سجل الورقة المالية · ربع مؤرشف
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
50الحاملون المتتبعون
-1Δ المساهمون
8.37Mالأسهم المحتفظ بها
$771.74Mالقيمة المُبلَّغ عنها
+0المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -2.0% ·
تدفق الأسهم +3.8% ·
المراكز الجديدة الصافية -2.0%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q4 2025
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 11.69K | $1.06M | n/a | −1 |
| Q2 2026 | 53 | +3 | 8.49M | $767.95M | +4 | −2 |
| Q1 2026 | 52 | +2 | 8.60M | $709.15M | +5 | −3 |
| Q4 2025 | 50 | -1 | 8.37M | $771.74M | n/a | −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 | n/a | n/a |
| Q4 2024 | 2 | -1 | 7.31K | $568,948 | n/a | −1 |
| Q3 2024 | 3 | -1 | 43.17K | $3.07M | n/a | −1 |
| Q2 2024 | 4 | n/a | 77.36K | $5.04M | n/a | n/a |
من يحمله · Q4 2025
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 1.33M | n/a | $122.61M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.08M | +0.4% | $99.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | JPMorgan Chase ✦ | 1.03M | +67.4% | $95.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 4 | Goldman Sachs Group ✦ | 1.02M | -2.8% | $94.26M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | LPL Financial LLC | 479.94K | n/a | $44.27M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 475.54K | n/a | $43.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Raymond James Financial Inc | 449.86K | n/a | $41.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 443.79K | n/a | $40.94M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 9 | Wells Fargo & Company/Mn | 354.93K | n/a | $32.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 253.72K | n/a | $23.41M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 227.80K | n/a | $21.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Captrust Financial Advisors | 169.34K | n/a | $15.62M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of Montreal /Can/ | 166.67K | n/a | $15.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | UBS Group AG | 112.50K | n/a | $10.38M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 102.82K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Bank Of Nova Scotia | 72.60K | n/a | $6.70M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 65.80K | n/a | $6.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Osaic Holdings, Inc. | 64.26K | n/a | $5.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cetera Investment Advisers | 49.11K | n/a | $4.53M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 48.84K | n/a | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 41.20K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 38.98K | n/a | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 31.88K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 31.66K | n/a | $2.92M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mariner, LLC | 25.59K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | National Bank Of Canada /Fi/ | 23.97K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Creative Planning | 22.83K | n/a | $2.11M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 16.62K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 16.11K | +3.0% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 30 | Cwm, Llc | 14.11K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Brown Advisory Inc | 13.10K | n/a | $1.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Wealth Enhancement Advisory… | 11.10K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 11.03K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Baird Financial Group, Inc. | 9.52K | n/a | $878,497 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Rockefeller Capital Management L.P. | 8.56K | n/a | $789,538 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 8.24K | n/a | $760,167 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cerity Partners LLC | 6.95K | n/a | $640,851 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Focus Partners Wealth | 6.34K | n/a | $585,234 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 6.20K | n/a | $572,227 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 5.12K | n/a | $471,859 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Lido Advisors, LLC | 3.34K | n/a | $299,414 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 3.19K | n/a | $294,647 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 2.63K | n/a | $243,768 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 2.60K | n/a | $239,666 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Blair William & Co/Il | 2.28K | n/a | $210,510 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 1.10K | n/a | $101,291 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Allspring Global Investments… | 1.05K | n/a | $100,055 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | BlackRock ✦ (سلبي) | 114 | -99.2% | $10,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Simplex Trading, Llc | 44 | n/a | $4,059 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Assetmark, Inc | 23 | n/a | $2,122 | 0.0% | n/c | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Two Sigma Investments | $6.19M | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 263 المالكون, 16.80M الأسهم, $1.37B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
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: Q4 2025 ·
المنهجية ·
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