Запись по ценной бумаге · архивный квартал
IWO
iShares Russell 2000 Growth ETF · Financial Services · Asset Management - Global
79Отслеживаемые держатели
-2Δ держателей
18.55MАкций в держании
$7.27BОтчётная стоимость
+2Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.5% ·
поток акций +0.4% ·
новые чистые позиции -3.8%
· формула
Концентрированное накопление: рост долей при сокращении 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 |
|---|---|---|---|---|---|---|
| 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 · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 3.48M | +0.3% | $1.37B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Morgan Stanley ✦ | 2.33M | -15.4% | $917.26M | 0.0% | ▼ Trim | 4 | SEC ↗ ×8 |
| 3 | Envestnet Asset Management Inc | 1.08M | -1.5% | $425.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Goldman Sachs Group ✦ | 965.90K | +0.8% | $380.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 5 | Wells Fargo & Company/Mn | 704.96K | -3.5% | $277.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 6 | LPL Financial LLC | 598.49K | +3.8% | $235.78M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 592.62K | -3.9% | $233.47M | 0.1% | ▼ Trim | 3 | SEC ↗ ×8 |
| 8 | Fidelity (FMR) ✦ | 531.62K | +48.6% | $209.44M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | Healthcare Of Ontario Pension Plan… | 513.50K | +25.1% | $202.30M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 511.15K | -2.3% | $201.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Raymond James Financial Inc | 433.93K | +0.2% | $170.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 12 | Commonwealth Equity Services, Llc | 425.32K | -1.7% | $167.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Northern Trust Corp | 412.94K | -4.1% | $162.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 397.15K | +2.9% | $154.99M | 0.0% | ▲ Add | 4 | SEC ↗ ×10 |
| 15 | Citigroup Inc | 374.91K | -9.7% | $147.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Alliancebernstein L.P. | 446.58K | +108.1% | $140.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bnp Paribas Financial Markets | 340.11K | -0.9% | $133.99M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 328.94K | -12.2% | $129.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 19 | Cetera Investment Advisers | 232.73K | +1.1% | $91.69M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 223.22K | -6.2% | $87.94M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 21 | Corient Private Wealth LP | 219.08K | -9.7% | $86.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 197.09K | -4.7% | $77.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 23 | Creative Planning | 170.88K | -2.6% | $67.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Us Bancorp \De\ | 161.30K | -1.0% | $63.55M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Northwestern Mutual Wealth… | 161.03K | +6.3% | $63.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 159.50K | -0.6% | $63.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | Sei Investments Co | 159.55K | -3.9% | $62.86M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 157.20K | +4.9% | $61.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Brown Advisory Inc | 135.93K | -21.9% | $53.55M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Rockefeller Capital Management L.P. | 133.78K | -1.9% | $52.70M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 31 | Fifth Third Bancorp | 122.84K | -2.0% | $48.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 121.97K | -10.6% | $46.92M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 33 | Clearbridge Investments, LLC | 116.67K | +587.6% | $45.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Truist Financial Corp | 112.73K | -6.0% | $44.41M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 35 | Focus Partners Wealth | 112.61K | +4.1% | $44.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 101.16K | +7.4% | $39.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 37 | Wellington Management ✦ | 87.19K | +71.8% | $34.35M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 38 | Cerity Partners LLC | 81.65K | +13.0% | $32.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 39 | Bank Of Montreal /Can/ | 80.57K | +2.9% | $31.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Captrust Financial Advisors | 79.30K | -0.3% | $31.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Stifel Financial Corp | 78.21K | +3.5% | $30.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 42 | Franklin Resources Inc | 70.48K | +113.6% | $27.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 43 | Mml Investors Services, Llc | 69.63K | +8.1% | $27.43M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Allspring Global Investments… | 62.31K | +0.3% | $24.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Mariner, LLC | 56.40K | -8.5% | $22.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Mirae Asset Global Investments Co.… | 53.70K | -12.5% | $21.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 52.51K | +1.8% | $20.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | Barclays Plc | 51.00K | +2566.1% | $20.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Jane Street Group, Llc | 46.29K | +209.3% | $18.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 50 | Citadel Advisors ✦ | 42.68K | +194.2% | $16.81M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | Blair William & Co/Il | 41.46K | +5.4% | $16.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | BlackRock ✦ (пассивный) | 39.45K | -34.0% | $15.54M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 53 | Hsbc Holdings Plc | 37.16K | -4.6% | $14.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 54 | Optiver Holding B.V. | 33.50K | +103.0% | $13.20M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 29.96K | -4.5% | $11.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | CIBC Bancorp USA Inc. | 27.25K | -1.5% | $10.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 57 | Deutsche Bank Ag\ | 17.30K | +49328.6% | $6.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Two Sigma Investments ✦ | 16.62K | Новый | $6.55M | 0.0% | New | 1 | SEC ↗ |
| 59 | Kayne Anderson Rudnick Investment… | 16.51K | -11.8% | $6.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Prudential Financial Inc | 14.96K | +4.3% | $5.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 14.15K | +44.8% | $5.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 13.13K | +21.8% | $5.17M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 63 | Wealthfront Advisers LLC | 9.38K | -1.5% | $3.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Lido Advisors, LLC | 8.27K | -9.3% | $3.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Quantinno Capital Management LP | 8.02K | +56.2% | $3.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Gotham Asset Management ✦ | 7.92K | +12.1% | $3.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | Principal Financial Group Inc | 7.40K | -1.3% | $2.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Hrt Financial Lp | 6.85K | +36.4% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | T. Rowe Price ✦ | 6.64K | -37.5% | $2.62M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 3.40K | -9.0% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Nuveen, LLC | 3.25K | Новый | $1.28M | 0.0% | New | 1 | SEC ↗ |
| 72 | Nomura Asset Management Co Ltd | 3.00K | -45.5% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Millennium Management ✦ | 2.63K | +6.8% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 1.31K | +3.4% | $515,116 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Fayez Sarofim & Co | 1.26K | 0.0% | $497,965 | 0.0% | Held | 3 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 1.26K | -32.3% | $496,390 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Lazard Asset Management Llc | 450 | 0.0% | $177,282 | 0.0% | Held | 3 | SEC ↗ |
| 78 | National Bank Of Canada /Fi/ | 325 | -21.3% | $128,018 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | TD Waterhouse Canada Inc. | 155 | 0.0% | $60,656 | 0.0% | Held | 3 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Two Sigma Investments | $6.55M | 0.0% |
| Nuveen, LLC | $1.28M | 0.0% |
Закрыто
| HighTower Advisors, LLC | $22.90M | составлял 0.0% |
| D. E. Shaw & Co. | $18.05M | составлял 0.0% |
| Susquehanna International… | $10.27M | составлял 0.0% |
| Squarepoint Ops LLC | $578,038 | составлял 0.0% |
| First Manhattan Co. Llc. | $277,094 | 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: Q2 2026 ·
Методология ·
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