Catatan efek
IWS
iShares Russell Mid-Cap Value ETF · Financial Services · Asset Management - Global
79Pemegang yang dilacak
+5Δ pemegang
42.55MSaham yang dipegang
$7.01BNilai yang dilaporkan
+6Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +6.8% ·
aliran saham -4.1% ·
posisi baru bersih +6.3%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 | Baru | $328,881 | 0.0% | New | 1 | SEC ↗ |
| 74 | Gotham Asset Management ✦ | 1.90K | Baru | $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 | Baru | $206,408 | 0.0% | New | 1 | SEC ↗ |
| 79 | National Bank Of Canada /Fi/ | 886 | 0.0% | $145,836 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Bnp Paribas Financial Markets | $43.19M | 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API