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iShares安硕·CORE 1-5 YEAR USD BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕·CORE 1-5 YEAR USD BOND ETF

ISHARES CORE 1-5 YEAR USD BOND ETFISTB
持有机构数
401
机构合计市值 (Q2 2026)
$38.28亿
机构合计股数 (Q2 2026)
7,937.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,091.3万股
209 · 41 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-358.5万股
161 · 35 清仓 · ≈
⚖️ 净额
+732.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$38.28亿
持有机构数
401
新买入
41
加仓
168
减仓
126
清仓
35
持股不变
66
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
Acorns Advisers, LLC
4.02%4.26%#21$6.16亿1,276.8万股$5.73亿1,182.2万股+94.7万股+8.01%加仓
贝莱德BlackRock, Inc.
0.01%<0.01%#297$3.74亿775.5万股$2.78亿572.8万股+202.7万股+35.39%加仓
威斯康星州投资委员会STATE OF WISCONSIN INVESTMENT BOARD
0.54%0.6%#82$2.68亿555.0万股$2.62亿541.5万股+13.5万股+2.49%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.02%#236$1.27亿262.5万股$1.24亿256.9万股+5.6万股+2.19%加仓
Triad Wealth Partners, LLC
7.33%#9$1.25亿260.3万股$00股+260.3万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#202$1.17亿242.2万股$1.11亿229.0万股+13.2万股+5.76%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.04%0.04%#189$9,937.1万205.7万股$8,509.2万176.2万股+29.5万股+16.73%加仓
MarinerMariner, LLC
0.07%0.07%#168$6,800.4万140.9万股$6,400.4万132.1万股+8.9万股+6.71%加仓
SPINNAKER TRUST
3.21%3.71%#27$6,612.1万137.0万股$6,688.6万138.0万股-9,852股-0.71%减仓
Townsend & Associates, Inc
5.08%5.05%#15$5,962.5万124.1万股$5,850.6万120.6万股+3.5万股+2.91%加仓
CAHABA WEALTH MANAGEMENT, INC.
3.53%3.71%#24$5,856.3万121.4万股$5,470.2万112.9万股+8.5万股+7.52%加仓
LJI Wealth Management, LLC
8.1%0.17%#7$5,783.7万119.9万股$105.5万2.2万股+117.7万股+5,404.91%加仓
Seven Springs Wealth Group, LLC
12.05%15.2%#4$5,520.8万114.4万股$6,572.9万135.6万股-21.2万股-15.64%减仓
Financial Solutions Advisory Group, Inc.
6.82%7.93%#10$5,402.2万112.4万股$5,736.5万118.4万股-5.9万股-5.02%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#319$5,401.6万112.0万股$3,876.8万79.4万股+32.6万股+41.03%加仓
Prosperity Planning, Inc.
12.15%12.5%#3$5,299.1万109.8万股$4,932.5万101.8万股+8.0万股+7.90%加仓
Trust Point Inc.
4.49%4.6%#17$5,289.2万109.6万股$5,296.1万109.3万股+3,333股+0.30%加仓
Apella资本Apella Capital, LLC
0.74%0.68%#69$5,217.8万108.6万股$4,610.7万94.9万股+13.7万股+14.46%加仓
瑞银集团UBS Group AG
0.01%0.01%#292$4,747.8万98.4万股$4,561.8万94.1万股+4.3万股+4.53%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#323$4,674.2万96.8万股$4,772.4万98.7万股-1.9万股-1.94%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#318$4,542.6万94.1万股$4,461.7万92.1万股+2.1万股+2.26%加仓
MBL Wealth, LLC
2.88%3.06%#31$4,221.0万87.5万股$4,045.0万83.5万股+4.0万股+4.80%加仓
LPL金融LPL Financial LLC
0.01%0.01%#271$4,113.6万85.3万股$4,294.1万88.6万股-3.4万股-3.79%减仓
巴特利特财富管理BARTLETT & CO. WEALTH MANAGEMENT LLC
0.51%0.46%#83$4,113.1万85.2万股$3,587.5万74.1万股+11.1万股+14.99%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#296$3,434.4万71.2万股$3,319.2万68.5万股+2.7万股+3.92%加仓
FPC INVESTMENT ADVISORY, INC.
