Запись по ценной бумаге · архивный квартал
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
77Отслеживаемые держатели
0Δ держателей
320.75MАкций в держании
$30.87BОтчётная стоимость
+1Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -1.8% · новые чистые позиции 0.0% · формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 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 ✦ (пассивный) | 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 | Новый | $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 ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| D. E. Shaw & Co. | $439,280 | 0.0% |
Закрыто
| Harris Associates (Oakmark) | $96,521 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,501 держатели, 412.13M акции, $39.36B 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: Q4 2025 ·
Методология ·
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