13FBOX
ISHARES U.S. BASIC MATERIALS ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES U.S. BASIC MATERIALS ETF

IYM
持有机构数
274
机构合计市值 (Q2 2026)
$8.03亿
机构合计股数 (Q2 2026)
447.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+222.0万股
134 · 47 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-244.2万股
85 · 22 清仓 · ≈
⚖️ 净额
-22.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.03亿
持有机构数
274
新买入
47
加仓
87
减仓
63
清仓
22
持股不变
77
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
美国银行BANK OF AMERICA CORP /DE/
0.01%<0.01%#161$7,896.2万44.0万股$6,592.1万37.5万股+6.5万股+17.37%加仓
USA FINANCIAL FORMULAS
11.65%#1$6,364.8万35.5万股$00股+35.5万股新买入
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.05%0.01%#68$6,226.1万34.7万股$1,157.6万6.6万股+28.1万股+427.05%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#173$5,879.8万32.8万股$3,353.6万22.6万股+10.1万股+44.74%加仓
LPL金融LPL Financial LLC
0.01%0.01%#130$4,273.8万23.8万股$2,996.4万17.0万股+6.8万股+39.76%加仓
AssetMarkASSETMARK, INC
0.05%#66$2,744.5万15.3万股$00股+15.3万股新买入
Camarda Financial Advisors, LLC
6.14%#2$2,028.4万11.3万股$00股+11.3万股新买入
美国商务银行COMMERCE BANK
0.08%0.09%#51$1,925.0万10.7万股$1,899.7万10.8万股-764股-0.71%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.17%#36$1,651.6万9.2万股$00股+9.2万股新买入
现代财富管理Modern Wealth Management, LLC
0.19%#31$1,634.8万9.1万股$00股+9.1万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#179$1,606.8万9.0万股$1,762.8万10.0万股-1.1万股-10.68%减仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#138$1,600.6万8.9万股$1,011.2万5.7万股+3.2万股+55.11%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#172$1,561.7万8.7万股$132.0万7,495股+8.0万股+1,060.73%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%<0.01%#111$1,545.0万8.6万股$411.9万2.3万股+6.3万股+267.52%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#191$1,460.2万8.1万股$1,424.0万8.1万股+391股+0.48%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.01%#80$1,428.2万8.0万股$376.9万2.1万股+5.8万股+271.31%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#141$1,413.1万7.9万股$1,339.2万7.6万股+2,590股+3.40%加仓
PGIM定制收成PGIM Custom Harvest LLC
0.15%0.18%#39$1,193.9万6.7万股$1,147.8万6.5万股+1,259股+1.93%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#117$1,121.9万6.2万股$502.0万2.9万股+3.4万股+118.95%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.33%0.09%#22$1,104.1万6.1万股$254.9万1.4万股+4.7万股+324.38%加仓
Three Seasons Wealth, LLC
0.95%1.95%#8$1,040.6万5.8万股$510.5万2.9万股+2.9万股+99.76%加仓
加拿大丰业银行BANK OF NOVA SCOTIA
0.01%0.02%#118$847.4万4.7万股$1,303.7万7.4万股-2.7万股-36.31%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.06%<0.01%#61$781.2万4.4万股$29.9万1,671股+4.2万股+2,504.13%加仓
Summit Financial Consulting LLC
5.18%2.73%#3$763.2万4.3万股$381.6万2.2万股+2.1万股+96.00%加仓
First Heartland Consultants, Inc.
0.46%0.02%#16$712.2万4.0万股$27.0万1,536股+3.8万股+2,482.29%加仓
Sharp Wealth Advisory, LLC
3.29%#4$710.0万4.0万股$00股+4.0万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#214$668.6万3.7万股$232.2万1.3万股+2.4万股+182.11%加仓
三井住友信托集团Sumitomo Mitsui Trust Group, Inc.
<0.01%#168$665.4万3.7万股$00股+3.7万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#234$635.5万3.5万股$848.3万4.8万股-1.3万股-26.59%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#229$634.6万3.5万股$621.8万3.5万股+1股+0.00%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#211$628.8万3.5万股$592.9万3.4万股+1,332股+3.95%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.11%0.06%#44$595.6万3.3万股$66.3万6,126股+2.7万股+441.53%加仓
CENTAURUS FINANCIAL, INC.
0.2%#30$512.8万2.9万股$00股+2.9万股新买入
Gerald Baker Financial Group LLC
1.42%1.42%#6$500.3万2.8万股$356.8万2.7万股+405股+1.47%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#204$468.8万2.6万股$439.0万2.5万股+1,158股+4.64%加仓
Conservest Capital Advisors, Inc.
0.37%0.31%#20$465.0万2.6万股$345.9万2.0万股+6,240股+31.74%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%<0.01%#146$445.8万2.5万股$204.0万1.2万股+1.3万股+114.19%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#159$424.8万2.4万股$461.4万2.6万股-2,565股-9.78%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#209$423.9万2.4万股$148.0万8,416股+1.5万股+180.79%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.04%<0.01%#74$376.2万2.1万股$22.6万1,282股+2.0万股+1,534.40%加仓
Integrated Advisors Network LLC
0.17%0.01%#37$361.4万2.0万股$27.1万1,542股+1.9万股+1,205.45%加仓
Equitable控股Equitable Holdings, Inc.
0.02%0.01%#95$356.5万2.0万股$96.3万6,255股+1.4万股+217.47%加仓
GTS SECURITIES LLC
0.07%0.02%#55$343.9万1.9万股$64.1万3,641股+1.6万股+426.12%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#147$332.5万1.9万股$331.5万1.9万股-325股-1.72%减仓
Financial Planning Fort Collins, LLC
2.3%2.23%#5$304.0万1.7万股$315.8万1.7万股+52股+0.30%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#112$272.0万1.5万股$265.5万1.5万股+59股+0.39%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#121$262.9万1.5万股$240.6万1.4万股+967股+7.07%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#178$262.8万1.5万股$250.7万1.4万股+388股+2.72%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%0.01%#257$262.8万1.5万股$2.24亿131.0万股-129.5万股-98.87%减仓
Lifestyle Asset Management, Inc.
0.7%0.22%#11$259.7万1.4万股$67.3万3,826股+1.1万股+278.15%加仓

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