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证券记录

IYW

iShares U.S. Technology ETF · Financial Services · Asset Management

246.04 +0.8% 市值 $24.37B 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
87被追踪持有人
+7Δ持有人
31.34M持有股份
$7.88B报告持仓市值
+10新建仓位
−3清仓
Rising 确信度评分 49/100 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +8.8% · 股份流向 +3.7% · 净新建仓位 +8.0%公式
广泛积累 — 持股数量上升且持有人增多

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
Q2 2026 87 +7 31.34M $7.88B +10 −3
Q1 2026 81 0 30.29M $5.48B +6 −6
Q4 2025 79 0 36.26M $7.24B
Q3 2025 11 -1 13.20M $2.59B +1 −2
Q2 2025 9 +1 1.44M $249.56M +3 −2
Q1 2025 6 +1 1.27M $177.82M +2 −1
Q4 2024 5 -1 787.59K $125.64M +1 −2
Q3 2024 6 +1 653.12K $99.03M +2 −1
Q2 2024 5 393.94K $59.29M
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 Morgan Stanley 4.97M -1.3% $1.25B 0.1% ▼ Trim 4 SEC ↗
2 Morgan Stanley 4.97M -1.3% $1.25B 0.1% ▼ Trim 4 SEC ↗
3 Morgan Stanley 4.97M -1.3% $1.25B 0.1% ▼ Trim 4 SEC ↗
4 Morgan Stanley 4.97M -1.3% $1.25B 0.1% ▼ Trim 4 SEC ↗
5 Morgan Stanley 4.97M -1.3% $1.25B 0.1% ▼ Trim 4 SEC ↗
6 Morgan Stanley 4.97M -1.3% $1.25B 0.1% ▼ Trim 4 SEC ↗
7 Bank Of America Corp /De/ 3.43M +0.7% $866.22M 0.1% ▲ Add 3 SEC ↗
8 Bank Of America Corp /De/ 3.43M +0.7% $866.22M 0.1% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 3.43M +0.7% $866.22M 0.1% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 3.43M +0.7% $866.22M 0.1% ▲ Add 3 SEC ↗
11 LPL Financial LLC 3.04M -0.1% $765.73M 0.2% ▼ Trim 3 SEC ↗
12 UBS Group AG 1.73M -1.7% $435.85M 0.1% ▼ Trim 3 SEC ↗
13 UBS Group AG 1.73M -1.7% $435.85M 0.1% ▼ Trim 3 SEC ↗
14 UBS Group AG 1.73M -1.7% $435.85M 0.1% ▼ Trim 3 SEC ↗
15 Wells Fargo & Company/Mn 1.48M -1.6% $374.01M 0.1% ▼ Trim 3 SEC ↗
16 Wells Fargo & Company/Mn 1.48M -1.6% $374.01M 0.1% ▼ Trim 3 SEC ↗
17 Wells Fargo & Company/Mn 1.48M -1.6% $374.01M 0.1% ▼ Trim 3 SEC ↗
18 Wells Fargo & Company/Mn 1.48M -1.6% $374.01M 0.1% ▼ Trim 3 SEC ↗
19 Raymond James Financial Inc 1.44M -2.3% $362.09M 0.1% ▼ Trim 3 SEC ↗
20 Raymond James Financial Inc 1.44M -2.3% $362.09M 0.1% ▼ Trim 3 SEC ↗
21 Raymond James Financial Inc 1.44M -2.3% $362.09M 0.1% ▼ Trim 3 SEC ↗
22 Envestnet Asset Management Inc 1.35M +2.4% $341.17M 0.1% ▲ Add 3 SEC ↗
23 JPMorgan Chase 1.34M -8.4% $329.37M 0.0% ▼ Trim 4 SEC ↗
24 JPMorgan Chase 1.34M -8.4% $329.37M 0.0% ▼ Trim 4 SEC ↗
25 JPMorgan Chase 1.34M -8.4% $329.37M 0.0% ▼ Trim 4 SEC ↗
26 JPMorgan Chase 1.34M -8.4% $329.37M 0.0% ▼ Trim 4 SEC ↗
27 JPMorgan Chase 1.34M -8.4% $329.37M 0.0% ▼ Trim 4 SEC ↗
28 JPMorgan Chase 1.34M -8.4% $329.37M 0.0% ▼ Trim 4 SEC ↗
29 Schroder Investment Management Group 1.26M +1513.7% $310.59M 0.2% ▲ Add 2 SEC ↗
