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 |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
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 держатели 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 ·
Получить через API