证券记录 · 已归档季度
IWN
iShares Russell 2000 Value ETF · Financial Services · Asset Management - Global
85被追踪持有人
-9Δ持有人
27.62M持有股份
$5.23B报告持仓市值
+1新建仓位
−10清仓
动量输入（同类管理人）：
持有人广度 -9.6% ·
股份流向 -8.4% ·
净新建仓位 -10.6%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 86 | +3 | 27.15M | $6.00B | +8 | −5 |
| Q1 2026 | 85 | -9 | 27.62M | $5.23B | +1 | −10 |
| Q4 2025 | 94 | +3 | 30.10M | $5.46B | +4 | −1 |
| Q3 2025 | 13 | -2 | 7.11M | $1.26B | — | −2 |
| Q2 2025 | 12 | +2 | 686.19K | $108.25M | +3 | −1 |
| Q1 2025 | 7 | +1 | 895.03K | $135.13M | +2 | −1 |
| Q4 2024 | 6 | -1 | 503.43K | $82.65M | +1 | −2 |
| Q3 2024 | 6 | 0 | 1.55M | $258.18M | — | — |
| Q2 2024 | 6 | — | 1.66M | $253.04M | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 6.12M | -22.3% | $1.16B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 6.12M | -22.3% | $1.16B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 6.12M | -22.3% | $1.16B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 6.12M | -22.3% | $1.16B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 6.12M | -22.3% | $1.16B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 6.12M | -22.3% | $1.16B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 6.12M | -22.3% | $1.16B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 4.36M | +2.1% | $826.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 4.36M | +2.1% | $826.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.36M | +2.1% | $826.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.36M | +2.1% | $826.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 4.36M | +2.1% | $826.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 4.36M | +2.1% | $826.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 4.36M | +2.1% | $826.68M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 2.14M | -1.8% | $406.63M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.10M | -1.1% | $208.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | LPL Financial LLC | 1.06M | -3.6% | $201.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 876.82K | -13.8% | $166.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 876.82K | -13.8% | $166.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 876.82K | -13.8% | $166.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 876.82K | -13.8% | $166.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 876.82K | -13.8% | $166.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Hsbc Holdings Plc | 859.01K | +842.2% | $162.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Hsbc Holdings Plc | 859.01K | +842.2% | $162.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Hsbc Holdings Plc | 859.01K | +842.2% | $162.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Hsbc Holdings Plc | 859.01K | +842.2% | $162.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 839.34K | +4.2% | $159.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS Group AG | 839.34K | +4.2% | $159.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | UBS Group AG | 839.34K | +4.2% | $159.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Commonwealth Equity Services, Llc | 793.55K | +0.1% | $150.45M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 727.60K | +2.2% | $137.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 727.60K | +2.2% | $137.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Goldman Sachs Group ✦ | 727.60K | +2.2% | $137.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 727.60K | +2.2% | $137.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 607.70K | -2.8% | $115.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 607.70K | -2.8% | $115.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 607.70K | -2.8% | $115.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Royal Bank Of Canada | 553.94K | +3.9% | $105.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 464.37K | +5.7% | $85.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Raymond James Financial Inc | 448.00K | +2.1% | $84.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Raymond James Financial Inc | 448.00K | +2.1% | $84.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Raymond James Financial Inc | 448.00K | +2.1% | $84.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Raymond James Financial Inc | 448.00K | +2.1% | $84.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Focus Partners Wealth | 339.19K | -0.5% | $64.31M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 301.35K | +8.9% | $56.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 301.35K | +8.9% | $56.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 284.11K | +38.1% | $53.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 284.11K | +38.1% | $53.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 284.11K | +38.1% | $53.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 284.11K | +38.1% | $53.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 284.11K | +38.1% | $53.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 284.11K | +38.1% | $53.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 284.11K | +38.1% | $53.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 284.11K | +38.1% | $53.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Ameriprise Financial Inc | 270.32K | +3.0% | $51.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Ameriprise Financial Inc | 270.32K | +3.0% | $51.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Ameriprise Financial Inc | 270.32K | +3.0% | $51.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Ameriprise Financial Inc | 270.32K | +3.0% | $51.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Ameriprise Financial Inc | 270.32K | +3.0% | $51.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Sei Investments Co | 257.97K | -4.0% | $48.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Sei Investments Co | 257.97K | -4.0% | $48.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Cetera Investment Advisers | 250.56K | -8.1% | $47.50M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 88 | Kayne Anderson Rudnick Investment… | 233.13K | -50.3% | $44.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 89 | Wealth Enhancement Advisory… | 211.09K | -14.1% | $40.57M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 90 | Brown Advisory Inc | 212.19K | -24.6% | $40.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 91 | Brown Advisory Inc | 212.19K | -24.6% | $40.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 92 | Brown Advisory Inc | 212.19K | -24.6% | $40.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 199.56K | +2.4% | $37.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 199.56K | +2.4% | $37.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 95 | Rockefeller Capital Management L.P. | 199.56K | +2.4% | $37.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 96 | Allspring Global Investments… | 189.17K | -13.9% | $35.86M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 97 | Fifth Third Bancorp | 182.00K | +116.0% | $34.51M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 98 | Fidelity (FMR) ✦ | 177.07K | +16.5% | $33.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 99 | Fidelity (FMR) ✦ | 177.07K | +16.5% | $33.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 100 | Us Bancorp \De\ | 175.72K | +6.8% | $33.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Marshall Wace | $14.17M | 曾为 0.0% |
| Tidal Investments LLC | $7.74M | 曾为 0.0% |
| Renaissance Technologies | $1.21M | 曾为 0.0% |
| Nuveen, LLC | $1.20M | 曾为 0.0% |
| Financial Engines Advisors… | $320,923 | 曾为 0.0% |
| Hrt Financial Lp | $235,000 | 曾为 0.0% |
| Capstone Investment Advisors… | $223,794 | 曾为 0.0% |
| Bank Of Nova Scotia | $201,143 | 曾为 0.0% |
| Group One Trading Llc | $50,920 | 曾为 0.0% |
| Qube Research & Technologies… | $14,134 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1,012 持有人, 47.10M 股份, $8.64B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据