Catatan efek
IWR
iShares Russell Mid-Cap ETF · Financial Services · Asset Management - Global
78Pemegang yang dilacak
+3Δ pemegang
354.65MSaham yang dipegang
$39.05BNilai yang dilaporkan
+5Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.0% ·
aliran saham +4.6% ·
posisi baru bersih +2.6%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 99.65M | +7.2% | $10.92B | 4.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 68.88M | +4.6% | $7.60B | 0.5% | ▲ Add | 3 | SEC ↗ ×6 |
| 3 | Wells Fargo & Company/Mn | 45.37M | +5.9% | $5.00B | 0.9% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Us Bancorp \De\ | 12.78M | -1.1% | $1.41B | 1.5% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Pnc Financial Services Group, Inc. | 12.47M | +1.1% | $1.38B | 0.7% | ▲ Add | 3 | SEC ↗ ×10 |
| 6 | Morgan Stanley ✦ | 11.93M | +8.6% | $1.32B | 0.1% | ▲ Add | 4 | SEC ↗ ×6 |
| 7 | Bank of New York Mellon Corp | 10.73M | +0.1% | $1.18B | 0.2% | ▲ Add | 3 | SEC ↗ ×8 |
| 8 | Baird Financial Group, Inc. | 10.66M | +18.9% | $1.18B | 1.6% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | Northern Trust Corp | 10.12M | -0.6% | $1.12B | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 8.12M | +3.1% | $895.34M | 0.2% | ▲ Add | 3 | SEC ↗ ×9 |
| 11 | JPMorgan Chase ✦ | 7.38M | +6.8% | $812.95M | 0.0% | ▲ Add | 4 | SEC ↗ ×10 |
| 12 | UBS Group AG | 7.35M | +1.5% | $811.22M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 4.50M | +0.7% | $496.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Truist Financial Corp | 4.12M | -1.4% | $454.54M | 0.5% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | Fidelity (FMR) ✦ | 3.87M | -5.3% | $427.16M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 16 | LPL Financial LLC | 3.73M | -0.7% | $411.51M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | CIBC Bancorp USA Inc. | 3.16M | +0.3% | $348.38M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 3.08M | +2.0% | $340.21M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Raymond James Financial Inc | 2.79M | -0.2% | $308.32M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Fifth Third Bancorp | 2.50M | -1.8% | $275.93M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 2.13M | -0.2% | $234.79M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 1.98M | +0.9% | $218.96M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 23 | Goldman Sachs Group ✦ | 1.98M | +0.5% | $218.09M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 24 | Mariner, LLC | 1.73M | -1.2% | $190.58M | 0.2% | ▼ Trim | 3 | SEC ↗ ×3 |
| 25 | Northwestern Mutual Wealth… | 1.21M | +1.4% | $133.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 969.04K | +7.9% | $106.91M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 27 | Rockefeller Capital Management L.P. | 961.06K | +1.2% | $106.02M | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 28 | Lido Advisors, LLC | 940.35K | +2.5% | $103.74M | 0.4% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Creative Planning | 936.52K | -2.2% | $103.32M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Osaic Holdings, Inc. | 895.79K | +20.2% | $98.85M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Commonwealth Equity Services, Llc | 838.03K | -3.0% | $92.45M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Franklin Resources Inc | 666.99K | +0.2% | $73.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 33 | Wealth Enhancement Advisory… | 563.03K | +1.6% | $61.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Corient Private Wealth LP | 538.83K | +10.3% | $59.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Focus Partners Wealth | 527.78K | +3.5% | $58.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Kayne Anderson Rudnick Investment… | 456.80K | -37.0% | $50.40M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 37 | UBS AM, a distinct business unit of… | 435.91K | +16.0% | $48.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Bnp Paribas Financial Markets | 361.62K | +75.6% | $39.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 359.57K | +18.5% | $39.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Captrust Financial Advisors | 354.02K | -0.8% | $39.06M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Brown Advisory Inc | 353.65K | -5.4% | $39.01M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 42 | Mercer Global Advisors Inc /Adv | 315.13K | +5.1% | $34.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Stifel Financial Corp | 291.92K | -2.6% | $32.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 44 | BlackRock ✦ (pasif) | 256.06K | -26.4% | $28.25M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 45 | Blair William & Co/Il | 182.35K | +9.7% | $20.12M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank Of Nova Scotia | 165.38K | 0.0% | $18.24M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 47 | Alliancebernstein L.P. | 176.02K | +3.0% | $17.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 117.82K | +57.7% | $13.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 97.28K | +79.1% | $10.73M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 50 | Jane Street Group, Llc | 89.68K | +308.1% | $9.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Principal Financial Group Inc | 75.25K | -63.0% | $8.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 52 | Tudor Investment Corp Et Al | 54.87K | +397.2% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 48.10K | +103.6% | $5.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Citigroup Inc | 42.01K | -0.1% | $4.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Voya Investment Management Llc | 40.55K | -60.8% | $4.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Financial Engines Advisors L.L.C. | 37.62K | -1.1% | $4.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Nuveen, LLC | 35.61K | Baru | $3.93M | 0.0% | New | 1 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 31.16K | +38.1% | $3.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Hsbc Holdings Plc | 29.90K | +4.0% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 27.52K | -2.9% | $3.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 25.91K | +3.9% | $2.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 14.80K | -41.3% | $1.63M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 63 | Allspring Global Investments… | 14.54K | -64.1% | $1.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 64 | Assetmark, Inc | 14.28K | -14.2% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Neuberger Berman Group LLC | 10.34K | +0.2% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | IMC-Chicago, LLC | 7.98K | +33.9% | $880,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Rhumbline Advisers | 7.62K | +46.6% | $841,079 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Empower Advisory Group, LLC | 7.36K | -9.6% | $811,498 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | First Trust Advisors Lp | 7.09K | +33.2% | $781,763 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | National Bank Of Canada /Fi/ | 4.39K | 0.0% | $484,084 | 0.0% | Held | 3 | SEC ↗ |
| 71 | Gotham Asset Management ✦ | 3.96K | Baru | $437,088 | 0.0% | New | 1 | SEC ↗ |
| 72 | Millennium Management ✦ | 3.54K | Baru | $390,092 | 0.0% | New | 1 | SEC ↗ |
| 73 | Fisher Asset Management ✦ | 3.49K | -10.9% | $384,955 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | First Manhattan Co. Llc. | 2.99K | 0.0% | $329,746 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Squarepoint Ops LLC | 2.85K | Baru | $314,964 | 0.0% | New | 1 | SEC ↗ |
| 76 | Cibc World Market Inc. | 2.66K | -40.0% | $293,451 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Tidal Investments LLC | 2.57K | Baru | $283,081 | 0.0% | New | 1 | SEC ↗ |
| 78 | Deutsche Bank Ag\ | 1.53K | -8.7% | $168,790 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Nuveen, LLC | $3.93M | 0.0% |
| Gotham Asset Management | $437,088 | 0.0% |
| Millennium Management | $390,092 | 0.0% |
| Squarepoint Ops LLC | $314,964 | 0.0% |
| Tidal Investments LLC | $283,081 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $49.32M | adalah 0.1% |
| Lazard Asset Management Llc | $1.58M | adalah 0.0% |
| Invesco Ltd. | $360,140 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API