Запись по ценной бумаге · архивный квартал
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
77Отслеживаемые держатели
0Δ держателей
339.70MАкций в держании
$32.85BОтчётная стоимость
+3Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +4.9% · новые чистые позиции 0.0% — формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
«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
| Qube Research & Technologies… | $1.40M | составлял 0.0% |
| D. E. Shaw & Co. | $439,280 | составлял 0.0% |
| Clearbridge Investments, LLC | $312,878 | 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: Q1 2026 ·
Методология ·
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