سجل الورقة المالية · ربع مؤرشف
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
77الحاملون المتتبعون
0Δ المساهمون
320.75Mالأسهم المحتفظ بها
$30.87Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -1.8% · المراكز الجديدة الصافية 0.0% · الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 586.14K | $63.78M | n/a | n/a |
| 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 | n/a | −1 |
| Q4 2024 | 6 | +2 | 117.42K | $10.38M | +2 | n/a |
| Q3 2024 | 4 | -1 | 101.12K | $8.91M | +1 | −2 |
| Q2 2024 | 5 | n/a | 412.32K | $33.43M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 78.92M | n/a | $7.60B | 4.6% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 66.57M | n/a | $6.41B | 0.5% | n/c | 1 | SEC ↗ ×7 |
| 3 | Wells Fargo & Company/Mn | 41.69M | n/a | $4.01B | 0.8% | n/c | 1 | SEC ↗ ×5 |
| 4 | Us Bancorp \De\ | 12.93M | n/a | $1.24B | 1.5% | n/c | 1 | SEC ↗ ×5 |
| 5 | Pnc Financial Services Group, Inc. | 12.50M | n/a | $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 | n/a | $1.04B | 0.2% | n/c | 1 | SEC ↗ ×9 |
| 8 | Northern Trust Corp | 10.33M | n/a | $994.62M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 9 | Baird Financial Group, Inc. | 8.68M | n/a | $835.77M | 1.3% | n/c | 1 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 7.91M | n/a | $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 | n/a | $578.94M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 4.60M | n/a | $442.71M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 4.18M | n/a | $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 | n/a | $338.88M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 2.92M | n/a | $281.24M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 18 | Ameriprise Financial Inc | 2.82M | n/a | $271.87M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cetera Investment Advisers | 2.26M | n/a | $217.23M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Fifth Third Bancorp | 2.03M | n/a | $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 | n/a | $170.92M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 23 | Bank Of Montreal /Can/ | 1.55M | n/a | $148.96M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 24 | Northwestern Mutual Wealth… | 1.18M | n/a | $113.56M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 1.29M | n/a | $111.26M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 26 | Creative Planning | 939.57K | n/a | $90.45M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 27 | Rockefeller Capital Management L.P. | 925.58K | n/a | $89.11M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 28 | Commonwealth Equity Services, Llc | 909.12K | n/a | $87.52M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 858.62K | n/a | $85.72M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Lido Advisors, LLC | 885.35K | n/a | $85.27M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 31 | Cerity Partners LLC | 859.81K | n/a | $82.77M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 32 | Osaic Holdings, Inc. | 688.54K | n/a | $66.31M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 33 | Franklin Resources Inc | 666.82K | n/a | $64.20M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 34 | Kayne Anderson Rudnick Investment… | 608.41K | n/a | $58.57M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | HighTower Advisors, LLC | 522.39K | n/a | $50.29M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Focus Partners Wealth | 501.96K | n/a | $48.32M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Principal Financial Group Inc | 459.25K | n/a | $44.21M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Bnp Paribas Financial Markets | 428.51K | n/a | $41.25M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (سلبي) | 396.24K | +3.5% | $38.15M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Brown Advisory Inc | 370.96K | n/a | $35.71M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 41 | Captrust Financial Advisors | 359.80K | n/a | $34.64M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 323.63K | n/a | $31.16M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 318.58K | n/a | $30.76M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Stifel Financial Corp | 318.40K | n/a | $30.65M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 45 | Cwm, Llc | 237.45K | n/a | $22.86M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | Alliancebernstein L.P. | 169.72K | n/a | $16.34M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Nova Scotia | 165.39K | n/a | $15.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Blair William & Co/Il | 146.67K | n/a | $14.12M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Voya Investment Management Llc | 93.64K | n/a | $9.01M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | The Vanguard Group ✦ (سلبي) | 61.97K | +1.1% | $5.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Hsbc Holdings Plc | 59.95K | n/a | $5.77M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 52 | Citigroup Inc | 50.72K | n/a | $4.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 53 | Allspring Global Investments… | 39.92K | n/a | $3.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Financial Engines Advisors L.L.C. | 39.23K | n/a | $3.78M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Quantinno Capital Management LP | 39.04K | n/a | $3.76M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 38.08K | n/a | $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 | n/a | $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 | n/a | $2.41M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 24.39K | n/a | $2.35M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Wealthfront Advisers LLC | 23.03K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Susquehanna International Group, Llp | 21.19K | n/a | $2.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 64 | Lazard Asset Management Llc | 16.26K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 14.87K | n/a | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Qube Research & Technologies Ltd | 14.53K | n/a | $1.40M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Neuberger Berman Group LLC | 10.27K | n/a | $988,982 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Empower Advisory Group, LLC | 8.93K | n/a | $859,773 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | First Trust Advisors Lp | 5.30K | n/a | $510,681 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Jane Street Group, Llc | 5.00K | n/a | $481,350 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | D. E. Shaw & Co. ✦ | 4.56K | جديد | $439,280 | 0.0% | New | 1 | SEC ↗ |
| 72 | National Bank Of Canada /Fi/ | 4.39K | n/a | $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 | n/a | $336,848 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 75 | Clearbridge Investments, LLC | 3.25K | n/a | $312,878 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | First Manhattan Co. Llc. | 3.12K | n/a | $300,362 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cibc World Market Inc. | 2.67K | n/a | $257,233 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| D. E. Shaw & Co. | $439,280 | 0.0% |
تم الخروج
| Harris Associates (Oakmark) | $96,521 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1,501 المالكون, 412.13M الأسهم, $39.36B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q4 2025 ·
المنهجية ·
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