30 Schroder Investment Management Group 1.26M +1513.7% $310.59M 0.2% ▲ Add 2 SEC ↗
31 Schroder Investment Management Group 1.26M +1513.7% $310.59M 0.2% ▲ Add 2 SEC ↗
32 Royal Bank Of Canada 922.42K +3.3% $232.66M 0.0% ▲ Add 3 SEC ↗
33 Royal Bank Of Canada 922.42K +3.3% $232.66M 0.0% ▲ Add 3 SEC ↗
34 Royal Bank Of Canada 922.42K +3.3% $232.66M 0.0% ▲ Add 3 SEC ↗
35 Royal Bank Of Canada 922.42K +3.3% $232.66M 0.0% ▲ Add 3 SEC ↗
36 Royal Bank Of Canada 922.42K +3.3% $232.66M 0.0% ▲ Add 3 SEC ↗
37 Royal Bank Of Canada 922.42K +3.3% $232.66M 0.0% ▲ Add 3 SEC ↗
38 Royal Bank Of Canada 922.42K +3.3% $232.66M 0.0% ▲ Add 3 SEC ↗
39 Royal Bank Of Canada 922.42K +3.3% $232.66M 0.0% ▲ Add 3 SEC ↗
40 Manufacturers Life Insurance… 795.22K 新增 $200.58M 0.2% New 1 SEC ↗
41 Hsbc Holdings Plc 794.13K -18.8% $200.30M 0.1% ▼ Trim 3 SEC ↗
42 Hsbc Holdings Plc 794.13K -18.8% $200.30M 0.1% ▼ Trim 3 SEC ↗
43 Hsbc Holdings Plc 794.13K -18.8% $200.30M 0.1% ▼ Trim 3 SEC ↗
44 FIL Ltd 787.55K +32.5% $198.64M 0.1% ▲ Add 2 SEC ↗
45 Commonwealth Equity Services, Llc 669.45K -0.1% $168.86M 0.2% ▼ Trim 3 SEC ↗
46 Osaic Holdings, Inc. 638.24K +6.6% $161.02M 0.2% ▲ Add 3 SEC ↗
47 Osaic Holdings, Inc. 638.24K +6.6% $161.02M 0.2% ▲ Add 3 SEC ↗
48 Osaic Holdings, Inc. 638.24K +6.6% $161.02M 0.2% ▲ Add 3 SEC ↗
49 Osaic Holdings, Inc. 638.24K +6.6% $161.02M 0.2% ▲ Add 3 SEC ↗
50 Ameriprise Financial Inc 593.21K -2.9% $149.60M 0.0% ▼ Trim 3 SEC ↗
51 Ameriprise Financial Inc 593.21K -2.9% $149.60M 0.0% ▼ Trim 3 SEC ↗
52 Ameriprise Financial Inc 593.21K -2.9% $149.60M 0.0% ▼ Trim 3 SEC ↗
53 Ameriprise Financial Inc 593.21K -2.9% $149.60M 0.0% ▼ Trim 3 SEC ↗
54 Cetera Investment Advisers 463.00K -9.1% $116.78M 0.1% ▼ Trim 3 SEC ↗
55 Captrust Financial Advisors 394.97K +30.5% $99.62M 0.2% ▲ Add 3 SEC ↗
56 Goldman Sachs Group 389.50K +17.7% $98.24M 0.0% ▲ Add 4 SEC ↗
57 Goldman Sachs Group 389.50K +17.7% $98.24M 0.0% ▲ Add 4 SEC ↗
58 Goldman Sachs Group 389.50K +17.7% $98.24M 0.0% ▲ Add 4 SEC ↗
59 Pnc Financial Services Group, Inc. 372.36K +1.6% $93.92M 0.0% ▲ Add 3 SEC ↗
60 Pnc Financial Services Group, Inc. 372.36K +1.6% $93.92M 0.0% ▲ Add 3 SEC ↗
61 Pnc Financial Services Group, Inc. 372.36K +1.6% $93.92M 0.0% ▲ Add 3 SEC ↗
62 Pnc Financial Services Group, Inc. 372.36K +1.6% $93.92M 0.0% ▲ Add 3 SEC ↗
63 Pnc Financial Services Group, Inc. 372.36K +1.6% $93.92M 0.0% ▲ Add 3 SEC ↗
64 HighTower Advisors, LLC 334.26K -4.6% $84.31M 0.1% ▼ Trim 3 SEC ↗
65 Focus Partners Wealth 328.69K +1.4% $82.91M 0.1% ▲ Add 3 SEC ↗
66 Rockefeller Capital Management L.P. 293.42K +2.2% $74.01M 0.1% ▲ Add 3 SEC ↗
