Effectdossier
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
53Gevolgde houders
+3Δ houders
8.49MGehouden aandelen
$767.95MGerapporteerde waarde
+4Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +6.0% ·
aandelenstroom -0.7% ·
netto nieuwe posities +3.8%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | −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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.39M | +34.3% | $125.55M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | JPMorgan Chase ✦ | 1.22M | -12.1% | $110.86M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 3 | Envestnet Asset Management Inc | 1.22M | -1.9% | $110.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.09M | +5.2% | $98.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 5 | Bank Of America Corp /De/ | 479.88K | +2.0% | $43.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 461.18K | +2.4% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 448.68K | -4.0% | $40.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 436.10K | +3.9% | $39.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Wells Fargo & Company/Mn | 344.92K | -2.9% | $31.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Bank Of Montreal /Can/ | 193.65K | +3.3% | $17.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Two Sigma Investments ✦ | 155.40K | -16.9% | $14.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 145.84K | -26.9% | $13.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 111.80K | +0.6% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 96.85K | -0.4% | $8.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 84.05K | +8.6% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Bank Of Nova Scotia | 72.60K | 0.0% | $6.57M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 57.13K | -3.8% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Jones Financial Companies Lllp | 50.14K | +8.8% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 47.83K | -6.2% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 38.87K | +1.4% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mariner, LLC | 35.20K | -4.1% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 26.74K | -88.1% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | National Bank Of Canada /Fi/ | 24.67K | +1.3% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 24.32K | +27.9% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Captrust Financial Advisors | 23.40K | +0.3% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Creative Planning | 21.78K | -5.5% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 20.23K | +1.5% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Blair William & Co/Il | 18.97K | +731.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 16.70K | +0.5% | $1.51M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 30 | Brown Advisory Inc | 13.10K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 31 | Qube Research & Technologies Ltd | 11.46K | Nieuw | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 10.81K | -4.2% | $978,215 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Baird Financial Group, Inc. | 10.36K | -1.4% | $937,178 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | Mercer Global Advisors Inc /Adv | 10.20K | +23.3% | $922,617 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 9.84K | +0.5% | $890,257 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cerity Partners LLC | 8.26K | +18.8% | $747,402 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Focus Partners Wealth | 7.99K | +8.2% | $722,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 7.25K | +1.3% | $678,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 6.39K | -10.7% | $578,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Point72 Asset Management ✦ | 6.02K | +31.4% | $544,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Rockefeller Capital Management L.P. | 5.93K | +10.8% | $536,264 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Northern Trust Corp | 5.12K | -4.0% | $462,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Lido Advisors, LLC | 3.34K | +3.7% | $301,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Nuveen, LLC | 2.65K | Nieuw | $239,927 | 0.0% | New | 1 | SEC ↗ |
| 45 | Corient Private Wealth LP | 2.47K | Nieuw | $223,113 | 0.0% | New | 1 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.30K | -1.6% | $207,809 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 47 | Allspring Global Investments… | 1.05K | 0.0% | $97,566 | 0.0% | Held | 3 | SEC ↗ |
| 48 | Citigroup Inc | 850 | 0.0% | $76,900 | 0.0% | Held | 3 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 603 | Nieuw | $55,639 | 0.0% | New | 1 | SEC ↗ |
| 50 | UBS AM, a distinct business unit of… | 340 | -83.1% | $30,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | BlackRock ✦ (passief) | 254 | +122.8% | $22,979 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | Russell Investments Group, Ltd. | 120 | 0.0% | $10,856 | 0.0% | Held | 2 | SEC ↗ |
| 53 | Assetmark, Inc | 23 | 0.0% | $2,081 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Qube Research & Technologies… | $1.04M | 0.0% |
| Nuveen, LLC | $239,927 | 0.0% |
| Corient Private Wealth LP | $223,113 | 0.0% |
| TD Waterhouse Canada Inc. | $55,639 | 0.0% |
Verlaten
| Bnp Paribas Financial Markets | $4.14M | was 0.0% |
| HighTower Advisors, LLC | $3.08M | 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: Q2 2026 ·
Methodologie ·
Verkrijg dit via de API