Effectdossier · gearchiveerd kwartaal
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
50Gevolgde houders
-1Δ houders
8.37MGehouden aandelen
$771.74MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.0% ·
aandelenstroom +3.8% ·
netto nieuwe posities -2.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +3 | 8.52M | $771.26M | +4 | −1 |
| Q1 2026 | 52 | +2 | 8.60M | $709.15M | +5 | −3 |
| Q4 2025 | 50 | -1 | 8.37M | $771.74M | — | −1 |
| Q3 2025 | 6 | 0 | 2.84M | $254.79M | +1 | −1 |
| Q2 2025 | 3 | 0 | 76.72K | $6.57M | +1 | −1 |
| Q1 2025 | 2 | 0 | 6.42K | $504,213 | — | — |
| Q4 2024 | 2 | -1 | 7.31K | $568,948 | — | −1 |
| Q3 2024 | 3 | -1 | 43.17K | $3.07M | — | −1 |
| Q2 2024 | 4 | — | 77.36K | $5.04M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.33M | — | $122.61M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.08M | +0.4% | $99.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.08M | +0.4% | $99.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.08M | +0.4% | $99.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.03M | +67.4% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.03M | +67.4% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.03M | +67.4% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.03M | +67.4% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.03M | +67.4% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 1.02M | -2.8% | $94.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 1.02M | -2.8% | $94.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 479.94K | — | $44.27M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 475.54K | — | $43.87M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 475.54K | — | $43.87M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 475.54K | — | $43.87M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 449.86K | — | $41.50M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 449.86K | — | $41.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 449.86K | — | $41.50M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 443.79K | — | $40.94M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 443.79K | — | $40.94M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 443.79K | — | $40.94M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 443.79K | — | $40.94M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 443.79K | — | $40.94M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 354.93K | — | $32.74M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 354.93K | — | $32.74M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mml Investors Services, Llc | 253.72K | — | $23.41M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 227.80K | — | $21.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 169.34K | — | $15.62M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 166.67K | — | $15.38M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 166.67K | — | $15.38M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 166.67K | — | $15.38M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 112.50K | — | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | UBS Group AG | 112.50K | — | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 112.50K | — | $10.38M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 102.82K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of Nova Scotia | 72.60K | — | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Truist Financial Corp | 65.80K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 65.80K | — | $6.07M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 64.26K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 64.26K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 64.26K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cetera Investment Advisers | 49.11K | — | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | HighTower Advisors, LLC | 48.84K | — | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 41.20K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 38.98K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 31.88K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Citigroup Inc | 31.66K | — | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 25.59K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 23.97K | — | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Creative Planning | 22.83K | — | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 16.62K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 16.11K | +3.0% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 16.11K | +3.0% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Cwm, Llc | 14.11K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Brown Advisory Inc | 13.10K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Brown Advisory Inc | 13.10K | — | $1.21M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Wealth Enhancement Advisory… | 11.10K | — | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Us Bancorp \De\ | 11.03K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Us Bancorp \De\ | 11.03K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 11.03K | — | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Baird Financial Group, Inc. | 9.52K | — | $878,497 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 9.52K | — | $878,497 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Rockefeller Capital Management L.P. | 8.56K | — | $789,538 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Mercer Global Advisors Inc /Adv | 8.24K | — | $760,167 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Cerity Partners LLC | 6.95K | — | $640,851 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Focus Partners Wealth | 6.34K | — | $585,234 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Quantinno Capital Management LP | 6.20K | — | $572,227 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Northern Trust Corp | 5.12K | — | $471,859 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Lido Advisors, LLC | 3.34K | — | $299,414 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Qube Research & Technologies Ltd | 3.19K | — | $294,647 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Corient Private Wealth LP | 2.63K | — | $243,768 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 2.60K | — | $239,666 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 2.60K | — | $239,666 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 2.60K | — | $239,666 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Blair William & Co/Il | 2.28K | — | $210,510 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | UBS AM, a distinct business unit of… | 1.10K | — | $101,291 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Allspring Global Investments… | 1.05K | — | $100,055 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | BlackRock ✦ (passief) | 114 | -99.2% | $10,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Simplex Trading, Llc | 44 | — | $4,059 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Assetmark, Inc | 23 | — | $2,122 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Two Sigma Investments | $6.19M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 263 houders, 16.80M aandelen, $1.37B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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