Catatan efek · kuartal yang diarsipkan
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
49Pemegang yang dilacak
-1Δ pemegang
7.89MSaham yang dipegang
$724.23MNilai yang dilaporkan
+0Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -2.0% ·
aliran saham -0.9% ·
posisi baru bersih -2.0%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 50 | +2 | 6.14M | $646.82M | +4 | −3 |
| Q1 2026 | 50 | 0 | 7.35M | $680.15M | +1 | −1 |
| Q4 2025 | 49 | -1 | 7.89M | $724.23M | n/a | −1 |
| Q3 2025 | 8 | -2 | 794.97K | $69.86M | n/a | −2 |
| Q2 2025 | 7 | +4 | 81.47K | $6.86M | +4 | n/a |
| Q1 2025 | 1 | -1 | 3.77K | $309,654 | n/a | −1 |
| Q4 2024 | 2 | -1 | 36.43K | $2.88M | n/a | −1 |
| Q3 2024 | 3 | -1 | 26.71K | $2.17M | n/a | −1 |
| Q2 2024 | 4 | n/a | 29.23K | $2.19M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.08M | n/a | $283.28M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Lido Advisors, LLC | 973.67K | n/a | $89.33M | 0.4% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 640.84K | n/a | $58.87M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 434.57K | n/a | $39.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | UBS Group AG | 341.12K | n/a | $31.34M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 263.02K | n/a | $24.16M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 261.28K | -49.9% | $24.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Morgan Stanley ✦ | 252.20K | +36.3% | $23.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Bank Of America Corp /De/ | 237.41K | n/a | $21.81M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Truist Financial Corp | 179.79K | n/a | $16.52M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 164.47K | +425.9% | $15.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 136.00K | n/a | $12.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Wells Fargo & Company/Mn | 132.66K | n/a | $12.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 132.44K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 113.90K | n/a | $10.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Royal Bank Of Canada | 110.13K | n/a | $10.12M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 58.07K | n/a | $5.33M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 50.24K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 50.18K | n/a | $4.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Voya Investment Management Llc | 37.34K | n/a | $3.43M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 25.85K | n/a | $2.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 20.08K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Brown Advisory Inc | 18.41K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 16.96K | +21.8% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Cwm, Llc | 15.39K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 14.87K | +6.7% | $1.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 13.71K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 13.42K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 10.92K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Susquehanna International Group, Llp | 7.96K | n/a | $730,838 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Franklin Resources Inc | 7.89K | n/a | $725,235 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 7.50K | n/a | $689,042 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Quantinno Capital Management LP | 7.46K | n/a | $684,875 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fifth Third Bancorp | 6.66K | n/a | $612,155 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 6.01K | n/a | $551,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 5.86K | +55.6% | $538,483 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 4.75K | n/a | $436,702 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | BlackRock ✦ (pasif) | 4.21K | 0.0% | $387,098 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Blair William & Co/Il | 3.54K | n/a | $325,460 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cerity Partners LLC | 3.10K | n/a | $284,901 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Us Bancorp \De\ | 3.08K | n/a | $282,743 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | 1832 Asset Management L.P. | 3.04K | n/a | $279,714 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Creative Planning | 2.84K | n/a | $260,600 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Focus Partners Wealth | 2.79K | n/a | $255,831 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Financial Engines Advisors L.L.C. | 2.74K | n/a | $252,064 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Citigroup Inc | 1.32K | n/a | $121,255 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 1.18K | n/a | $108,579 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 492 | n/a | $45,195 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Assetmark, Inc | 87 | n/a | $7,992 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Two Sigma Investments | $1.85M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 252 pemegang, 39.59M saham, $3.66B 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 sekuritas ini yang dilacak: 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API