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Ficha del valor · trimestre archivado

IWR

iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global

113.30 +0.3% cap. de mercado $58.13B cotización diferida (FMP) · a fecha de Aug 26 18:08 UTC — independiente de los datos del archivo a continuación

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
77Tenedores rastreados
0Δ titulares
320.75MAcciones mantenidas
$30.87BValor declarado
+1Nuevas posiciones
−1Cierres
Stable Puntuación de convicción 53/100 3 trimestres de incremento en acciones rastreadas ●●●○○○ Cómo se calculan estos datos → Explicar esto en el Research Desk →

Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -1.8% · nuevas posiciones netas 0.0% — fórmula

Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025

Participación a lo largo del tiempo
TrimestreTitularesΔAccionesValor declaradoNuevoCierres
Q2 2026 79 +3 355.13M $39.10B +5 −2
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 — —
Recuento de titulares
Quién lo tiene en cartera · Q4 2025
#GestorAccionesΔ accionesValorSu ponderaciónMantenida
1 Jones Financial Companies Lllp 78.92M — $7.60B 4.6% n/c 1 SEC ↗
2 Jones Financial Companies Lllp 78.92M — $7.60B 4.6% n/c 1 SEC ↗
3 Jones Financial Companies Lllp 78.92M — $7.60B 4.6% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 66.57M — $6.41B 0.5% n/c 1 SEC ↗
5 Bank Of America Corp /De/ 66.57M — $6.41B 0.5% n/c 1 SEC ↗
6 Bank Of America Corp /De/ 66.57M — $6.41B 0.5% n/c 1 SEC ↗
7 Bank Of America Corp /De/ 66.57M — $6.41B 0.5% n/c 1 SEC ↗
8 Bank Of America Corp /De/ 66.57M — $6.41B 0.5% n/c 1 SEC ↗
9 Bank Of America Corp /De/ 66.57M — $6.41B 0.5% n/c 1 SEC ↗
10 Bank Of America Corp /De/ 66.57M — $6.41B 0.5% n/c 1 SEC ↗
11 Wells Fargo & Company/Mn 41.69M — $4.01B 0.8% n/c 1 SEC ↗
12 Wells Fargo & Company/Mn 41.69M — $4.01B 0.8% n/c 1 SEC ↗
13 Wells Fargo & Company/Mn 41.69M — $4.01B 0.8% n/c 1 SEC ↗
14 Wells Fargo & Company/Mn 41.69M — $4.01B 0.8% n/c 1 SEC ↗
15 Wells Fargo & Company/Mn 41.69M — $4.01B 0.8% n/c 1 SEC ↗
16 Us Bancorp \De\ 12.93M — $1.24B 1.5% n/c 1 SEC ↗
17 Us Bancorp \De\ 12.93M — $1.24B 1.5% n/c 1 SEC ↗
18 Us Bancorp \De\ 12.93M — $1.24B 1.5% n/c 1 SEC ↗
19 Us Bancorp \De\ 12.93M — $1.24B 1.5% n/c 1 SEC ↗
20 Us Bancorp \De\ 12.93M — $1.24B 1.5% n/c 1 SEC ↗
21 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
22 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
23 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
24 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
25 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
26 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
27 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
28 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
29 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
30 Pnc Financial Services Group, Inc. 12.50M — $1.20B 0.7% n/c 1 SEC ↗
31 Morgan Stanley ✦ 10.80M +4.5% $1.04B 0.1% ▲ Add 2 SEC ↗
32 Morgan Stanley ✦ 10.80M +4.5% $1.04B 0.1% ▲ Add 2 SEC ↗
33 Morgan Stanley ✦ 10.80M +4.5% $1.04B 0.1% ▲ Add 2 SEC ↗
34 Morgan Stanley ✦ 10.80M +4.5% $1.04B 0.1% ▲ Add 2 SEC ↗
35 Morgan Stanley ✦ 10.80M +4.5% $1.04B 0.1% ▲ Add 2 SEC ↗
36 Morgan Stanley ✦ 10.80M +4.5% $1.04B 0.1% ▲ Add 2 SEC ↗
37 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
38 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
39 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
40 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
41 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
42 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
43 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
44 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
45 Bank of New York Mellon Corp 10.78M — $1.04B 0.2% n/c 1 SEC ↗
46 Northern Trust Corp 10.33M — $994.62M 0.1% n/c 1 SEC ↗
47 Northern Trust Corp 10.33M — $994.62M 0.1% n/c 1 SEC ↗
