증권 기록 · 과거 분기 (아카이브)
IWS
iShares Russell Mid-Cap Value ETF · Financial Services · Asset Management - Global
73추적 보유자
-1Δ 보유자
47.09M보유 주식 수
$6.63B보고 가치
+1신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.4% ·
주식 흐름 -1.7% ·
순 신규 포지션 -1.4%
— 산식
광범위한 분산 — 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 신규 | $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 ✦ (패시브) | 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 ✦ (패시브) | 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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Wellington Management | $8.30M | 0.0% |
청산됨
| Renaissance Technologies | $1.37M | 이었음 0.0% |
| Fisher Asset Management | $319,710 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 979 보유 기관, 75.77M 주식, $10.72B 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: Q4 2025 ·
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