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iShares安硕信托 · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕信托

ISHARES TRIWY
持有机构数
684
机构合计市值 (Q2 2026)
$129.17亿
机构合计股数 (Q2 2026)
4,452.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+194.6万股
318 · 90 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-452.5万股
277 · 43 清仓 · ≈
⚖️ 净额
-257.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$129.17亿
持有机构数
684
新买入
90
加仓
228
减仓
234
清仓
43
持股不变
132
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
4.78%4.86%#33$13.88亿477.7万股$12.63亿507.4万股-29.7万股-5.85%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
5.06%6.53%#31$10.56亿363.5万股$11.79亿473.8万股-110.3万股-23.29%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.21%0.2%#218$10.25亿352.6万股$8.81亿354.2万股-1.6万股-0.44%减仓
第一公民银行信托FIRST CITIZENS BANK & TRUST CO
14.89%2.64%#4$9.96亿342.6万股$1.25亿452.3万股-109.7万股-24.26%减仓
美国银行BANK OF AMERICA CORP /DE/
0.06%0.06%#347$9.80亿337.2万股$8.35亿335.7万股+1.4万股+0.43%加仓
LPL金融LPL Financial LLC
0.15%0.16%#255$6.83亿234.9万股$5.94亿238.8万股-3.9万股-1.62%减仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#462$3.93亿135.4万股$3.58亿130.7万股+4.7万股+3.61%加仓
MarinerMariner, LLC
0.3%0.4%#173$2.88亿99.2万股$3.47亿139.4万股-40.2万股-28.82%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.3%0.32%#172$2.41亿82.8万股$2.28亿91.7万股-8.9万股-9.67%减仓
富国银行WELLS FARGO & COMPANY/MN
0.04%0.03%#401$2.25亿77.4万股$1.84亿73.8万股+3.5万股+4.80%加仓
AE财富管理AE Wealth Management LLC
0.93%0.89%#96$1.99亿68.4万股$1.64亿65.9万股+2.6万股+3.89%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.21%0.21%#216$1.81亿62.2万股$1.41亿56.8万股+5.4万股+9.50%加仓
Boulay Financial Advisors, LLC
16.6%17.42%#3$1.79亿61.7万股$1.52亿61.0万股+6,949股+1.14%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.04%#376$1.73亿59.4万股$1.40亿56.3万股+3.1万股+5.50%加仓
大西洋联合银行Atlantic Union Bankshares Corp
2.72%2.39%#57$1.63亿56.1万股$1.24亿50.0万股+6.1万股+12.25%加仓
VICTORY FINANCIAL GROUP, LLC
13.82%14.14%#5$1.32亿45.3万股$1.15亿46.3万股-9,314股-2.01%减仓
Truist金融TRUIST FINANCIAL CORP
0.15%0.15%#254$1.29亿44.3万股$1.14亿46.0万股-1.7万股-3.61%减仓
瑞银集团UBS Group AG
0.02%0.02%#486$1.23亿42.5万股$1.06亿42.7万股-2,177股-0.51%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.24%0.27%#197$1.19亿41.0万股$9,811.2万39.4万股+1.6万股+4.03%加仓
Lido顾问Lido Advisors, LLC
0.32%0.32%#167$1.17亿40.2万股$1.06亿42.6万股-2.4万股-5.62%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#427$1.16亿39.9万股$1.19亿47.6万股-7.7万股-16.22%减仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.1%#292$1.11亿38.3万股$9,302.6万37.4万股+9,052股+2.42%加仓
Wilmington Savings Fund Society, FSB
2.34%2.21%#70$1.05亿36.1万股$9,274.6万37.3万股-1.2万股-3.23%减仓
Cambridge Investment Research Advisors, Inc.
0.24%0.23%#201$1.02亿35.2万股$8,953.4万36.0万股-7,682股-2.14%减仓
Davenport公司DAVENPORT & Co LLC
0.44%0.3%#145$9,028.2万31.1万股$5,521.7万22.2万股+8.9万股+40.00%加仓
First Citizens Asset Management, Inc.