15.63%15.82%#1$3,312.4万68.9万股$3,173.3万65.3万股+3.5万股+5.36%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#288$3,252.4万67.4万股$3,539.5万72.9万股-5.5万股-7.55%减仓
Destination 财富管理Destination Wealth Management
0.73%0.8%#70$3,108.1万64.4万股$3,065.9万63.3万股+1.1万股+1.82%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.6%0.65%#77$2,953.6万61.2万股$2,816.4万58.1万股+3.1万股+5.33%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#284$2,942.9万61.0万股$2,701.5万55.7万股+5.2万股+9.41%加仓
Courage Miller Partners, LLC
7.57%7.8%#8$2,867.4万59.4万股$2,761.6万57.0万股+2.4万股+4.28%加仓
CIM, LLC
3.45%3.87%#25$2,670.6万55.3万股$2,673.9万55.2万股+1,716股+0.31%加仓
PITTENGER & ANDERSON INC
0.95%1.04%#58$2,665.9万55.3万股$2,624.9万54.2万股+1.1万股+2.00%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#309$2,620.2万54.3万股$2,543.9万52.5万股+1.8万股+3.45%加仓
Abundance Wealth Counselors
1.59%1.71%#48$2,443.0万50.6万股$1,193.7万24.6万股+26.0万股+105.55%加仓
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
2.78%3.06%#32$2,411.8万50.0万股$2,315.2万47.8万股+2.2万股+4.56%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#312$2,137.9万44.3万股$2,131.7万44.0万股+3,193股+0.73%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.1%0.12%#155$2,136.3万44.3万股$2,178.4万45.0万股-6,768股-1.51%减仓
CLEAR WAVE WEALTH MANAGEMENT LLC
3.92%4.32%#22$2,124.9万44.0万股$1,996.9万41.2万股+2.8万股+6.87%加仓
Opal Wealth Advisors, LLC
4.32%4.56%#19$2,002.0万41.5万股$2,016.4万41.6万股-1,166股-0.28%减仓
Factor Wealth Management LTD
2.97%2.5%#30$1,965.1万40.7万股$1,328.4万27.4万股+13.3万股+48.58%加仓
WEALTH MANAGEMENT RESOURCES, INC.
5.35%5.57%#14$1,733.4万35.9万股$1,599.4万33.0万股+2.9万股+8.85%加仓
Omega Financial Group, LLC
5.05%5.13%#16$1,658.3万34.4万股$1,578.0万32.6万股+1.8万股+5.55%加仓
IRON Financial LLC
6.57%7%#11$1,591.0万33.0万股$1,602.0万33.1万股-838股-0.25%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.12%0.12%#143$1,583.8万32.8万股$1,349.2万27.8万股+5.0万股+17.90%加仓
Alexander Randolph Advisory, Inc.
13.04%13.15%#2$1,582.8万32.8万股$1,525.8万31.5万股+1.3万股+4.19%加仓
Lakeridge Wealth Management LLC
5.64%5.11%#13$1,537.0万31.9万股$1,188.3万24.5万股+7.3万股+29.90%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.01%#232$1,422.3万29.5万股$667.0万13.8万股+15.7万股+114.15%加仓
FIDUCIARY ADVISORS, INC.
8.8%9.23%#6$1,307.5万27.1万股$1,228.4万25.3万股+1.7万股+6.90%加仓
Wescott Financial Advisory Group, LLC
0.98%1.04%#55$1,265.8万26.2万股$1,188.7万24.5万股+1.7万股+6.95%加仓

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