Catatan efek · kuartal yang diarsipkan
IWL
iShares Russell Top 200 ETF · Financial Services · Asset Management
49Pemegang yang dilacak
+2Δ pemegang
3.72MSaham yang dipegang
$596.62MNilai yang dilaporkan
+6Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.3% ·
aliran saham +7.7% ·
posisi baru bersih +4.1%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 7.76K | $1.50M | n/a | −1 |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 699.95K | -4.0% | $112.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 633.51K | -7.4% | $101.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 377.76K | +33.2% | $60.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Lido Advisors, LLC | 371.41K | -2.9% | $59.60M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 353.51K | -3.6% | $56.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | JPMorgan Chase ✦ | 183.12K | +17.4% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 7 | Royal Bank Of Canada | 155.76K | +16.8% | $25.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 127.04K | +27.6% | $20.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 89.77K | +72.2% | $14.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | UBS Group AG | 70.73K | +3.4% | $11.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 68.40K | -1.0% | $10.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 64.00K | Baru | $10.27M | 0.0% | New | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 59.03K | +1.0% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Creative Planning | 54.62K | +205.3% | $8.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 52.20K | +787.2% | $8.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 48.72K | +316.8% | $7.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Cetera Investment Advisers | 36.38K | +3.2% | $5.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Voya Investment Management Llc | 32.46K | -22.0% | $5.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 29.80K | +29.9% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Goldman Sachs Group ✦ | 28.36K | -49.1% | $4.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wealthfront Advisers LLC | 22.17K | +15.8% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 19.83K | -1.7% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 18.17K | -1.0% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Cwm, Llc | 16.85K | +134.4% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 15.17K | +0.3% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 13.91K | +26.6% | $2.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 13.48K | +5.6% | $2.16M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 28 | Mml Investors Services, Llc | 12.59K | -4.7% | $2.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 11.38K | -1.7% | $1.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 10.14K | -16.7% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Focus Partners Wealth | 8.04K | +13.0% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (pasif) | 4.45K | +1019.9% | $713,508 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 4.02K | -4.0% | $644,964 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Bank of New York Mellon Corp | 3.20K | +4.8% | $513,743 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Corient Private Wealth LP | 2.63K | -56.2% | $421,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 2.14K | -32.1% | $344,129 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Marshall Wace ✦ | 2.01K | Baru | $321,923 | 0.0% | New | 1 | SEC ↗ ×2 |
| 38 | Hrt Financial Lp | 1.51K | Baru | $242,000 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.15K | Baru | $184,551 | 0.0% | New | 1 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 711 | -8.4% | $111,208 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 644 | -1.5% | $103,348 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 611 | -33.0% | $98,052 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 313 | +353.6% | $50,290 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 292 | 0.0% | $46,860 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 150 | Baru | $24,072 | 0.0% | New | 1 | SEC ↗ |
| 46 | Blair William & Co/Il | 140 | 0.0% | $22,467 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 128 | +0.8% | $20,504 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 78 | Baru | $12,517 | 0.0% | New | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 5 | -88.4% | $802 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Two Sigma Investments | $10.27M | 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% |
Telah keluar
| Bnp Paribas Financial Markets | $2.22M | adalah 0.0% |
| Rockefeller Capital… | $170,630 | adalah 0.0% |
| Citigroup Inc | $122,512 | adalah 0.0% |
| Franklin Resources Inc | $116,028 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 223 pemegang, 8.40M saham, $1.31B 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 sekuritas ini yang dilacak: 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API