سجل الورقة المالية
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
51الحاملون المتتبعون
+2Δ المساهمون
6.19Mالأسهم المحتفظ بها
$652.25Mالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.1% ·
تدفق الأسهم -15.5% ·
المراكز الجديدة الصافية +3.9%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 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 · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 | جديد | $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 | جديد | $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 | جديد | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 54 | Marshall Wace ✦ | 9.23K | جديد | $970,311 | 0.0% | New | 1 | SEC ↗ |
| 55 | Marshall Wace ✦ | 9.23K | جديد | $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 ✦ (سلبي) | 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 ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| 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% |
تم الخروج
| Jane Street Group, Llc | $625,059 | كان 0.0% |
| Citadel Advisors | $425,448 | 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: Q2 2026 ·
المنهجية ·
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