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证券记录 · 已归档季度

IWV

iShares Russell 3000 ETF · Financial Services · Asset Management - Global

436.36 +0.3% 市值 $19.71B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
73被追踪持有人
0Δ持有人
15.43M持有股份
$5.97B报告持仓市值
+0新建仓位
−0清仓
Stable 确信度评分 48/100 3 被追踪股份持续上升的季度数 ●●●○○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 0.0% · 股份流向 -2.6% · 净新建仓位 0.0%公式

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 78 +10 13.50M $5.75B +10
Q1 2026 69 -4 14.29M $5.29B +1 −5
Q4 2025 73 0 15.43M $5.97B
Q3 2025 10 0 5.68M $2.15B
Q2 2025 7 0 1.54M $540.73M
Q1 2025 4 0 23.84K $7.57M +1 −1
Q4 2024 4 +1 46.82K $15.65M +1
Q3 2024 3 -2 8.28K $2.70M −2
Q2 2024 5 31.38K $9.69M
持有人数量
持有人 · Q4 2025
#管理人股份Δ股份价值其权重持有
1 Rhumbline Advisers 1.57M $608.18M 0.5% n/c 1 SEC ↗
2 Goldman Sachs Group 1.53M +6.0% $591.56M 0.1% ▲ Add 2 SEC ↗
3 Goldman Sachs Group 1.53M +6.0% $591.56M 0.1% ▲ Add 2 SEC ↗
4 Goldman Sachs Group 1.53M +6.0% $591.56M 0.1% ▲ Add 2 SEC ↗
5 Goldman Sachs Group 1.53M +6.0% $591.56M 0.1% ▲ Add 2 SEC ↗
6 Goldman Sachs Group 1.53M +6.0% $591.56M 0.1% ▲ Add 2 SEC ↗
7 BlackRock (被动) 1.45M +4.9% $560.98M 0.0% ▲ Add 3 SEC ↗
8 BlackRock (被动) 1.45M +4.9% $560.98M 0.0% ▲ Add 3 SEC ↗
9 BlackRock (被动) 1.45M +4.9% $560.98M 0.0% ▲ Add 3 SEC ↗
10 BlackRock (被动) 1.45M +4.9% $560.98M 0.0% ▲ Add 3 SEC ↗
11 BlackRock (被动) 1.45M +4.9% $560.98M 0.0% ▲ Add 3 SEC ↗
12 Morgan Stanley 1.28M -1.9% $497.03M 0.0% ▼ Trim 2 SEC ↗
13 Morgan Stanley 1.28M -1.9% $497.03M 0.0% ▼ Trim 2 SEC ↗
14 Morgan Stanley 1.28M -1.9% $497.03M 0.0% ▼ Trim 2 SEC ↗
15 Morgan Stanley 1.28M -1.9% $497.03M 0.0% ▼ Trim 2 SEC ↗
16 Morgan Stanley 1.28M -1.9% $497.03M 0.0% ▼ Trim 2 SEC ↗
17 Northern Trust Corp 1.02M $394.48M 0.1% n/c 1 SEC ↗
18 Northern Trust Corp 1.02M $394.48M 0.1% n/c 1 SEC ↗
19 Bank Of America Corp /De/ 829.25K $320.80M 0.0% n/c 1 SEC ↗
20 Bank Of America Corp /De/ 829.25K $320.80M 0.0% n/c 1 SEC ↗
21 Bank Of America Corp /De/ 829.25K $320.80M 0.0% n/c 1 SEC ↗
22 Bank Of America Corp /De/ 829.25K $320.80M 0.0% n/c 1 SEC ↗
23 Bank Of America Corp /De/ 829.25K $320.80M 0.0% n/c 1 SEC ↗
24 LPL Financial LLC 500.22K $193.51M 0.1% n/c 1 SEC ↗
25 JPMorgan Chase 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗
26 JPMorgan Chase 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗
27 JPMorgan Chase 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗
28 JPMorgan Chase 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗
29 JPMorgan Chase 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗
30 JPMorgan Chase 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗
31 JPMorgan Chase 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗
32 JPMorgan Chase 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗
33 Corient Private Wealth LP 446.93K $170.76M 0.1% n/c 1 SEC ↗
34 Corient Private Wealth LP 446.93K $170.76M 0.1% n/c 1 SEC ↗
35 Corient Private Wealth LP 446.93K $170.76M 0.1% n/c 1 SEC ↗
36 Ameriprise Financial Inc 423.53K $163.84M 0.0% n/c 1 SEC ↗
37 Ameriprise Financial Inc 423.53K $163.84M 0.0% n/c 1 SEC ↗
38 Ameriprise Financial Inc 423.53K $163.84M 0.0% n/c 1 SEC ↗
39 Ameriprise Financial Inc 423.53K $163.84M 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) 394.29K -0.5% $152.53M 0.0% ▼ Trim 3 SEC ↗
41 Fidelity (FMR) 394.29K -0.5% $152.53M 0.0% ▼ Trim 3 SEC ↗
42 UBS Group AG 382.08K $147.81M 0.0% n/c 1 SEC ↗
43 UBS Group AG 382.08K $147.81M 0.0% n/c 1 SEC ↗
44 UBS Group AG 382.08K $147.81M 0.0% n/c 1 SEC ↗
45 Focus Partners Wealth 364.39K $140.97M 0.2% n/c 1 SEC ↗
46 Bank of New York Mellon Corp 351.06K $135.81M 0.0% n/c 1 SEC ↗
