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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 TRIWL
持有机构数
238
机构合计市值 (Q2 2026)
$16.62亿
机构合计股数 (Q2 2026)
899.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+112.5万股
102 · 31 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-68.8万股
101 · 19 清仓 · ≈
⚖️ 净额
+43.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$16.62亿
持有机构数
238
新买入
31
加仓
71
减仓
82
清仓
19
持股不变
54
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
摩根士丹利MORGAN STANLEY
0.01%0.01%#157$1.25亿67.6万股$1.13亿68.3万股-6,923股-1.01%减仓
Gilbert & Cook, Inc.
10.82%10.7%#5$9,403.0万50.8万股$8,286.6万51.6万股-7,958股-1.54%减仓
TOMPKINS FINANCIAL CORP
6.49%6.38%#6$9,273.9万50.1万股$8,005.7万49.9万股+2,566股+0.51%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#159$9,248.3万50.0万股$1.02亿63.4万股-13.3万股-21.07%减仓
美国商务银行COMMERCE BANK
0.35%0.27%#38$8,062.3万43.6万股$5,672.7万35.3万股+8.2万股+23.32%加仓
Lido顾问Lido Advisors, LLC
0.21%0.18%#50$7,557.2万40.9万股$5,960.4万37.1万股+3.7万股+10.01%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#131$7,323.9万39.6万股$5,679.0万35.4万股+4.2万股+12.02%加仓
LPL金融LPL Financial LLC
0.01%0.02%#130$6,654.2万36.0万股$6,062.2万37.8万股-1.8万股-4.76%减仓
SPIRIT OF AMERICA MANAGEMENT CORP/NY
4.95%0.06%#9$4,843.9万26.2万股$29.4万1,735股+26.0万股+14,995.39%加仓
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.
3.96%2.15%#13$4,596.0万24.9万股$2,157.6万13.4万股+11.4万股+84.83%加仓
GEORGE KAISER FAMILY FOUNDATION
4.41%2.44%#11$4,596.0万24.9万股$2,157.6万13.4万股+11.4万股+84.83%加仓
Richmond Investment Services, LLC
12.77%10.63%#2$4,034.6万21.8万股$6,577.9万41.0万股-19.2万股-46.78%减仓
Reliant Wealth Planning
10.94%10.04%#4$3,978.4万21.5万股$3,320.5万20.7万股+8,193股+3.96%加仓
FreeGulliver LLC
13.68%14.6%#1$3,879.0万21.0万股$3,463.5万21.6万股-6,091股-2.82%减仓
Heck Capital Advisors, LLC
2.26%2.44%#17$3,784.5万20.5万股$3,283.7万20.5万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#185$3,426.1万18.7万股$2,856.6万18.3万股+3,836股+2.09%加仓
SEARCY FINANCIAL SERVICES INC /ADV
11.1%10.83%#3$3,309.0万17.9万股$2,921.4万18.2万股-3,129股-1.72%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#104$2,622.1万14.2万股$2,038.7万12.7万股+1.5万股+11.60%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#172$2,552.4万13.8万股$2,499.6万15.6万股-1.8万股-11.40%减仓
Cambridge Investment Research Advisors, Inc.
0.05%0.05%#92$2,344.1万12.7万股$2,068.3万12.9万股-2,141股-1.66%减仓
MANCHESTER FINANCIAL INC
4.01%3.68%#12$2,254.9万12.2万股$1,919.5万12.0万股+2,306股+1.93%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.1%0.05%#65$2,100.5万11.4万股$658.1万4.1万股+7.3万股+176.95%加仓
Equitable控股Equitable Holdings, Inc.
0.11%0.11%#63$1,830.6万9.9万股$1,672.4万9.8万股+963股+0.98%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#121$1,611.7万8.7万股$1,440.8万9.0万股-2,639股-2.94%减仓
FIRST AMERICAN TRUST, FSB
0.86%0.36%#26$1,422.4万7.7万股$531.1万3.3万股+4.4万股+132.39%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#186$1,401.7万7.6万股$1,135.1万7.1万股+5,053股+7.14%加仓
KM Capital Management Ltd.
6.43%#7$1,368.9万7.4万股$00股+7.4万股新买入
ARCADIA INVESTMENT ADVISORS LLC
5.75%5.51%#8$1,363.1万7.4万股$1,166.8万7.3万股+993股+1.37%加仓
附件咨询服务Annex Advisory Services, LLC
0.23%0.22%#48$1,360.7万7.4万股$1,188.7万7.4万股-502股-0.68%减仓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
1.95%1.87%#21$1,349.9万7.3万股$1,170.3万7.3万股+66股+0.09%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#182$1,279.7万6.9万股$947.3万5.9万股+1.0万股+17.22%加仓
Voya投资管理VOYA INVESTMENT MANAGEMENT LLC
0.01%0.01%#141$1,243.3万6.7万股$520.9万3.2万股+3.5万股+107.10%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#139$1,238.7万6.7万股$1,097.8万6.8万股-1,430股-2.09%减仓
组成财富Composition Wealth, LLC
0.13%0.15%#59$1,111.9万6.0万股$1,065.9万6.6万股-6,213股-9.37%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.05%0.05%#93$1,034.1万5.6万股$909.8万5.7万股-780股-1.38%减仓
第一公民银行信托FIRST CITIZENS BANK & TRUST CO
0.15%0.19%#57$1,034.1万5.6万股$909.8万5.7万股-780股-1.38%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.1%0.09%#64$1,025.1万5.5万股$815.1万5.1万股+4,631股+9.12%加仓
McKinley Carter Wealth Services, Inc.
0.51%0.53%#36$984.8万5.3万股$927.4万5.8万股-4,544股-7.86%减仓
Creative Planning财富管理Creative Planning
0.01%0.01%#164$936.8万5.1万股$876.5万5.5万股-3,966股-7.26%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#202$872.2万4.7万股$781.8万4.9万股-1,557股-3.20%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#154$780.0万4.2万股$583.9万3.6万股+5,790股+15.91%加仓
Merit金融集团Merit Financial Group, LLC
0.05%0.05%#94$771.2万4.2万股$662.0万4.1万股+449股+1.09%加仓
Nicollet Investment Management, Inc.
2.32%2.22%#15$751.7万4.1万股$646.7万4.0万股+345股+0.86%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.32%0.32%#40$730.1万3.9万股$531.5万3.3万股+6,353股+19.18%加仓
ShoreHaven Wealth Partners, LLC
2.28%2.26%#16$724.1万3.9万股$629.3万3.9万股-59股-0.15%减仓
SageView Advisory 集团SageView Advisory Group, LLC
0.22%#49$660.1万3.6万股$00股+3.6万股新买入
Veridan Wealth LLC
2.24%2.17%#18$657.5万3.6万股$586.7万3.7万股-1,010股-2.76%减仓
Waverly顾问Waverly Advisors, LLC
0.04%0.04%#100$650.4万3.5万股$535.0万3.3万股+1,830股+5.49%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.05%0.03%#90$648.5万3.5万股$322.6万2.0万股+1.5万股+74.45%加仓
Winter & Associates, Inc.
4.8%2.86%#10$638.3万3.5万股$326.6万2.0万股+1.4万股+71.91%加仓

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