증권 기록 · 과거 분기 (아카이브)
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
52추적 보유자
+2Δ 보유자
8.60M보유 주식 수
$709.15M보고 가치
+5신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +4.0% ·
주식 흐름 +2.8% ·
순 신규 포지션 +3.8%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.39M | +35.1% | $112.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.39M | +35.1% | $112.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.39M | +35.1% | $112.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.39M | +35.1% | $112.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.39M | +35.1% | $112.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.25M | -6.2% | $103.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.03M | -4.2% | $85.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 1.03M | -4.2% | $85.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 1.03M | -4.2% | $85.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 1.03M | -4.2% | $85.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 1.03M | +1.1% | $85.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 1.03M | +1.1% | $85.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 470.28K | -1.1% | $38.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 470.28K | -1.1% | $38.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 470.28K | -1.1% | $38.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | LPL Financial LLC | 467.46K | -2.6% | $38.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 450.57K | +0.2% | $37.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 450.57K | +0.2% | $37.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 450.57K | +0.2% | $37.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 419.85K | -5.4% | $34.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 419.85K | -5.4% | $34.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 419.85K | -5.4% | $34.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 419.85K | -5.4% | $34.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Royal Bank Of Canada | 419.85K | -5.4% | $34.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 355.17K | +0.1% | $29.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 355.17K | +0.1% | $29.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 224.82K | -11.4% | $18.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 199.38K | -12.5% | $16.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 187.50K | +12.5% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 187.50K | +12.5% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 187.50K | +12.5% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 186.90K | 신규 | $15.48M | 0.0% | New | 1 | SEC ↗ |
| 33 | UBS Group AG | 111.19K | -1.2% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | UBS Group AG | 111.19K | -1.2% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | UBS Group AG | 111.19K | -1.2% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 97.25K | -5.4% | $8.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 77.40K | +20.4% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 77.40K | +20.4% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Nova Scotia | 72.60K | 0.0% | $6.01M | 0.0% | Held | 2 | SEC ↗ |
| 40 | Truist Financial Corp | 59.37K | -9.8% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Truist Financial Corp | 59.37K | -9.8% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Cetera Investment Advisers | 51.00K | +3.9% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 50.00K | 신규 | $4.14M | 0.0% | New | 1 | SEC ↗ |
| 44 | Jones Financial Companies Lllp | 46.09K | +11.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 38.34K | -1.7% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | HighTower Advisors, LLC | 37.16K | -23.9% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Mariner, LLC | 36.70K | +43.4% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Mariner, LLC | 36.70K | +43.4% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | National Bank Of Canada /Fi/ | 24.35K | +1.6% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Captrust Financial Advisors | 23.34K | -86.2% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Creative Planning | 23.05K | +1.0% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Fifth Third Bancorp | 19.93K | 신규 | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 19.02K | +14.4% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Fidelity (FMR) ✦ | 16.62K | +3.2% | $1.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 16.62K | +3.2% | $1.38M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Cwm, Llc | 14.11K | 0.0% | $1.17M | 0.0% | Held | 2 | SEC ↗ |
| 57 | Brown Advisory Inc | 13.10K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 58 | Brown Advisory Inc | 13.10K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ |
| 59 | Us Bancorp \De\ | 11.29K | +2.3% | $935,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 11.29K | +2.3% | $935,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Us Bancorp \De\ | 11.29K | +2.3% | $935,188 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 10.51K | +10.3% | $870,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Baird Financial Group, Inc. | 10.51K | +10.3% | $870,234 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Northwestern Mutual Wealth… | 9.79K | -69.3% | $811,111 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Mercer Global Advisors Inc /Adv | 8.27K | +0.3% | $684,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Focus Partners Wealth | 7.38K | +16.4% | $611,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Wealth Enhancement Advisory… | 7.15K | -35.5% | $594,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Quantinno Capital Management LP | 7.16K | +15.3% | $592,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Cerity Partners LLC | 6.96K | +0.1% | $576,220 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Cerity Partners LLC | 6.96K | +0.1% | $576,220 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Rockefeller Capital Management L.P. | 5.35K | -37.5% | $443,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Northern Trust Corp | 5.33K | +4.1% | $441,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Point72 Asset Management ✦ | 4.58K | 신규 | $379,407 | 0.0% | New | 1 | SEC ↗ |
| 74 | Lido Advisors, LLC | 3.22K | -3.6% | $266,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 2.33K | -10.2% | $193,349 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 2.33K | -10.2% | $193,349 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Pnc Financial Services Group, Inc. | 2.33K | -10.2% | $193,349 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Blair William & Co/Il | 2.28K | 0.0% | $189,037 | 0.0% | Held | 2 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 2.01K | +83.4% | $166,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Allspring Global Investments… | 1.05K | 0.0% | $87,092 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Citigroup Inc | 850 | -97.3% | $70,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Russell Investments Group, Ltd. | 120 | 신규 | $9,941 | 0.0% | New | 1 | SEC ↗ |
| 83 | BlackRock ✦ (패시브) | 114 | 0.0% | $9,444 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Assetmark, Inc | 23 | 0.0% | $1,905 | 0.0% | Held | 2 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| 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% |
청산됨
| Qube Research & Technologies… | $294,647 | 이었음 0.0% |
| Corient Private Wealth LP | $243,768 | 이었음 0.0% |
| Simplex Trading, Llc | $4,059 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 263 보유 기관, 16.80M 주식, $1.37B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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