Scheda del titolo · trimestre archiviato
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
50Holder monitorati
-1Δ titolari
8.37MQuote detenute
$771.74MValore dichiarato
+0Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -2.0% ·
flusso azionario +3.8% ·
nuove posizioni nette -2.0%
· formula
Accumulo concentrato: azioni in aumento tra un numero minore di titolari
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 11.69K | $1.06M | n/a | n/a |
| 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 |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passivo) | 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 ↗ |
"Il loro peso" = quota della posizione sul valore azionario 13F dichiarato da quel manager: la misura della convinzione. ✦ = manager selezionato.
Nuovi acquirenti
| Nessun nuovo acquirente tracciato questo trimestre. |
Uscito
| Two Sigma Investments | $6.19M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 263 detentori, 16.80M azioni, $1.37B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri detentori tracciati di questo titolo: conteggi di co-detenzione, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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