有価証券レコード · アーカイブ済み四半期
IWL
iShares Russell Top 200 ETF · Financial Services · Asset Management
47追跡対象保有者
-1Δ保有者数
3.46M保有株数
$589.82M報告済み評価額
+0新規ポジション
−1解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり -2.1% ·
株式フロー -3.9% ·
新規ネットポジション数 -2.1%
· 計算式
広範な分配：株数の減少と保有者数の縮小
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.76K | $1.50M | n/a | n/a |
| Q2 2026 | 43 | -4 | 3.46M | $640.52M | +1 | −6 |
| Q1 2026 | 49 | +2 | 3.72M | $596.62M | +6 | −4 |
| Q4 2025 | 47 | -1 | 3.46M | $589.82M | n/a | −1 |
| Q3 2025 | 7 | 0 | 1.10M | $182.84M | +1 | −1 |
| Q2 2025 | 4 | +2 | 71.49K | $10.95M | +3 | −1 |
| Q1 2025 | 1 | -2 | 3.50K | $480,935 | n/a | −2 |
| Q4 2024 | 3 | +1 | 67.73K | $9.80M | +1 | n/a |
| Q3 2024 | 2 | -1 | 20.75K | $2.91M | n/a | −1 |
| Q2 2024 | 3 | n/a | 53.13K | $7.12M | n/a | n/a |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 728.70K | +6.7% | $124.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 684.45K | n/a | $116.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Lido Advisors, LLC | 382.37K | n/a | $65.21M | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 366.92K | n/a | $62.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 283.57K | n/a | $48.38M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 156.03K | -52.0% | $26.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | Royal Bank Of Canada | 133.40K | n/a | $22.76M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 99.55K | n/a | $16.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | HighTower Advisors, LLC | 69.06K | n/a | $11.78M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 68.40K | n/a | $11.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 58.44K | n/a | $9.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 55.67K | -9.3% | $9.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 52.13K | n/a | $8.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Voya Investment Management Llc | 41.63K | n/a | $7.10M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 35.27K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 22.94K | n/a | $3.91M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Northwestern Mutual Wealth… | 20.17K | n/a | $3.44M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wealthfront Advisers LLC | 19.14K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 18.35K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Creative Planning | 17.89K | n/a | $3.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Mercer Global Advisors Inc /Adv | 15.12K | n/a | $2.58M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 13.21K | n/a | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Bnp Paribas Financial Markets | 13.00K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 12.77K | -1.5% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 12.17K | n/a | $2.10M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 11.69K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 11.57K | n/a | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 10.99K | n/a | $1.88M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 7.19K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 7.12K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Corient Private Wealth LP | 6.00K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Citadel Advisors ✦ | 5.88K | +167.0% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 4.19K | n/a | $714,428 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Captrust Financial Advisors | 3.16K | n/a | $538,575 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 3.05K | n/a | $521,055 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Rockefeller Capital Management L.P. | 1.00K | n/a | $170,630 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 912 | n/a | $155,615 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 776 | n/a | $132,409 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Citigroup Inc | 718 | n/a | $122,512 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Franklin Resources Inc | 680 | n/a | $116,028 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 654 | n/a | $111,592 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (パッシブ) | 397 | 0.0% | $67,696 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Us Bancorp \De\ | 292 | n/a | $49,824 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Blair William & Co/Il | 140 | n/a | $23,888 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 127 | n/a | $21,754 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | National Bank Of Canada /Fi/ | 69 | n/a | $11,767 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 43 | n/a | $7,337 | 0.0% | n/c | 1 | SEC ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Two Sigma Investments | $2.64M | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 223 保有者, 8.40M 株式数, $1.31B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。