13FBOX
ISHARES US FINANCIAL SERVICES ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES US FINANCIAL SERVICES ETF

IYG
持有机构数
263
机构合计市值 (Q2 2026)
$14.81亿
机构合计股数 (Q2 2026)
1,637.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+66.9万股
104 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-254.7万股
117 · 32 清仓 · ≈
⚖️ 净额
-187.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$14.81亿
持有机构数
263
新买入
30
加仓
74
减仓
85
清仓
32
持股不变
74
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
Dynasty财富管理Dynasty Wealth Management, LLC
1.04%1.57%#9$1.40亿154.5万股$1.81亿217.9万股-63.4万股-29.09%减仓
河畔投资集团RiverFront Investment Group, LLC
1.82%1.89%#3$1.38亿152.3万股$1.22亿147.8万股+4.5万股+3.06%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.01%#116$1.26亿138.8万股$8,560.0万103.3万股+35.4万股+34.30%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#138$1.11亿122.5万股$1.13亿139.4万股-16.9万股-12.12%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#85$1.11亿122.2万股$1.03亿124.6万股-2.4万股-1.92%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#145$9,848.6万108.9万股$9,643.4万107.6万股+1.3万股+1.19%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
1.03%1.35%#10$6,692.8万74.0万股$7,423.3万89.6万股-15.6万股-17.45%减仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
0.52%0.91%#15$4,410.9万48.8万股$6,340.0万76.5万股-27.8万股-36.29%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#181$4,341.5万48.0万股$3,895.8万47.0万股+9,607股+2.04%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#112$4,172.3万46.1万股$3,732.5万45.1万股+1.1万股+2.36%加仓
LPL金融LPL Financial LLC
0.01%0.01%#124$4,059.2万44.9万股$3,872.4万46.7万股-1.9万股-4.02%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#140$3,945.3万43.6万股$3,478.0万42.0万股+1.6万股+3.87%加仓
PGIM定制收成PGIM Custom Harvest LLC
0.41%0.47%#21$3,278.8万36.2万股$3,026.2万36.5万股-2,891股-0.79%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#147$3,120.5万34.5万股$2,942.2万35.5万股-1.0万股-2.88%减仓
Kozak & Associates, Inc.
4.89%7.3%#1$2,819.4万30.5万股$3,744.3万43.0万股-12.5万股-29.03%减仓
圆圈财富管理Circle Wealth Management, LLC
0.33%0.35%#24$2,665.2万29.5万股$2,440.5万29.5万股00.00%持仓不变
Janney Montgomery Scott LLC
0.03%0.04%#77$1,781.5万19.7万股$1,640.9万19.8万股-1,172股-0.59%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.01%0.01%#141$1,751.9万19.4万股$1,553.2万18.7万股+6,150股+3.28%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.01%0.01%#118$1,405.9万15.5万股$1,548.3万18.7万股-3.2万股-16.85%减仓
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
1.63%1.65%#5$1,388.2万15.3万股$1,223.4万14.8万股+5,761股+3.90%加仓
弗格森·韦尔曼资本FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
0.17%0.17%#31$1,343.4万14.8万股$1,230.1万14.8万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#184$1,325.9万14.6万股$1,653.3万19.9万股-5.4万股-26.85%减仓
Private Advisor集团Private Advisor Group, LLC
0.06%0.08%#60$1,203.9万13.3万股$1,730.7万20.9万股-7.6万股-36.31%减仓
ARKANSAS FINANCIAL GROUP, INC.
1.54%1.53%#7$1,179.9万13.0万股$1,100.6万12.8万股+2,588股+2.02%加仓
SAM Advisors, LLC
2.95%3.01%#2$1,079.0万11.9万股$960.2万11.6万股+3,360股+2.90%加仓
Baltimore-Washington Financial Advisors, Inc.
0.39%1.53%#23$1,052.9万11.6万股$3,551.4万42.9万股-31.2万股-72.85%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#206$1,011.5万11.2万股$921.1万11.1万股+608股+0.55%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.04%0.04%#68$884.4万9.8万股$839.5万10.1万股-3,583股-3.54%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#129$876.2万9.7万股$805.6万9.7万股-398股-0.41%减仓
Howard Capital Management Group, LLC
0.52%0.52%#16$843.2万9.3万股$779.6万9.4万股-905股-0.96%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#125$760.5万8.4万股$641.2万7.7万股+6,654股+8.60%加仓
加拿大丰业银行BANK OF NOVA SCOTIA
0.01%0.01%#119$656.8万7.3万股$601.4万7.3万股00.00%持仓不变
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.02%0.02%#90$641.2万7.1万股$555.5万6.7万股+3,814股+5.69%加仓
丰业资本SCOTIA CAPITAL INC.
0.02%0.02%#88$628.2万6.9万股$600.3万7.2万股-3,033股-4.19%减仓
UNIQUE WEALTH, LLC
0.71%0.89%#12$606.1万6.7万股$642.1万7.8万股-1.1万股-13.57%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.1%#45$595.7万6.6万股$00股+6.6万股新买入
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#137$516.9万5.7万股$491.8万5.9万股-2,235股-3.76%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.04%0.05%#66$489.4万5.4万股$453.6万5.5万股-659股-1.20%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#197$452.6万5.0万股$369.2万4.6万股+4,052股+8.79%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#163$432.7万4.8万股$422.5万5.1万股-3,171股-6.22%减仓
Centerline Wealth Advisors, LLC
1.31%1.98%#8$417.0万4.6万股$549.4万6.6万股-2.0万股-30.50%减仓
FORTE ASSET MANAGEMENT LLC
1.7%1.04%#4$415.2万4.6万股$237.1万2.9万股+1.7万股+60.38%加仓
Merit金融集团Merit Financial Group, LLC
0.02%0.03%#86$395.9万4.4万股$372.6万4.5万股-1,223股-2.72%减仓
Bernard Wealth Management Corp.
1.6%1.63%#6$382.0万4.6万股$382.0万4.6万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#156$351.6万3.9万股$317.6万3.8万股+531股+1.39%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#173$330.8万3.7万股$307.8万3.7万股-592股-1.59%减仓
MarinerMariner, LLC
<0.01%<0.01%#169$318.5万3.5万股$303.3万3.7万股-1,496股-4.08%减仓
IHT 财富管理IHT Wealth Management, LLC
0.06%0.08%#58$302.7万3.3万股$351.5万4.2万股-8,972股-21.14%减仓
咨询服务网络Advisory Services Network, LLC
0.03%0.03%#80$284.3万3.1万股$250.8万3.0万股+1,151股+3.80%加仓
Storen Legacy Partners, LLC
0.77%1.09%#11$281.6万3.1万股$347.2万4.2万股-1.1万股-25.73%减仓

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