سجل الورقة المالية · ربع مؤرشف
IWL
iShares Russell Top 200 ETF · Financial Services · Asset Management
44الحاملون المتتبعون
-4Δ المساهمون
3.53Mالأسهم المحتفظ بها
$652.91Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -8.3% ·
تدفق الأسهم -4.7% ·
المراكز الجديدة الصافية -9.1%
— الصيغة
توزيع واسع — انخفاض الأسهم وتراجع عدد المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 676.33K | -3.4% | $125.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 676.33K | -3.4% | $125.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 676.33K | -3.4% | $125.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 676.33K | -3.4% | $125.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 500.05K | -21.1% | $92.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 500.05K | -21.1% | $92.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 500.05K | -21.1% | $92.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Lido Advisors, LLC | 408.61K | +10.0% | $75.57M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 396.00K | +12.0% | $73.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 396.00K | +12.0% | $73.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 359.78K | -4.8% | $66.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 186.95K | +2.1% | $34.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 186.95K | +2.1% | $34.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 186.95K | +2.1% | $34.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 186.95K | +2.1% | $34.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 186.95K | +2.1% | $34.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 186.95K | +2.1% | $34.26M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 141.78K | +11.6% | $26.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 138.00K | -11.4% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 138.00K | -11.4% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 138.00K | -11.4% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 138.00K | -11.4% | $25.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 87.13K | -2.9% | $16.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 87.13K | -2.9% | $16.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | UBS Group AG | 75.79K | +7.1% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | UBS Group AG | 75.79K | +7.1% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS Group AG | 75.79K | +7.1% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | UBS Group AG | 75.79K | +7.1% | $14.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 69.19K | +17.2% | $12.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 69.19K | +17.2% | $12.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Voya Investment Management Llc | 67.22K | +107.1% | $12.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 66.97K | -2.1% | $12.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Creative Planning | 50.65K | -7.3% | $9.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Creative Planning | 50.65K | -7.3% | $9.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 47.16K | -3.2% | $8.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 47.16K | -3.2% | $8.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Cetera Investment Advisers | 42.17K | +15.9% | $7.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Raymond James Financial Inc | 27.76K | -6.8% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Raymond James Financial Inc | 27.76K | -6.8% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Raymond James Financial Inc | 27.76K | -6.8% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 23.11K | -55.7% | $4.27M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Wealthfront Advisers LLC | 22.77K | +2.7% | $4.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Northwestern Mutual Wealth… | 19.80K | -0.1% | $3.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 15.98K | +18.6% | $2.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 15.98K | +18.6% | $2.96M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Mercer Global Advisors Inc /Adv | 15.66K | +3.2% | $2.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mml Investors Services, Llc | 14.04K | +11.6% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Hrt Financial Lp | 11.03K | +631.4% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Envestnet Asset Management Inc | 10.98K | -21.1% | $2.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 9.09K | -20.1% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wealth Enhancement Advisory… | 7.50K | -26.1% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Focus Partners Wealth | 7.54K | -6.2% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Mariner, LLC | 6.32K | -65.2% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Mariner, LLC | 6.32K | -65.2% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | BlackRock ✦ (سلبي) | 5.73K | +28.9% | $1.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Assetmark, Inc | 4.43K | +588.2% | $819,716 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Northern Trust Corp | 3.93K | -2.1% | $727,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Northern Trust Corp | 3.93K | -2.1% | $727,594 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 2.64K | -17.6% | $487,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 2.64K | -17.6% | $487,711 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Corient Private Wealth LP | 2.31K | -12.1% | $426,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Captrust Financial Advisors | 2.14K | 0.0% | $396,605 | 0.0% | Held | 3 | SEC ↗ |
| 63 | D. E. Shaw & Co. ✦ | 1.66K | جديد | $306,277 | 0.0% | New | 1 | SEC ↗ |
| 64 | Fifth Third Bancorp | 1.15K | 0.0% | $212,693 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Jones Financial Companies Lllp | 830 | +16.7% | $149,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 628 | +2.8% | $116,149 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | National Bank Of Canada /Fi/ | 330 | +5.4% | $61,010 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Us Bancorp \De\ | 292 | 0.0% | $54,005 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Blair William & Co/Il | 244 | +74.3% | $45,065 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 128 | 0.0% | $23,681 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 5 | 0.0% | $925 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| D. E. Shaw & Co. | $306,277 | 0.0% |
تم الخروج
| Two Sigma Investments | $10.27M | كان 0.0% |
| Goldman Sachs Group | $4.55M | كان 0.0% |
| Marshall Wace | $321,923 | كان 0.0% |
| Pnc Financial Services Group… | $24,072 | كان 0.0% |
| UBS AM, a distinct business… | $12,517 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 223 المالكون, 8.40M الأسهم, $1.31B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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