Catatan efek · kuartal yang diarsipkan
IWS
iShares Russell Mid-Cap Value ETF · Financial Services · Asset Management - Global
73Pemegang yang dilacak
-1Δ pemegang
47.09MSaham yang dipegang
$6.63BNilai yang dilaporkan
+1Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -1.4% ·
aliran saham -1.7% ·
posisi baru bersih -1.4%
— formula
Distribusi luas — penurunan saham dan lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | +5 | 42.33M | $6.97B | +6 | −2 |
| Q1 2026 | 75 | +2 | 44.43M | $6.45B | +5 | −3 |
| Q4 2025 | 73 | -1 | 47.09M | $6.63B | +1 | −2 |
| Q3 2025 | 11 | -1 | 11.88M | $1.66B | +1 | −2 |
| Q2 2025 | 9 | +2 | 2.09M | $276.69M | +3 | −1 |
| Q1 2025 | 4 | -1 | 223.85K | $28.20M | +1 | −2 |
| Q4 2024 | 5 | +1 | 63.60K | $8.23M | +1 | — |
| Q3 2024 | 4 | +2 | 46.94K | $6.21M | +2 | — |
| Q2 2024 | 2 | — | 44.32K | $5.35M | — | — |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 9.71M | — | $1.37B | 0.8% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 8.07M | -2.1% | $1.14B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Bank Of America Corp /De/ | 4.24M | — | $597.50M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | Wells Fargo & Company/Mn | 3.92M | — | $552.55M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 5 | Royal Bank Of Canada | 2.39M | — | $337.20M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 6 | Us Bancorp \De\ | 2.09M | — | $294.78M | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 7 | Commonwealth Equity Services, Llc | 1.99M | — | $280.04M | 0.4% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.93M | -0.8% | $272.86M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | UBS Group AG | 1.64M | — | $231.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Pnc Financial Services Group, Inc. | 1.28M | — | $180.83M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 11 | LPL Financial LLC | 1.21M | — | $170.75M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.11M | — | $156.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 1.01M | — | $142.01M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 796.67K | -45.6% | $112.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 15 | Raymond James Financial Inc | 652.03K | — | $91.97M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 16 | Truist Financial Corp | 439.52K | — | $61.99M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 17 | Cetera Investment Advisers | 432.24K | — | $60.97M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 317.07K | — | $44.73M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 19 | Lido Advisors, LLC | 300.54K | — | $42.33M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 332.36K | — | $36.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Northwestern Mutual Wealth… | 236.78K | — | $33.40M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 236.51K | — | $33.36M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 218.54K | — | $30.83M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Hsbc Holdings Plc | 215.90K | — | $30.45M | 0.0% | n/c | 1 | SEC ↗ ×10 |
| 25 | Rockefeller Capital Management L.P. | 198.23K | — | $27.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 26 | Baird Financial Group, Inc. | 167.70K | — | $23.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Osaic Holdings, Inc. | 161.37K | — | $22.77M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 28 | Stifel Financial Corp | 140.05K | — | $19.76M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 29 | Creative Planning | 139.09K | — | $19.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Captrust Financial Advisors | 125.26K | — | $17.67M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Northern Trust Corp | 121.24K | — | $17.10M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Fifth Third Bancorp | 119.01K | — | $16.79M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 117.05K | -6.2% | $16.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Wealth Enhancement Advisory… | 89.89K | — | $13.15M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 90.31K | — | $12.74M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 36 | Mml Investors Services, Llc | 76.14K | — | $10.74M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 73.36K | — | $10.35M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 66.22K | — | $9.34M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 39 | Wellington Management ✦ | 58.88K | Baru | $8.30M | 0.0% | New | 1 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 46.74K | — | $6.59M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Allspring Global Investments… | 45.02K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Assetmark, Inc | 44.10K | — | $6.22M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 43.90K | — | $6.19M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 30.75K | — | $4.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | T. Rowe Price ✦ | 30.71K | 0.0% | $4.33M | 0.0% | Held | 7 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 28.71K | — | $4.05M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Boston Partners | 27.68K | — | $3.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Cerity Partners LLC | 24.71K | — | $3.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Brown Advisory Inc | 23.32K | — | $3.29M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Citadel Advisors ✦ | 23.18K | +1180.6% | $3.27M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 51 | Financial Engines Advisors L.L.C. | 21.57K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citigroup Inc | 20.27K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Principal Financial Group Inc | 19.52K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Blair William & Co/Il | 17.86K | — | $2.52M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | The Vanguard Group ✦ (pasif) | 17.73K | -0.1% | $2.50M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | UBS AM, a distinct business unit of… | 14.06K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 13.99K | — | $1.97M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Victory Capital Management Inc | 12.20K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 12.17K | +27.4% | $1.72M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 60 | Wealthfront Advisers LLC | 11.97K | — | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 9.51K | — | $1.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 62 | BlackRock ✦ (pasif) | 8.83K | -55.2% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 63 | Kayne Anderson Rudnick Investment… | 8.21K | — | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Franklin Resources Inc | 6.73K | — | $949,265 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 65 | Prudential Financial Inc | 4.77K | — | $679,153 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Chevy Chase Trust Holdings, LLC | 3.37K | — | $475,762 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 2.60K | — | $366,481 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 2.29K | — | $323,428 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Empower Advisory Group, LLC | 1.81K | — | $255,442 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Cibc World Market Inc. | 1.51K | — | $213,268 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | 1832 Asset Management L.P. | 1.43K | — | $201,843 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Lazard Asset Management Llc | 1.40K | — | $197,470 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 1.08K | — | $151,846 | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Wellington Management | $8.30M | 0.0% |
Telah keluar
| Renaissance Technologies | $1.37M | adalah 0.0% |
| Fisher Asset Management | $319,710 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 979 pemegang, 75.77M saham, $10.72B 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API