有価証券レコード · アーカイブ済み四半期
IWS
iShares Russell Mid-Cap Value ETF · Financial Services · Asset Management - Global
75追跡対象保有者
+2Δ保有者数
44.43M保有株数
$6.45B報告済み評価額
+5新規ポジション
−3解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり +2.7% ·
株式フロー -5.9% ·
新規ネットポジション数 +2.7%
— 計算式
保有の分散化 — 保有者数の増加、合計持分の縮小
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 | — | — |
保有者情報 · Q1 2026
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Wellington Management | $8.30M | だった 0.0% |
| Citadel Advisors | $3.27M | だった 0.0% |
| Qube Research & Technologies… | $323,428 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 979 保有者, 75.77M 株式数, $10.72B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。