Catatan efek · kuartal yang diarsipkan
IWD
iShares Russell 1000 Value ETF · Financial Services · Asset Management - Global
99Pemegang yang dilacak
+1Δ pemegang
210.12MSaham yang dipegang
$44.20BNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.0% ·
aliran saham -2.9% ·
posisi baru bersih +1.0%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 97 | +7 | 206.42M | $50.04B | +8 | −2 |
| Q1 2026 | 92 | -8 | 208.41M | $44.48B | +1 | −9 |
| Q4 2025 | 99 | +1 | 210.12M | $44.20B | +2 | −1 |
| Q3 2025 | 15 | +1 | 76.15M | $15.50B | +1 | n/a |
| Q2 2025 | 11 | -2 | 9.72M | $1.89B | +2 | −4 |
| Q1 2025 | 10 | -1 | 260.42K | $48.98M | +2 | −3 |
| Q4 2024 | 11 | +3 | 449.68K | $83.24M | +4 | −1 |
| Q3 2024 | 8 | +1 | 117.56K | $22.31M | +2 | −1 |
| Q2 2024 | 7 | n/a | 115.60K | $20.17M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 52.26M | n/a | $10.99B | 0.8% | n/c | 1 | SEC ↗ ×7 |
| 2 | Morgan Stanley ✦ | 39.66M | +9.0% | $8.34B | 0.5% | ▲ Add | 2 | SEC ↗ ×11 |
| 3 | Goldman Sachs Group ✦ | 11.56M | +2.0% | $2.43B | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | JPMorgan Chase ✦ | 9.25M | -48.1% | $1.95B | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 5 | Fidelity (FMR) ✦ | 8.61M | -12.7% | $1.81B | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Financial Engines Advisors L.L.C. | 8.42M | n/a | $1.77B | 3.4% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 7.75M | n/a | $1.63B | 0.5% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 6.61M | n/a | $1.39B | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 5.90M | n/a | $1.24B | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 10 | Baird Financial Group, Inc. | 5.85M | n/a | $1.23B | 1.9% | n/c | 1 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 5.38M | n/a | $1.13B | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 12 | Northern Trust Corp | 4.93M | n/a | $1.04B | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 13 | LPL Financial LLC | 4.29M | n/a | $902.46M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 3.56M | n/a | $748.30M | 0.4% | n/c | 1 | SEC ↗ ×8 |
| 15 | Prudential Financial Inc | 3.42M | n/a | $725.36M | 0.9% | n/c | 1 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 2.54M | n/a | $534.40M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 17 | Truist Financial Corp | 2.34M | n/a | $493.16M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 18 | Stifel Financial Corp | 1.92M | n/a | $403.08M | 0.4% | n/c | 1 | SEC ↗ ×6 |
| 19 | Commonwealth Equity Services, Llc | 1.73M | n/a | $363.05M | 0.5% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 1.64M | n/a | $341.77M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 21 | Jones Financial Companies Lllp | 1.51M | n/a | $317.05M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 22 | Rockefeller Capital Management L.P. | 1.44M | n/a | $303.00M | 0.5% | n/c | 1 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 1.41M | n/a | $297.15M | 0.3% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 1.40M | n/a | $294.08M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 25 | Cetera Investment Advisers | 1.30M | n/a | $272.51M | 0.3% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 1.25M | n/a | $262.97M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 27 | HighTower Advisors, LLC | 1.10M | n/a | $231.29M | 0.3% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 1.05M | n/a | $221.53M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 858.29K | n/a | $180.53M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 30 | Us Bancorp \De\ | 824.09K | n/a | $173.34M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 31 | Wealth Enhancement Advisory… | 652.03K | n/a | $141.21M | 0.2% | n/c | 1 | SEC ↗ |
| 32 | Brown Advisory Inc | 619.82K | n/a | $130.37M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 33 | Osaic Holdings, Inc. | 611.24K | n/a | $128.53M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 34 | Creative Planning | 539.46K | n/a | $113.47M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 35 | Mariner, LLC | 531.50K | n/a | $111.79M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 36 | Mml Investors Services, Llc | 455.28K | n/a | $95.76M | 0.2% | n/c | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 452.28K | n/a | $95.13M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 38 | Northwestern Mutual Wealth… | 449.48K | n/a | $94.54M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Bank Of Nova Scotia | 433.88K | n/a | $91.26M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 40 | Alliancebernstein L.P. | 415.95K | n/a | $87.49M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Captrust Financial Advisors | 414.31K | n/a | $87.15M | 0.2% | n/c | 1 | SEC ↗ |
| 42 | Franklin Resources Inc | 410.41K | n/a | $86.33M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 43 | BlackRock ✦ (pasif) | 369.44K | -22.0% | $77.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 44 | Hsbc Holdings Plc | 283.75K | n/a | $59.68M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 45 | American Century Companies Inc | 282.35K | n/a | $59.39M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Fifth Third Bancorp | 280.88K | n/a | $59.08M | 0.2% | n/c | 1 | SEC ↗ |
