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Ficha del valor · trimestre archivado

IWS

iShares Russell Mid-Cap Value ETF · Financial Services · Asset Management - Global

171.66 -0.1% cap. de mercado $15.98B cotización diferida (FMP) · a fecha de Aug 25 22:08 UTC — independiente de los datos del archivo a continuación

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
73Tenedores rastreados
-1Δ titulares
47.09MAcciones mantenidas
$6.63BValor declarado
+1Nuevas posiciones
−2Cierres
Stable Puntuación de convicción 47/100 6 trimestres de incremento en acciones rastreadas ●●●●●● Cómo se calculan estos datos → Explicar esto en el Research Desk →

Señales de momentum (gestores comparables): amplitud de titulares -1.4% · flujo de acciones -1.7% · nuevas posiciones netas -1.4%fórmula
Distribución amplia — caída de acciones y menos titulares

Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025

Participación a lo largo del tiempo
TrimestreTitularesΔAccionesValor declaradoNuevoCierres
Q2 2026 79 +5 42.55M $7.01B +6 −1
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
Recuento de titulares
Quién lo tiene en cartera · Q4 2025
#GestorAccionesΔ accionesValorSu ponderaciónMantenida
1 Jones Financial Companies Lllp 9.71M $1.37B 0.8% n/c 1 SEC ↗
2 Jones Financial Companies Lllp 9.71M $1.37B 0.8% n/c 1 SEC ↗
3 Morgan Stanley 8.07M -2.1% $1.14B 0.1% ▼ Trim 2 SEC ↗
4 Morgan Stanley 8.07M -2.1% $1.14B 0.1% ▼ Trim 2 SEC ↗
5 Morgan Stanley 8.07M -2.1% $1.14B 0.1% ▼ Trim 2 SEC ↗
6 Morgan Stanley 8.07M -2.1% $1.14B 0.1% ▼ Trim 2 SEC ↗
7 Morgan Stanley 8.07M -2.1% $1.14B 0.1% ▼ Trim 2 SEC ↗
8 Bank Of America Corp /De/ 4.24M $597.50M 0.0% n/c 1 SEC ↗
9 Bank Of America Corp /De/ 4.24M $597.50M 0.0% n/c 1 SEC ↗
10 Bank Of America Corp /De/ 4.24M $597.50M 0.0% n/c 1 SEC ↗
11 Bank Of America Corp /De/ 4.24M $597.50M 0.0% n/c 1 SEC ↗
12 Bank Of America Corp /De/ 4.24M $597.50M 0.0% n/c 1 SEC ↗
13 Bank Of America Corp /De/ 4.24M $597.50M 0.0% n/c 1 SEC ↗
14 Wells Fargo & Company/Mn 3.92M $552.55M 0.1% n/c 1 SEC ↗
15 Wells Fargo & Company/Mn 3.92M $552.55M 0.1% n/c 1 SEC ↗
16 Wells Fargo & Company/Mn 3.92M $552.55M 0.1% n/c 1 SEC ↗
17 Wells Fargo & Company/Mn 3.92M $552.55M 0.1% n/c 1 SEC ↗
18 Wells Fargo & Company/Mn 3.92M $552.55M 0.1% n/c 1 SEC ↗
19 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
20 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
21 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
22 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
23 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
24 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
25 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
26 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
27 Royal Bank Of Canada 2.39M $337.20M 0.1% n/c 1 SEC ↗
28 Us Bancorp \De\ 2.09M $294.78M 0.3% n/c 1 SEC ↗
29 Us Bancorp \De\ 2.09M $294.78M 0.3% n/c 1 SEC ↗
30 Us Bancorp \De\ 2.09M $294.78M 0.3% n/c 1 SEC ↗
31 Us Bancorp \De\ 2.09M $294.78M 0.3% n/c 1 SEC ↗
32 Commonwealth Equity Services, Llc 1.99M $280.04M 0.4% n/c 1 SEC ↗
33 Fidelity (FMR) 1.93M -0.8% $272.86M 0.0% ▼ Trim 3 SEC ↗
34 UBS Group AG 1.64M $231.31M 0.0% n/c 1 SEC ↗
35 UBS Group AG 1.64M $231.31M 0.0% n/c 1 SEC ↗
36 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
37 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
38 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
39 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
40 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
41 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
42 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
43 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
44 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
45 Pnc Financial Services Group, Inc. 1.28M $180.83M 0.1% n/c 1 SEC ↗