27.51%16.53%#1$8,608.9万29.6万股$2,945.3万24.4万股+5.2万股+21.22%加仓
SVB WEALTH LLC
5.39%7.77%#29$8,547.6万29.4万股$6,779.2万27.2万股+2.2万股+7.96%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#510$7,847.7万27.0万股$6,567.8万26.4万股+6,095股+2.31%加仓
Bryn Mawr Trust Advisors, LLC
3.24%3.12%#46$7,432.7万25.6万股$6,439.2万25.9万股-3,017股-1.17%减仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
2.71%3.23%#58$7,164.9万24.7万股$7,267.8万29.2万股-4.6万股-15.59%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.22%0.09%#208$6,971.5万24.0万股$2,500.9万10.1万股+13.9万股+138.68%加仓
Portfolio Strategies, Inc.
6.58%7.62%#20$6,597.6万22.7万股$6,183.8万24.8万股-2.1万股-8.63%减仓
SOA Wealth Advisors, LLC.
4.76%9.46%#34$6,071.9万20.9万股$5,149.7万20.7万股+1,980股+0.96%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.02%0.02%#440$6,027.3万21.7万股$4,495.2万18.7万股+3.0万股+16.04%加仓
Intelligence Driven Advisers, LLC
9.71%8.93%#12$5,982.4万20.6万股$5,120.5万20.6万股+77股+0.04%加仓
Wharton Business 集团Wharton Business Group, LLC
1.98%1.89%#74$5,904.9万20.3万股$5,010.9万20.1万股+1,815股+0.90%加仓
HANTZ FINANCIAL SERVICES, INC.
0.79%0.75%#106$5,825.2万20.0万股$4,766.6万19.2万股+8,886股+4.64%加仓
TIAA TRUST, NATIONAL ASSOCIATION
3.34%3.14%#44$5,653.9万19.5万股$5,163.4万20.7万股-1.3万股-6.24%减仓
Kingdom Financial Group LLC.
13.46%11.98%#6$5,269.2万18.1万股$4,187.0万16.8万股+1.3万股+7.75%加仓
Perennial Investment Advisors, LLC
3.39%3.34%#43$5,107.8万17.6万股$4,188.1万16.8万股+7,447股+4.43%加仓
NewEdge顾问NewEdge Advisors, LLC
0.15%0.16%#258$5,012.7万17.2万股$4,483.9万18.0万股-7,706股-4.28%减仓
全球退休合伙人Global Retirement Partners, LLC
0.77%#107$5,009.5万17.2万股$00股+17.2万股新买入
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.49%0.48%#138$4,468.2万15.4万股$3,900.7万15.7万股-3,009股-1.92%减仓
Private Advisor集团Private Advisor Group, LLC
0.2%0.06%#222$4,440.0万15.3万股$1,262.6万5.1万股+10.2万股+201.11%加仓
MONECO ADVISORS, LLC
2.65%2.9%#61$4,336.3万14.9万股$3,739.5万15.0万股-1,071股-0.71%减仓
Aspire Capital Advisors LLC
8.15%8.14%#13$4,187.7万14.4万股$3,614.0万14.5万股-1,137股-0.78%减仓
LifeWealth Investments, LLC
10.93%9.83%#9$4,089.7万14.1万股$3,292.7万13.2万股+8,403股+6.35%加仓
One 资本管理One Capital Management, LLC
1.14%1.11%#90$4,055.8万16.3万股$4,055.8万16.3万股00.00%持仓不变
ProVise Management Group, LLC
2.68%2.38%#60$3,991.6万13.7万股$3,310.4万13.3万股+4,315股+3.24%加仓
斯特林资本管理Sterling Capital Management LLC
0.66%0.66%#115$3,915.2万13.5万股$3,466.2万13.9万股-4,575股-3.28%减仓

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