13FBOX
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF

持有机构数
23
机构合计市值 (Q2 2026)
$611.6万
机构合计股数 (Q2 2026)
13.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3.3万股
16 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1.5万股
4 · 3 清仓 · ≈
⚖️ 净额
+1.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$611.6万
持有机构数
23
新买入
3
加仓
13
减仓
1
清仓
3
持股不变
6
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
0.1%0.08%#1$177.3万3.9万股$136.0万3.4万股+5,485股+16.35%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#18$54.7万1.2万股$00股+1.2万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#19$54.6万1.2万股$30.7万7,569股+4,454股+58.85%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#20$53.1万1.2万股$46.3万1.2万股+73股+0.62%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#15$41.7万9,180股$36.5万9,012股+168股+1.86%加仓
Moss Adams Wealth Advisors LLC
0.02%0.03%#6$38.9万8,559股$34.2万8,435股+124股+1.47%加仓
Bond & Devick Financial Network, Inc.
0.09%0.07%#3$38.4万8,455股$23.5万5,787股+2,668股+46.10%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.01%0.02%#7$34.8万8,583股$32.3万7,795股+788股+10.11%加仓
Westmount Partners, LLC
0.06%0.06%#4$27.0万5,953股$23.9万5,896股+57股+0.97%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#13$22.7万5,000股$20.3万5,000股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#9$21.8万4,805股$00股+4,805股新买入
平行顾问Parallel Advisors, LLC
<0.01%<0.01%#10$12.2万2,691股$10.9万2,691股00.00%持仓不变
Birchwood Financial Partners, Inc.
0.1%0.05%#2$12.1万2,654股$5.0万1,228股+1,426股+116.12%加仓
Gould Capital, LLC
0.04%0.03%#5$6.7万1,467股$4.8万1,177股+290股+24.64%加仓
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#11$5.7万1,257股$6.1万1,499股-242股-16.14%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#21$3.6万783股$3.2万783股00.00%持仓不变
CGC Financial Services, LLC
<0.01%0.01%#8$2.2万483股$2.0万483股00.00%持仓不变
IMA Advisory Services, Inc.
<0.01%<0.01%#14$1.5万339股$6,607163股+176股+107.98%加仓
HALBERT HARGROVE GLOBAL ADVISORS, LLC
<0.01%<0.01%#16$1.0万227股$9,170226股+1股+0.44%加仓
Mascoma Wealth Management LLC
<0.01%<0.01%#12$8,753193股$5,217129股+64股+49.61%加仓
AdvisorNet Financial, Inc
<0.01%<0.01%#17$4,542100股$4,054100股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#22$3,13469股$00股+69股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#23$451股$761股00.00%持仓不变

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