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IWV

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

431.94 -1.1% 市值 $20.28B 报价延迟(FMP) · 截至 Oct 16 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
69被追踪持有人
-4Δ持有人
14.29M持有股份
$5.29B报告持仓市值
+1新建仓位
−5清仓
Falling 确信度评分 31/100 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 -5.5% · 股份流向 -7.4% · 净新建仓位 -5.8% · 公式
广泛减持:持股数量下降,持有人数量减少

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2026

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 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 · Q1 2026
#管理人股份Δ股份价值其权重持有
1 BlackRock ✦ (被动) 1.80M +24.1% $667.20M 0.0% ▲ Add 4 SEC ↗ ×5
2 Goldman Sachs Group ✦ 1.70M +11.3% $630.82M 0.1% ▲ Add 3 SEC ↗ ×5
3 Morgan Stanley ✦ 1.32M +2.6% $488.46M 0.0% ▲ Add 3 SEC ↗ ×5
4 Northern Trust Corp 998.90K -2.0% $370.27M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Bank Of America Corp /De/ 923.53K +11.4% $342.34M 0.0% ▲ Add 2 SEC ↗ ×6
6 JPMorgan Chase ✦ 475.71K +0.3% $171.22M 0.0% ▲ Add 3 SEC ↗ ×8
7 LPL Financial LLC 457.35K -8.6% $169.53M 0.0% ▼ Trim 2 SEC ↗
8 Ameriprise Financial Inc 398.98K -5.8% $148.05M 0.0% ▼ Trim 2 SEC ↗ ×4
9 Fidelity (FMR) ✦ 387.95K -1.6% $143.80M 0.0% ▼ Trim 4 SEC ↗ ×2
10 Focus Partners Wealth 360.40K -1.1% $133.59M 0.1% ▼ Trim 2 SEC ↗
11 Bank of New York Mellon Corp 338.63K -3.5% $125.52M 0.0% ▼ Trim 2 SEC ↗ ×7
12 Pnc Financial Services Group, Inc. 335.78K -3.0% $124.47M 0.1% ▼ Trim 2 SEC ↗ ×8
13 HighTower Advisors, LLC 318.22K +1.8% $117.96M 0.1% ▲ Add 2 SEC ↗
14 UBS Group AG 296.20K -22.5% $109.80M 0.0% ▼ Trim 2 SEC ↗ ×3
15 Gotham Asset Management ✦ 288.62K 新增 $106.99M 0.3% New 1 SEC ↗
16 Mercer Global Advisors Inc /Adv 275.74K +1.2% $102.21M 0.2% ▲ Add 2 SEC ↗
17 Lido Advisors, LLC 274.95K -0.3% $101.92M 0.4% ▼ Trim 2 SEC ↗ ×2
18 Wells Fargo & Company/Mn 252.36K -14.6% $93.54M 0.0% ▼ Trim 2 SEC ↗ ×4
19 Corient Private Wealth LP 226.10K -49.4% $82.96M 0.1% ▼ Trim 2 SEC ↗
20 Blair William & Co/Il 194.24K -2.2% $72.00M 0.2% ▼ Trim 2 SEC ↗
21 Captrust Financial Advisors 163.61K -34.8% $60.64M 0.1% ▼ Trim 2 SEC ↗
22 Brown Advisory Inc 160.44K +0.4% $59.47M 0.1% ▲ Add 2 SEC ↗ ×2
23 Bank Of Nova Scotia 159.70K 0.0% $59.20M 0.1% Held 2 SEC ↗
24 Raymond James Financial Inc 156.16K +11.1% $57.88M 0.0% ▲ Add 2 SEC ↗ ×3
25 Cetera Investment Advisers 149.24K -3.1% $55.32M 0.1% ▼ Trim 2 SEC ↗
26 Fifth Third Bancorp 146.64K +118.6% $54.36M 0.1% ▲ Add 2 SEC ↗
27 Franklin Resources Inc 144.14K +6.7% $53.43M 0.0% ▲ Add 2 SEC ↗ ×3
28 Cerity Partners LLC 124.61K +397.9% $46.19M 0.1% ▲ Add 2 SEC ↗ ×3
29 AQR Capital Management ✦ 122.66K +18.3% $45.47M 0.0% ▲ Add 8 SEC ↗ ×2
30 Jones Financial Companies Lllp 115.29K +11.4% $41.70M 0.0% ▲ Add 2 SEC ↗ ×2
31 Commonwealth Equity Services, Llc 110.17K +11.3% $40.84M 0.1% ▲ Add 2 SEC ↗
32 Osaic Holdings, Inc. 98.97K +0.3% $36.70M 0.1% ▲ Add 2 SEC ↗ ×3
