증권 기록 · 과거 분기 (아카이브)
IYJ
iShares U.S. Industrials ETF · Financial Services · Asset Management
60추적 보유자
+5Δ 보유자
3.86M보유 주식 수
$568.50M보고 가치
+8신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +9.1% ·
주식 흐름 -6.0% ·
순 신규 포지션 +8.3%
· 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 5.16K | $802,215 | n/a | −1 |
| Q2 2026 | 59 | +1 | 3.98M | $662.19M | +5 | −5 |
| Q1 2026 | 60 | +5 | 3.86M | $568.50M | +8 | −3 |
| Q4 2025 | 54 | -2 | 4.10M | $607.77M | n/a | −2 |
| Q3 2025 | 7 | +1 | 1.05M | $153.83M | +1 | n/a |
| Q2 2025 | 3 | 0 | 66.59K | $9.48M | n/a | n/a |
| Q1 2025 | 1 | 0 | 52.05K | $6.78M | n/a | n/a |
| Q4 2024 | 1 | -2 | 18.58K | $2.48M | n/a | −2 |
| Q3 2024 | 3 | +1 | 12.45K | $1.66M | +1 | n/a |
| Q2 2024 | 2 | n/a | 5.75K | $686,661 | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 780.29K | -2.4% | $115.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | Wells Fargo & Company/Mn | 450.33K | -2.6% | $66.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 362.63K | -36.6% | $53.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | LPL Financial LLC | 312.51K | +0.2% | $46.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 256.02K | -6.2% | $37.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 226.29K | +6.7% | $33.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Mml Investors Services, Llc | 214.17K | -16.7% | $31.60M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 204.00K | +8.7% | $30.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 101.94K | +3.5% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Ameriprise Financial Inc | 95.53K | 0.0% | $14.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Goldman Sachs Group ✦ | 62.85K | +11.3% | $9.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Jones Financial Companies Lllp | 59.79K | +16.5% | $8.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 53.14K | -9.8% | $7.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Focus Partners Wealth | 51.37K | +299.0% | $7.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Bnp Paribas Financial Markets | 50.00K | -50.0% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 45.33K | +1.4% | $6.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Envestnet Asset Management Inc | 42.95K | +5.7% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 42.70K | +9.5% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 19 | Commonwealth Equity Services, Llc | 36.94K | +5.8% | $5.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Truist Financial Corp | 35.58K | +5.0% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | BlackRock ✦ (패시브) | 31.90K | +0.2% | $4.71M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 28.31K | -49.2% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 25.65K | +13.9% | $3.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 25.47K | +9.1% | $3.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 24.30K | +3.9% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Creative Planning | 19.29K | +0.7% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Rockefeller Capital Management L.P. | 18.52K | +0.1% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 17.26K | +17.8% | $2.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Citadel Advisors ✦ | 16.34K | 신규 | $2.41M | 0.0% | New | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 14.07K | 신규 | $2.08M | 0.0% | New | 1 | SEC ↗ |
| 31 | Citigroup Inc | 11.04K | -55.6% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Quantinno Capital Management LP | 10.09K | -0.5% | $1.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 9.93K | +0.2% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Bank Of Montreal /Can/ | 9.46K | -8.6% | $1.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 35 | Northwestern Mutual Wealth… | 8.77K | -2.4% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 7.79K | 신규 | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 37 | Captrust Financial Advisors | 7.68K | 0.0% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 7.59K | 신규 | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 39 | Brown Advisory Inc | 7.36K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 40 | Fifth Third Bancorp | 7.26K | 신규 | $1.07M | 0.0% | New | 1 | SEC ↗ |
| 41 | Mercer Global Advisors Inc /Adv | 6.76K | -3.1% | $997,484 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Cwm, Llc | 6.65K | +4.2% | $981,695 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 5.69K | 신규 | $839,798 | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 5.04K | +15.7% | $743,159 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 4.09K | -10.4% | $603,136 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Cibc World Market Inc. | 3.97K | +9.4% | $585,291 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Cerity Partners LLC | 3.82K | -4.8% | $563,972 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Blair William & Co/Il | 3.38K | 0.0% | $499,132 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Northern Trust Corp | 3.24K | -2.4% | $478,620 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Corient Private Wealth LP | 3.42K | -52.9% | $471,251 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Lido Advisors, LLC | 2.79K | -42.5% | $411,351 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Fisher Asset Management ✦ | 2.31K | 신규 | $341,112 | 0.0% | New | 1 | SEC ↗ |
| 53 | Wealth Enhancement Advisory… | 2.22K | -25.7% | $330,316 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | IMC-Chicago, LLC | 2.11K | 신규 | $311,162 | 0.0% | New | 1 | SEC ↗ |
| 55 | CIBC Bancorp USA Inc. | 1.90K | n/a | $280,178 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 1.88K | +208.0% | $277,228 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | TD Waterhouse Canada Inc. | 1.76K | 0.0% | $261,166 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 1.48K | +5.7% | $217,979 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 767 | 0.0% | $113,163 | 0.0% | Held | 2 | SEC ↗ |
| 60 | Assetmark, Inc | 17 | 0.0% | $2,508 | 0.0% | Held | 2 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Citadel Advisors | $2.41M | 0.0% |
| Hrt Financial Lp | $2.08M | 0.0% |
| AQR Capital Management | $1.15M | 0.0% |
| Jane Street Group, Llc | $1.12M | 0.0% |
| Fifth Third Bancorp | $1.07M | 0.0% |
| Qube Research & Technologies… | $839,798 | 0.0% |
| Fisher Asset Management | $341,112 | 0.0% |
| IMC-Chicago, LLC | $311,162 | 0.0% |
청산됨
| Nomura Asset Management Co Ltd | $1.54M | 이었음 0.0% |
| 1832 Asset Management L.P. | $410,135 | 이었음 0.0% |
| First Trust Advisors Lp | $216,476 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 331 보유 기관, 6.51M 주식, $925.99M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
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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