Запись по ценной бумаге · архивный квартал
IWO
iShares Russell 2000 Growth ETF · Financial Services · Asset Management - Global
83Отслеживаемые держатели
-3Δ держателей
18.57MАкций в держании
$5.82BОтчётная стоимость
+3Новые позиции
−6Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -3.5% ·
поток акций -4.0% ·
новые чистые позиции -3.6%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 112.22K | $39.67M | n/a | −1 |
| Q2 2026 | 79 | -2 | 18.55M | $7.27B | +2 | −5 |
| Q1 2026 | 83 | -3 | 18.57M | $5.82B | +3 | −6 |
| Q4 2025 | 86 | 0 | 19.33M | $6.25B | +3 | −3 |
| Q3 2025 | 15 | +1 | 5.81M | $1.86B | +1 | n/a |
| Q2 2025 | 11 | +1 | 1.21M | $345.85M | +2 | −1 |
| Q1 2025 | 7 | 0 | 205.34K | $52.47M | +1 | −1 |
| Q4 2024 | 7 | +1 | 248.12K | $71.42M | +1 | n/a |
| Q3 2024 | 6 | +1 | 138.25K | $39.27M | +2 | −1 |
| Q2 2024 | 5 | n/a | 281.77K | $73.97M | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.47M | -16.4% | $1.09B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 2 | Morgan Stanley ✦ | 2.75M | +5.1% | $864.03M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 3 | Envestnet Asset Management Inc | 1.10M | -2.2% | $344.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 957.91K | -0.8% | $300.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Wells Fargo & Company/Mn | 730.32K | -6.0% | $229.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 6 | Pnc Financial Services Group, Inc. | 616.54K | +0.6% | $193.48M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 7 | LPL Financial LLC | 576.87K | +0.7% | $181.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 523.12K | +0.2% | $164.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Raymond James Financial Inc | 433.24K | +11.2% | $135.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Commonwealth Equity Services, Llc | 432.48K | -3.8% | $135.72M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northern Trust Corp | 430.46K | -4.7% | $135.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Citigroup Inc | 415.19K | +86.6% | $130.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Healthcare Of Ontario Pension Plan… | 410.50K | +20.2% | $128.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 374.87K | -1.2% | $117.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 15 | JPMorgan Chase ✦ | 386.16K | -21.5% | $116.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 16 | Fidelity (FMR) ✦ | 357.77K | +17.0% | $112.27M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 17 | Bnp Paribas Financial Markets | 343.30K | +1.2% | $107.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Corient Private Wealth LP | 242.60K | -53.4% | $76.13M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Financial Engines Advisors L.L.C. | 238.07K | -6.3% | $74.71M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 230.27K | -5.0% | $72.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Alliancebernstein L.P. | 214.63K | -1.3% | $69.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 206.85K | -5.4% | $64.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | Creative Planning | 175.42K | -4.7% | $55.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Brown Advisory Inc | 174.09K | -20.0% | $54.63M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Sei Investments Co | 166.04K | -2.7% | $52.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 162.96K | +1.9% | $51.14M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | Ameriprise Financial Inc | 160.46K | +5.2% | $50.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 28 | Northwestern Mutual Wealth… | 151.45K | +19.1% | $47.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 149.88K | +31.0% | $46.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 136.41K | -24.0% | $43.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 136.42K | +0.5% | $42.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | Fifth Third Bancorp | 125.40K | +154.2% | $39.35M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Truist Financial Corp | 119.99K | -2.6% | $37.65M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Focus Partners Wealth | 108.19K | -2.0% | $33.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 94.22K | -34.0% | $29.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 36 | Captrust Financial Advisors | 79.55K | +0.3% | $24.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 78.28K | -0.7% | $24.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 38 | Stifel Financial Corp | 75.55K | -22.6% | $23.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 39 | HighTower Advisors, LLC | 72.95K | +0.1% | $22.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 72.25K | +6.6% | $22.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Mml Investors Services, Llc | 64.40K | -11.4% | $20.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 42 | Allspring Global Investments… | 62.14K | 0.0% | $19.50M | 0.0% | Held | 2 | SEC ↗ |