46 LPL Financial LLC 1.21M $170.75M 0.0% n/c 1 SEC ↗
47 Ameriprise Financial Inc 1.11M $156.42M 0.0% n/c 1 SEC ↗
48 Ameriprise Financial Inc 1.11M $156.42M 0.0% n/c 1 SEC ↗
49 Ameriprise Financial Inc 1.11M $156.42M 0.0% n/c 1 SEC ↗
50 Envestnet Asset Management Inc 1.01M $142.01M 0.0% n/c 1 SEC ↗
51 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
52 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
53 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
54 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
55 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
56 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
57 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
58 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
59 JPMorgan Chase 796.67K -45.6% $112.37M 0.0% ▼ Trim 2 SEC ↗
60 Raymond James Financial Inc 652.03K $91.97M 0.0% n/c 1 SEC ↗
61 Raymond James Financial Inc 652.03K $91.97M 0.0% n/c 1 SEC ↗
62 Raymond James Financial Inc 652.03K $91.97M 0.0% n/c 1 SEC ↗
63 Raymond James Financial Inc 652.03K $91.97M 0.0% n/c 1 SEC ↗
64 Truist Financial Corp 439.52K $61.99M 0.1% n/c 1 SEC ↗
65 Truist Financial Corp 439.52K $61.99M 0.1% n/c 1 SEC ↗
66 Truist Financial Corp 439.52K $61.99M 0.1% n/c 1 SEC ↗
67 Cetera Investment Advisers 432.24K $60.97M 0.1% n/c 1 SEC ↗
68 Mariner, LLC 317.07K $44.73M 0.1% n/c 1 SEC ↗
69 Mariner, LLC 317.07K $44.73M 0.1% n/c 1 SEC ↗
70 Mariner, LLC 317.07K $44.73M 0.1% n/c 1 SEC ↗
71 Mariner, LLC 317.07K $44.73M 0.1% n/c 1 SEC ↗
72 Lido Advisors, LLC 300.54K $42.33M 0.2% n/c 1 SEC ↗
73 Corient Private Wealth LP 332.36K $36.55M 0.0% n/c 1 SEC ↗
74 Corient Private Wealth LP 332.36K $36.55M 0.0% n/c 1 SEC ↗
75 Corient Private Wealth LP 332.36K $36.55M 0.0% n/c 1 SEC ↗
76 Northwestern Mutual Wealth… 236.78K $33.40M 0.0% n/c 1 SEC ↗
77 Focus Partners Wealth 236.51K $33.36M 0.0% n/c 1 SEC ↗
78 HighTower Advisors, LLC 218.54K $30.83M 0.0% n/c 1 SEC ↗
79 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
80 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
81 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
82 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
83 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
84 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
85 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
86 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
87 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
88 Hsbc Holdings Plc 215.90K $30.45M 0.0% n/c 1 SEC ↗
89 Rockefeller Capital Management L.P. 198.23K $27.96M 0.1% n/c 1 SEC ↗
90 Rockefeller Capital Management L.P. 198.23K $27.96M 0.1% n/c 1 SEC ↗
91 Baird Financial Group, Inc. 167.70K $23.65M 0.0% n/c 1 SEC ↗
92 Baird Financial Group, Inc. 167.70K $23.65M 0.0% n/c 1 SEC ↗
93 Osaic Holdings, Inc. 161.37K $22.77M 0.0% n/c 1 SEC ↗
94 Osaic Holdings, Inc. 161.37K $22.77M 0.0% n/c 1 SEC ↗
95 Osaic Holdings, Inc. 161.37K $22.77M 0.0% n/c 1 SEC ↗
96 Osaic Holdings, Inc. 161.37K $22.77M 0.0% n/c 1 SEC ↗
97 Stifel Financial Corp 140.05K $19.76M 0.0% n/c 1 SEC ↗
98 Stifel Financial Corp 140.05K $19.76M 0.0% n/c 1 SEC ↗
99 Stifel Financial Corp 140.05K $19.76M 0.0% n/c 1 SEC ↗
100 Stifel Financial Corp 140.05K $19.76M 0.0% n/c 1 SEC ↗

«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.

Nuevos compradores

Sin nuevos compradores rastreados este trimestre.

Posición cerrada

Renaissance Technologies $1.37M era 0.0%
Fisher Asset Management $319,710 era 0.0%

Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 979 tenedores, 75.77M acciones, $10.72B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.

Frecuentemente cotituladas

Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.

Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR. Período de reporte: Q4 2025 · Metodología · Obtener esto a través de la API