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iShares安硕·MORNINGSTAR MID-CAP ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕·MORNINGSTAR MID-CAP ETF

ISHARES MORNINGSTAR MID-CAP ETFIMCB
持有机构数
199
机构合计市值 (Q2 2026)
$10.01亿
机构合计股数 (Q2 2026)
1,037.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+39.5万股
87 · 23 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-195.1万股
72 · 17 清仓 · ≈
⚖️ 净额
-155.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$10.01亿
持有机构数
199
新买入
23
加仓
64
减仓
55
清仓
17
持股不变
57
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
HighTower顾问HighTower Advisors, LLC
0.15%0.17%#31$1.57亿162.3万股$1.61亿192.8万股-30.5万股-15.82%减仓
瑞银集团UBS Group AG
0.02%0.02%#88$1.33亿137.5万股$1.14亿136.5万股+1.0万股+0.76%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#119$1.14亿118.5万股$1.06亿127.3万股-8.8万股-6.91%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#94$4,907.6万50.8万股$4,748.4万56.9万股-6.1万股-10.70%减仓
LPL金融LPL Financial LLC
0.01%0.01%#103$4,578.0万47.4万股$3,716.4万44.5万股+2.9万股+6.44%加仓
MEANS INVESTMENT CO., INC.
2.97%3.14%#5$3,932.0万40.7万股$3,607.6万43.2万股-2.5万股-5.83%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.16%0.15%#29$2,348.2万24.3万股$1,853.4万22.2万股+2.1万股+9.47%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#82$2,344.5万24.3万股$2,008.7万24.1万股+2,037股+0.85%加仓
Sunburst Financial Group, LLC
3.78%3.39%#3$2,333.7万24.2万股$1,840.9万22.1万股+2.1万股+9.53%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.98%0.95%#9$2,064.3万21.4万股$1,555.2万18.6万股+2.7万股+14.69%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#137$1,965.3万20.4万股$1,764.2万21.1万股-7,918股-3.74%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.2%0.18%#24$1,965.3万20.4万股$1,568.4万18.8万股+1.6万股+8.27%加仓
Steele Capital Management, Inc.
0.69%0.66%#11$1,866.6万19.3万股$1,598.0万19.2万股+1,769股+0.92%加仓
Matrix Trust Co
2.68%2.63%#6$1,849.7万19.2万股$1,583.4万19.0万股+1,769股+0.93%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#80$1,767.6万18.3万股$1,465.5万17.6万股+7,396股+4.21%加仓
Northwest Wealth Advisors, LLC
9.06%8.53%#2$1,577.0万16.3万股$1,194.0万14.3万股+2.0万股+14.12%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#139$1,482.3万15.4万股$1,252.0万14.9万股+4,197股+2.81%加仓
Fortitude Financial, LLC
13.01%8.06%#1$1,447.5万15.0万股$1,522.9万18.3万股-3.3万股-17.88%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.01%#89$1,429.0万14.8万股$996.5万11.9万股+2.9万股+23.90%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#75$1,155.1万12.0万股$818.9万9.8万股+2.1万股+21.88%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.04%#62$1,135.1万11.8万股$976.7万11.7万股+476股+0.41%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#166$1,052.6万10.9万股$945.7万11.3万股-4,340股-3.83%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#78$979.7万10.1万股$796.8万9.6万股+5,957股+6.24%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#158$938.6万9.7万股$871.6万10.4万股-7,258股-6.95%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.07%0.09%#49$834.7万8.6万股$959.9万11.4万股-2.8万股-24.35%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#153$791.3万8.2万股$676.6万8.1万股+860股+1.06%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#120$709.9万7.4万股$606.1万7.3万股+875股+1.20%加仓
卡内基投资顾问Carnegie Investment Counsel
0.13%0.1%#34$662.1万6.9万股$503.3万6.0万股+8,239股+13.66%加仓
PACIFIC FINANCIAL GROUP INC
3.05%3%#4$635.5万6.6万股$556.7万6.7万股-918股-1.38%减仓
YARGER WEALTH STRATEGIES, LLC
2.26%2.18%#7$629.6万6.5万股$542.7万6.5万股-232股-0.36%减仓
Bedel Financial Consulting, Inc.
0.58%0.56%#12$615.2万6.4万股$497.6万6.0万股+4,062股+6.81%加仓
Gladstone Institutional Advisory LLC
0.18%0.2%#25$580.7万6.0万股$529.2万6.3万股-3,295股-5.19%减仓
顶峰金融Summit Financial, LLC
0.06%0.05%#52$519.2万5.4万股$411.8万4.9万股+4,414股+8.94%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#121$471.4万4.9万股$432.9万5.2万股-3,068股-5.91%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#146$422.6万4.4万股$369.4万4.4万股-511股-1.15%减仓
Equitable控股Equitable Holdings, Inc.
0.02%0.02%#74$401.1万4.2万股$339.4万4.1万股+510股+1.24%加仓
Goldstein Advisors, LLC
0.34%0.35%#16$371.0万3.8万股$315.2万3.8万股+640股+1.69%加仓
Brand Asset Management Group, Inc.
0.75%0.77%#10$337.6万3.5万股$297.8万3.6万股-731股-2.05%减仓
United Advisor Group, LLC
0.33%0.32%#18$312.0万3.2万股$256.5万3.1万股+1,567股+5.10%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#181$293.6万3.0万股$25.9万3,100股+2.7万股+880.77%加仓
Sowell Financial Services LLC
0.1%0.11%#43$292.6万3.0万股$300.2万3.6万股-5,685股-15.80%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#187$291.0万3.0万股$228.2万2.8万股+2,155股+7.69%加仓
Merit金融集团Merit Financial Group, LLC
0.02%0.02%#87$281.6万2.9万股$231.7万2.8万股+1,387股+4.99%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#138$259.1万2.7万股$226.7万2.7万股-338股-1.24%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#163$253.6万2.6万股$160.1万1.9万股+6,955股+35.77%加仓
Ameritas Investment Partners, Inc.
0.07%0.03%#48$247.9万2.6万股$112.4万1.3万股+1.2万股+90.63%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#140$229.5万2.4万股$208.4万2.5万股-1,214股-4.86%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#134$217.7万2.2万股$190.3万2.3万股-151股-0.67%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.03%0.01%#68$207.5万2.1万股$36.3万4,349股+1.7万股+394.21%加仓
Pitti Group Wealth Management, LLC
1.26%1.2%#8$172.6万1.8万股$147.5万1.8万股+202股+1.14%加仓

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