47 Bank of New York Mellon Corp 351.06K $135.81M 0.0% n/c 1 SEC ↗
48 Bank of New York Mellon Corp 351.06K $135.81M 0.0% n/c 1 SEC ↗
49 Bank of New York Mellon Corp 351.06K $135.81M 0.0% n/c 1 SEC ↗
50 Bank of New York Mellon Corp 351.06K $135.81M 0.0% n/c 1 SEC ↗
51 Bank of New York Mellon Corp 351.06K $135.81M 0.0% n/c 1 SEC ↗
52 Bank of New York Mellon Corp 351.06K $135.81M 0.0% n/c 1 SEC ↗
53 Pnc Financial Services Group, Inc. 346.06K $133.87M 0.1% n/c 1 SEC ↗
54 Pnc Financial Services Group, Inc. 346.06K $133.87M 0.1% n/c 1 SEC ↗
55 Pnc Financial Services Group, Inc. 346.06K $133.87M 0.1% n/c 1 SEC ↗
56 Pnc Financial Services Group, Inc. 346.06K $133.87M 0.1% n/c 1 SEC ↗
57 Pnc Financial Services Group, Inc. 346.06K $133.87M 0.1% n/c 1 SEC ↗
58 Pnc Financial Services Group, Inc. 346.06K $133.87M 0.1% n/c 1 SEC ↗
59 Pnc Financial Services Group, Inc. 346.06K $133.87M 0.1% n/c 1 SEC ↗
60 Pnc Financial Services Group, Inc. 346.06K $133.87M 0.1% n/c 1 SEC ↗
61 HighTower Advisors, LLC 312.64K $120.94M 0.1% n/c 1 SEC ↗
62 Wells Fargo & Company/Mn 295.44K $114.29M 0.0% n/c 1 SEC ↗
63 Wells Fargo & Company/Mn 295.44K $114.29M 0.0% n/c 1 SEC ↗
64 Wells Fargo & Company/Mn 295.44K $114.29M 0.0% n/c 1 SEC ↗
65 Wells Fargo & Company/Mn 295.44K $114.29M 0.0% n/c 1 SEC ↗
66 Lido Advisors, LLC 275.74K $106.40M 0.4% n/c 1 SEC ↗
67 Lido Advisors, LLC 275.74K $106.40M 0.4% n/c 1 SEC ↗
68 Mercer Global Advisors Inc /Adv 272.38K $105.37M 0.2% n/c 1 SEC ↗
69 Captrust Financial Advisors 250.98K $97.09M 0.2% n/c 1 SEC ↗
70 Blair William & Co/Il 198.67K $76.86M 0.2% n/c 1 SEC ↗
71 Brown Advisory Inc 159.82K $61.83M 0.1% n/c 1 SEC ↗
72 Brown Advisory Inc 159.82K $61.83M 0.1% n/c 1 SEC ↗
73 Bank Of Nova Scotia 159.70K $61.78M 0.1% n/c 1 SEC ↗
74 Cetera Investment Advisers 153.99K $59.57M 0.1% n/c 1 SEC ↗
75 Raymond James Financial Inc 140.61K $54.40M 0.0% n/c 1 SEC ↗
76 Raymond James Financial Inc 140.61K $54.40M 0.0% n/c 1 SEC ↗
77 Raymond James Financial Inc 140.61K $54.40M 0.0% n/c 1 SEC ↗
78 Franklin Resources Inc 135.04K $52.24M 0.0% n/c 1 SEC ↗
79 Franklin Resources Inc 135.04K $52.24M 0.0% n/c 1 SEC ↗
80 Franklin Resources Inc 135.04K $52.24M 0.0% n/c 1 SEC ↗
81 Royal Bank Of Canada 118.40K $45.80M 0.0% n/c 1 SEC ↗
82 Royal Bank Of Canada 118.40K $45.80M 0.0% n/c 1 SEC ↗
83 Royal Bank Of Canada 118.40K $45.80M 0.0% n/c 1 SEC ↗
84 Royal Bank Of Canada 118.40K $45.80M 0.0% n/c 1 SEC ↗
85 Royal Bank Of Canada 118.40K $45.80M 0.0% n/c 1 SEC ↗
86 Royal Bank Of Canada 118.40K $45.80M 0.0% n/c 1 SEC ↗
87 Envestnet Asset Management Inc 113.35K $43.85M 0.0% n/c 1 SEC ↗
88 AQR Capital Management 103.65K +27.5% $40.10M 0.0% ▲ Add 7 SEC ↗
89 AQR Capital Management 103.65K +27.5% $40.10M 0.0% ▲ Add 7 SEC ↗
90 Jones Financial Companies Lllp 103.51K $40.04M 0.0% n/c 1 SEC ↗
91 Jones Financial Companies Lllp 103.51K $40.04M 0.0% n/c 1 SEC ↗
92 Commonwealth Equity Services, Llc 99.02K $38.31M 0.1% n/c 1 SEC ↗
93 Osaic Holdings, Inc. 98.68K $38.19M 0.1% n/c 1 SEC ↗
94 Osaic Holdings, Inc. 98.68K $38.19M 0.1% n/c 1 SEC ↗
95 Osaic Holdings, Inc. 98.68K $38.19M 0.1% n/c 1 SEC ↗
96 Osaic Holdings, Inc. 98.68K $38.19M 0.1% n/c 1 SEC ↗
97 Mariner, LLC 98.47K $38.09M 0.0% n/c 1 SEC ↗
98 Mariner, LLC 98.47K $38.09M 0.0% n/c 1 SEC ↗
99 Bank Of Montreal /Can/ 88.52K $34.24M 0.0% n/c 1 SEC ↗
100 Bank Of Montreal /Can/ 88.52K $34.24M 0.0% n/c 1 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

本季度无新增被追踪买入方。

已清仓

本季度无被追踪的退出仓位。

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 859 持有人, 27.91M 股份, $9.47B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q4 2025 · 方法论 · 通过API获取此数据