증권 기록
IWD
iShares Russell 1000 Value ETF · Financial Services · Asset Management - Global
98추적 보유자
+7Δ 보유자
207.46M보유 주식 수
$50.29B보고 가치
+8신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +7.7% ·
주식 흐름 -0.4% ·
순 신규 포지션 +7.1%
— 산식
소유권 분산 — 보유자 수 증가, 총 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (패시브) | 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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $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 | 신규 | $818,929 | 0.0% | New | 1 | SEC ↗ |
| 92 | Squarepoint Ops LLC | 3.07K | 신규 | $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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| Renaissance Technologies | $20.02M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,881 보유 기관, 258.91M 주식, $54.69B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
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