67 Rockefeller Capital Management L.P. 293.42K +2.2% $74.01M 0.1% ▲ Add 3 SEC ↗
68 Rockefeller Capital Management L.P. 293.42K +2.2% $74.01M 0.1% ▲ Add 3 SEC ↗
69 Rockefeller Capital Management L.P. 293.42K +2.2% $74.01M 0.1% ▲ Add 3 SEC ↗
70 Rockefeller Capital Management L.P. 293.42K +2.2% $74.01M 0.1% ▲ Add 3 SEC ↗
71 Mml Investors Services, Llc 288.27K +31.2% $72.71M 0.1% ▲ Add 3 SEC ↗
72 Jones Financial Companies Lllp 300.56K +10.5% $72.05M 0.0% ▲ Add 3 SEC ↗
73 Jones Financial Companies Lllp 300.56K +10.5% $72.05M 0.0% ▲ Add 3 SEC ↗
74 Two Sigma Investments 282.30K -69.3% $71.20M 0.1% ▼ Trim 9 SEC ↗
75 Northwestern Mutual Wealth… 259.00K -35.0% $65.33M 0.0% ▼ Trim 3 SEC ↗
76 Stifel Financial Corp 233.71K -5.2% $58.95M 0.0% ▼ Trim 3 SEC ↗
77 Stifel Financial Corp 233.71K -5.2% $58.95M 0.0% ▼ Trim 3 SEC ↗
78 Stifel Financial Corp 233.71K -5.2% $58.95M 0.0% ▼ Trim 3 SEC ↗
79 BlackRock (被动) 224.12K -11.3% $56.53M 0.0% ▼ Trim 5 SEC ↗
80 BlackRock (被动) 224.12K -11.3% $56.53M 0.0% ▼ Trim 5 SEC ↗
81 BlackRock (被动) 224.12K -11.3% $56.53M 0.0% ▼ Trim 5 SEC ↗
82 BlackRock (被动) 224.12K -11.3% $56.53M 0.0% ▼ Trim 5 SEC ↗
83 BlackRock (被动) 224.12K -11.3% $56.53M 0.0% ▼ Trim 5 SEC ↗
84 Assetmark, Inc 160.43K +7.2% $40.47M 0.1% ▲ Add 3 SEC ↗
85 Creative Planning 152.26K -0.2% $38.41M 0.0% ▼ Trim 3 SEC ↗
86 Creative Planning 152.26K -0.2% $38.41M 0.0% ▼ Trim 3 SEC ↗
87 Mariner, LLC 102.61K -24.2% $25.80M 0.0% ▼ Trim 3 SEC ↗
88 Mariner, LLC 102.61K -24.2% $25.80M 0.0% ▼ Trim 3 SEC ↗
89 Mariner, LLC 102.61K -24.2% $25.80M 0.0% ▼ Trim 3 SEC ↗
90 Fidelity (FMR) 97.56K +13.3% $24.61M 0.0% ▲ Add 5 SEC ↗
91 Fidelity (FMR) 97.56K +13.3% $24.61M 0.0% ▲ Add 5 SEC ↗
92 Cerity Partners LLC 97.54K +13.6% $24.60M 0.0% ▲ Add 3 SEC ↗
93 Cerity Partners LLC 97.54K +13.6% $24.60M 0.0% ▲ Add 3 SEC ↗
94 Cerity Partners LLC 97.54K +13.6% $24.60M 0.0% ▲ Add 3 SEC ↗
95 Cerity Partners LLC 97.54K +13.6% $24.60M 0.0% ▲ Add 3 SEC ↗
96 Cerity Partners LLC 97.54K +13.6% $24.60M 0.0% ▲ Add 3 SEC ↗
97 Corient Private Wealth LP 96.29K +5.4% $24.29M 0.0% ▲ Add 3 SEC ↗
98 Wealth Enhancement Advisory… 92.98K +1.0% $23.25M 0.0% ▲ Add 3 SEC ↗
99 Bank Of Montreal /Can/ 90.78K -0.7% $22.90M 0.0% ▼ Trim 3 SEC ↗
100 Bank Of Montreal /Can/ 90.78K -0.7% $22.90M 0.0% ▼ Trim 3 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Manufacturers Life Insurance… $200.58M 0.2%

已清仓

Citadel Advisors $12.55M 曾为 0.0%
Marshall Wace $12.34M 曾为 0.0%
IMC-Chicago, LLC $444,298 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1,166 持有人, 48.91M 股份, $8.82B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q2 2026 · 方法论 · 通过API获取此数据