Запись по ценной бумаге · архивный квартал
IWL
iShares Russell Top 200 ETF · Financial Services · Asset Management
44Отслеживаемые держатели
-4Δ держателей
3.53MАкций в держании
$652.91MОтчётная стоимость
+1Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -8.3% ·
поток акций -4.7% ·
новые чистые позиции -9.1%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 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 · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 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 | Новый | $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 ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| D. E. Shaw & Co. | $306,277 | 0.0% |
Закрыто
| Two Sigma Investments | $10.27M | составлял 0.0% |
| Goldman Sachs Group | $4.55M | составлял 0.0% |
| Marshall Wace | $321,923 | составлял 0.0% |
| Pnc Financial Services Group… | $24,072 | составлял 0.0% |
| UBS AM, a distinct business… | $12,517 | 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: Q2 2026 ·
Методология ·
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