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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 TRICF
持有机构数
367
机构合计市值 (Q2 2026)
$13.59亿
机构合计股数 (Q2 2026)
2,005.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+116.3万股
135 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-130.1万股
143 · 30 清仓 · ≈
⚖️ 净额
-13.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.59亿
持有机构数
367
新买入
40
加仓
95
减仓
113
清仓
30
持股不变
119
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
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.08%0.08%#77$1.45亿213.8万股$1.35亿217.6万股-3.8万股-1.76%减仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#229$1.13亿163.6万股$9,274.9万152.3万股+11.3万股+7.42%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#241$9,884.3万146.2万股$8,339.7万135.3万股+10.8万股+7.99%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#260$5,275.6万78.0万股$4,789.1万77.4万股+6,250股+0.81%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.53%0.54%#16$5,161.7万76.3万股$4,337.3万70.1万股+6.2万股+8.91%加仓
Cetera投资顾问Cetera Investment Advisers
0.04%0.04%#111$4,663.3万69.0万股$4,214.8万68.1万股+8,524股+1.25%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#230$4,104.9万60.7万股$3,441.2万55.6万股+5.1万股+9.16%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.04%#106$3,927.1万58.0万股$2,756.2万44.5万股+13.5万股+30.35%加仓
M&T银行M&T BANK CORP
0.1%0.1%#66$3,268.5万48.3万股$2,883.6万46.6万股+1.7万股+3.73%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#209$3,221.2万47.6万股$4,532.9万73.2万股-25.6万股-34.97%减仓
美国国家慈善信托National Philanthropic Trust
0.44%0.46%#23$3,025.0万44.7万股$1,745.8万29.7万股+15.0万股+50.47%加仓
LPL金融LPL Financial LLC
0.01%0.01%#225$2,913.5万43.1万股$2,750.3万44.4万股-1.4万股-3.06%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#252$2,511.4万37.1万股$2,270.2万36.7万股+4,529股+1.23%加仓
AMG国民信托银行AMG National Trust Bank
0.5%0.45%#22$2,434.5万36.0万股$2,065.4万33.4万股+2.6万股+7.87%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.08%0.08%#81$2,339.9万34.6万股$2,215.5万35.8万股-1.2万股-3.35%减仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.07%0.07%#83$2,193.3万32.4万股$1,966.3万31.8万股+6,610股+2.08%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.1%0.1%#62$2,135.4万31.6万股$1,899.6万30.7万股+8,812股+2.87%加仓
Creative Planning财富管理Creative Planning
0.01%0.01%#188$1,931.7万28.6万股$1,814.8万29.3万股-7,607股-2.59%减仓
Connecticut 财富管理Connecticut Wealth Management, LLC
0.68%0.8%#12$1,831.6万27.1万股$1,911.8万30.9万股-3.8万股-12.33%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#274$1,655.8万24.5万股$1,479.4万23.9万股+5,786股+2.42%加仓
LBMC INVESTMENT ADVISORS, LLC
0.87%0.9%#10$1,612.3万23.8万股$1,480.7万23.9万股-858股-0.36%减仓
IFG Advisors, LLC
2.16%2.38%#4$1,565.4万23.1万股$1,454.3万23.5万股-3,513股-1.49%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#258$1,509.9万22.3万股$1,407.9万22.7万股-4,229股-1.86%减仓
五三银行FIFTH THIRD BANCORP
0.02%0.03%#136$1,496.0万22.1万股$1,427.3万23.1万股-9,410股-4.08%减仓
Pathstone控股Pathstone Holdings, LLC
0.04%0.05%#112$1,403.6万20.8万股$1,292.2万20.9万股-1,238股-0.59%减仓
Brewster Financial Planning LLC
6.75%6.62%#2$1,229.0万18.2万股$1,094.9万17.7万股+4,811股+2.72%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#166$1,191.3万17.6万股$1,089.6万17.6万股+83股+0.05%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#187$1,148.7万17.0万股$1,028.6万16.6万股+3,650股+2.20%加仓
MarinerMariner, LLC
0.01%0.01%#186$1,135.3万16.8万股$1,245.1万20.1万股-3.3万股-16.56%减仓
William Howard & Co Financial Advisors Inc
8.46%8.6%#1$1,088.3万16.1万股$995.4万16.1万股+91股+0.06%加仓
Cresset资产管理Cresset Asset Management, LLC
0.03%0.03%#125$912.2万13.5万股$774.5万12.5万股+9,736股+7.78%加仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#224$891.1万13.2万股$863.8万14.0万股-7,968股-5.70%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#210$878.1万13.0万股$832.0万13.4万股-4,601股-3.42%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#310$837.3万12.4万股$920.9万14.9万股-2.5万股-16.79%减仓
巴伦廷合伙人Ballentine Partners, LLC
0.1%0.1%#67$780.7万11.5万股$714.8万11.5万股-57股-0.05%减仓
Innova Wealth Partners
3.09%2.16%#3$756.2万11.2万股$456.9万7.4万股+3.8万股+51.46%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.06%0.05%#94$749.6万11.1万股$688.1万11.1万股-344股-0.31%减仓
AWM CAPITAL, LLC
0.6%0.79%#14$748.2万11.1万股$875.7万14.1万股-3.1万股-21.81%减仓
美国合众银行US BANCORP \DE\
0.01%0.01%#215$723.1万10.7万股$700.0万11.3万股-6,186股-5.47%减仓
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
0.07%0.08%#85$718.3万10.6万股$699.9万11.3万股-6,887股-6.09%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#261$668.7万9.9万股$656.3万10.6万股-7,164股-6.76%减仓
Equitable控股Equitable Holdings, Inc.
0.04%0.03%#114$640.3万9.5万股$406.9万6.8万股+2.6万股+38.86%加仓
Garde Capital, Inc.
0.27%0.33%#39$600.1万8.9万股$544.0万8.8万股+841股+0.96%加仓
Ifrah Financial Services, Inc.
1.47%1.47%#6$599.9万8.9万股$555.6万9.0万股-1,065股-1.19%减仓
北方信托NORTHERN TRUST CORP
<0.01%<0.01%#321$584.2万8.6万股$535.1万8.6万股-73股-0.08%减仓
Asset Management Group, Inc.
0.84%0.91%#11$575.8万8.5万股$562.2万9.1万股-5,697股-6.27%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#306$564.2万8.3万股$571.7万9.2万股-8,898股-9.64%减仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.02%0.02%#154$550.1万8.1万股$522.7万8.4万股-3,102股-3.67%减仓
Wealthspire Retirement, LLC
0.29%0.29%#34$521.9万7.7万股$487.6万7.9万股-1,883股-2.39%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#227$469.6万6.9万股$450.7万7.3万股-3,380股-4.64%减仓

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