Catatan efek · kuartal yang diarsipkan
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
77Pemegang yang dilacak
0Δ pemegang
339.70MSaham yang dipegang
$32.85BNilai yang dilaporkan
+3Posisi baru
−3Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham +4.9% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 92.96M | +17.8% | $8.87B | 4.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 65.88M | -1.0% | $6.41B | 0.5% | ▼ Trim | 2 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 42.83M | +2.7% | $4.16B | 0.8% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Us Bancorp \De\ | 12.92M | -0.1% | $1.26B | 1.5% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ ×10 |
| 6 | Morgan Stanley ✦ | 10.99M | +1.8% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 7 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ ×9 |
| 8 | Northern Trust Corp | 10.19M | -1.4% | $990.34M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 9 | Baird Financial Group, Inc. | 8.97M | +3.3% | $872.14M | 1.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 11 | UBS Group AG | 7.25M | +20.5% | $704.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 12 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 13 | Envestnet Asset Management Inc | 4.47M | -2.8% | $434.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Truist Financial Corp | 4.18M | -0.1% | $406.16M | 0.5% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Fidelity (FMR) ✦ | 4.09M | +0.8% | $397.54M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | LPL Financial LLC | 3.76M | +6.7% | $365.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | CIBC Bancorp USA Inc. | 3.15M | n/a | $306.23M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 3.02M | +6.8% | $293.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Raymond James Financial Inc | 2.80M | -4.1% | $272.30M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Fifth Third Bancorp | 2.55M | +25.8% | $247.74M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 2.13M | -5.5% | $207.44M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 23 | Goldman Sachs Group ✦ | 1.97M | +1.3% | $191.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Mariner, LLC | 1.75M | -1.5% | $170.03M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 25 | Northwestern Mutual Wealth… | 1.20M | +1.5% | $116.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Creative Planning | 957.23K | +1.9% | $93.07M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Rockefeller Capital Management L.P. | 949.59K | +2.6% | $92.33M | 0.2% | ▲ Add | 2 | SEC ↗ ×5 |
| 28 | Lido Advisors, LLC | 917.28K | +3.6% | $89.19M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Cerity Partners LLC | 898.47K | +4.5% | $87.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Commonwealth Equity Services, Llc | 863.95K | -5.0% | $84.00M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Osaic Holdings, Inc. | 745.06K | +8.2% | $72.46M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Kayne Anderson Rudnick Investment… | 725.46K | +19.2% | $70.54M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 33 | Franklin Resources Inc | 665.83K | -0.1% | $64.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 34 | Wealth Enhancement Advisory… | 554.43K | -35.4% | $54.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 509.88K | +1.6% | $49.62M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 507.22K | -2.9% | $49.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 488.47K | -62.0% | $46.80M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 375.88K | +887.1% | $36.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Brown Advisory Inc | 373.72K | +0.7% | $36.34M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Captrust Financial Advisors | 356.99K | -0.8% | $34.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | BlackRock ✦ (pasif) | 347.97K | -12.2% | $33.83M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 42 | Mml Investors Services, Llc | 303.49K | -6.2% | $29.51M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 299.82K | -5.9% | $29.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 299.76K | -5.8% | $29.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 45 | Bnp Paribas Financial Markets | 205.95K | -51.9% | $20.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Principal Financial Group Inc | 203.64K | -55.7% | $19.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 47 | Cwm, Llc | 177.26K | -25.4% | $17.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 170.84K | +0.7% | $16.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 166.31K | +13.4% | $16.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank Of Nova Scotia | 165.38K | 0.0% | $16.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Voya Investment Management Llc | 103.40K | +10.4% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 74.70K | +91.3% | $7.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 54.33K | +62.5% | $5.28M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 54 | Citigroup Inc | 42.07K | -17.1% | $4.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Allspring Global Investments… | 40.47K | +1.4% | $3.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 56 | Financial Engines Advisors L.L.C. | 38.03K | -3.1% | $3.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Hsbc Holdings Plc | 28.75K | -52.0% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Wealthfront Advisers LLC | 28.34K | +23.1% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Renaissance Technologies ✦ | 25.20K | -27.6% | $2.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 24.93K | +2.2% | $2.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Susquehanna International Group, Llp | 23.62K | +11.5% | $2.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 22.56K | -9.7% | $2.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Jane Street Group, Llc | 21.97K | +339.5% | $2.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Assetmark, Inc | 16.64K | +11.9% | $1.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 16.26K | 0.0% | $1.58M | 0.0% | Held | 2 | SEC ↗ |
| 66 | Tudor Investment Corp Et Al | 11.04K | Baru | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 67 | Neuberger Berman Group LLC | 10.32K | +0.5% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Empower Advisory Group, LLC | 8.14K | -8.8% | $791,535 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | IMC-Chicago, LLC | 5.96K | Baru | $579,491 | 0.0% | New | 1 | SEC ↗ |
| 70 | First Trust Advisors Lp | 5.32K | +0.2% | $517,038 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Rhumbline Advisers | 5.20K | -84.7% | $505,691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cibc World Market Inc. | 4.43K | +65.9% | $430,923 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 4.39K | 0.0% | $426,733 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Fisher Asset Management ✦ | 3.92K | +5.1% | $380,759 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Invesco Ltd. | 3.70K | Baru | $360,140 | 0.0% | New | 1 | SEC ↗ |
| 76 | First Manhattan Co. Llc. | 2.99K | -4.2% | $290,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 1.68K | -52.1% | $162,860 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tudor Investment Corp Et Al | $1.07M | 0.0% |
| IMC-Chicago, LLC | $579,491 | 0.0% |
| Invesco Ltd. | $360,140 | 0.0% |
Telah keluar
| Qube Research & Technologies… | $1.40M | adalah 0.0% |
| D. E. Shaw & Co. | $439,280 | adalah 0.0% |
| Clearbridge Investments, LLC | $312,878 | 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 sekuritas ini yang dilacak: 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API