Menkul kıymet kaydı · arşivlenmiş çeyrek
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
51Takip edilen yatırımcılar
+2Δ sahipler
6.19MTutulan hisseler
$652.25MRaporlanan değer
+4Yeni pozisyonlar
−2Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +4.1% ·
pay akışı -15.5% ·
net yeni pozisyonlar +3.9%
— formül
Sahiplik parçalanması — daha fazla hissedar, daha küçük toplam pay
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.82M | -32.1% | $190.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Lido Advisors, LLC | 911.73K | -5.7% | $95.88M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 483.31K | -16.5% | $50.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Ameriprise Financial Inc | 414.03K | +7.9% | $44.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 414.03K | +7.9% | $44.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | UBS Group AG | 376.11K | +6.5% | $39.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | UBS Group AG | 376.11K | +6.5% | $39.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 287.86K | +0.4% | $30.31M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 266.78K | +10.2% | $28.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 266.78K | +10.2% | $28.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 266.78K | +10.2% | $28.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 207.13K | -13.4% | $21.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 200.11K | +2.4% | $21.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 200.11K | +2.4% | $21.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Raymond James Financial Inc | 176.52K | -11.4% | $18.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 176.52K | -11.4% | $18.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 176.52K | -11.4% | $18.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Truist Financial Corp | 142.14K | -3.3% | $14.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Truist Financial Corp | 142.14K | -3.3% | $14.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 135.54K | +0.1% | $14.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 135.54K | +0.1% | $14.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 105.80K | -11.4% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 105.80K | -11.4% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 105.80K | -11.4% | $11.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 84.98K | -15.6% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 84.98K | -15.6% | $8.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Mariner, LLC | 62.09K | +48.8% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mariner, LLC | 62.09K | +48.8% | $6.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | HighTower Advisors, LLC | 51.67K | -5.0% | $5.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 49.06K | -54.5% | $5.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Commonwealth Equity Services, Llc | 48.58K | -8.4% | $5.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 39.50K | Yeni | $4.15M | 0.0% | New | 1 | SEC ↗ |
| 37 | Voya Investment Management Llc | 36.15K | +6.5% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 29.00K | +11.8% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 24.84K | +12.4% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Citigroup Inc | 22.51K | +195.9% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 19.82K | +0.8% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Brown Advisory Inc | 17.44K | -5.3% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 16.79K | +7.5% | $1.77M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Goldman Sachs Group ✦ | 16.54K | -89.4% | $1.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Hrt Financial Lp | 15.50K | Yeni | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 46 | CIBC Bancorp USA Inc. | 12.67K | -4.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | CIBC Bancorp USA Inc. | 12.67K | -4.4% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 12.34K | 0.0% | $1.30M | 0.0% | Held | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 10.26K | -25.5% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 10.26K | -25.5% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Stifel Financial Corp | 10.26K | -25.5% | $1.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Captrust Financial Advisors | 9.78K | +29.6% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | D. E. Shaw & Co. ✦ | 9.76K | Yeni | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 54 | Marshall Wace ✦ | 9.23K | Yeni | $970,311 | 0.0% | New | 1 | SEC ↗ |
| 55 | Marshall Wace ✦ | 9.23K | Yeni | $970,311 | 0.0% | New | 1 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 9.04K | -71.5% | $951,172 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Fifth Third Bancorp | 8.90K | -2.2% | $935,924 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 7.18K | -2.0% | $754,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Franklin Resources Inc | 6.09K | 0.0% | $640,950 | 0.0% | Held | 3 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 5.18K | -16.6% | $544,939 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Bank Of Montreal /Can/ | 4.75K | 0.0% | $499,930 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Bank Of Montreal /Can/ | 4.75K | 0.0% | $499,930 | 0.0% | Held | 3 | SEC ↗ |
| 63 | BlackRock ✦ (pasif) | 4.21K | 0.0% | $443,144 | 0.0% | Held | 5 | SEC ↗ |
| 64 | Blair William & Co/Il | 3.81K | 0.0% | $400,449 | 0.0% | Held | 3 | SEC ↗ |
| 65 | AQR Capital Management ✦ | 3.77K | 0.0% | $396,243 | 0.0% | Held | 9 | SEC ↗ |
| 66 | Creative Planning | 3.55K | +42.7% | $373,033 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Focus Partners Wealth | 3.51K | +26.1% | $369,427 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | 1832 Asset Management L.P. | 3.04K | 0.0% | $320,212 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Cerity Partners LLC | 2.64K | 0.0% | $277,776 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Financial Engines Advisors L.L.C. | 2.63K | -4.0% | $277,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Qube Research & Technologies Ltd | 1.75K | +192.0% | $183,925 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Us Bancorp \De\ | 1.62K | -23.8% | $170,466 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Us Bancorp \De\ | 1.62K | -23.8% | $170,466 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Assetmark, Inc | 539 | +143.9% | $56,681 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Two Sigma Investments | $4.15M | 0.0% |
| Hrt Financial Lp | $1.63M | 0.0% |
| D. E. Shaw & Co. | $1.03M | 0.0% |
| Marshall Wace | $970,311 | 0.0% |
| Marshall Wace | $970,311 | 0.0% |
Çıkıldı
| Jane Street Group, Llc | $625,059 | idi 0.0% |
| Citadel Advisors | $425,448 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 252 sahipler, 39.59M hisseler, $3.66B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin