Catatan efek · kuartal yang diarsipkan
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
67Pemegang yang dilacak
+1Δ pemegang
14.05MSaham yang dipegang
$1.81BNilai yang dilaporkan
+2Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.5% ·
aliran saham -0.9% ·
posisi baru bersih +1.5%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.89K | $1.89M | n/a | n/a |
| Q2 2026 | 66 | +1 | 11.51M | $1.47B | +8 | −8 |
| Q1 2026 | 67 | -1 | 10.68M | $1.26B | +5 | −6 |
| Q4 2025 | 67 | +1 | 14.05M | $1.81B | +2 | −1 |
| Q3 2025 | 12 | -1 | 5.91M | $748.34M | n/a | −1 |
| Q2 2025 | 10 | +4 | 2.55M | $308.94M | +4 | n/a |
| Q1 2025 | 4 | -1 | 1.88M | $212.16M | +2 | −3 |
| Q4 2024 | 5 | 0 | 1.98M | $219.29M | n/a | n/a |
| Q3 2024 | 5 | 0 | 2.07M | $214.68M | n/a | n/a |
| Q2 2024 | 5 | n/a | 2.09M | $198.04M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 1.73M | -2.8% | $223.48M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 2 | Hsbc Holdings Plc | 1.61M | n/a | $207.65M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 1.57M | n/a | $202.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 1.55M | 0.0% | $200.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 5 | JPMorgan Chase ✦ | 1.05M | +42.0% | $135.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Northwestern Mutual Wealth… | 656.87K | n/a | $84.69M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Goldman Sachs Group ✦ | 618.45K | -5.2% | $79.74M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 614.25K | n/a | $79.20M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasif) | 475.69K | +0.4% | $61.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Wells Fargo & Company/Mn | 452.90K | n/a | $58.39M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | UBS Group AG | 418.92K | n/a | $54.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Bank Of Montreal /Can/ | 362.88K | n/a | $46.79M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Royal Bank Of Canada | 288.94K | n/a | $37.25M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 14 | Fidelity (FMR) ✦ | 285.46K | -1.2% | $36.81M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Principal Financial Group Inc | 272.81K | n/a | $35.17M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 247.03K | n/a | $31.85M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Commonwealth Equity Services, Llc | 214.66K | n/a | $27.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Citigroup Inc | 211.66K | n/a | $27.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Stifel Financial Corp | 198.90K | n/a | $25.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 186.43K | n/a | $24.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Ameriprise Financial Inc | 174.85K | n/a | $22.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 149.20K | n/a | $19.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 92.03K | n/a | $11.86M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 91.91K | n/a | $11.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 40.80K | n/a | $5.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 33.62K | n/a | $4.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 31.89K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | HighTower Advisors, LLC | 30.98K | n/a | $3.99M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Focus Partners Wealth | 29.54K | n/a | $3.81M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 26.93K | n/a | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 24.58K | n/a | $3.17M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 32 | Citadel Advisors ✦ | 22.78K | +22.5% | $2.94M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | DZ BANK AG Deutsche Zentral… | 19.00K | n/a | $2.45M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 16.74K | n/a | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 16.60K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 15.70K | +15.4% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 15.02K | 0.0% | $1.94M | 0.0% | Held | 4 | SEC ↗ |
| 38 | Captrust Financial Advisors | 13.66K | n/a | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 13.05K | n/a | $1.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Blair William & Co/Il | 12.98K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Quantinno Capital Management LP | 12.97K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Northern Trust Corp | 12.57K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 12.46K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Tudor Investment Corp Et Al | 12.35K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 11.41K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Cerity Partners LLC | 10.67K | n/a | $1.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Lido Advisors, LLC | 10.50K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Baird Financial Group, Inc. | 8.91K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 8.66K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Cibc World Market Inc. | 8.21K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Cwm, Llc | 6.38K | n/a | $822,000 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 6.00K | n/a | $773,967 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 5.04K | n/a | $650,065 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | First Trust Advisors Lp | 4.37K | n/a | $563,166 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Us Bancorp \De\ | 4.33K | n/a | $558,525 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | AQR Capital Management ✦ | 4.24K | -26.4% | $547,201 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 57 | GAMCO Investors ✦ | 3.70K | -6.2% | $477,114 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Financial Engines Advisors L.L.C. | 3.51K | n/a | $452,158 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Barclays Plc | 3.06K | n/a | $394,526 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 2.42K | Baru | $311,366 | 0.0% | New | 1 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 2.13K | n/a | $275,030 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Point72 Asset Management ✦ | 1.91K | Baru | $245,612 | 0.0% | New | 1 | SEC ↗ |
| 63 | Franklin Resources Inc | 1.50K | n/a | $193,395 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Fifth Third Bancorp | 700 | n/a | $90,251 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 606 | n/a | $78,132 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Bnp Paribas Financial Markets | 366 | n/a | $47,188 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 70 | n/a | $9,011 | 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
| D. E. Shaw & Co. | $311,366 | 0.0% |
| Point72 Asset Management | $245,612 | 0.0% |
Telah keluar
| Two Sigma Investments | $45.68M | adalah 0.1% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 465 pemegang, 16.98M saham, $1.95B 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