| 43 | Mariner, LLC | 61.66K | -4.0% | $19.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | Mirae Asset Global Investments Co.… | 61.40K | Новый | $19.27M | 0.1% | New | 1 | SEC ↗ |
| 45 | BlackRock ✦ (пассивный) | 59.74K | -15.0% | $18.75M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 46 | D. E. Shaw & Co. ✦ | 57.52K | +253.2% | $18.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 51.57K | +2.1% | $16.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Wellington Management ✦ | 50.75K | -39.8% | $15.93M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 49 | Blair William & Co/Il | 39.34K | +4.5% | $12.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 38.95K | -32.3% | $12.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 51 | Franklin Resources Inc | 32.99K | +4.0% | $10.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 52 | Susquehanna International Group, Llp | 32.73K | +593.6% | $10.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 31.38K | +7.2% | $9.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 27.67K | n/a | $8.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Cwm, Llc | 19.86K | -1.8% | $6.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Kayne Anderson Rudnick Investment… | 18.72K | +11.5% | $5.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Clearbridge Investments, LLC | 16.97K | +1.0% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Optiver Holding B.V. | 16.50K | +998.0% | $5.18M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 59 | Jane Street Group, Llc | 14.97K | -10.6% | $4.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | Citadel Advisors ✦ | 14.51K | -32.5% | $4.55M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 61 | Prudential Financial Inc | 14.35K | -21.4% | $4.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 10.79K | -15.6% | $3.38M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 63 | T. Rowe Price ✦ | 10.64K | -15.5% | $3.34M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 64 | Assetmark, Inc | 9.78K | -26.9% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Wealthfront Advisers LLC | 9.52K | +0.1% | $2.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Lido Advisors, LLC | 9.12K | -22.3% | $2.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Principal Financial Group Inc | 7.50K | +21.0% | $2.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Gotham Asset Management ✦ | 7.06K | 0.0% | $2.22M | 0.0% | Held | 5 | SEC ↗ |
| 69 | Nomura Asset Management Co Ltd | 5.50K | Новый | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 70 | Quantinno Capital Management LP | 5.13K | -10.7% | $1.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Hrt Financial Lp | 5.02K | +64.2% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Neuberger Berman Group LLC | 3.73K | -40.5% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Millennium Management ✦ | 2.46K | -45.9% | $771,973 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Barclays Plc | 1.91K | -97.5% | $600,319 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | UBS AM, a distinct business unit of… | 1.86K | +374.5% | $583,687 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Squarepoint Ops LLC | 1.84K | Новый | $578,038 | 0.0% | New | 1 | SEC ↗ |
| 77 | Russell Investments Group, Ltd. | 1.26K | +1.0% | $397,119 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Fayez Sarofim & Co | 1.26K | -3.8% | $396,656 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | First Manhattan Co. Llc. | 883 | 0.0% | $277,094 | 0.0% | Held | 2 | SEC ↗ |
| 80 | Lazard Asset Management Llc | 450 | 0.0% | $141,215 | 0.0% | Held | 2 | SEC ↗ |
| 81 | National Bank Of Canada /Fi/ | 413 | -17.2% | $129,658 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | TD Waterhouse Canada Inc. | 155 | 0.0% | $48,772 | 0.0% | Held | 2 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 35 | -90.7% | $10,983 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Mirae Asset Global… | $19.27M | 0.1% |
| Nomura Asset Management Co Ltd | $1.73M | 0.0% |
| Squarepoint Ops LLC | $578,038 | 0.0% |
Закрыто
| Renaissance Technologies | $3.71M | составлял 0.0% |
| Marshall Wace | $863,729 | составлял 0.0% |
| Tudor Investment Corp Et Al | $377,922 | составлял 0.0% |
| Rhumbline Advisers | $303,305 | составлял 0.0% |
| Chevy Chase Trust Holdings… | $252,270 | составлял 0.0% |
| Legal & General Group Plc | $200,372 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,016 держатели, 30.07M акции, $9.31B 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 владельцы 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: Q1 2026 ·
Методология ·
Получить через API