证券记录 · 已归档季度
IWV
iShares Russell 3000 ETF · Financial Services · Asset Management - Global
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
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 · 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