Catatan efek
IWD
iShares Russell 1000 Value ETF · Financial Services · Asset Management - Global
98Pemegang yang dilacak
+7Δ pemegang
207.46MSaham yang dipegang
$50.29BNilai yang dilaporkan
+8Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +7.7% ·
aliran saham -0.4% ·
posisi baru bersih +7.1%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | +7 | 207.46M | $50.29B | +8 | −1 |
| 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 | — |
| 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 | — | 115.60K | $20.17M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 44.71M | -3.1% | $10.84B | 0.7% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | Morgan Stanley ✦ | 40.66M | -3.7% | $9.86B | 0.5% | ▼ Trim | 4 | SEC ↗ ×12 |
| 3 | Goldman Sachs Group ✦ | 11.51M | -1.1% | $2.79B | 0.3% | ▼ Trim | 4 | SEC ↗ ×5 |
| 4 | Fidelity (FMR) ✦ | 8.90M | -4.2% | $2.16B | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Ameriprise Financial Inc | 8.64M | +625.2% | $2.10B | 0.4% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | JPMorgan Chase ✦ | 8.50M | -1.7% | $2.06B | 0.1% | ▼ Trim | 4 | SEC ↗ ×10 |
| 7 | Financial Engines Advisors L.L.C. | 7.90M | -1.5% | $1.91B | 3.4% | ▼ Trim | 3 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 6.72M | -2.5% | $1.63B | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 6.33M | -3.9% | $1.53B | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Baird Financial Group, Inc. | 6.19M | +2.8% | $1.50B | 2.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 5.69M | +13.4% | $1.38B | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | Raymond James Financial Inc | 5.23M | -5.1% | $1.27B | 0.3% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Northern Trust Corp | 4.16M | -19.3% | $1.01B | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | LPL Financial LLC | 4.04M | -5.6% | $980.14M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 3.41M | +0.7% | $826.93M | 0.4% | ▲ Add | 3 | SEC ↗ ×8 |
| 16 | Prudential Financial Inc | 3.11M | -16.8% | $753.40M | 0.8% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Jones Financial Companies Lllp | 2.72M | +2.9% | $659.85M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Royal Bank Of Canada | 2.19M | -1.4% | $530.30M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 19 | Truist Financial Corp | 2.14M | -0.8% | $519.63M | 0.6% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Stifel Financial Corp | 1.82M | +24.3% | $441.69M | 0.4% | ▲ Add | 3 | SEC ↗ ×6 |
| 21 | Commonwealth Equity Services, Llc | 1.60M | -0.3% | $388.25M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.53M | -0.3% | $372.03M | 0.6% | ▼ Trim | 3 | SEC ↗ ×5 |
| 23 | Focus Partners Wealth | 1.42M | +0.2% | $343.43M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 24 | Cetera Investment Advisers | 1.25M | +1.3% | $301.98M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 25 | Citigroup Inc | 1.17M | +6.7% | $284.19M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Fifth Third Bancorp | 1.15M | -3.3% | $279.41M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 1.04M | -4.4% | $252.59M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cerity Partners LLC | 848.03K | +4.0% | $205.59M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 29 | Us Bancorp \De\ | 793.38K | -0.9% | $192.34M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Bank of New York Mellon Corp | 786.85K | -12.9% | $190.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 31 | Osaic Holdings, Inc. | 785.47K | +10.1% | $190.42M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 32 | Victory Capital Management Inc | 742.32K | -4.9% | $179.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 33 | Brown Advisory Inc | 730.58K | -1.1% | $177.12M | 0.3% | ▼ Trim | 3 | SEC ↗ ×4 |
| 34 | Franklin Resources Inc | 663.22K | -72.0% | $160.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 35 | Creative Planning | 509.09K | -5.2% | $123.42M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Wealth Enhancement Advisory… | 494.17K | -0.7% | $121.98M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 37 | Captrust Financial Advisors | 461.55K | +6.0% | $111.89M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 38 | Mariner, LLC | 453.55K | -5.2% | $109.96M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 39 | Corient Private Wealth LP | 451.88K | -42.2% | $109.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 414.67K | -10.0% | $100.53M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Bank Of Nova Scotia | 360.68K | -15.2% | $87.44M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | BlackRock ✦ (pasif) | 337.49K | -47.3% | $81.82M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 43 | Alliancebernstein L.P. | 362.55K | +77.4% | $77.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Nuveen, LLC | 319.03K | +87.3% | $77.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 45 | Bnp Paribas Financial Markets | 307.07K | -61.9% | $74.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 304.24K | -24.1% | $73.76M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 301.35K | +6.6% | $73.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 48 | Lido Advisors, LLC | 284.96K | -8.0% | $69.08M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 49 | Caisse De Depot Et Placement Du… | 281.98K | Baru | $68.36M | 0.1% | New | 1 | SEC ↗ |