33 Envestnet Asset Management Inc 95.51K -15.7% $35.40M 0.0% ▼ Trim 2 SEC ↗
34 Mariner, LLC 91.78K -6.8% $34.01M 0.0% ▼ Trim 2 SEC ↗ ×2
35 Bank Of Montreal /Can/ 81.21K -8.3% $30.10M 0.0% ▼ Trim 2 SEC ↗ ×4
36 Rockefeller Capital Management L.P. 75.38K -1.9% $27.94M 0.1% ▼ Trim 2 SEC ↗ ×2
37 Us Bancorp \De\ 64.61K -18.9% $23.95M 0.0% ▼ Trim 2 SEC ↗ ×3
38 Royal Bank Of Canada 61.05K -48.4% $22.63M 0.0% ▼ Trim 2 SEC ↗ ×6
39 Truist Financial Corp 52.11K +1.6% $19.32M 0.0% ▲ Add 2 SEC ↗ ×2
40 Citigroup Inc 46.96K +5.1% $17.41M 0.0% ▲ Add 2 SEC ↗
41 Northwestern Mutual Wealth… 45.57K -0.7% $16.89M 0.0% ▼ Trim 2 SEC ↗
42 Creative Planning 44.60K +7.0% $16.53M 0.0% ▲ Add 2 SEC ↗ ×2
43 Cwm, Llc 42.59K +1.9% $15.79M 0.0% ▲ Add 2 SEC ↗
44 Quantinno Capital Management LP 37.38K +5.9% $13.85M 0.0% ▲ Add 2 SEC ↗
45 Wealth Enhancement Advisory… 35.93K -14.9% $13.43M 0.0% ▼ Trim 2 SEC ↗
46 Stifel Financial Corp 28.83K -6.9% $10.69M 0.0% ▼ Trim 2 SEC ↗ ×3
47 Allspring Global Investments… 28.81K +10.5% $10.68M 0.0% ▲ Add 2 SEC ↗
48 Alliancebernstein L.P. 26.48K -0.1% $10.24M 0.0% ▼ Trim 2 SEC ↗
49 CIBC Bancorp USA Inc. 24.96K n/a $9.17M 0.0% n/c 1 SEC ↗ ×2
50 Baird Financial Group, Inc. 21.36K +4.5% $7.92M 0.0% ▲ Add 2 SEC ↗
51 Citadel Advisors ✦ 20.47K +2700.0% $7.59M 0.0% ▲ Add 5 SEC ↗
52 Susquehanna International Group, Llp 17.15K +192.8% $6.36M 0.0% ▲ Add 2 SEC ↗ ×2
53 Mml Investors Services, Llc 14.58K -22.7% $5.41M 0.0% ▼ Trim 2 SEC ↗
54 Bnp Paribas Financial Markets 12.30K +47.6% $4.56M 0.0% ▲ Add 2 SEC ↗
55 Kayne Anderson Rudnick Investment… 7.49K +3.0% $2.78M 0.0% ▲ Add 2 SEC ↗
56 Prudential Financial Inc 7.44K +6.6% $2.76M 0.0% ▲ Add 2 SEC ↗
57 Financial Engines Advisors L.L.C. 7.26K -2.8% $2.69M 0.0% ▼ Trim 2 SEC ↗
58 Federated Hermes, Inc. 5.98K -79.9% $2.22M 0.0% ▼ Trim 2 SEC ↗
59 Rhumbline Advisers 4.31K -99.7% $1.60M 0.0% ▼ Trim 2 SEC ↗
60 Hrt Financial Lp 3.03K -74.2% $1.12M 0.0% ▼ Trim 2 SEC ↗
61 Neuberger Berman Group LLC 2.79K 0.0% $1.04M 0.0% Held 2 SEC ↗
62 Hsbc Holdings Plc 2.34K -53.0% $867,391 0.0% ▼ Trim 2 SEC ↗
63 Tudor Investment Corp Et Al 1.38K -90.2% $513,021 0.0% ▼ Trim 2 SEC ↗
64 Empower Advisory Group, LLC 1.25K -38.3% $464,091 0.0% ▼ Trim 2 SEC ↗
65 Assetmark, Inc 787 +0.1% $291,725 0.0% ▲ Add 2 SEC ↗
66 UBS AM, a distinct business unit of… 777 +3989.5% $288,018 0.0% ▲ Add 2 SEC ↗
67 T. Rowe Price ✦ 764 0.0% $284,000 0.0% Held 8 SEC ↗
68 Russell Investments Group, Ltd. 215 -1.4% $79,696 0.0% ▼ Trim 2 SEC ↗
69 National Bank Of Canada /Fi/ 43 0.0% $15,931 0.0% Held 2 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

Gotham Asset Management $106.99M 0.3%

已清仓

First Trust Advisors Lp $27.65M 曾为 0.0%
Renaissance Technologies $2.97M 曾为 0.0%
Jane Street Group, Llc $1.32M 曾为 0.0%
Clearbridge Investments, LLC $928,053 曾为 0.0%
Qube Research & Technologies… $75,436 曾为 0.0%

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: Q1 2026 · 方法论 · 通过API获取此数据