Запись по ценной бумаге · архивный квартал
IWF
iShares Russell 1000 Growth ETF · Financial Services · Asset Management - Global
105Отслеживаемые держатели
+1Δ держателей
145.24MАкций в держании
$68.69BОтчётная стоимость
+1Новые позиции
−0Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.0% ·
поток акций -4.9% ·
новые чистые позиции +1.0%
· формула
Фрагментация владения: больше держателей при меньшей совокупной доле
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 1.33M | $167.68M | n/a | n/a |
| Q2 2026 | 101 | +1 | 568.32M | $70.65B | +5 | −5 |
| Q1 2026 | 103 | -2 | 146.16M | $62.19B | +3 | −5 |
| Q4 2025 | 105 | +1 | 145.24M | $68.69B | +1 | n/a |
| Q3 2025 | 15 | -3 | 60.75M | $28.45B | n/a | −3 |
| Q2 2025 | 15 | +2 | 11.27M | $4.78B | +3 | −1 |
| Q1 2025 | 10 | -1 | 3.22M | $1.16B | +1 | −2 |
| Q4 2024 | 11 | 0 | 2.17M | $870.27M | +1 | −1 |
| Q3 2024 | 11 | 0 | 1.92M | $719.86M | +1 | −1 |
| Q2 2024 | 11 | n/a | 679.68K | $247.75M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 28.02M | n/a | $13.26B | 1.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | Morgan Stanley ✦ | 27.64M | +2.2% | $13.08B | 0.8% | ▲ Add | 2 | SEC ↗ ×11 |
| 3 | Fidelity (FMR) ✦ | 8.42M | -4.2% | $3.99B | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 7.50M | -49.5% | $3.55B | 0.2% | ▼ Trim | 2 | SEC ↗ ×10 |
| 5 | Goldman Sachs Group ✦ | 7.05M | -3.5% | $3.34B | 0.5% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Northern Trust Corp | 5.56M | n/a | $2.63B | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 7 | Envestnet Asset Management Inc | 5.27M | n/a | $2.49B | 0.7% | n/c | 1 | SEC ↗ |
| 8 | UBS Group AG | 4.90M | n/a | $2.32B | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 4.82M | n/a | $2.28B | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 10 | LPL Financial LLC | 3.76M | n/a | $1.78B | 0.5% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 3.47M | n/a | $1.64B | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 12 | Pnc Financial Services Group, Inc. | 3.06M | n/a | $1.45B | 0.8% | n/c | 1 | SEC ↗ ×8 |
| 13 | Baird Financial Group, Inc. | 2.72M | n/a | $1.29B | 2.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Truist Financial Corp | 2.09M | n/a | $988.72M | 1.3% | n/c | 1 | SEC ↗ ×3 |
| 15 | Royal Bank Of Canada | 2.02M | n/a | $958.17M | 0.2% | n/c | 1 | SEC ↗ ×9 |
| 16 | Focus Partners Wealth | 1.91M | n/a | $903.19M | 1.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 1.82M | n/a | $859.58M | 1.1% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 1.56M | n/a | $739.80M | 0.8% | n/c | 1 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 1.47M | n/a | $697.31M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 20 | Corient Private Wealth LP | 1.52M | n/a | $669.90M | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 21 | Stifel Financial Corp | 1.28M | n/a | $607.81M | 0.5% | n/c | 1 | SEC ↗ ×6 |
| 22 | HighTower Advisors, LLC | 1.28M | n/a | $607.05M | 0.7% | n/c | 1 | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 1.28M | n/a | $605.71M | 0.1% | n/c | 1 | SEC ↗ ×12 |
| 24 | Rockefeller Capital Management L.P. | 1.07M | n/a | $508.19M | 0.9% | n/c | 1 | SEC ↗ ×4 |
| 25 | BlackRock ✦ (пассивный) | 985.87K | -16.4% | $466.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 26 | Us Bancorp \De\ | 978.07K | n/a | $462.92M | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 27 | Cerity Partners LLC | 964.22K | n/a | $456.36M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 28 | Nuveen, LLC | 922.10K | n/a | $436.43M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 29 | Two Sigma Investments ✦ | 813.79K | +38.7% | $385.17M | 0.6% | ▲ Add | 7 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 757.18K | n/a | $358.41M | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 31 | Northwestern Mutual Wealth… | 666.56K | n/a | $315.48M | 0.2% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 584.63K | n/a | $276.71M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 33 | Citigroup Inc | 541.77K | n/a | $256.42M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 34 | Brown Advisory Inc | 536.84K | n/a | $254.09M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 35 | Mml Investors Services, Llc | 526.78K | n/a | $249.32M | 0.6% | n/c | 1 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 518.98K | n/a | $245.63M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 37 | Creative Planning | 478.80K | n/a | $226.62M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 38 | Prudential Financial Inc | 469.83K | n/a | $224.08M | 0.3% | n/c | 1 | SEC ↗ |
| 39 | Captrust Financial Advisors | 466.49K | n/a | $220.79M | 0.4% | n/c | 1 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 430.66K | n/a | $203.83M | 0.3% | n/c | 1 | SEC ↗ |
| 41 | Hsbc Holdings Plc | 414.56K | n/a | $196.21M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 42 | Wealth Enhancement Advisory… | 393.25K | n/a | $187.09M | 0.3% | n/c | 1 | SEC ↗ |
| 43 | Fifth Third Bancorp | 388.52K | n/a | $183.89M | 0.6% | n/c | 1 | SEC ↗ |
| 44 | Lido Advisors, LLC | 375.48K | n/a | $176.58M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 45 | Bank Of Montreal /Can/ | 342.50K | n/a | $162.10M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 46 | T. Rowe Price ✦ | 318.84K | -60.0% | $150.91M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 47 | Blair William & Co/Il | 263.02K | n/a | $124.49M | 0.3% | n/c | 1 | SEC ↗ |
