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ISHARES BROAD · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES BROAD

USIG
持有机构数
464
机构合计市值 (Q2 2026)
$158.45亿
机构合计股数 (Q2 2026)
3.09亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,888.4万股
252 · 61 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,252.9万股
180 · 53 清仓 · ≈
⚖️ 净额
+635.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$158.45亿
持有机构数
464
新买入
61
加仓
191
减仓
127
清仓
53
持股不变
85
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
美国银行BANK OF AMERICA CORP /DE/
0.21%0.23%#82$33.11亿6,456.0万股$31.59亿6,166.9万股+289.1万股+4.69%加仓
瑞银集团UBS Group AG
0.38%0.43%#52$30.13亿5,874.4万股$28.73亿5,608.0万股+266.4万股+4.75%加仓
Empower咨询集团Empower Advisory Group, LLC
2.68%2.71%#17$11.25亿2,193.8万股$10.43亿2,035.0万股+158.8万股+7.80%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.15%0.22%#106$7.31亿1,426.7万股$9.55亿1,809.5万股-382.8万股-21.15%减仓
TIAA财富投资管理TIAA Wealth Investment Management LLC
3.99%4.42%#6$5.97亿1,159.6万股$5.79亿1,136.9万股+22.7万股+2.00%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.1%0.12%#121$5.65亿1,101.2万股$5.95亿1,161.1万股-59.9万股-5.16%减仓
AssetMarkASSETMARK, INC
0.91%1.06%#39$5.28亿1,029.8万股$5.21亿1,017.5万股+12.3万股+1.21%加仓
Truist金融TRUIST FINANCIAL CORP
0.62%0.74%#47$5.21亿1,016.1万股$5.51亿1,075.0万股-58.9万股-5.48%减仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
1.58%1.8%#26$4.60亿896.6万股$4.68亿913.9万股-17.4万股-1.90%减仓
贝莱德BlackRock, Inc.
0.01%0.01%#287$4.53亿882.4万股$4.24亿827.8万股+54.6万股+6.60%加仓
Stifel金融STIFEL FINANCIAL CORP
0.35%0.33%#60$4.24亿827.5万股$3.64亿710.9万股+116.6万股+16.40%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.08%0.1%#137$3.30亿643.7万股$3.56亿694.7万股-50.9万股-7.33%减仓
Allworth金融Allworth Financial LP
1.15%1.22%#35$2.71亿529.0万股$3.00亿586.2万股-57.2万股-9.75%减仓
富兰克林资源FRANKLIN RESOURCES INC
0.05%0.05%#161$2.54亿495.4万股$2.52亿491.9万股+3.5万股+0.71%加仓
新泽西州共同养老基金State of New Jersey Common Pension Fund D
0.67%#46$1.95亿380.0万股$00股+380.0万股新买入
SEI投资SEI INVESTMENTS CO
0.16%0.16%#103$1.83亿356.4万股$1.72亿336.3万股+20.1万股+5.98%加仓
LPL金融LPL Financial LLC
0.04%0.05%#179$1.81亿351.9万股$1.77亿346.4万股+5.5万股+1.59%加仓
Valmark顾问Valmark Advisers, Inc.
1.85%1.84%#24$1.75亿340.6万股$1.54亿301.5万股+39.0万股+12.95%加仓
1832资产管理1832 Asset Management L.P.
0.08%0.15%#132$1.69亿329.5万股$1.63亿318.1万股+11.4万股+3.59%加仓
Asset Management One资产管理Asset Management One Co., Ltd.
