سجل الورقة المالية · ربع مؤرشف
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
50الحاملون المتتبعون
0Δ المساهمون
7.35Mالأسهم المحتفظ بها
$680.15Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -7.0% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | +2 | 6.19M | $652.25M | +4 | −2 |
| Q1 2026 | 50 | 0 | 7.35M | $680.15M | +1 | −1 |
| Q4 2025 | 49 | -1 | 7.89M | $724.23M | — | −1 |
| Q3 2025 | 8 | -2 | 794.97K | $69.86M | — | −2 |
| Q2 2025 | 7 | +4 | 81.47K | $6.86M | +4 | — |
| Q1 2025 | 1 | -1 | 3.77K | $309,654 | — | −1 |
| Q4 2024 | 2 | -1 | 36.43K | $2.88M | — | −1 |
| Q3 2024 | 3 | -1 | 26.71K | $2.17M | — | −1 |
| Q2 2024 | 4 | — | 29.23K | $2.19M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.67M | -13.3% | $247.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Lido Advisors, LLC | 966.58K | -0.7% | $89.57M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 579.11K | -9.6% | $53.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 383.85K | -11.7% | $35.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 383.85K | -11.7% | $35.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 353.10K | +3.5% | $32.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 286.69K | +9.7% | $26.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 286.69K | +9.7% | $26.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 286.69K | +9.7% | $26.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 286.69K | +9.7% | $26.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 286.69K | +9.7% | $26.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 242.09K | +2.0% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 242.09K | +2.0% | $22.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cetera Investment Advisers | 239.31K | -9.0% | $22.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 199.29K | +46.5% | $18.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 199.29K | +46.5% | $18.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 199.29K | +46.5% | $18.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 195.34K | -22.6% | $18.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 195.34K | -22.6% | $18.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 155.58K | -5.4% | $14.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Truist Financial Corp | 146.94K | -18.3% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Truist Financial Corp | 146.94K | -18.3% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 135.34K | +2.0% | $12.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 135.34K | +2.0% | $12.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 119.48K | +8.5% | $11.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Royal Bank Of Canada | 119.48K | +8.5% | $11.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 107.73K | -18.7% | $9.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 100.73K | -11.6% | $9.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 100.73K | -11.6% | $9.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 54.43K | +8.3% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 53.01K | -8.7% | $4.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mariner, LLC | 41.73K | -16.8% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mariner, LLC | 41.73K | -16.8% | $3.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Voya Investment Management Llc | 33.93K | -9.1% | $3.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 31.72K | +298.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 31.72K | +298.7% | $2.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 25.95K | +0.4% | $2.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 22.10K | +64.7% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 19.67K | -2.0% | $1.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Brown Advisory Inc | 18.41K | 0.0% | $1.71M | 0.0% | Held | 2 | SEC ↗ |
| 41 | Cwm, Llc | 16.03K | +4.1% | $1.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 15.62K | +5.0% | $1.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Stifel Financial Corp | 13.76K | +26.0% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 13.76K | +26.0% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Stifel Financial Corp | 13.76K | +26.0% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 13.25K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 13.25K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 12.34K | -10.0% | $1.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Fifth Third Bancorp | 9.10K | +36.6% | $843,575 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Citigroup Inc | 7.61K | +476.2% | $704,848 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Captrust Financial Advisors | 7.55K | +0.6% | $699,380 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 7.32K | -1.8% | $678,681 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Jane Street Group, Llc | 6.75K | جديد | $625,059 | 0.0% | New | 1 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 6.21K | +425.6% | $575,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Franklin Resources Inc | 6.09K | -22.8% | $564,824 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Bank Of Montreal /Can/ | 4.75K | 0.0% | $440,553 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 4.75K | 0.0% | $440,553 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 4.59K | -72.9% | $425,448 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 59 | BlackRock ✦ (سلبي) | 4.21K | 0.0% | $390,511 | 0.0% | Held | 4 | SEC ↗ |
| 60 | Blair William & Co/Il | 3.81K | +7.5% | $352,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | AQR Capital Management ✦ | 3.77K | -35.7% | $349,181 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 62 | 1832 Asset Management L.P. | 3.04K | 0.0% | $282,180 | 0.0% | Held | 2 | SEC ↗ |
| 63 | Focus Partners Wealth | 2.79K | 0.0% | $258,087 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Financial Engines Advisors L.L.C. | 2.74K | 0.0% | $254,286 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Cerity Partners LLC | 2.64K | -14.8% | $244,785 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Creative Planning | 2.48K | -12.4% | $230,284 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Us Bancorp \De\ | 2.13K | -30.9% | $197,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Us Bancorp \De\ | 2.13K | -30.9% | $197,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 599 | +21.8% | $55,509 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Assetmark, Inc | 221 | +154.0% | $20,480 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Jane Street Group, Llc | $625,059 | 0.0% |
تم الخروج
| Hrt Financial Lp | $551,000 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 252 المالكون, 39.59M الأسهم, $3.66B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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