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证券记录 · 已归档季度

IWV

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

430.72 -0.5% 市值 $20.27B 报价延迟(FMP) · 截至 Oct 23 22:08 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 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
Q3 2026 2 +1 37.14K $16.27M +1 −1
Q2 2026 77 +10 13.18M $5.61B +10 −1
Q1 2026 69 -4 14.29M $5.29B +1 −5
Q4 2025 73 0 15.43M $5.97B n/a n/a
Q3 2025 10 0 5.68M $2.15B n/a n/a
Q2 2025 7 0 1.54M $540.73M n/a n/a
Q1 2025 4 0 23.84K $7.57M +1 −1
Q4 2024 4 +1 46.82K $15.65M +1 n/a
Q3 2024 3 -2 8.28K $2.70M n/a −2
Q2 2024 5 n/a 31.38K $9.69M n/a n/a
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 n/a $608.18M 0.5% n/c 1 SEC ↗
2 Goldman Sachs Group ✦ 1.53M +6.0% $591.56M 0.1% ▲ Add 2 SEC ↗ ×5
3 BlackRock ✦ (被动) 1.45M +4.9% $560.98M 0.0% ▲ Add 3 SEC ↗ ×5
4 Morgan Stanley ✦ 1.28M -1.9% $497.03M 0.0% ▼ Trim 2 SEC ↗ ×5
5 Northern Trust Corp 1.02M n/a $394.48M 0.1% n/c 1 SEC ↗ ×2
6 Bank Of America Corp /De/ 829.25K n/a $320.80M 0.0% n/c 1 SEC ↗ ×5
7 LPL Financial LLC 500.22K n/a $193.51M 0.1% n/c 1 SEC ↗
8 JPMorgan Chase ✦ 474.05K -54.2% $183.39M 0.0% ▼ Trim 2 SEC ↗ ×8
9 Corient Private Wealth LP 446.93K n/a $170.76M 0.1% n/c 1 SEC ↗ ×3
10 Ameriprise Financial Inc 423.53K n/a $163.84M 0.0% n/c 1 SEC ↗ ×4
11 Fidelity (FMR) ✦ 394.29K -0.5% $152.53M 0.0% ▼ Trim 3 SEC ↗ ×2
12 UBS Group AG 382.08K n/a $147.81M 0.0% n/c 1 SEC ↗ ×3
13 Focus Partners Wealth 364.39K n/a $140.97M 0.2% n/c 1 SEC ↗
14 Bank of New York Mellon Corp 351.06K n/a $135.81M 0.0% n/c 1 SEC ↗ ×7
15 Pnc Financial Services Group, Inc. 346.06K n/a $133.87M 0.1% n/c 1 SEC ↗ ×8
16 HighTower Advisors, LLC 312.64K n/a $120.94M 0.1% n/c 1 SEC ↗
17 Wells Fargo & Company/Mn 295.44K n/a $114.29M 0.0% n/c 1 SEC ↗ ×4
18 Lido Advisors, LLC 275.74K n/a $106.40M 0.4% n/c 1 SEC ↗ ×2
19 Mercer Global Advisors Inc /Adv 272.38K n/a $105.37M 0.2% n/c 1 SEC ↗
20 Captrust Financial Advisors 250.98K n/a $97.09M 0.2% n/c 1 SEC ↗
21 Blair William & Co/Il 198.67K n/a $76.86M 0.2% n/c 1 SEC ↗
22 Brown Advisory Inc 159.82K n/a $61.83M 0.1% n/c 1 SEC ↗ ×2
23 Bank Of Nova Scotia 159.70K n/a $61.78M 0.1% n/c 1 SEC ↗
24 Cetera Investment Advisers 153.99K n/a $59.57M 0.1% n/c 1 SEC ↗
25 Raymond James Financial Inc 140.61K n/a $54.40M 0.0% n/c 1 SEC ↗ ×3
26 Franklin Resources Inc 135.04K n/a $52.24M 0.0% n/c 1 SEC ↗ ×3
27 Royal Bank Of Canada 118.40K n/a $45.80M 0.0% n/c 1 SEC ↗ ×6
28 Envestnet Asset Management Inc 113.35K n/a $43.85M 0.0% n/c 1 SEC ↗
29 AQR Capital Management ✦ 103.65K +27.5% $40.10M 0.0% ▲ Add 7 SEC ↗ ×2
30 Jones Financial Companies Lllp 103.51K n/a $40.04M 0.0% n/c 1 SEC ↗ ×2
31 Commonwealth Equity Services, Llc 99.02K n/a $38.31M 0.1% n/c 1 SEC ↗
32 Osaic Holdings, Inc. 98.68K n/a $38.19M 0.1% n/c 1 SEC ↗ ×4
