Запись по ценной бумаге · архивный квартал
IWL
iShares Russell Top 200 ETF · Financial Services · Asset Management
49Отслеживаемые держатели
+2Δ держателей
3.72MАкций в держании
$596.62MОтчётная стоимость
+6Новые позиции
−4Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +4.3% ·
поток акций +7.7% ·
новые чистые позиции +4.1%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | -4 | 3.53M | $652.91M | +1 | −5 |
| Q1 2026 | 49 | +2 | 3.72M | $596.62M | +6 | −4 |
| Q4 2025 | 47 | -1 | 3.46M | $589.82M | — | −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 | — | −2 |
| Q4 2024 | 3 | +1 | 67.73K | $9.80M | +1 | — |
| Q3 2024 | 2 | -1 | 20.75K | $2.91M | — | −1 |
| Q2 2024 | 3 | — | 53.13K | $7.12M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 699.95K | -4.0% | $112.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 699.95K | -4.0% | $112.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 699.95K | -4.0% | $112.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 699.95K | -4.0% | $112.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 699.95K | -4.0% | $112.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 699.95K | -4.0% | $112.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 633.51K | -7.4% | $101.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 633.51K | -7.4% | $101.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 633.51K | -7.4% | $101.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 377.76K | +33.2% | $60.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Lido Advisors, LLC | 371.41K | -2.9% | $59.60M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 353.51K | -3.6% | $56.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 353.51K | -3.6% | $56.79M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 183.12K | +17.4% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 183.12K | +17.4% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 183.12K | +17.4% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 183.12K | +17.4% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 183.12K | +17.4% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 183.12K | +17.4% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 155.76K | +16.8% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 155.76K | +16.8% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 155.76K | +16.8% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 155.76K | +16.8% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 127.04K | +27.6% | $20.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 89.77K | +72.2% | $14.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 89.77K | +72.2% | $14.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS Group AG | 70.73K | +3.4% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 68.40K | -1.0% | $10.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 64.00K | Новый | $10.27M | 0.0% | New | 1 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 59.03K | +1.0% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 59.03K | +1.0% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 54.62K | +205.3% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 54.62K | +205.3% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 52.20K | +787.2% | $8.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 48.72K | +316.8% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 48.72K | +316.8% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cetera Investment Advisers | 36.38K | +3.2% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Voya Investment Management Llc | 32.46K | -22.0% | $5.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Raymond James Financial Inc | 29.80K | +29.9% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Raymond James Financial Inc | 29.80K | +29.9% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Raymond James Financial Inc | 29.80K | +29.9% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 28.36K | -49.1% | $4.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Wealthfront Advisers LLC | 22.17K | +15.8% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Northwestern Mutual Wealth… | 19.83K | -1.7% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Mariner, LLC | 18.17K | -1.0% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Mariner, LLC | 18.17K | -1.0% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mariner, LLC | 18.17K | -1.0% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Cwm, Llc | 16.85K | +134.4% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Mercer Global Advisors Inc /Adv | 15.17K | +0.3% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Envestnet Asset Management Inc | 13.91K | +26.6% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 13.48K | +5.6% | $2.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 13.48K | +5.6% | $2.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Mml Investors Services, Llc | 12.59K | -4.7% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Stifel Financial Corp | 11.38K | -1.7% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Wealth Enhancement Advisory… | 10.14K | -16.7% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Focus Partners Wealth | 8.04K | +13.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | BlackRock ✦ (пассивный) | 4.45K | +1019.9% | $713,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Northern Trust Corp | 4.02K | -4.0% | $644,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Northern Trust Corp | 4.02K | -4.0% | $644,964 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 3.20K | +4.8% | $513,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 3.20K | +4.8% | $513,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 3.20K | +4.8% | $513,743 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Corient Private Wealth LP | 2.63K | -56.2% | $421,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Captrust Financial Advisors | 2.14K | -32.1% | $344,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Marshall Wace ✦ | 2.01K | Новый | $321,923 | 0.0% | New | 1 | SEC ↗ |
| 66 | Marshall Wace ✦ | 2.01K | Новый | $321,923 | 0.0% | New | 1 | SEC ↗ |
| 67 | Hrt Financial Lp | 1.51K | Новый | $242,000 | 0.0% | New | 1 | SEC ↗ |
| 68 | Fifth Third Bancorp | 1.15K | Новый | $184,551 | 0.0% | New | 1 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 711 | -8.4% | $111,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Assetmark, Inc | 644 | -1.5% | $103,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Qube Research & Technologies Ltd | 611 | -33.0% | $98,052 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 313 | +353.6% | $50,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Us Bancorp \De\ | 292 | 0.0% | $46,860 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 150 | Новый | $24,072 | 0.0% | New | 1 | SEC ↗ |
| 75 | Blair William & Co/Il | 140 | 0.0% | $22,467 | 0.0% | Held | 2 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 128 | +0.8% | $20,504 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 78 | Новый | $12,517 | 0.0% | New | 1 | SEC ↗ |
| 78 | Russell Investments Group, Ltd. | 5 | -88.4% | $802 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Two Sigma Investments | $10.27M | 0.0% |
| Marshall Wace | $321,923 | 0.0% |
| Marshall Wace | $321,923 | 0.0% |
| Hrt Financial Lp | $242,000 | 0.0% |
| Fifth Third Bancorp | $184,551 | 0.0% |
| Pnc Financial Services Group… | $24,072 | 0.0% |
| UBS AM, a distinct business… | $12,517 | 0.0% |
Закрыто
| Bnp Paribas Financial Markets | $2.22M | составлял 0.0% |
| Rockefeller Capital… | $170,630 | составлял 0.0% |
| Citigroup Inc | $122,512 | составлял 0.0% |
| Franklin Resources Inc | $116,028 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 223 держатели, 8.40M акции, $1.31B 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 держатели 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: Q1 2026 ·
Методология ·
Получить через API