Catatan efek
IWX
iShares Russell Top 200 Value ETF · Financial Services · Asset Management
51Pemegang yang dilacak
+2Δ pemegang
6.19MSaham yang dipegang
$652.25MNilai yang dilaporkan
+4Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.1% ·
aliran saham -15.5% ·
posisi baru bersih +3.9%
— formula
Fragmentasi kepemilikan — lebih banyak pemegang, agregat kepemilikan lebih kecil
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | Baru | $1.03M | 0.0% | New | 1 | SEC ↗ |
| 54 | Marshall Wace ✦ | 9.23K | Baru | $970,311 | 0.0% | New | 1 | SEC ↗ |
| 55 | Marshall Wace ✦ | 9.23K | Baru | $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 ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Jane Street Group, Llc | $625,059 | adalah 0.0% |
| Citadel Advisors | $425,448 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API