Effectdossier · gearchiveerd kwartaal
IWP
iShares Russell Mid-Cap Growth ETF · Financial Services · Asset Management - Global
79Gevolgde houders
+3Δ houders
68.99MGehouden aandelen
$10.09BGerapporteerde waarde
+6Nieuwe posities
−4Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.9% ·
aandelenstroom -0.4% ·
netto nieuwe posities +2.5%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 111.94K | $15.76M | +1 | n/a |
| Q2 2026 | 79 | +3 | 68.99M | $10.09B | +6 | −4 |
| Q1 2026 | 78 | -1 | 69.57M | $8.90B | +3 | −4 |
| Q4 2025 | 79 | +3 | 70.98M | $9.72B | +3 | n/a |
| Q3 2025 | 10 | -2 | 22.96M | $3.27B | +1 | −3 |
| Q2 2025 | 9 | +1 | 1.41M | $195.53M | +1 | n/a |
| Q1 2025 | 5 | -1 | 485.77K | $57.07M | +2 | −3 |
| Q4 2024 | 6 | 0 | 82.84K | $10.50M | +2 | −2 |
| Q3 2024 | 6 | 0 | 621.30K | $72.87M | +1 | −1 |
| Q2 2024 | 6 | n/a | 283.45K | $31.28M | n/a | n/a |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 20.08M | +0.9% | $2.94B | 0.2% | ▲ Add | 4 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 7.00M | -1.4% | $1.02B | 0.1% | ▼ Trim | 3 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 5.34M | +3.9% | $781.15M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Ameriprise Financial Inc | 2.54M | -2.3% | $373.52M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Pnc Financial Services Group, Inc. | 2.42M | -0.4% | $354.92M | 0.2% | ▼ Trim | 3 | SEC ↗ ×8 |
| 6 | Commonwealth Equity Services, Llc | 2.22M | -1.6% | $324.78M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 2.00M | -30.0% | $282.91M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Northwestern Mutual Wealth… | 1.49M | +5.0% | $217.65M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Us Bancorp \De\ | 1.35M | -14.5% | $198.23M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Fidelity (FMR) ✦ | 1.14M | -3.3% | $166.62M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 996.75K | -3.9% | $145.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Royal Bank Of Canada | 918.63K | +21.6% | $134.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 13 | Truist Financial Corp | 641.85K | +0.6% | $93.97M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | JPMorgan Chase ✦ | 588.92K | -2.9% | $85.21M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 15 | Fifth Third Bancorp | 491.39K | -3.8% | $71.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 452.31K | +2.9% | $66.22M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 17 | Bnp Paribas Financial Markets | 395.46K | +32.1% | $57.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 370.32K | Nieuw | $54.22M | 0.0% | New | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 177.60K | +9.3% | $26.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 20 | Hsbc Holdings Plc | 175.55K | +1.2% | $25.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 166.51K | -6.2% | $24.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 22 | Mml Investors Services, Llc | 155.14K | +14.7% | $22.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Northern Trust Corp | 128.22K | -5.1% | $18.77M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | Kayne Anderson Rudnick Investment… | 80.84K | -66.2% | $11.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 59.29K | +9.0% | $8.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Blair William & Co/Il | 50.29K | +7.0% | $7.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 50.16K | -6.1% | $7.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 43.45K | +97.9% | $6.36M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 29 | Citigroup Inc | 36.74K | +19.2% | $5.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 33.03K | Nieuw | $4.84M | 0.0% | New | 1 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 32.08K | 0.0% | $4.70M | 0.0% | Held | 9 | SEC ↗ |
| 32 | Alliancebernstein L.P. | 20.31K | +14.9% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Franklin Resources Inc | 12.15K | +14.6% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Voya Investment Management Llc | 6.03K | +36.0% | $883,438 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 3.83K | -11.4% | $558,556 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 36 | Rhumbline Advisers | 3.79K | +164.3% | $555,625 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Lazard Asset Management Llc | 2.37K | 0.0% | $346,260 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Sei Investments Co | 2.11K | Nieuw | $308,330 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fayez Sarofim & Co | 1.90K | 0.0% | $277,593 | 0.0% | Held | 3 | SEC ↗ |
| 40 | First Trust Advisors Lp | 1.68K | 0.0% | $245,822 | 0.0% | Held | 3 | SEC ↗ |
| 41 | First Manhattan Co. Llc. | 1.48K | Nieuw | $217,272 | 0.0% | New | 1 | SEC ↗ |
| 42 | Deutsche Bank Ag\ | 346 | 0.0% | $50,658 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Wellington Management | $54.22M | 0.0% |
| Renaissance Technologies | $4.84M | 0.0% |
| Sei Investments Co | $308,330 | 0.0% |
| First Manhattan Co. Llc. | $217,272 | 0.0% |
Verlaten
| D. E. Shaw & Co. | $415,878 | was 0.0% |
| Federated Hermes, Inc. | $263,287 | was 0.0% |
| Fisher Asset Management | $206,892 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,162 houders, 111.33M aandelen, $14.01B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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