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界面语言
证券记录 · 已归档季度

IWB

iShares Russell 1000 ETF · Financial Services · Asset Management - Global

419.64 0.0% 市值 $48.93B 报价延迟(FMP) · 截至 Aug 26 21:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
97被追踪持有人
+4Δ持有人
61.49M持有股份
$25.09B报告持仓市值
+7新建仓位
−3清仓
Stable 确信度评分 37/100 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +4.3% · 股份流向 -4.6% · 净新建仓位 +4.1%公式
持股分散化 — 持有人增多,合计持仓比例缩小

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 97 +4 61.49M $25.09B +7 −3
Q1 2026 94 0 64.47M $22.94B +5 −5
Q4 2025 93 +2 65.76M $24.53B +2
Q3 2025 14 -2 19.66M $7.19B −2
Q2 2025 13 +2 12.14M $4.12B +2
Q1 2025 8 -2 600.82K $184.30M −2
Q4 2024 10 +3 3.05M $982.02M +3
Q3 2024 6 -3 201.64K $63.40M −3
Q2 2024 9 715.30K $212.83M
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 Fidelity (FMR) 9.94M -1.2% $4.07B 0.2% ▼ Trim 5 SEC ↗
2 Fidelity (FMR) 9.94M -1.2% $4.07B 0.2% ▼ Trim 5 SEC ↗
3 Jones Financial Companies Lllp 8.71M -16.7% $3.48B 1.4% ▼ Trim 3 SEC ↗
4 Jones Financial Companies Lllp 8.71M -16.7% $3.48B 1.4% ▼ Trim 3 SEC ↗
5 Bank Of America Corp /De/ 4.57M -11.4% $1.87B 0.1% ▼ Trim 3 SEC ↗
6 Bank Of America Corp /De/ 4.57M -11.4% $1.87B 0.1% ▼ Trim 3 SEC ↗
7 Bank Of America Corp /De/ 4.57M -11.4% $1.87B 0.1% ▼ Trim 3 SEC ↗
8 Bank Of America Corp /De/ 4.57M -11.4% $1.87B 0.1% ▼ Trim 3 SEC ↗
9 Bank Of America Corp /De/ 4.57M -11.4% $1.87B 0.1% ▼ Trim 3 SEC ↗
10 Bank Of America Corp /De/ 4.57M -11.4% $1.87B 0.1% ▼ Trim 3 SEC ↗
11 Envestnet Asset Management Inc 3.91M -10.0% $1.60B 0.4% ▼ Trim 3 SEC ↗
12 Northern Trust Corp 2.55M -4.0% $1.04B 0.1% ▼ Trim 3 SEC ↗
13 Northern Trust Corp 2.55M -4.0% $1.04B 0.1% ▼ Trim 3 SEC ↗
14 LPL Financial LLC 2.54M +0.3% $1.04B 0.2% ▲ Add 3 SEC ↗
15 Pnc Financial Services Group, Inc. 2.31M -0.7% $947.33M 0.5% ▼ Trim 3 SEC ↗
16 Pnc Financial Services Group, Inc. 2.31M -0.7% $947.33M 0.5% ▼ Trim 3 SEC ↗
17 Pnc Financial Services Group, Inc. 2.31M -0.7% $947.33M 0.5% ▼ Trim 3 SEC ↗
18 Pnc Financial Services Group, Inc. 2.31M -0.7% $947.33M 0.5% ▼ Trim 3 SEC ↗
19 Pnc Financial Services Group, Inc. 2.31M -0.7% $947.33M 0.5% ▼ Trim 3 SEC ↗
20 Pnc Financial Services Group, Inc. 2.31M -0.7% $947.33M 0.5% ▼ Trim 3 SEC ↗
21 Pnc Financial Services Group, Inc. 2.31M -0.7% $947.33M 0.5% ▼ Trim 3 SEC ↗
22 Pnc Financial Services Group, Inc. 2.31M -0.7% $947.33M 0.5% ▼ Trim 3 SEC ↗
23 BlackRock (被动) 2.29M +39.8% $937.75M 0.0% ▲ Add 5 SEC ↗
24 BlackRock (被动) 2.29M +39.8% $937.75M 0.0% ▲ Add 5 SEC ↗
25 BlackRock (被动) 2.29M +39.8% $937.75M 0.0% ▲ Add 5 SEC ↗