| 50 | Mercer Global Advisors Inc /Adv | 257.41K | +11.4% | $62.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Blair William & Co/Il | 232.98K | -10.3% | $56.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 220.73K | +16.1% | $53.51M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 53 | AQR Capital Management ✦ | 211.83K | +9.0% | $51.36M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 54 | American Century Companies Inc | 158.92K | -29.1% | $38.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Quantinno Capital Management LP | 156.17K | +17.9% | $37.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Hsbc Holdings Plc | 151.93K | +0.1% | $36.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 57 | Massachusetts Financial Services Co… | 129.44K | -52.1% | $31.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Boston Partners | 127.62K | -36.9% | $31.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 59 | Gotham Asset Management ✦ | 116.88K | +1.4% | $28.34M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 60 | Sei Investments Co | 89.85K | +5.8% | $21.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 61 | Voya Investment Management Llc | 85.61K | -12.3% | $20.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 62 | Tudor Investment Corp Et Al | 76.31K | +2602.2% | $18.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 67.59K | Baru | $16.39M | 0.0% | New | 1 | SEC ↗ |
| 64 | Neuberger Berman Group LLC | 60.83K | -46.2% | $14.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 65 | Aristotle Capital Management, LLC | 55.77K | +27.7% | $13.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | D. E. Shaw & Co. ✦ | 50.58K | Baru | $12.26M | 0.0% | New | 1 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 49.70K | -23.5% | $12.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Kayne Anderson Rudnick Investment… | 41.89K | -85.3% | $10.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Two Sigma Investments ✦ | 39.17K | -88.2% | $9.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Cibc World Market Inc. | 33.30K | +1753.9% | $8.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Toronto Dominion Bank | 31.91K | Baru | $7.74M | 0.0% | New | 1 | SEC ↗ |
| 72 | Millennium Management ✦ | 31.33K | +159.3% | $7.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 73 | Loomis Sayles & Co L P | 30.89K | -1.8% | $7.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Assetmark, Inc | 25.40K | +6.8% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Principal Financial Group Inc | 24.44K | -3.4% | $5.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 76 | Rhumbline Advisers | 24.20K | -4.9% | $5.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Legal & General Group Plc | 19.75K | +87.1% | $4.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Allspring Global Investments… | 13.77K | -57.6% | $3.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 79 | Capital World Investors ✦ | 12.56K | +11.7% | $3.05M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 80 | Capital International Investors | 11.42K | +5.2% | $2.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | GAMCO Investors ✦ | 11.00K | 0.0% | $2.67M | 0.0% | Held | 9 | SEC ↗ |
| 82 | Marshall Wace ✦ | 9.75K | Baru | $2.36M | 0.0% | New | 1 | SEC ↗ ×2 |
| 83 | Qube Research & Technologies Ltd | 9.74K | +25.2% | $2.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Deutsche Bank Ag\ | 9.09K | -0.8% | $2.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 85 | Fisher Asset Management ✦ | 9.03K | -34.5% | $2.19M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 86 | First Manhattan Co. Llc. | 7.69K | +9.4% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Russell Investments Group, Ltd. | 5.91K | +3.7% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | First Trust Advisors Lp | 5.15K | +356.4% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Susquehanna International Group, Llp | 4.60K | Baru | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 90 | T. Rowe Price ✦ | 4.24K | -32.0% | $1.03M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 91 | Wellington Management ✦ | 3.38K | Baru | $818,929 | 0.0% | New | 1 | SEC ↗ |
| 92 | Squarepoint Ops LLC | 3.07K | Baru | $745,230 | 0.0% | New | 1 | SEC ↗ |
| 93 | Invesco Ltd. | 2.84K | +18.6% | $689,405 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Empower Advisory Group, LLC | 2.60K | -12.2% | $631,205 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Nomura Asset Management… | 1.64K | -71.2% | $396,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | TD Waterhouse Canada Inc. | 1.27K | +83.9% | $309,494 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Wealthfront Advisers LLC | 1.27K | +3.2% | $307,644 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Schroder Investment Management Group | 600 | 0.0% | $145,458 | 0.0% | Held | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Caisse De Depot Et Placement… | $68.36M | 0.1% |
| Citadel Advisors | $16.39M | 0.0% |
| D. E. Shaw & Co. | $12.26M | 0.0% |
| Toronto Dominion Bank | $7.74M | 0.0% |
| Marshall Wace | $2.36M | 0.0% |
| Susquehanna International… | $1.12M | 0.0% |
| Wellington Management | $818,929 | 0.0% |
| Squarepoint Ops LLC | $745,230 | 0.0% |
Telah keluar
| Renaissance Technologies | $20.02M | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API