| 48 | Victory Capital Management Inc | 237.96K | n/a | $112.63M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Alliancebernstein L.P. | 233.67K | n/a | $110.60M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wellington Management ✦ | 229.16K | Новый | $108.46M | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Bank Of Nova Scotia | 152.75K | n/a | $72.30M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 151.00K | +39.1% | $71.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 53 | Cwm, Llc | 130.58K | n/a | $61.80M | 0.2% | n/c | 1 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 123.94K | n/a | $58.66M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Franklin Resources Inc | 115.80K | n/a | $54.81M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 56 | Allspring Global Investments… | 102.67K | n/a | $48.44M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 57 | American Century Companies Inc | 102.23K | n/a | $48.39M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Principal Financial Group Inc | 95.36K | n/a | $45.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | Jennison Associates Llc | 93.00K | n/a | $44.02M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Deutsche Bank Ag\ | 75.58K | n/a | $35.77M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 61 | Kayne Anderson Rudnick Investment… | 69.92K | n/a | $33.08M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Neuberger Berman Group LLC | 54.66K | n/a | $25.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Mirae Asset Global Investments Co.… | 53.68K | n/a | $25.41M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Susquehanna International Group, Llp | 53.65K | n/a | $25.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Bnp Paribas Financial Markets | 48.02K | n/a | $22.73M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Allianz Asset Management GmbH | 43.40K | n/a | $20.54M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Rhumbline Advisers | 36.37K | n/a | $17.22M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 35.23K | n/a | $16.68M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | The Vanguard Group ✦ (пассивный) | 33.84K | +1.6% | $16.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | Gotham Asset Management ✦ | 32.78K | +8.8% | $15.51M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 71 | Clearbridge Investments, LLC | 31.43K | n/a | $14.88M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Financial Engines Advisors L.L.C. | 29.89K | n/a | $14.14M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Squarepoint Ops LLC | 24.38K | n/a | $11.54M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Loomis Sayles & Co L P | 24.06K | n/a | $11.39M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Legal & General Group Plc | 21.82K | n/a | $10.36M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Assetmark, Inc | 16.17K | n/a | $7.65M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Massachusetts Financial Services Co… | 15.11K | n/a | $7.15M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Hrt Financial Lp | 12.50K | n/a | $5.91M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Sei Investments Co | 12.29K | n/a | $5.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 80 | Fisher Asset Management ✦ | 12.06K | -8.2% | $5.71M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 81 | Renaissance Technologies ✦ | 11.80K | +227.8% | $5.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Nomura Asset Management… | 8.23K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Empower Advisory Group, LLC | 8.18K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Voya Investment Management Llc | 7.75K | n/a | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Walleye Trading LLC | 7.09K | n/a | $3.35M | 0.1% | n/c | 1 | SEC ↗ |
| 86 | Russell Investments Group, Ltd. | 6.22K | n/a | $2.95M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Millennium Management ✦ | 6.09K | +24.3% | $2.88M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 88 | TD Waterhouse Canada Inc. | 4.79K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Simplex Trading, Llc | 4.55K | n/a | $2.15M | 0.1% | n/c | 1 | SEC ↗ |
| 90 | National Bank Of Canada /Fi/ | 3.90K | n/a | $1.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 91 | Qube Research & Technologies Ltd | 3.83K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | GAMCO Investors ✦ | 3.53K | -0.8% | $1.67M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 93 | First Manhattan Co. Llc. | 3.14K | n/a | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Capital Research Global Investors | 2.77K | n/a | $1.32M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Wcm Investment Management, Llc | 2.58K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | First Trust Advisors Lp | 2.21K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Capital International Investors | 1.80K | n/a | $860,418 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Chevy Chase Trust Holdings, LLC | 1.79K | n/a | $847,207 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Nomura Asset Management Co Ltd | 1.33K | n/a | $629,489 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 100 | ARK Investment Management ✦ | 1.22K | +68.6% | $576,721 | 0.0% | ▲ Add | 7 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Wellington Management | $108.46M | 0.0% |
Закрыто
| Отслеживаемых выходов в этом квартале нет. |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,417 держатели, 195.18M акции, $80.55B 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: Q4 2025 ·
Методология ·
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