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iShares ESG Optimized MSCI USA ETF · Financial Services · Asset Management - Global
54الحاملون المتتبعون
0Δ المساهمون
9.07Mالأسهم المحتفظ بها
$1.20Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -5.9% · المراكز الجديدة الصافية 0.0% · الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 80.22K | $12.68M | n/a | n/a |
| Q2 2026 | 55 | +2 | 9.25M | $1.43B | +4 | −2 |
| Q1 2026 | 54 | 0 | 9.07M | $1.20B | +3 | −3 |
| Q4 2025 | 54 | -2 | 9.64M | $1.34B | n/a | −2 |
| Q3 2025 | 6 | -1 | 2.43M | $329.32M | +1 | −2 |
| Q2 2025 | 4 | 0 | 840.71K | $106.56M | n/a | n/a |
| Q1 2025 | 2 | 0 | 27.97K | $3.21M | n/a | n/a |
| Q4 2024 | 2 | 0 | 15.84K | $1.93M | n/a | n/a |
| Q3 2024 | 2 | 0 | 8.87K | $1.07M | n/a | n/a |
| Q2 2024 | 2 | n/a | 18.26K | $2.05M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.46M | -9.6% | $193.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Pnc Financial Services Group, Inc. | 1.06M | -2.8% | $140.68M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 3 | Morgan Stanley ✦ | 999.24K | -1.2% | $132.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Royal Bank Of Canada | 687.96K | +8.6% | $90.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 5 | Ameriprise Financial Inc | 488.67K | +0.9% | $64.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (سلبي) | 487.44K | -2.7% | $64.39M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 7 | Mercer Global Advisors Inc /Adv | 397.78K | +30.1% | $52.55M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 392.07K | +3.5% | $51.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | JPMorgan Chase ✦ | 394.20K | -3.5% | $50.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 10 | UBS Group AG | 350.38K | -6.8% | $46.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 307.26K | -0.2% | $40.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 243.94K | +3.2% | $32.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 198.44K | -67.3% | $26.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Baird Financial Group, Inc. | 184.87K | +0.1% | $24.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Mariner, LLC | 183.91K | +2.1% | $24.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 130.09K | -2.6% | $17.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | Cetera Investment Advisers | 96.97K | +0.8% | $12.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 93.06K | -16.7% | $12.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 86.47K | +3.3% | $11.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 82.53K | +7.5% | $10.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Wealth Enhancement Advisory… | 76.31K | -18.1% | $10.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Creative Planning | 74.63K | +54.5% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Northern Trust Corp | 63.41K | 0.0% | $8.38M | 0.0% | Held | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 63.13K | -4.6% | $8.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 54.26K | +1.3% | $7.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Osaic Holdings, Inc. | 46.18K | -9.0% | $6.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 44.41K | +10.3% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Rockefeller Capital Management L.P. | 39.04K | -0.5% | $5.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Jones Financial Companies Lllp | 37.92K | +14.0% | $4.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Mml Investors Services, Llc | 36.43K | -16.9% | $4.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 35.08K | +1.3% | $4.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 29.85K | +2.4% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Focus Partners Wealth | 20.63K | -16.5% | $2.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Blair William & Co/Il | 17.54K | -5.0% | $2.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 16.11K | +11.5% | $2.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 36 | Cwm, Llc | 14.69K | -15.2% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Corient Private Wealth LP | 14.14K | -56.2% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Fifth Third Bancorp | 8.98K | +211.6% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Lido Advisors, LLC | 8.74K | -4.1% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 5.92K | جديد | $781,768 | 0.0% | New | 1 | SEC ↗ |
| 41 | UBS AM, a distinct business unit of… | 4.39K | +158.2% | $579,391 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank Julius Baer & Co. Ltd, Zurich | 4.18K | -6.2% | $552,295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Franklin Resources Inc | 4.17K | -63.6% | $550,461 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | CIBC Asset Management Inc | 4.01K | 0.0% | $529,721 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Empower Advisory Group, LLC | 2.48K | -47.9% | $327,608 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | First Manhattan Co. Llc. | 2.24K | 0.0% | $295,640 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Alliancebernstein L.P. | 1.90K | -0.8% | $264,337 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Susquehanna International Group, Llp | 1.87K | -91.7% | $247,027 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 1.80K | جديد | $238,176 | 0.0% | New | 1 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 1.02K | جديد | $135,402 | 0.0% | New | 1 | SEC ↗ |
| 51 | Assetmark, Inc | 635 | +5.3% | $83,900 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Qube Research & Technologies Ltd | 356 | -38.2% | $47,028 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 11 | -67.7% | $1,453 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Allspring Global Investments… | 0 | n/a | $42 | 0.0% | Held | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Goldman Sachs Group | $781,768 | 0.0% |
| AQR Capital Management | $238,176 | 0.0% |
| National Bank Of Canada /Fi/ | $135,402 | 0.0% |
تم الخروج
| Brown Advisory Inc | $5.34M | كان 0.0% |
| Neuberger Berman Group LLC | $291,510 | كان 0.0% |
| Bank of New York Mellon Corp | $201,193 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 511 المالكون, 15.53M الأسهم, $1.93B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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