48 Baird Financial Group, Inc. 8.68M — $835.77M 1.3% n/c 1 SEC ↗
49 Baird Financial Group, Inc. 8.68M — $835.77M 1.3% n/c 1 SEC ↗
50 Royal Bank Of Canada 7.91M — $761.68M 0.1% n/c 1 SEC ↗
51 Royal Bank Of Canada 7.91M — $761.68M 0.1% n/c 1 SEC ↗
52 Royal Bank Of Canada 7.91M — $761.68M 0.1% n/c 1 SEC ↗
53 Royal Bank Of Canada 7.91M — $761.68M 0.1% n/c 1 SEC ↗
54 Royal Bank Of Canada 7.91M — $761.68M 0.1% n/c 1 SEC ↗
55 Royal Bank Of Canada 7.91M — $761.68M 0.1% n/c 1 SEC ↗
56 Royal Bank Of Canada 7.91M — $761.68M 0.1% n/c 1 SEC ↗
57 Royal Bank Of Canada 7.91M — $761.68M 0.1% n/c 1 SEC ↗
58 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
59 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
60 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
61 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
62 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
63 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
64 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
65 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
66 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
67 JPMorgan Chase ✦ 6.74M -49.1% $648.80M 0.0% ▼ Trim 2 SEC ↗
68 UBS Group AG 6.01M — $578.94M 0.1% n/c 1 SEC ↗
69 UBS Group AG 6.01M — $578.94M 0.1% n/c 1 SEC ↗
70 Envestnet Asset Management Inc 4.60M — $442.71M 0.1% n/c 1 SEC ↗
71 Truist Financial Corp 4.18M — $402.44M 0.5% n/c 1 SEC ↗
72 Truist Financial Corp 4.18M — $402.44M 0.5% n/c 1 SEC ↗
73 Truist Financial Corp 4.18M — $402.44M 0.5% n/c 1 SEC ↗
74 Fidelity (FMR) ✦ 4.06M +0.2% $390.52M 0.0% ▲ Add 3 SEC ↗
75 Fidelity (FMR) ✦ 4.06M +0.2% $390.52M 0.0% ▲ Add 3 SEC ↗
76 LPL Financial LLC 3.52M — $338.88M 0.1% n/c 1 SEC ↗
77 Raymond James Financial Inc 2.92M — $281.24M 0.1% n/c 1 SEC ↗
78 Raymond James Financial Inc 2.92M — $281.24M 0.1% n/c 1 SEC ↗
79 Raymond James Financial Inc 2.92M — $281.24M 0.1% n/c 1 SEC ↗
80 Ameriprise Financial Inc 2.82M — $271.87M 0.1% n/c 1 SEC ↗
81 Ameriprise Financial Inc 2.82M — $271.87M 0.1% n/c 1 SEC ↗
82 Ameriprise Financial Inc 2.82M — $271.87M 0.1% n/c 1 SEC ↗
83 Cetera Investment Advisers 2.26M — $217.23M 0.2% n/c 1 SEC ↗
84 Fifth Third Bancorp 2.03M — $195.07M 0.6% n/c 1 SEC ↗
85 Goldman Sachs Group ✦ 1.94M -2.7% $186.95M 0.0% ▼ Trim 2 SEC ↗
86 Goldman Sachs Group ✦ 1.94M -2.7% $186.95M 0.0% ▼ Trim 2 SEC ↗
87 Goldman Sachs Group ✦ 1.94M -2.7% $186.95M 0.0% ▼ Trim 2 SEC ↗
88 Goldman Sachs Group ✦ 1.94M -2.7% $186.95M 0.0% ▼ Trim 2 SEC ↗
89 Mariner, LLC 1.78M — $170.92M 0.2% n/c 1 SEC ↗
90 Mariner, LLC 1.78M — $170.92M 0.2% n/c 1 SEC ↗
91 Mariner, LLC 1.78M — $170.92M 0.2% n/c 1 SEC ↗
92 Mariner, LLC 1.78M — $170.92M 0.2% n/c 1 SEC ↗
93 Bank Of Montreal /Can/ 1.55M — $148.96M 0.1% n/c 1 SEC ↗
94 Bank Of Montreal /Can/ 1.55M — $148.96M 0.1% n/c 1 SEC ↗
95 Bank Of Montreal /Can/ 1.55M — $148.96M 0.1% n/c 1 SEC ↗
96 Bank Of Montreal /Can/ 1.55M — $148.96M 0.1% n/c 1 SEC ↗
97 Bank Of Montreal /Can/ 1.55M — $148.96M 0.1% n/c 1 SEC ↗
98 Bank Of Montreal /Can/ 1.55M — $148.96M 0.1% n/c 1 SEC ↗
99 Bank Of Montreal /Can/ 1.55M — $148.96M 0.1% n/c 1 SEC ↗
100 Northwestern Mutual Wealth… 1.18M — $113.56M 0.1% n/c 1 SEC ↗

«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.

Nuevos compradores

Sin nuevos compradores rastreados este trimestre.

Posición cerrada

Harris Associates (Oakmark) $96,521 era 0.0%

Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,501 tenedores, 412.13M acciones, $39.36B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.

Frecuentemente cotituladas

Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.

AMZN77titulares compartidos BLK77titulares compartidos AEP77titulares compartidos AMT77titulares compartidos ANET77titulares compartidos
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR. Período de reporte: Q4 2025 · Metodología · Obtener esto a través de la API