증권 기록 · 과거 분기 (아카이브)
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
77추적 보유자
0Δ 보유자
339.70M보유 주식 수
$32.85B보고 가치
+3신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 +4.9% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 92.96M | +17.8% | $8.87B | 4.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 92.96M | +17.8% | $8.87B | 4.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 65.88M | -1.0% | $6.41B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 65.88M | -1.0% | $6.41B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 65.88M | -1.0% | $6.41B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 65.88M | -1.0% | $6.41B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 65.88M | -1.0% | $6.41B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 65.88M | -1.0% | $6.41B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 42.83M | +2.7% | $4.16B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 42.83M | +2.7% | $4.16B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 42.83M | +2.7% | $4.16B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 42.83M | +2.7% | $4.16B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 42.83M | +2.7% | $4.16B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 14 | Us Bancorp \De\ | 12.92M | -0.1% | $1.26B | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 15 | Us Bancorp \De\ | 12.92M | -0.1% | $1.26B | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 16 | Us Bancorp \De\ | 12.92M | -0.1% | $1.26B | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 17 | Us Bancorp \De\ | 12.92M | -0.1% | $1.26B | 1.5% | ▼ Trim | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 22 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 23 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 12.33M | -1.3% | $1.20B | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 10.99M | +1.8% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 10.99M | +1.8% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 10.99M | +1.8% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 10.99M | +1.8% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 10.99M | +1.8% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 10.99M | +1.8% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 10.73M | -0.5% | $1.04B | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 10.19M | -1.4% | $990.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Northern Trust Corp | 10.19M | -1.4% | $990.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Northern Trust Corp | 10.19M | -1.4% | $990.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 8.97M | +3.3% | $872.14M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 8.97M | +3.3% | $872.14M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 48 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 49 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 50 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 51 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 52 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 53 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 54 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 55 | Royal Bank Of Canada | 7.87M | -0.5% | $765.66M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 56 | UBS Group AG | 7.25M | +20.5% | $704.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS Group AG | 7.25M | +20.5% | $704.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 58 | UBS Group AG | 7.25M | +20.5% | $704.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 59 | UBS Group AG | 7.25M | +20.5% | $704.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | JPMorgan Chase ✦ | 6.91M | +2.5% | $654.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Envestnet Asset Management Inc | 4.47M | -2.8% | $434.75M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 70 | Truist Financial Corp | 4.18M | -0.1% | $406.16M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 71 | Truist Financial Corp | 4.18M | -0.1% | $406.16M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 72 | Truist Financial Corp | 4.18M | -0.1% | $406.16M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 73 | Fidelity (FMR) ✦ | 4.09M | +0.8% | $397.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 4.09M | +0.8% | $397.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | LPL Financial LLC | 3.76M | +6.7% | $365.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 76 | CIBC Bancorp USA Inc. | 3.15M | — | $306.23M | 0.4% | n/c | 1 | SEC ↗ |
| 77 | CIBC Bancorp USA Inc. | 3.15M | — | $306.23M | 0.4% | n/c | 1 | SEC ↗ |
| 78 | Ameriprise Financial Inc | 3.02M | +6.8% | $293.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Ameriprise Financial Inc | 3.02M | +6.8% | $293.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Ameriprise Financial Inc | 3.02M | +6.8% | $293.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Ameriprise Financial Inc | 3.02M | +6.8% | $293.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Raymond James Financial Inc | 2.80M | -4.1% | $272.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 83 | Raymond James Financial Inc | 2.80M | -4.1% | $272.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 84 | Raymond James Financial Inc | 2.80M | -4.1% | $272.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 85 | Fifth Third Bancorp | 2.55M | +25.8% | $247.74M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 86 | Cetera Investment Advisers | 2.13M | -5.5% | $207.44M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 93 | Bank Of Montreal /Can/ | 1.97M | +27.1% | $191.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 94 | Goldman Sachs Group ✦ | 1.97M | +1.3% | $191.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Goldman Sachs Group ✦ | 1.97M | +1.3% | $191.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Goldman Sachs Group ✦ | 1.97M | +1.3% | $191.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Goldman Sachs Group ✦ | 1.97M | +1.3% | $191.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Mariner, LLC | 1.75M | -1.5% | $170.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 99 | Mariner, LLC | 1.75M | -1.5% | $170.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 100 | Mariner, LLC | 1.75M | -1.5% | $170.03M | 0.2% | ▼ Trim | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Qube Research & Technologies… | $1.40M | 이었음 0.0% |
| D. E. Shaw & Co. | $439,280 | 이었음 0.0% |
| Clearbridge Investments, LLC | $312,878 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,501 보유 기관, 412.13M 주식, $39.36B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
방법론 ·
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