سجل الورقة المالية
IWS
iShares Russell Mid-Cap Value ETF · Financial Services · Asset Management - Global
79الحاملون المتتبعون
+5Δ المساهمون
42.55Mالأسهم المحتفظ بها
$7.01Bالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +6.8% ·
تدفق الأسهم -4.1% ·
المراكز الجديدة الصافية +6.3%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.08M | +0.2% | $1.33B | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Jones Financial Companies Lllp | 6.99M | -9.2% | $1.15B | 0.5% | ▼ Trim | 3 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 3.63M | -7.7% | $597.33M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Bank Of America Corp /De/ | 3.49M | -2.1% | $575.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 5 | Royal Bank Of Canada | 2.18M | -8.4% | $358.14M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 6 | Us Bancorp \De\ | 1.99M | -2.4% | $326.74M | 0.4% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Fidelity (FMR) ✦ | 1.92M | -0.7% | $315.23M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 1.87M | +0.1% | $307.48M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 1.69M | -5.2% | $277.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Pnc Financial Services Group, Inc. | 1.22M | -2.1% | $201.59M | 0.1% | ▼ Trim | 3 | SEC ↗ ×10 |
| 11 | LPL Financial LLC | 1.22M | -2.1% | $200.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.02M | +3.2% | $168.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Envestnet Asset Management Inc | 838.33K | -10.9% | $137.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 759.62K | -3.5% | $125.29M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 15 | Raymond James Financial Inc | 641.16K | -1.2% | $105.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 16 | Cetera Investment Advisers | 448.81K | +4.1% | $73.87M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 433.10K | -0.9% | $71.29M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 18 | Lido Advisors, LLC | 308.88K | -3.8% | $50.84M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 19 | Mariner, LLC | 298.49K | +1.9% | $49.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Focus Partners Wealth | 242.64K | +0.7% | $39.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 227.72K | -5.8% | $37.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 220.29K | +0.8% | $36.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 217.13K | +7.0% | $35.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Fifth Third Bancorp | 202.54K | -0.7% | $33.34M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 184.29K | +9.0% | $30.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | CIBC Bancorp USA Inc. | 178.81K | +9.0% | $29.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Goldman Sachs Group ✦ | 177.37K | -9.2% | $29.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 28 | Rockefeller Capital Management L.P. | 175.03K | -1.6% | $28.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Corient Private Wealth LP | 140.66K | +6.6% | $23.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 139.81K | -0.7% | $23.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 31 | Captrust Financial Advisors | 132.04K | +2.6% | $21.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Creative Planning | 130.88K | -1.8% | $21.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Hsbc Holdings Plc | 115.30K | +2.8% | $18.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northern Trust Corp | 97.51K | -15.9% | $16.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Bank Of Montreal /Can/ | 86.32K | +1.3% | $14.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 36 | Mml Investors Services, Llc | 68.03K | +2.2% | $11.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 66.58K | -13.4% | $10.96M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 38 | Wealth Enhancement Advisory… | 60.36K | -7.6% | $9.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Franklin Resources Inc | 54.08K | +713.5% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Assetmark, Inc | 53.72K | +35.8% | $8.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 47.67K | +31.7% | $7.85M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 42 | Mercer Global Advisors Inc /Adv | 46.55K | +32.9% | $7.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 37.64K | -6.2% | $6.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 36.03K | +7.1% | $5.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | T. Rowe Price ✦ | 30.69K | 0.0% | $5.05M | 0.0% | Held | 9 | SEC ↗ |
| 46 | Susquehanna International Group, Llp | 26.12K | -33.6% | $4.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 27.74K | +45.0% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Brown Advisory Inc | 22.22K | +3.4% | $3.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Jane Street Group, Llc | 21.62K | +100.0% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Financial Engines Advisors L.L.C. | 21.59K | +0.2% | $3.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | AQR Capital Management ✦ | 18.35K | +2.3% | $3.02M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 52 | Allspring Global Investments… | 18.16K | -7.2% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Blair William & Co/Il | 17.89K | -0.1% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Citigroup Inc | 16.07K | +0.6% | $2.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Principal Financial Group Inc | 15.82K | -39.7% | $2.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 56 | Citadel Advisors ✦ | 15.62K | جديد | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 57 | Tudor Investment Corp Et Al | 14.38K | +684.6% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | BlackRock ✦ (سلبي) | 14.08K | +62.9% | $2.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 59 | Hrt Financial Lp | 13.40K | +14.2% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Victory Capital Management Inc | 13.27K | -70.0% | $2.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Boston Partners | 11.48K | -58.5% | $1.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 62 | Neuberger Berman Group LLC | 9.45K | -0.6% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 63 | Wealthfront Advisers LLC | 9.20K | -30.0% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Nomura Asset Management Co Ltd | 7.40K | -41.3% | $1.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Kayne Anderson Rudnick Investment… | 6.69K | -21.7% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Sei Investments Co | 6.01K | +13.7% | $989,570 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Renaissance Technologies ✦ | 5.40K | جديد | $888,840 | 0.0% | New | 1 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 3.45K | -1.1% | $568,488 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Chevy Chase Trust Holdings, LLC | 3.37K | 0.0% | $555,195 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Qube Research & Technologies Ltd | 2.47K | جديد | $406,068 | 0.0% | New | 1 | SEC ↗ |
| 71 | Prudential Financial Inc | 2.27K | +28.2% | $373,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Cibc World Market Inc. | 2.10K | +0.7% | $345,989 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Nuveen, LLC | 2.00K | جديد | $328,881 | 0.0% | New | 1 | SEC ↗ |
| 74 | Gotham Asset Management ✦ | 1.90K | جديد | $312,575 | 0.0% | New | 1 | SEC ↗ |
| 75 | Empower Advisory Group, LLC | 1.64K | +1.4% | $269,615 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | 1832 Asset Management L.P. | 1.43K | 0.0% | $235,543 | 0.0% | Held | 3 | SEC ↗ |
| 77 | Lazard Asset Management Llc | 1.40K | 0.0% | $230,440 | 0.0% | Held | 3 | SEC ↗ |
| 78 | First Manhattan Co. Llc. | 1.25K | جديد | $206,408 | 0.0% | New | 1 | SEC ↗ |
| 79 | National Bank Of Canada /Fi/ | 886 | 0.0% | $145,836 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $2.57M | 0.0% |
| Renaissance Technologies | $888,840 | 0.0% |
| Qube Research & Technologies… | $406,068 | 0.0% |
| Nuveen, LLC | $328,881 | 0.0% |
| Gotham Asset Management | $312,575 | 0.0% |
| First Manhattan Co. Llc. | $206,408 | 0.0% |
تم الخروج
| Bnp Paribas Financial Markets | $43.19M | 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: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API