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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 TRLRGF
持有机构数
253
机构合计市值 (Q2 2026)
$31.11亿
机构合计股数 (Q2 2026)
4,126.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+592.1万股
119 · 29 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-135.6万股
90 · 17 清仓 · ≈
⚖️ 净额
+456.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$31.11亿
持有机构数
253
新买入
29
加仓
90
减仓
73
清仓
17
持股不变
61
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
Strategic Financial Services, Inc.
13.17%12.53%#2$3.01亿397.5万股$2.63亿399.1万股-1.6万股-0.40%减仓
HALBERT HARGROVE GLOBAL ADVISORS, LLC
11.85%11.55%#3$2.74亿362.2万股$2.39亿362.6万股-4,657股-0.13%减仓
富国银行WELLS FARGO & COMPANY/MN
0.04%0.04%#103$2.27亿300.5万股$1.90亿287.9万股+12.6万股+4.39%加仓
SigFig 财富管理SigFig Wealth Management, LLC
5.83%5.6%#10$2.20亿292.8万股$1.91亿289.2万股+3.6万股+1.24%加仓
附件咨询服务Annex Advisory Services, LLC
3.67%1.68%#15$2.15亿284.0万股$8,988.3万136.2万股+147.8万股+108.51%加仓
Tolleson Wealth Management, Inc.
23.72%#1$1.76亿232.7万股$00股+232.7万股新买入
Plancorp, LLC
3.87%3.87%#14$1.59亿209.2万股$1.36亿198.0万股+11.2万股+5.64%加仓
现代财富管理Modern Wealth Management, LLC
1.63%1.2%#25$1.37亿181.1万股$6,983.1万105.1万股+75.9万股+72.24%加仓
Clearwater Capital Advisors, LLC
6.37%6.01%#9$8,694.8万115.0万股$7,447.7万112.8万股+2.1万股+1.88%加仓
Ullmann Wealth Partners Group, LLC
7.8%7.97%#6$8,582.8万113.5万股$7,680.2万116.4万股-2.9万股-2.48%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.33%0.36%#46$6,643.1万87.8万股$4,461.9万67.6万股+20.2万股+29.93%加仓
Compound Planning, Inc.
1.54%1.58%#27$5,907.1万78.1万股$5,135.2万77.8万股+2,996股+0.39%加仓
Cardinal Point Capital Management ULC
3.16%2.96%#17$5,571.4万73.7万股$4,830.5万73.2万股+4,777股+0.65%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#136$5,286.2万69.9万股$4,346.7万65.9万股+4.0万股+6.13%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#193$5,060.6万67.3万股$4,422.0万69.0万股-1.6万股-2.34%减仓
Kestra投资管理Kestra Investment Management, LLC
0.96%1.1%#36$4,965.8万65.7万股$6,363.7万96.4万股-30.8万股-31.90%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#155$4,506.4万59.2万股$4,653.2万70.5万股-11.3万股-16.01%减仓
Conrad Siegel Investment Advisors, Inc.
6.41%6.35%#8$3,939.9万52.1万股$3,519.2万53.3万股-1.2万股-2.30%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#200$3,875.4万51.2万股$4,137.7万59.9万股-8.7万股-14.45%减仓
CORA CAPITAL ADVISORS LLC
10.27%10.37%#4$3,659.8万48.4万股$3,132.9万47.5万股+9,228股+1.94%加仓
Focus Partners财富Focus Partners Wealth
0.04%0.04%#104$3,530.5万46.7万股$3,482.9万52.8万股-6.1万股-11.54%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#106$3,057.7万40.4万股$2,635.5万39.9万股+4,982股+1.25%加仓
Pettinga Financial Advisors LLC
4.88%5.17%#11$3,044.8万40.3万股$2,745.0万41.6万股-1.3万股-3.20%减仓
LPL金融LPL Financial LLC
0.01%0.01%#164$2,646.9万35.0万股$2,485.1万37.7万股-2.7万股-7.05%减仓
Acropolis Investment Management, LLC
1.05%1.04%#34$2,363.2万35.8万股$2,359.8万35.8万股+505股+0.14%加仓
LifeGoal Investments, LLC
10.24%9.52%#5$2,237.6万29.6万股$1,663.6万25.0万股+4.6万股+18.18%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#144$2,135.2万28.2万股$1,758.6万26.6万股+1.6万股+5.96%加仓
Beirne Wealth Consulting Services, LLC
4.03%4.98%#12$2,023.8万26.8万股$1,761.7万26.7万股+664股+0.25%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#217$1,843.4万24.4万股$1,635.0万24.8万股-3,979股-1.61%减仓
Vise科技Vise Technologies, Inc.
0.2%0.12%#58$1,735.8万23.0万股$623.3万9.0万股+14.0万股+155.66%加仓
FOSTER & MOTLEY INC
0.78%0.77%#37$1,686.8万22.3万股$1,493.5万22.6万股-3,255股-1.44%减仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
1.22%1.37%#32$1,665.1万22.0万股$1,886.0万28.6万股-6.6万股-22.95%减仓
Stonebridge Financial Group, LLC
1.23%1.15%#31$1,625.5万21.5万股$1,392.5万21.1万股+3,937股+1.87%加仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.07%0.09%#86$1,523.6万20.1万股$1,232.0万18.7万股+1.5万股+7.92%加仓
世界投资顾问World Investment Advisors
0.24%0.23%#52$1,437.6万21.8万股$1,437.6万21.8万股00.00%持仓不变
Obsido Oy
6.96%6.67%#7$1,301.6万17.2万股$1,103.3万16.7万股+4,938股+2.95%加仓
DDFG, Inc
2.54%2.47%#20$1,281.6万16.9万股$1,144.6万17.3万股-3,963股-2.29%减仓
平行顾问Parallel Advisors, LLC
0.19%0.19%#59$1,276.0万16.9万股$1,057.9万16.0万股+8,422股+5.25%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#138$1,275.4万16.9万股$1,089.4万16.5万股+3,580股+2.17%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#183$1,173.6万15.5万股$1,053.5万16.0万股-4,450股-2.79%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#176$1,079.0万14.5万股$936.1万14.5万股-33股-0.02%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.1%0.1%#77$1,065.5万14.1万股$921.1万14.0万股+1,319股+0.95%加仓
富达投资FMR LLC
<0.01%<0.01%#226$1,042.8万13.8万股$823.6万12.5万股+1.3万股+10.49%加仓
Family Capital Trust Co
3.93%2.41%#13$1,033.6万16.1万股$665.7万10.1万股+6.0万股+59.79%加仓
HB财富管理HB Wealth Management, LLC
0.06%0.06%#92$1,028.6万13.6万股$920.0万13.9万股-3,398股-2.44%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%#159$990.0万13.1万股$00股+13.1万股新买入
EVOLVE PRIVATE WEALTH, LLC
0.56%0.42%#39$916.2万12.1万股$790.9万12.0万股+1,312股+1.09%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#143$908.2万12.0万股$808.7万12.3万股-2,446股-2.00%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#190$876.7万11.6万股$749.2万11.4万股+2,402股+2.12%加仓
Quantinno资本管理Quantinno Capital Management LP
0.01%0.01%#148$856.8万11.3万股$503.4万7.6万股+3.7万股+48.53%加仓

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