13FBOX
ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF

持有机构数
19
机构合计市值 (Q2 2026)
$724.8万
机构合计股数 (Q2 2026)
19.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4.2万股
11 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2.2万股
5 · 2 清仓 · ≈
⚖️ 净额
+2.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$724.8万
持有机构数
19
新买入
3
加仓
8
减仓
3
清仓
2
持股不变
5
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
Cardinal Point Capital Management ULC
0.12%0.13%#3$204.4万5.4万股$214.3万6.2万股-7,655股-12.43%减仓
Bond & Devick Financial Network, Inc.
0.41%0.28%#1$164.9万4.3万股$100.8万2.9万股+1.5万股+50.18%加仓
LPL金融LPL Financial LLC
<0.01%#13$81.0万2.1万股$00股+2.1万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#16$74.2万2.0万股$61.1万1.8万股+2,009股+11.44%加仓
AdvisorNet Financial, Inc
0.02%0.02%#7$40.0万1.1万股$37.2万1.1万股-128股-1.20%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#17$36.0万9,496股$42.0万1.2万股-2,568股-21.29%减仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.02%0.02%#6$28.6万7,532股$24.3万6,990股+542股+7.75%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
<0.01%<0.01%#10$24.3万6,414股$22.3万6,414股00.00%持仓不变
Westmount Partners, LLC
0.05%0.05%#5$24.1万6,369股$20.9万6,017股+352股+5.85%加仓
Birchwood Financial Partners, Inc.
0.13%0.04%#2$15.7万4,133股$4.6万1,323股+2,810股+212.40%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$10.9万2,887股$10.0万2,887股00.00%持仓不变
IMA Advisory Services, Inc.
<0.01%0.01%#8$7.5万1,978股$6.7万1,936股+42股+2.17%加仓
Godfrey Financial Associates, Inc.
0.05%0.06%#4$7.0万1,859股$6.5万1,859股00.00%持仓不变
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#12$2.9万774股$2.7万770股+4股+0.52%加仓
Mascoma Wealth Management LLC
<0.01%<0.01%#9$1.5万391股$1.0万295股+96股+32.54%加仓
瑞银集团UBS Group AG
<0.01%#19$7,127188股$00股+188股新买入
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#15$3,943104股$3,620104股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#18$3,41290股$00股+90股新买入
Triumph Capital Management
<0.01%<0.01%#11$3,26086股$2,99386股00.00%持仓不变

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