0.4%0.42%#51$1.54亿300.3万股$1.42亿276.7万股+23.6万股+8.52%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#281$1.49亿290.5万股$1.50亿286.6万股+3.9万股+1.35%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#216$1.22亿238.6万股$9,909.9万193.4万股+45.2万股+23.35%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.02%0.01%#228$1.03亿200.4万股$8,109.9万158.3万股+42.1万股+26.61%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#301$1.01亿195.9万股$9,177.8万180.1万股+15.8万股+8.78%加仓
Avidian Wealth Enterprises, LLC
2.49%2.74%#20$9,013.1万175.7万股$8,668.8万169.2万股+6.5万股+3.85%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.36%0.41%#59$7,708.6万150.3万股$7,818.0万152.6万股-2.3万股-1.51%减仓
North Dakota State Investment Board
3.12%11.61%#12$7,692.2万150.0万股$2.69亿524.1万股-374.2万股-71.39%减仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.06%#155$6,647.3万129.6万股$5,752.0万112.3万股+17.3万股+15.43%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.08%0.09%#138$6,214.6万121.2万股$6,242.7万121.9万股-6,901股-0.57%减仓
MCF 顾问MCF Advisors LLC
1.52%1.71%#27$4,265.3万83.2万股$3,892.4万76.0万股+7.2万股+9.45%加仓
Voya Financial Advisors, Inc.
3.75%4.11%#8$4,260.1万82.7万股$4,123.8万81.3万股+1.4万股+1.69%加仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.55%0.56%#48$3,700.6万72.2万股$3,319.6万64.8万股+7.4万股+11.35%加仓
Liberty Mutual Group Asset Management Inc.
3.2%2.93%#11$3,666.5万71.5万股$3,662.2万71.5万股00.00%持仓不变
Trilogy Capital Inc.
1.42%1.51%#28$3,658.8万71.3万股$3,433.8万67.0万股+4.3万股+6.43%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#264$3,539.1万69.0万股$3,482.8万68.0万股+1.0万股+1.50%加仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.05%0.09%#162$3,457.7万67.4万股$3,036.6万59.3万股+8.1万股+13.74%加仓
FULTON BREAKEFIELD BROENNIMAN LLC
1.97%2.18%#23$3,349.1万65.3万股$3,349.6万65.4万股-864股-0.13%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.05%0.05%#164$3,222.5万62.8万股$3,149.6万61.5万股+1.3万股+2.20%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.37%0.5%#56$3,108.7万61.7万股$2,805.4万54.8万股+6.9万股+12.55%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#316$2,845.6万55.5万股$2,599.2万50.7万股+4.7万股+9.35%加仓
州立农业保险STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
0.02%0.01%#218$2,802.5万54.6万股$1,895.0万37.0万股+17.7万股+47.72%加仓
New Jersey Better Educational Savings Trust
41.9%42.7%#1$2,604.0万50.8万股$2,600.9万50.8万股00.00%持仓不变
Santa Clara Valley Transportation Authority
20.09%20.53%#2$2,593.8万50.6万股$2,469.2万48.2万股+2.4万股+4.93%加仓
Strategic Investment Advisors / MI
1.35%1.51%#29$2,238.1万43.6万股$2,185.6万42.7万股+9,460股+2.22%加仓
Blue Edge Capital, LLC
2.59%2.9%#18$2,185.7万42.6万股$2,183.3万42.6万股-29股-0.01%减仓
SECURIAN 资产管理SECURIAN ASSET MANAGEMENT, INC
0.78%0.89%#42$2,184.4万43.1万股$2,252.7万44.0万股-9,200股-2.09%减仓
ST GERMAIN D J CO INC
0.77%0.82%#43$2,131.6万41.6万股$2,075.4万40.5万股+1.0万股+2.59%加仓
Advisors资本管理Advisors Capital Management, LLC
0.22%0.23%#80$2,096.3万40.9万股$1,957.6万38.2万股+2.7万股+6.96%加仓
McKinley Carter Wealth Services, Inc.
1.06%1.06%#37$2,047.9万39.9万股$1,835.2万35.8万股+4.1万股+11.46%加仓
纽约人寿投资管理NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.14%0.19%#107$2,023.5万39.5万股$2,214.9万43.2万股-3.8万股-8.75%减仓

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