Catatan efek · kuartal yang diarsipkan
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
77Pemegang yang dilacak
0Δ pemegang
320.75MSaham yang dipegang
$30.87BNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -1.8% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | +3 | 354.65M | $39.05B | +5 | −3 |
| Q1 2026 | 77 | 0 | 339.70M | $32.85B | +3 | −3 |
| Q4 2025 | 77 | 0 | 320.75M | $30.87B | +1 | −1 |
| Q3 2025 | 10 | 0 | 30.11M | $2.91B | +1 | −1 |
| Q2 2025 | 7 | -1 | 4.51M | $414.45M | +2 | −3 |
| Q1 2025 | 5 | -1 | 44.02K | $3.75M | — | −1 |
| Q4 2024 | 6 | +2 | 117.42K | $10.38M | +2 | — |
| Q3 2024 | 4 | -1 | 101.12K | $8.91M | +1 | −2 |
| Q2 2024 | 5 | — | 412.32K | $33.43M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 78.92M | — | $7.60B | 4.6% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 66.57M | — | $6.41B | 0.5% | n/c | 1 | SEC ↗ ×7 |
| 3 | Wells Fargo & Company/Mn | 41.69M | — | $4.01B | 0.8% | n/c | 1 | SEC ↗ ×5 |
| 4 | Us Bancorp \De\ | 12.93M | — | $1.24B | 1.5% | n/c | 1 | SEC ↗ ×5 |
| 5 | Pnc Financial Services Group, Inc. | 12.50M | — | $1.20B | 0.7% | n/c | 1 | SEC ↗ ×10 |
| 6 | Morgan Stanley ✦ | 10.80M | +4.5% | $1.04B | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 7 | Bank of New York Mellon Corp | 10.78M | — | $1.04B | 0.2% | n/c | 1 | SEC ↗ ×9 |
| 8 | Northern Trust Corp | 10.33M | — | $994.62M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 9 | Baird Financial Group, Inc. | 8.68M | — | $835.77M | 1.3% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 7.91M | — | $761.68M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 11 | JPMorgan Chase ✦ | 6.74M | -49.1% | $648.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 12 | UBS Group AG | 6.01M | — | $578.94M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 4.60M | — | $442.71M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 4.18M | — | $402.44M | 0.5% | n/c | 1 | SEC ↗ ×3 |
| 15 | Fidelity (FMR) ✦ | 4.06M | +0.2% | $390.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | LPL Financial LLC | 3.52M | — | $338.88M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 2.92M | — | $281.24M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 18 | Ameriprise Financial Inc | 2.82M | — | $271.87M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cetera Investment Advisers | 2.26M | — | $217.23M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 2.03M | — | $195.07M | 0.6% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 1.94M | -2.7% | $186.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 22 | Mariner, LLC | 1.78M | — | $170.92M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 23 | Bank Of Montreal /Can/ | 1.55M | — | $148.96M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 24 | Northwestern Mutual Wealth… | 1.18M | — | $113.56M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 1.29M | — | $111.26M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 26 | Creative Planning | 939.57K | — | $90.45M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 27 | Rockefeller Capital Management L.P. | 925.58K | — | $89.11M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 28 | Commonwealth Equity Services, Llc | 909.12K | — | $87.52M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 858.62K | — | $85.72M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 885.35K | — | $85.27M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cerity Partners LLC | 859.81K | — | $82.77M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 32 | Osaic Holdings, Inc. | 688.54K | — | $66.31M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 33 | Franklin Resources Inc | 666.82K | — | $64.20M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 34 | Kayne Anderson Rudnick Investment… | 608.41K | — | $58.57M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 522.39K | — | $50.29M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Focus Partners Wealth | 501.96K | — | $48.32M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Principal Financial Group Inc | 459.25K | — | $44.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Bnp Paribas Financial Markets | 428.51K | — | $41.25M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (pasif) | 396.24K | +3.5% | $38.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Brown Advisory Inc | 370.96K | — | $35.71M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 41 | Captrust Financial Advisors | 359.80K | — | $34.64M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 323.63K | — | $31.16M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 318.58K | — | $30.76M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 318.40K | — | $30.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 45 | Cwm, Llc | 237.45K | — | $22.86M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 169.72K | — | $16.34M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Nova Scotia | 165.39K | — | $15.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Blair William & Co/Il | 146.67K | — | $14.12M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Voya Investment Management Llc | 93.64K | — | $9.01M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | The Vanguard Group ✦ (pasif) | 61.97K | +1.1% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Hsbc Holdings Plc | 59.95K | — | $5.77M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 52 | Citigroup Inc | 50.72K | — | $4.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Allspring Global Investments… | 39.92K | — | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Financial Engines Advisors L.L.C. | 39.23K | — | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Quantinno Capital Management LP | 39.04K | — | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 38.08K | — | $3.67M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 34.80K | +56.8% | $3.35M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 58 | Rhumbline Advisers | 33.97K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 33.43K | +115.7% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 60 | Russell Investments Group, Ltd. | 25.00K | — | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 24.39K | — | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Wealthfront Advisers LLC | 23.03K | — | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 21.19K | — | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Lazard Asset Management Llc | 16.26K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 14.87K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 14.53K | — | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Neuberger Berman Group LLC | 10.27K | — | $988,982 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Empower Advisory Group, LLC | 8.93K | — | $859,773 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | First Trust Advisors Lp | 5.30K | — | $510,681 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Jane Street Group, Llc | 5.00K | — | $481,350 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | D. E. Shaw & Co. ✦ | 4.56K | Baru | $439,280 | 0.0% | New | 1 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 4.39K | — | $422,433 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Fisher Asset Management ✦ | 3.73K | +3.6% | $358,803 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Deutsche Bank Ag\ | 3.50K | — | $336,848 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 75 | Clearbridge Investments, LLC | 3.25K | — | $312,878 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | First Manhattan Co. Llc. | 3.12K | — | $300,362 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cibc World Market Inc. | 2.67K | — | $257,233 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| D. E. Shaw & Co. | $439,280 | 0.0% |
Telah keluar
| Harris Associates (Oakmark) | $96,521 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,501 pemegang, 412.13M saham, $39.36B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q4 2025 ·
Metodologi ·
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