26 BlackRock (被动) 2.29M +39.8% $937.75M 0.0% ▲ Add 5 SEC ↗
27 BlackRock (被动) 2.29M +39.8% $937.75M 0.0% ▲ Add 5 SEC ↗
28 BlackRock (被动) 2.29M +39.8% $937.75M 0.0% ▲ Add 5 SEC ↗
29 BlackRock (被动) 2.29M +39.8% $937.75M 0.0% ▲ Add 5 SEC ↗
30 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
31 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
32 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
33 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
34 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
35 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
36 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
37 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
38 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
39 Morgan Stanley 2.04M +0.6% $835.74M 0.0% ▲ Add 4 SEC ↗
40 Focus Partners Wealth 1.86M -3.8% $761.41M 0.8% ▼ Trim 3 SEC ↗
41 JPMorgan Chase 1.63M +29.1% $664.07M 0.0% ▲ Add 4 SEC ↗
42 JPMorgan Chase 1.63M +29.1% $664.07M 0.0% ▲ Add 4 SEC ↗
43 JPMorgan Chase 1.63M +29.1% $664.07M 0.0% ▲ Add 4 SEC ↗
44 JPMorgan Chase 1.63M +29.1% $664.07M 0.0% ▲ Add 4 SEC ↗
45 JPMorgan Chase 1.63M +29.1% $664.07M 0.0% ▲ Add 4 SEC ↗
46 JPMorgan Chase 1.63M +29.1% $664.07M 0.0% ▲ Add 4 SEC ↗
47 JPMorgan Chase 1.63M +29.1% $664.07M 0.0% ▲ Add 4 SEC ↗
48 JPMorgan Chase 1.63M +29.1% $664.07M 0.0% ▲ Add 4 SEC ↗
49 Wells Fargo & Company/Mn 1.58M -0.1% $646.12M 0.1% ▼ Trim 3 SEC ↗
50 Wells Fargo & Company/Mn 1.58M -0.1% $646.12M 0.1% ▼ Trim 3 SEC ↗
51 Wells Fargo & Company/Mn 1.58M -0.1% $646.12M 0.1% ▼ Trim 3 SEC ↗
52 Wells Fargo & Company/Mn 1.58M -0.1% $646.12M 0.1% ▼ Trim 3 SEC ↗
53 Northwestern Mutual Wealth… 1.34M -3.1% $547.67M 0.3% ▼ Trim 3 SEC ↗
54 Captrust Financial Advisors 1.27M -0.7% $520.27M 0.8% ▼ Trim 3 SEC ↗
55 UBS Group AG 1.14M 0.0% $466.25M 0.1% ▲ Add 3 SEC ↗
56 UBS Group AG 1.14M 0.0% $466.25M 0.1% ▲ Add 3 SEC ↗
57 UBS Group AG 1.14M 0.0% $466.25M 0.1% ▲ Add 3 SEC ↗
58 UBS Group AG 1.14M 0.0% $466.25M 0.1% ▲ Add 3 SEC ↗
59 Goldman Sachs Group 1.08M -7.4% $443.07M 0.0% ▼ Trim 4 SEC ↗
60 Goldman Sachs Group 1.08M -7.4% $443.07M 0.0% ▼ Trim 4 SEC ↗
61 Goldman Sachs Group 1.08M -7.4% $443.07M 0.0% ▼ Trim 4 SEC ↗
62 Goldman Sachs Group 1.08M -7.4% $443.07M 0.0% ▼ Trim 4 SEC ↗
63 Us Bancorp \De\ 856.68K -4.0% $350.81M 0.4% ▼ Trim 3 SEC ↗
64 Us Bancorp \De\ 856.68K -4.0% $350.81M 0.4% ▼ Trim 3 SEC ↗
65 Us Bancorp \De\ 856.68K -4.0% $350.81M 0.4% ▼ Trim 3 SEC ↗
66 Us Bancorp \De\ 856.68K -4.0% $350.81M 0.4% ▼ Trim 3 SEC ↗
67 Fifth Third Bancorp 833.09K -2.0% $341.15M 0.6% ▼ Trim 3 SEC ↗
