | $18.07M | составлял 0.0% |
| Renaissance Technologies | $14.53M | составлял 0.0% |
| First Trust Advisors Lp | $8.64M | составлял 0.0% |
| Prudential Financial Inc | $2.39M | составлял 0.0% |
| Qube Research & Technologies… | $960,861 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,458 держатели, 96.26M акции, $34.01B 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 владельцы 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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