证券记录 · 已归档季度
IWN
iShares Russell 2000 Value ETF · Financial Services · Asset Management - Global
86被追踪持有人
+3Δ持有人
27.15M持有股份
$6.00B报告持仓市值
+8新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 +3.6% ·
股份流向 -1.0% ·
净新建仓位 +3.5%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 6.19M | +1.0% | $1.37B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 6.19M | +1.0% | $1.37B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 6.19M | +1.0% | $1.37B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 6.19M | +1.0% | $1.37B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 6.19M | +1.0% | $1.37B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 6.19M | +1.0% | $1.37B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 4.24M | -2.8% | $937.62M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 4.24M | -2.8% | $937.62M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 4.24M | -2.8% | $937.62M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 4.24M | -2.8% | $937.62M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 4.24M | -2.8% | $937.62M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 4.24M | -2.8% | $937.62M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 2.14M | -0.3% | $473.00M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 1.17M | +9.8% | $257.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 1.09M | -0.9% | $241.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.09M | -0.9% | $241.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 1.09M | -0.9% | $241.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.09M | -0.9% | $241.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.09M | -0.9% | $241.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.09M | -0.9% | $241.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.09M | -0.9% | $241.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 1.09M | -0.9% | $241.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 866.10K | -1.2% | $191.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 866.10K | -1.2% | $191.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 866.10K | -1.2% | $191.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 866.10K | -1.2% | $191.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Hsbc Holdings Plc | 862.74K | +0.4% | $190.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Hsbc Holdings Plc | 862.74K | +0.4% | $190.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Hsbc Holdings Plc | 862.74K | +0.4% | $190.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Hsbc Holdings Plc | 862.74K | +0.4% | $190.84M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS Group AG | 766.60K | -8.7% | $169.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 766.60K | -8.7% | $169.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | UBS Group AG | 766.60K | -8.7% | $169.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | UBS Group AG | 766.60K | -8.7% | $169.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | UBS Group AG | 766.60K | -8.7% | $169.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Commonwealth Equity Services, Llc | 756.67K | -4.7% | $167.38M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 696.08K | -4.3% | $153.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 696.08K | -4.3% | $153.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Goldman Sachs Group ✦ | 696.08K | -4.3% | $153.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 696.08K | -4.3% | $153.97M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Northern Trust Corp | 599.86K | -1.3% | $132.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 599.86K | -1.3% | $132.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 599.86K | -1.3% | $132.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Royal Bank Of Canada | 490.97K | -11.4% | $108.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 454.98K | -2.0% | $100.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Raymond James Financial Inc | 433.43K | -3.2% | $95.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Raymond James Financial Inc | 433.43K | -3.2% | $95.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Raymond James Financial Inc | 433.43K | -3.2% | $95.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Raymond James Financial Inc | 433.43K | -3.2% | $95.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Focus Partners Wealth | 329.02K | -3.0% | $72.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 67 | Wellington Management ✦ | 325.49K | +138.7% | $72.00M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 68 | Wellington Management ✦ | 325.49K | +138.7% | $72.00M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | Wellington Management ✦ | 325.49K | +138.7% | $72.00M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 70 | Jones Financial Companies Lllp | 316.26K | +5.0% | $70.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 316.26K | +5.0% | $70.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 278.10K | -2.1% | $61.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 278.10K | -2.1% | $61.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 278.10K | -2.1% | $61.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank of New York Mellon Corp | 278.10K | -2.1% | $61.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bank of New York Mellon Corp | 278.10K | -2.1% | $61.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Bank of New York Mellon Corp | 278.10K | -2.1% | $61.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 278.10K | -2.1% | $61.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 278.10K | -2.1% | $61.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Cetera Investment Advisers | 258.99K | +3.4% | $57.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 81 | Sei Investments Co | 251.17K | -2.6% | $55.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Sei Investments Co | 251.17K | -2.6% | $55.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Ameriprise Financial Inc | 219.52K | -18.8% | $48.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Ameriprise Financial Inc | 219.52K | -18.8% | $48.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Ameriprise Financial Inc | 219.52K | -18.8% | $48.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Ameriprise Financial Inc | 219.52K | -18.8% | $48.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Ameriprise Financial Inc | 219.52K | -18.8% | $48.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Brown Advisory Inc | 206.03K | -2.9% | $45.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 89 | Brown Advisory Inc | 206.03K | -2.9% | $45.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 90 | Brown Advisory Inc | 206.03K | -2.9% | $45.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 91 | Rockefeller Capital Management L.P. | 197.50K | -1.0% | $43.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 92 | Rockefeller Capital Management L.P. | 197.50K | -1.0% | $43.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 197.50K | -1.0% | $43.69M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 94 | Allspring Global Investments… | 188.77K | -0.2% | $41.76M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 95 | Fidelity (FMR) ✦ | 185.57K | +4.8% | $41.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 96 | Fidelity (FMR) ✦ | 185.57K | +4.8% | $41.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 97 | Fifth Third Bancorp | 177.12K | -2.7% | $39.18M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 98 | Wealth Enhancement Advisory… | 176.94K | -16.2% | $38.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 99 | Us Bancorp \De\ | 175.23K | -0.3% | $38.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Us Bancorp \De\ | 175.23K | -0.3% | $38.76M | 0.0% | ▼ Trim | 3 | 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
| Citadel Advisors | $19.67M | 曾为 0.0% |
| Td Asset Management Inc | $6.10M | 曾为 0.0% |
| GAMCO Investors | $638,918 | 曾为 0.0% |
| Rhumbline Advisers | $275,284 | 曾为 0.0% |
| Belvedere Trading LLC | $98,397 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据