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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 TRIBTJ
持有机构数
216
机构合计市值 (Q2 2026)
$10.89亿
机构合计股数 (Q2 2026)
5,025.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+912.4万股
132 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-499.6万股
71 · 24 清仓 · ≈
⚖️ 净额
+412.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$10.89亿
持有机构数
216
新买入
22
加仓
110
减仓
47
清仓
24
持股不变
37
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#169$7,467.4万344.9万股$813.0万37.0万股+307.9万股+831.48%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#170$5,982.8万276.3万股$5,368.8万245.8万股+30.6万股+12.43%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.07%0.08%#89$5,587.0万258.1万股$5,104.6万233.7万股+24.4万股+10.43%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#161$3,824.4万176.6万股$5,003.2万229.1万股-52.4万股-22.88%减仓
Brookstone资本管理Brookstone Capital Management
0.37%0.44%#32$3,682.3万170.1万股$3,818.4万174.8万股-4.7万股-2.70%减仓
TRUE Private Wealth Advisors
3.12%3.79%#9$3,615.5万167.0万股$3,980.4万182.2万股-15.2万股-8.36%减仓
Financial Advisory Corp
4.59%4.77%#6$3,460.7万159.8万股$3,432.8万157.2万股+2.7万股+1.71%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#149$3,106.3万143.5万股$3,432.7万157.2万股-13.7万股-8.70%减仓
Asset Advisors Investment Management, LLC
2.66%2.58%#10$2,902.6万134.1万股$2,704.4万123.8万股+10.3万股+8.29%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#157$2,804.7万129.5万股$2,670.3万122.2万股+7.3万股+5.97%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.15%0.16%#58$2,755.7万127.4万股$2,614.9万119.8万股+7.6万股+6.32%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#202$2,643.1万122.1万股$1,509.5万69.1万股+53.0万股+76.66%加仓
HENGEHOLD CAPITAL MANAGEMENT LLC
1.87%1.99%#13$2,413.9万111.5万股$2,272.9万104.1万股+7.4万股+7.15%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%0.01%#167$2,248.2万103.9万股$2,171.8万99.4万股+4.5万股+4.50%加仓
HM·佩森公司HM PAYSON & CO
0.28%0.24%#43$2,080.7万96.1万股$1,685.3万77.2万股+19.0万股+24.57%加仓
ATWOOD & PALMER INC
1.11%1.16%#17$2,075.6万95.9万股$2,064.1万94.5万股+1.4万股+1.46%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#182$2,030.1万93.8万股$1,999.8万91.6万股+2.2万股+2.42%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.1%0.06%#76$1,994.9万92.1万股$751.3万34.4万股+57.7万股+167.90%加仓
Journey Advisory Group, LLC
1.34%1.49%#16$1,750.9万80.9万股$1,742.5万79.8万股+1.1万股+1.38%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.03%#129$1,711.8万79.1万股$1,824.6万83.5万股-4.5万股-5.34%减仓
Arax顾问Arax Advisory Partners
0.11%#67$1,692.8万78.2万股$00股+78.2万股新买入
Denver PWM, LLC
4.83%5.02%#5$1,478.6万68.5万股$1,461.7万67.3万股+1.3万股+1.91%加仓
MKT Advisors LLC
4.44%4.47%#7$1,427.4万66.2万股$1,333.7万61.2万股+4.9万股+8.05%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#177$1,387.4万64.1万股$1,347.0万61.7万股+2.4万股+3.92%加仓
Merit金融集团Merit Financial Group, LLC
0.08%<0.01%#85$1,273.6万58.8万股$39.5万1.8万股+57.0万股+3,155.09%加仓
Wealth Management Strategies, Inc.
4.89%5.36%#4$1,250.4万57.8万股$1,185.2万54.3万股+3.5万股+6.44%加仓
Krilogy Financial LLC
0.36%0.37%#35$1,217.3万56.2万股$1,137.3万52.1万股+4.1万股+7.90%加仓
Legacy Private Trust Co.
0.67%0.72%#21$1,202.8万55.6万股$1,173.5万53.7万股+1.8万股+3.41%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.12%0.13%#66$1,154.9万53.3万股$1,131.3万51.8万股+1.6万股+3.00%加仓
Probity Advisors, Inc.
1.64%1.68%#14$1,148.5万53.0万股$1,060.6万48.6万股+4.5万股+9.26%加仓
SHELTON WEALTH MANAGEMENT, LLC
4.26%4.46%#8$1,085.1万50.1万股$1,019.8万46.7万股+3.4万股+7.35%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.04%#112$1,082.4万50.0万股$991.8万45.4万股+4.6万股+10.12%加仓
ES4, LLC
5.57%#3$1,060.5万45.8万股$00股+45.8万股新买入
MCF 顾问MCF Advisors LLC
0.36%<0.01%#36$999.9万43.2万股$2.9万1,334股+43.1万股+32,276.09%加仓
Heartwood Wealth Advisors LLC
0.75%0.84%#20$966.1万44.6万股$958.9万43.9万股+7,256股+1.65%加仓
Waycross Investment Management Co
7.31%9.09%#1$959.5万44.3万股$952.2万43.6万股+7,259股+1.67%加仓
EIGHT 31 FINANCIAL, LLC
5.62%5.61%#2$945.2万43.7万股$928.2万42.5万股+1.2万股+2.74%加仓
PARK AVENUE SECURITIES LLC
0.05%0.07%#97$857.6万39.6万股$953.6万43.7万股-4.0万股-9.27%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.05%0.05%#102$828.8万38.3万股$785.1万35.9万股+2.3万股+6.50%加仓
Robertson Stephens 财富管理Robertson Stephens Wealth Management, LLC
0.2%0.22%#53$807.9万37.3万股$790.0万36.2万股+1.1万股+3.17%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#172$701.5万32.4万股$601.1万27.5万股+4.9万股+17.74%加仓
SPRENG CAPITAL MANAGEMENT, INC.
2.54%3.33%#11$698.2万32.3万股$706.1万32.3万股-755股-0.23%减仓
FORONJY FINANCIAL LLC
2.51%2.7%#12$683.2万31.6万股$648.4万29.7万股+1.9万股+6.32%加仓
FAGAN ASSOCIATES, INC.
0.78%0.89%#19$637.0万29.4万股$639.7万29.3万股+1,367股+0.47%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#153$629.8万29.1万股$630.3万28.8万股+2,223股+0.77%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%0.02%#166$597.5万27.6万股$2,156.5万98.7万股-71.1万股-72.05%减仓
中央信托CENTRAL TRUST Co
0.11%0.11%#72$595.3万27.5万股$572.7万26.2万股+1.3万股+4.86%加仓
REBALANCE, LLC
0.31%0.31%#40$585.5万27.0万股$538.8万24.7万股+2.4万股+9.62%加仓
Janney Montgomery Scott LLC
0.01%0.01%#143$570.7万26.4万股$555.1万25.4万股+9,478股+3.73%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#151$561.8万25.9万股$508.5万23.3万股+2.7万股+11.47%加仓

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