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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 TRIWC
持有机构数
276
机构合计市值 (Q2 2026)
$9.05亿
机构合计股数 (Q2 2026)
454.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+41.6万股
111 · 41 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-52.8万股
111 · 31 清仓 · ≈
⚖️ 净额
-11.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.05亿
持有机构数
276
新买入
41
加仓
70
减仓
80
清仓
31
持股不变
85
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
1832资产管理1832 Asset Management L.P.
0.04%0.07%#97$8,236.9万41.2万股$7,133.4万44.7万股-3.5万股-7.87%减仓
Whittier信托WHITTIER TRUST CO
0.67%0.6%#22$6,909.8万34.8万股$5,289.9万32.4万股+2.4万股+7.38%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.01%#160$6,260.5万31.3万股$5,091.7万31.9万股-6,045股-1.89%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#182$5,209.1万26.0万股$3,753.8万23.5万股+2.5万股+10.72%加仓
惠蒂尔信托WHITTIER TRUST CO OF NEVADA INC
0.65%0.55%#23$3,484.0万17.7万股$2,689.9万16.5万股+1.3万股+7.74%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.41%0.39%#29$2,815.3万14.1万股$2,245.1万14.1万股+73股+0.05%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#170$2,750.8万13.8万股$1,938.9万12.1万股+1.6万股+13.20%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#215$2,648.4万13.2万股$1,438.8万9.7万股+3.6万股+37.18%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#119$2,131.3万10.7万股$1,727.3万10.8万股-1,674股-1.55%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.01%0.01%#147$2,105.0万10.5万股$1,773.1万11.1万股-5,861股-5.28%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.37%0.4%#30$1,875.4万9.9万股$1,803.5万10.0万股-146股-0.15%减仓
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.71%0.65%#19$1,646.9万8.2万股$1,356.4万8.5万股-2,656股-3.13%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.04%#132$1,593.8万8.0万股$2,745.7万17.2万股-9.2万股-53.68%减仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
<0.01%<0.01%#188$1,528.3万7.6万股$1,217.8万7.6万股+100股+0.13%加仓
Merit金融集团Merit Financial Group, LLC
0.09%0.05%#74$1,465.5万7.3万股$687.5万4.3万股+3.0万股+70.10%加仓
AssetMarkASSETMARK, INC
0.02%<0.01%#116$1,280.0万6.4万股$1.0万65股+6.4万股+98,346.15%加仓
TABR Capital Management, LLC
10.07%3.59%#1$1,182.1万5.9万股$390.4万2.4万股+3.5万股+141.61%加仓
SACHEM HILL LLC
2.08%1.87%#7$1,170.3万5.9万股$964.8万6.0万股-1,945股-3.22%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#187$1,159.4万5.8万股$905.1万5.7万股+1,253股+2.21%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#189$1,155.6万5.8万股$1,708.2万10.7万股-4.9万股-46.02%减仓
SENTINEL TRUST CO LBA
0.97%1.13%#12$1,089.8万5.4万股$1,087.0万6.8万股-1.4万股-20.01%减仓
Creative Planning财富管理Creative Planning
0.01%0.01%#151$1,060.9万5.3万股$847.4万5.3万股-60股-0.11%减仓
PARK AVENUE SECURITIES LLC
0.06%0.06%#85$1,034.2万5.2万股$788.8万4.9万股+2,283股+4.62%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#217$1,001.0万5.0万股$795.4万5.0万股+207股+0.42%加仓
贝克大道资管Baker Avenue Asset Management, LP
0.19%0.17%#49$983.7万4.9万股$766.8万4.8万股+1,136股+2.36%加仓
ARKANSAS FINANCIAL GROUP, INC.
1.25%1.2%#10$959.3万4.8万股$863.6万5.1万股-3,338股-6.51%减仓
SMITH, MOORE & CO.
0.61%0.55%#24$940.4万4.7万股$759.4万4.8万股-570股-1.20%减仓
Frank, Rimerman Advisors LLC
0.53%0.49%#27$940.3万4.7万股$752.8万4.7万股-163股-0.35%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#231$903.3万4.5万股$979.7万6.1万股-1.6万股-26.43%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#193$892.0万4.5万股$671.0万4.2万股+2,553股+6.07%加仓
Alesco Advisors, LLC, An ESL Co
0.18%0.17%#52$782.9万3.9万股$667.5万4.2万股-2,681股-6.41%减仓
DUMONT & BLAKE INVESTMENT ADVISORS LLC
1.74%2.28%#8$772.6万3.9万股$621.2万3.9万股-301股-0.77%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#242$757.3万3.8万股$596.1万3.9万股-742股-1.91%减仓
Michelson Medical Research Foundation, Inc.
6.54%5.73%#2$707.8万3.5万股$564.8万3.5万股00.00%持仓不变
约翰逊投资顾问JOHNSON INVESTMENT COUNSEL INC
0.05%0.03%#91$679.5万3.4万股$422.5万2.6万股+7,499股+28.33%加仓
Finley Financial, LLC
2.59%2.41%#5$643.5万3.2万股$514.7万3.2万股-80股-0.25%减仓
FIL(富达国际)FIL Ltd
<0.01%<0.01%#171$625.5万3.1万股$499.1万3.1万股00.00%持仓不变
Piedmont Capital Management, LLC
3.12%1.99%#3$618.3万3.1万股$391.0万2.4万股+6,913股+28.94%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#235$589.1万2.9万股$1,067.3万6.7万股-3.7万股-55.96%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#230$491.2万2.5万股$521.4万3.3万股-8,108股-24.82%减仓
Regal Investment Advisors LLC
0.22%0.2%#39$422.3万2.1万股$345.8万2.2万股-552股-2.55%减仓
Noble Family Wealth, LLC
0.75%0.69%#17$420.0万2.1万股$335.1万2.1万股00.00%持仓不变
肯尼迪资本管理KENNEDY CAPITAL MANAGEMENT LLC
0.07%0.02%#80$413.6万2.1万股$72.4万4,537股+1.6万股+355.70%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#168$413.2万2.1万股$312.8万2.0万股+1,058股+5.41%加仓
Institute for Wealth Management, LLC.
0.35%0.34%#31$401.0万2.0万股$320.0万2.0万股00.00%持仓不变
斯蒂芬斯公司STEPHENS INC /AR/
0.04%0.04%#96$378.8万1.9万股$303.9万1.9万股-100股-0.53%减仓
CAMELOT TECHNOLOGY ADVISORS, INC.
2.19%2.17%#6$377.9万1.9万股$299.6万1.9万股+124股+0.66%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#213$363.2万1.9万股$199.0万1.3万股+5,928股+46.66%加仓
Texas Yale Capital Corp.
0.08%0.08%#78$362.4万1.8万股$285.7万1.8万股+218股+1.22%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.02%0.01%#124$360.9万1.8万股$290.8万1.8万股-177股-0.97%减仓

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