33 Mariner, LLC 98.47K n/a $38.09M 0.0% n/c 1 SEC ↗ ×2
34 Bank Of Montreal /Can/ 88.52K n/a $34.24M 0.0% n/c 1 SEC ↗ ×5
35 Us Bancorp \De\ 79.63K n/a $30.81M 0.0% n/c 1 SEC ↗ ×3
36 Rockefeller Capital Management L.P. 76.80K n/a $29.71M 0.1% n/c 1 SEC ↗ ×2
37 First Trust Advisors Lp 71.47K n/a $27.65M 0.0% n/c 1 SEC ↗
38 Fifth Third Bancorp 67.07K n/a $25.95M 0.1% n/c 1 SEC ↗
39 Truist Financial Corp 51.27K n/a $19.83M 0.0% n/c 1 SEC ↗ ×2
40 Northwestern Mutual Wealth… 45.90K n/a $17.76M 0.0% n/c 1 SEC ↗
41 Citigroup Inc 44.68K n/a $17.28M 0.0% n/c 1 SEC ↗ ×2
42 Wealth Enhancement Advisory… 42.22K n/a $16.61M 0.0% n/c 1 SEC ↗
43 Cwm, Llc 41.78K n/a $16.16M 0.0% n/c 1 SEC ↗
44 Creative Planning 41.69K n/a $16.13M 0.0% n/c 1 SEC ↗ ×3
45 Quantinno Capital Management LP 35.31K n/a $13.66M 0.0% n/c 1 SEC ↗
46 Stifel Financial Corp 30.96K n/a $11.98M 0.0% n/c 1 SEC ↗ ×4
47 Federated Hermes, Inc. 29.70K n/a $11.49M 0.0% n/c 1 SEC ↗
48 Alliancebernstein L.P. 26.50K n/a $10.25M 0.0% n/c 1 SEC ↗
49 Allspring Global Investments… 26.07K n/a $10.08M 0.0% n/c 1 SEC ↗
50 Cerity Partners LLC 25.03K n/a $9.68M 0.0% n/c 1 SEC ↗ ×3
51 The Vanguard Group ✦ (被动) 24.81K 0.0% $9.60M 0.0% Held 3 SEC ↗ ×2
52 Baird Financial Group, Inc. 20.43K n/a $7.90M 0.0% n/c 1 SEC ↗
53 Mml Investors Services, Llc 18.86K n/a $7.30M 0.0% n/c 1 SEC ↗
54 Tudor Investment Corp Et Al 14.15K n/a $5.47M 0.0% n/c 1 SEC ↗
55 Hrt Financial Lp 11.73K n/a $4.54M 0.0% n/c 1 SEC ↗
56 Bnp Paribas Financial Markets 8.33K n/a $3.22M 0.0% n/c 1 SEC ↗
57 Renaissance Technologies ✦ 7.68K +21.9% $2.97M 0.0% ▲ Add 7 SEC ↗
58 Financial Engines Advisors L.L.C. 7.47K n/a $2.89M 0.0% n/c 1 SEC ↗
59 Kayne Anderson Rudnick Investment… 7.27K n/a $2.81M 0.0% n/c 1 SEC ↗
60 Prudential Financial Inc 6.98K n/a $2.72M 0.0% n/c 1 SEC ↗
61 Susquehanna International Group, Llp 5.86K n/a $2.27M 0.0% n/c 1 SEC ↗ ×2
62 Hsbc Holdings Plc 4.98K n/a $1.93M 0.0% n/c 1 SEC ↗ ×4
63 Jane Street Group, Llc 3.40K n/a $1.32M 0.0% n/c 1 SEC ↗
64 Neuberger Berman Group LLC 2.79K n/a $1.08M 0.0% n/c 1 SEC ↗
65 Clearbridge Investments, LLC 2.40K n/a $928,053 0.0% n/c 1 SEC ↗
66 Empower Advisory Group, LLC 2.03K n/a $785,306 0.0% n/c 1 SEC ↗
67 Assetmark, Inc 786 n/a $304,064 0.0% n/c 1 SEC ↗
68 T. Rowe Price ✦ 764 0.0% $296,000 0.0% Held 7 SEC ↗
69 Citadel Advisors ✦ 731 -23.7% $282,787 0.0% ▼ Trim 4 SEC ↗
70 Russell Investments Group, Ltd. 218 n/a $84,333 0.0% n/c 1 SEC ↗
71 Qube Research & Technologies Ltd 195 n/a $75,436 0.0% n/c 1 SEC ↗
72 National Bank Of Canada /Fi/ 43 n/a $16,629 0.0% n/c 1 SEC ↗
73 UBS AM, a distinct business unit of… 19 n/a $7,350 0.0% n/c 1 SEC ↗

"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 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

持有该证券的受追踪机构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