| 47 | Boston Partners | 273.93K | n/a | $58.43M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 48 | Bank Of Montreal /Can/ | 252.53K | n/a | $53.12M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 49 | Blair William & Co/Il | 248.74K | n/a | $52.32M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Nuveen, LLC | 239.70K | n/a | $50.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Mercer Global Advisors Inc /Adv | 208.61K | n/a | $43.88M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Massachusetts Financial Services Co… | 190.79K | n/a | $40.13M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Lido Advisors, LLC | 182.34K | n/a | $37.84M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 54 | AQR Capital Management ✦ | 154.84K | +9.2% | $32.57M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 55 | Kayne Anderson Rudnick Investment… | 148.11K | n/a | $31.15M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Aristotle Capital Management, LLC | 145.91K | n/a | $30.69M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Neuberger Berman Group LLC | 113.88K | n/a | $23.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 58 | Cwm, Llc | 113.08K | n/a | $23.79M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 95.58K | n/a | $20.11M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Gotham Asset Management ✦ | 80.80K | +29.0% | $17.00M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 61 | Healthcare Of Ontario Pension Plan… | 60.00K | n/a | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Jane Street Group, Llc | 55.24K | n/a | $11.62M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Allspring Global Investments… | 41.18K | n/a | $8.74M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Voya Investment Management Llc | 36.57K | n/a | $7.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Sei Investments Co | 35.03K | n/a | $7.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 66 | Principal Financial Group Inc | 32.11K | n/a | $6.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 67 | Assetmark, Inc | 32.04K | n/a | $6.74M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | The Vanguard Group ✦ (pasif) | 31.71K | +0.5% | $6.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 69 | Loomis Sayles & Co L P | 31.47K | n/a | $6.62M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | UBS AM, a distinct business unit of… | 29.53K | n/a | $6.21M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Tudor Investment Corp Et Al | 29.40K | n/a | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Rhumbline Advisers | 23.82K | n/a | $5.01M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Clearbridge Investments, LLC | 23.06K | n/a | $4.85M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Millennium Management ✦ | 22.70K | +863.7% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Capital World Investors ✦ | 22.32K | +216.2% | $4.73M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 22.03K | n/a | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Qube Research & Technologies Ltd | 21.62K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Capital International Investors | 20.86K | n/a | $4.42M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Legal & General Group Plc | 20.12K | n/a | $4.25M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wellington Management ✦ | 19.27K | Baru | $4.05M | 0.0% | New | 1 | SEC ↗ |
| 81 | Fisher Asset Management ✦ | 14.72K | +17.0% | $3.10M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 82 | Deutsche Bank Ag\ | 13.55K | n/a | $2.85M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 83 | Victory Capital Management Inc | 13.10K | n/a | $2.76M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | GAMCO Investors ✦ | 11.00K | 0.0% | $2.31M | 0.0% | Held | 7 | SEC ↗ |
| 85 | Two Sigma Investments ✦ | 10.01K | Baru | $2.10M | 0.0% | New | 1 | SEC ↗ |
| 86 | First Manhattan Co. Llc. | 7.95K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 5.88K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Invesco Ltd. | 5.50K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 89 | Hrt Financial Lp | 4.46K | n/a | $938,000 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | T. Rowe Price ✦ | 3.27K | -46.7% | $687,000 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 91 | Empower Advisory Group, LLC | 3.26K | n/a | $685,006 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Renaissance Technologies ✦ | 3.10K | -20.5% | $652,054 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Barclays Plc | 2.70K | n/a | $567,918 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Belvedere Trading LLC | 1.65K | n/a | $347,482 | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Cibc World Market Inc. | 1.65K | n/a | $346,220 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | First Trust Advisors Lp | 1.59K | n/a | $334,230 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Wealthfront Advisers LLC | 1.40K | n/a | $294,686 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | TD Waterhouse Canada Inc. | 955 | n/a | $200,846 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Federated Hermes, Inc. | 332 | n/a | $69,833 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Wellington Management | $4.05M | 0.0% |
| Two Sigma Investments | $2.10M | 0.0% |
Telah keluar
| Citadel Advisors | $852,635 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,881 pemegang, 258.91M saham, $54.69B 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API