Catatan efek · kuartal yang diarsipkan
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
52Pemegang yang dilacak
+2Δ pemegang
8.60MSaham yang dipegang
$709.15MNilai yang dilaporkan
+5Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.0% ·
aliran saham +2.8% ·
posisi baru bersih +3.8%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.39M | +35.1% | $112.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Envestnet Asset Management Inc | 1.25M | -6.2% | $103.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.03M | -4.2% | $85.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Goldman Sachs Group ✦ | 1.03M | +1.1% | $85.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 470.28K | -1.1% | $38.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 467.46K | -2.6% | $38.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 450.57K | +0.2% | $37.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 419.85K | -5.4% | $34.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 9 | Wells Fargo & Company/Mn | 355.17K | +0.1% | $29.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 224.82K | -11.4% | $18.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 199.38K | -12.5% | $16.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 187.50K | +12.5% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Two Sigma Investments ✦ | 186.90K | Baru | $15.48M | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 111.19K | -1.2% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 97.25K | -5.4% | $8.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 77.40K | +20.4% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Bank Of Nova Scotia | 72.60K | 0.0% | $6.01M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 59.37K | -9.8% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 51.00K | +3.9% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 50.00K | Baru | $4.14M | 0.0% | New | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 46.09K | +11.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 38.34K | -1.7% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 37.16K | -23.9% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 36.70K | +43.4% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | National Bank Of Canada /Fi/ | 24.35K | +1.6% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 23.34K | -86.2% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 23.05K | +1.0% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 19.93K | Baru | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 19.02K | +14.4% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 16.62K | +3.2% | $1.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | Cwm, Llc | 14.11K | 0.0% | $1.17M | 0.0% | Held | 2 | SEC ↗ |
| 32 | Brown Advisory Inc | 13.10K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 33 | Us Bancorp \De\ | 11.29K | +2.3% | $935,188 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Baird Financial Group, Inc. | 10.51K | +10.3% | $870,234 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Northwestern Mutual Wealth… | 9.79K | -69.3% | $811,111 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 8.27K | +0.3% | $684,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 7.38K | +16.4% | $611,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 7.15K | -35.5% | $594,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 7.16K | +15.3% | $592,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 6.96K | +0.1% | $576,220 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Rockefeller Capital Management L.P. | 5.35K | -37.5% | $443,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 5.33K | +4.1% | $441,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Point72 Asset Management ✦ | 4.58K | Baru | $379,407 | 0.0% | New | 1 | SEC ↗ |
| 44 | Lido Advisors, LLC | 3.22K | -3.6% | $266,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.33K | -10.2% | $193,349 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | Blair William & Co/Il | 2.28K | 0.0% | $189,037 | 0.0% | Held | 2 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 2.01K | +83.4% | $166,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Allspring Global Investments… | 1.05K | 0.0% | $87,092 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Citigroup Inc | 850 | -97.3% | $70,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 120 | Baru | $9,941 | 0.0% | New | 1 | SEC ↗ |
| 51 | BlackRock ✦ (pasif) | 114 | 0.0% | $9,444 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 23 | 0.0% | $1,905 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Two Sigma Investments | $15.48M | 0.0% |
| Bnp Paribas Financial Markets | $4.14M | 0.0% |
| Fifth Third Bancorp | $1.65M | 0.0% |
| Point72 Asset Management | $379,407 | 0.0% |
| Russell Investments Group… | $9,941 | 0.0% |
Telah keluar
| Qube Research & Technologies… | $294,647 | adalah 0.0% |
| Corient Private Wealth LP | $243,768 | adalah 0.0% |
| Simplex Trading, Llc | $4,059 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 263 pemegang, 16.80M saham, $1.37B 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API