Catatan efek · kuartal yang diarsipkan
IWS
iShares Russell Mid-Cap Value ETF · Financial Services · Asset Management - Global
75Pemegang yang dilacak
+2Δ pemegang
44.43MSaham yang dipegang
$6.45BNilai yang dilaporkan
+5Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.7% ·
aliran saham -5.9% ·
posisi baru bersih +2.7%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.07M | -0.1% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Jones Financial Companies Lllp | 7.70M | -20.7% | $1.10B | 0.5% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 3.93M | +0.4% | $573.24M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 3.57M | -15.8% | $519.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 5 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 6 | Us Bancorp \De\ | 2.03M | -2.7% | $296.48M | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Fidelity (FMR) ✦ | 1.93M | -0.3% | $280.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 1.87M | -6.0% | $271.85M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 9 | UBS Group AG | 1.78M | +8.4% | $259.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 10 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 11 | LPL Financial LLC | 1.25M | +3.0% | $181.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 992.65K | -10.4% | $144.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 941.35K | -6.5% | $137.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 15 | Raymond James Financial Inc | 648.85K | -0.5% | $94.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 16 | Truist Financial Corp | 437.11K | -0.6% | $63.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Cetera Investment Advisers | 431.10K | -0.3% | $62.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Lido Advisors, LLC | 321.23K | +6.9% | $46.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Bnp Paribas Financial Markets | 296.33K | +534.0% | $43.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mariner, LLC | 293.06K | -7.6% | $42.64M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 21 | Northwestern Mutual Wealth… | 241.84K | +2.1% | $35.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 241.07K | +1.9% | $35.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 218.63K | 0.0% | $31.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 203.92K | +71.3% | $29.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 202.96K | +25.8% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Goldman Sachs Group ✦ | 195.39K | +66.9% | $28.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Rockefeller Capital Management L.P. | 177.89K | -10.3% | $25.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Baird Financial Group, Inc. | 169.10K | +0.8% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | CIBC Bancorp USA Inc. | 164.11K | — | $23.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Stifel Financial Corp | 140.80K | +0.5% | $20.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | Creative Planning | 133.28K | -4.2% | $19.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Corient Private Wealth LP | 131.99K | -60.3% | $19.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Captrust Financial Advisors | 128.66K | +2.7% | $18.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Northern Trust Corp | 115.89K | -4.4% | $16.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 35 | Hsbc Holdings Plc | 112.14K | -48.1% | $16.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Bank Of Montreal /Can/ | 85.21K | -5.7% | $12.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 37 | Bank of New York Mellon Corp | 76.85K | +16.0% | $11.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 38 | Cwm, Llc | 70.64K | -3.7% | $10.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 66.53K | -12.6% | $9.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 65.33K | -27.3% | $9.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Victory Capital Management Inc | 44.20K | +262.3% | $6.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 40.13K | +185.5% | $5.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 39.57K | -10.3% | $5.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 39.36K | +28.0% | $5.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 45 | Cerity Partners LLC | 36.18K | +46.4% | $5.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Mercer Global Advisors Inc /Adv | 35.02K | -20.2% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 33.66K | +17.2% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | T. Rowe Price ✦ | 30.69K | -0.1% | $4.47M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 49 | Boston Partners | 27.65K | -0.1% | $4.03M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 50 | Principal Financial Group Inc | 26.23K | +34.3% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 51 | Financial Engines Advisors L.L.C. | 21.55K | -0.1% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Brown Advisory Inc | 21.49K | -7.8% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Allspring Global Investments… | 19.57K | -56.5% | $2.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Alliancebernstein L.P. | 19.13K | +36.7% | $2.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 17.94K | +47.4% | $2.61M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 56 | Blair William & Co/Il | 17.91K | +0.3% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Citigroup Inc | 15.98K | -21.2% | $2.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Wealthfront Advisers LLC | 13.14K | +9.8% | $1.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Nomura Asset Management Co Ltd | 12.60K | Baru | $1.84M | 0.0% | New | 1 | SEC ↗ |
| 60 | Hrt Financial Lp | 11.73K | Baru | $1.71M | 0.0% | New | 1 | SEC ↗ |
| 61 | Jane Street Group, Llc | 10.81K | Baru | $1.58M | 0.0% | New | 1 | SEC ↗ ×2 |
| 62 | Neuberger Berman Group LLC | 9.51K | 0.0% | $1.39M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 63 | BlackRock ✦ (pasif) | 8.64K | -2.2% | $1.26M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 64 | Kayne Anderson Rudnick Investment… | 8.55K | +4.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Franklin Resources Inc | 6.65K | -1.2% | $968,880 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 66 | Sei Investments Co | 5.29K | Baru | $770,370 | 0.0% | New | 1 | SEC ↗ ×2 |
| 67 | Russell Investments Group, Ltd. | 3.49K | +34.5% | $509,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Chevy Chase Trust Holdings, LLC | 3.37K | 0.0% | $491,581 | 0.0% | Held | 2 | SEC ↗ |
| 69 | Cibc World Market Inc. | 2.09K | +38.0% | $304,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Tudor Investment Corp Et Al | 1.83K | Baru | $267,141 | 0.0% | New | 1 | SEC ↗ |
| 71 | Prudential Financial Inc | 1.77K | -62.9% | $257,960 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Empower Advisory Group, LLC | 1.61K | -10.8% | $235,370 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | 1832 Asset Management L.P. | 1.43K | 0.0% | $208,554 | 0.0% | Held | 2 | SEC ↗ |
| 74 | Lazard Asset Management Llc | 1.40K | 0.0% | $204,036 | 0.0% | Held | 2 | SEC ↗ |
| 75 | National Bank Of Canada /Fi/ | 886 | -17.7% | $129,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Nomura Asset Management Co Ltd | $1.84M | 0.0% |
| Hrt Financial Lp | $1.71M | 0.0% |
| Jane Street Group, Llc | $1.58M | 0.0% |
| Sei Investments Co | $770,370 | 0.0% |
| Tudor Investment Corp Et Al | $267,141 | 0.0% |
Telah keluar
| Wellington Management | $8.30M | adalah 0.0% |
| Citadel Advisors | $3.27M | adalah 0.0% |
| Qube Research & Technologies… | $323,428 | 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API