68 Cerity Partners LLC 815.66K +1.9% $334.01M 0.4% ▲ Add 3 SEC ↗
69 Cerity Partners LLC 815.66K +1.9% $334.01M 0.4% ▲ Add 3 SEC ↗
70 Cerity Partners LLC 815.66K +1.9% $334.01M 0.4% ▲ Add 3 SEC ↗
71 Cerity Partners LLC 815.66K +1.9% $334.01M 0.4% ▲ Add 3 SEC ↗
72 Mercer Global Advisors Inc /Adv 721.48K -8.1% $295.45M 0.4% ▼ Trim 3 SEC ↗
73 Creative Planning 651.22K +1.4% $266.67M 0.2% ▲ Add 3 SEC ↗
74 Creative Planning 651.22K +1.4% $266.67M 0.2% ▲ Add 3 SEC ↗
75 Mariner, LLC 566.20K -2.5% $231.86M 0.2% ▼ Trim 3 SEC ↗
76 Mariner, LLC 566.20K -2.5% $231.86M 0.2% ▼ Trim 3 SEC ↗
77 Raymond James Financial Inc 565.17K -4.5% $231.44M 0.1% ▼ Trim 3 SEC ↗
78 Raymond James Financial Inc 565.17K -4.5% $231.44M 0.1% ▼ Trim 3 SEC ↗
79 Raymond James Financial Inc 565.17K -4.5% $231.44M 0.1% ▼ Trim 3 SEC ↗
80 HighTower Advisors, LLC 524.62K +0.1% $214.83M 0.2% ▲ Add 3 SEC ↗
81 Ameriprise Financial Inc 482.32K +0.5% $197.63M 0.0% ▲ Add 3 SEC ↗
82 Ameriprise Financial Inc 482.32K +0.5% $197.63M 0.0% ▲ Add 3 SEC ↗
83 Ameriprise Financial Inc 482.32K +0.5% $197.63M 0.0% ▲ Add 3 SEC ↗
84 Ameriprise Financial Inc 482.32K +0.5% $197.63M 0.0% ▲ Add 3 SEC ↗
85 Empower Advisory Group, LLC 430.49K -2.7% $176.29M 0.4% ▼ Trim 3 SEC ↗
86 Truist Financial Corp 410.93K -4.4% $168.28M 0.2% ▼ Trim 3 SEC ↗
87 Truist Financial Corp 410.93K -4.4% $168.28M 0.2% ▼ Trim 3 SEC ↗
88 Truist Financial Corp 410.93K -4.4% $168.28M 0.2% ▼ Trim 3 SEC ↗
89 Cetera Investment Advisers 381.18K +5.6% $156.09M 0.1% ▲ Add 3 SEC ↗
90 CIBC Bancorp USA Inc. 380.08K +0.6% $155.64M 0.2% ▲ Add 2 SEC ↗
91 CIBC Bancorp USA Inc. 380.08K +0.6% $155.64M 0.2% ▲ Add 2 SEC ↗
92 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗
93 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗
94 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗
95 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗
96 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗
97 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗
98 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗
99 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗
100 Royal Bank Of Canada 352.34K -6.6% $144.28M 0.0% ▼ Trim 3 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

本季度无新增被追踪买入方。

已清仓

D. E. Shaw & Co. $723,460 曾为 0.0%
Grantham, Mayo, Van Otterloo… $647,883 曾为 0.0%
ARK Investment Management $125 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1,458 持有人, 96.26M 股份, $34.01B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q2 2026 · 方法论 · 通过API获取此数据