سجل الورقة المالية · ربع مؤرشف
IWS
iShares Russell Mid-Cap Value ETF · Financial Services · Asset Management - Global
75الحاملون المتتبعون
+2Δ المساهمون
44.43Mالأسهم المحتفظ بها
$6.45Bالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.7% ·
تدفق الأسهم -5.9% ·
المراكز الجديدة الصافية +2.7%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.07M | -0.1% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.07M | -0.1% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 8.07M | -0.1% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 8.07M | -0.1% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 8.07M | -0.1% | $1.18B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 7.70M | -20.7% | $1.10B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 7.70M | -20.7% | $1.10B | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 3.93M | +0.4% | $573.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 3.93M | +0.4% | $573.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.93M | +0.4% | $573.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.93M | +0.4% | $573.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 3.93M | +0.4% | $573.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 3.57M | -15.8% | $519.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 3.57M | -15.8% | $519.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 3.57M | -15.8% | $519.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 3.57M | -15.8% | $519.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 3.57M | -15.8% | $519.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 3.57M | -15.8% | $519.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Royal Bank Of Canada | 2.38M | -0.6% | $346.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Us Bancorp \De\ | 2.03M | -2.7% | $296.48M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 2.03M | -2.7% | $296.48M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 2.03M | -2.7% | $296.48M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.93M | -0.3% | $280.95M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 1.87M | -6.0% | $271.85M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 33 | UBS Group AG | 1.78M | +8.4% | $259.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS Group AG | 1.78M | +8.4% | $259.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 1.78M | +8.4% | $259.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS Group AG | 1.78M | +8.4% | $259.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 1.25M | -2.4% | $182.42M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 47 | LPL Financial LLC | 1.25M | +3.0% | $181.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 992.65K | -10.4% | $144.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 992.65K | -10.4% | $144.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 992.65K | -10.4% | $144.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Envestnet Asset Management Inc | 941.35K | -6.5% | $137.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 787.53K | -1.1% | $112.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Raymond James Financial Inc | 648.85K | -0.5% | $94.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Raymond James Financial Inc | 648.85K | -0.5% | $94.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Raymond James Financial Inc | 648.85K | -0.5% | $94.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Raymond James Financial Inc | 648.85K | -0.5% | $94.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Truist Financial Corp | 437.11K | -0.6% | $63.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 66 | Truist Financial Corp | 437.11K | -0.6% | $63.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Truist Financial Corp | 437.11K | -0.6% | $63.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 68 | Cetera Investment Advisers | 431.10K | -0.3% | $62.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 69 | Lido Advisors, LLC | 321.23K | +6.9% | $46.82M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 70 | Bnp Paribas Financial Markets | 296.33K | +534.0% | $43.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Mariner, LLC | 293.06K | -7.6% | $42.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 72 | Mariner, LLC | 293.06K | -7.6% | $42.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 73 | Mariner, LLC | 293.06K | -7.6% | $42.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 74 | Mariner, LLC | 293.06K | -7.6% | $42.64M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 75 | Northwestern Mutual Wealth… | 241.84K | +2.1% | $35.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Focus Partners Wealth | 241.07K | +1.9% | $35.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | HighTower Advisors, LLC | 218.63K | 0.0% | $31.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 78 | Fifth Third Bancorp | 203.92K | +71.3% | $29.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 202.96K | +25.8% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Osaic Holdings, Inc. | 202.96K | +25.8% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Osaic Holdings, Inc. | 202.96K | +25.8% | $29.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Goldman Sachs Group ✦ | 195.39K | +66.9% | $28.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Goldman Sachs Group ✦ | 195.39K | +66.9% | $28.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Goldman Sachs Group ✦ | 195.39K | +66.9% | $28.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 177.89K | -10.3% | $25.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Rockefeller Capital Management L.P. | 177.89K | -10.3% | $25.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Baird Financial Group, Inc. | 169.10K | +0.8% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Baird Financial Group, Inc. | 169.10K | +0.8% | $24.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | CIBC Bancorp USA Inc. | 164.11K | — | $23.92M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | CIBC Bancorp USA Inc. | 164.11K | — | $23.92M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Stifel Financial Corp | 140.80K | +0.5% | $20.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Stifel Financial Corp | 140.80K | +0.5% | $20.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Stifel Financial Corp | 140.80K | +0.5% | $20.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Stifel Financial Corp | 140.80K | +0.5% | $20.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Creative Planning | 133.28K | -4.2% | $19.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Creative Planning | 133.28K | -4.2% | $19.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Corient Private Wealth LP | 131.99K | -60.3% | $19.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Captrust Financial Advisors | 128.66K | +2.7% | $18.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Northern Trust Corp | 115.89K | -4.4% | $16.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Northern Trust Corp | 115.89K | -4.4% | $16.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Wellington Management | $8.30M | كان 0.0% |
| Citadel Advisors | $3.27M | كان 0.0% |
| Qube Research & Technologies… | $323,428 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 979 المالكون, 75.77M الأسهم, $10.72B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API