Запись по ценной бумаге
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
67Отслеживаемые держатели
+1Δ держателей
11.54MАкций в держании
$1.47BОтчётная стоимость
+8Новые позиции
−7Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.5% ·
поток акций +8.2% ·
новые чистые позиции +1.5%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 67 | +1 | 11.54M | $1.47B | +8 | −7 |
| 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 | — | −1 |
| Q2 2025 | 10 | +4 | 2.55M | $308.94M | +4 | — |
| Q1 2025 | 4 | -1 | 1.88M | $212.16M | +2 | −3 |
| Q4 2024 | 5 | 0 | 1.98M | $219.29M | — | — |
| Q3 2024 | 5 | 0 | 2.07M | $214.68M | — | — |
| Q2 2024 | 5 | — | 2.09M | $198.04M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 1.68M | -2.5% | $213.65M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 1.60M | +3.7% | $203.65M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 1.18M | -23.8% | $150.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 1.18M | -23.8% | $150.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.18M | -23.8% | $150.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Manufacturers Life Insurance… | 1.02M | Новый | $129.58M | 0.1% | New | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 750.60K | +5.6% | $95.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | FIL Ltd | 708.17K | Новый | $90.30M | 0.1% | New | 1 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 640.31K | -0.8% | $81.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 640.31K | -0.8% | $81.65M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | LPL Financial LLC | 507.19K | -9.5% | $64.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 411.19K | -3.4% | $52.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 411.19K | -3.4% | $52.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | UBS Group AG | 383.37K | -5.9% | $48.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Raymond James Financial Inc | 311.75K | -1.0% | $39.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Raymond James Financial Inc | 311.75K | -1.0% | $39.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Raymond James Financial Inc | 311.75K | -1.0% | $39.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 278.07K | -6.6% | $35.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 275.95K | -2.6% | $35.19M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 31 | Two Sigma Investments ✦ | 224.00K | -59.9% | $28.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Commonwealth Equity Services, Llc | 196.17K | -1.7% | $25.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Cetera Investment Advisers | 144.14K | -0.8% | $18.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 119.87K | -11.6% | $15.31M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | DZ BANK AG Deutsche Zentral… | 119.63K | Новый | $15.25M | 0.0% | New | 1 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 115.96K | +12.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 115.96K | +12.1% | $14.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 111.27K | +6.9% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 111.27K | +6.9% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 111.27K | +6.9% | $14.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Envestnet Asset Management Inc | 109.31K | -4.5% | $13.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 75.86K | +39.7% | $9.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 75.11K | -45.5% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 75.11K | -45.5% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Ameriprise Financial Inc | 75.11K | -45.5% | $9.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Captrust Financial Advisors | 63.05K | +360.6% | $8.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Stifel Financial Corp | 55.48K | -33.5% | $7.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Citigroup Inc | 39.97K | +4.1% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Citigroup Inc | 39.97K | +4.1% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | HighTower Advisors, LLC | 33.21K | +4.5% | $4.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 31.60K | +1.6% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 31.60K | +1.6% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 23.57K | -0.5% | $3.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Mml Investors Services, Llc | 19.36K | +27.7% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Creative Planning | 18.14K | -12.8% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 17.68K | -9.3% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 17.68K | -9.3% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 17.68K | -9.3% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Gotham Asset Management ✦ | 15.02K | 0.0% | $1.92M | 0.0% | Held | 6 | SEC ↗ |
| 73 | Truist Financial Corp | 15.00K | -21.0% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Truist Financial Corp | 15.00K | -21.0% | $1.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Wealth Enhancement Advisory… | 14.16K | +32.1% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Corient Private Wealth LP | 14.29K | -10.4% | $1.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Mercer Global Advisors Inc /Adv | 13.06K | +33.4% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Blair William & Co/Il | 13.00K | +0.1% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Quantinno Capital Management LP | 10.66K | -15.7% | $1.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Northern Trust Corp | 10.46K | -10.5% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Baird Financial Group, Inc. | 9.66K | +8.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Baird Financial Group, Inc. | 9.66K | +8.9% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Cibc World Market Inc. | 9.49K | +19.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Citadel Advisors ✦ | 9.48K | Новый | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 85 | Cerity Partners LLC | 9.02K | +1.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Cerity Partners LLC | 9.02K | +1.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Cerity Partners LLC | 9.02K | +1.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Fifth Third Bancorp | 7.72K | -12.8% | $984,122 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Mariner, LLC | 7.13K | -76.0% | $909,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | National Bank Of Canada /Fi/ | 6.18K | -24.4% | $788,012 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | BlackRock ✦ (пассивный) | 5.00K | +56.5% | $637,805 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 92 | BlackRock ✦ (пассивный) | 5.00K | +56.5% | $637,805 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 93 | BlackRock ✦ (пассивный) | 5.00K | +56.5% | $637,805 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 94 | Lido Advisors, LLC | 4.79K | -28.2% | $611,097 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Focus Partners Wealth | 4.67K | -16.4% | $596,110 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Hrt Financial Lp | 4.12K | -69.2% | $525,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | First Trust Advisors Lp | 4.08K | 0.0% | $520,750 | 0.0% | Held | 3 | SEC ↗ |
| 98 | Us Bancorp \De\ | 3.92K | +0.6% | $500,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Us Bancorp \De\ | 3.92K | +0.6% | $500,222 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Financial Engines Advisors L.L.C. | 3.36K | +0.1% | $428,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Manufacturers Life Insurance… | $129.58M | 0.1% |
| FIL Ltd | $90.30M | 0.1% |
| DZ BANK AG Deutsche Zentral… | $15.25M | 0.0% |
| Citadel Advisors | $1.21M | 0.0% |
Закрыто
| Principal Financial Group Inc | $7.95M | составлял 0.0% |
| Jane Street Group, Llc | $2.84M | составлял 0.0% |
| Hsbc Holdings Plc | $1.56M | составлял 0.0% |
| Renaissance Technologies | $670,662 | составлял 0.0% |
| GAMCO Investors | $435,408 | составлял 0.0% |
| Point72 Asset Management | $342,391 | составлял 0.0% |
| Millennium Management | $336,743 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 465 держатели, 16.98M акции, $1.95B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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