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

ISHARES MORNINGSTAR US EQUITY ETF

ILCB
持有机构数
190
机构合计市值 (Q2 2026)
$5.10亿
机构合计股数 (Q2 2026)
492.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+31.6万股
76 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-73.5万股
66 · 11 清仓 · ≈
⚖️ 净额
-41.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.10亿
持有机构数
190
新买入
21
加仓
55
减仓
55
清仓
11
持股不变
59
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
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.3%0.35%#15$6,630.1万64.0万股$4,928.6万54.8万股+9.1万股+16.63%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#88$5,239.2万50.5万股$4,554.7万50.7万股-1,407股-0.28%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#128$5,076.5万49.0万股$5,004.1万54.1万股-5.2万股-9.54%减仓
LPL金融LPL Financial LLC
0.01%0.01%#104$2,628.7万25.4万股$2,239.8万24.9万股+4,355股+1.75%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#65$2,201.4万21.2万股$1,964.8万21.9万股-6,260股-2.86%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#154$1,778.1万17.3万股$1,519.5万17.4万股-1,074股-0.62%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.03%#57$1,720.5万16.4万股$1,529.1万16.9万股-4,324股-2.56%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#66$1,643.8万15.9万股$1,364.3万15.2万股+6,759股+4.45%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#69$1,203.5万11.6万股$1,084.4万12.1万股-4,564股-3.78%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#162$1,165.4万11.2万股$1,025.5万11.4万股-1,683股-1.47%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#136$1,063.1万10.3万股$1,057.9万11.8万股-1.5万股-12.88%减仓
Wealth Forward, LLC
5.2%5.06%#2$1,044.8万10.1万股$897.3万10.0万股+946股+0.95%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#143$1,012.5万9.8万股$880.1万9.8万股-263股-0.27%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#95$999.1万9.6万股$861.9万9.6万股+483股+0.50%加仓
Center for Wealth Management Advisory
6.1%6.05%#1$972.1万9.4万股$839.6万9.3万股+351股+0.38%加仓
Gladstone Institutional Advisory LLC
0.26%0.28%#18$820.3万7.9万股$748.3万8.3万股-4,130股-4.96%减仓
Merit金融集团Merit Financial Group, LLC
0.05%0.05%#46$804.0万7.8万股$657.3万7.3万股+4,424股+6.05%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#145$782.4万7.5万股$746.2万8.3万股-7,552股-9.09%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#93$653.5万6.3万股$569.1万6.3万股-289股-0.46%减仓
Commonwealth Financial Services, LLC
0.64%0.63%#10$479.9万4.6万股$397.7万4.4万股+2,042股+4.61%加仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.06%0.06%#40$435.2万4.2万股$380.0万4.2万股-298股-0.70%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#149$427.8万4.1万股$346.9万3.9万股+2,670股+6.92%加仓
Brand Asset Management Group, Inc.
0.89%0.92%#5$404.5万3.9万股$351.9万3.9万股-133股-0.34%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#156$401.7万3.9万股$351.2万3.9万股-326股-0.83%减仓
WIN ADVISORS, INC
1.42%6.8%#3$398.7万3.8万股$1,486.2万16.5万股-12.7万股-76.74%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#174$391.3万3.8万股$264.1万2.9万股+8,363股+28.46%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.07%0.14%#39$362.4万3.5万股$156.5万3.2万股+3,265股+10.30%加仓
全球退休合伙人Global Retirement Partners, LLC
0.05%#44$351.3万3.4万股$00股+3.4万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#133$337.4万3.3万股$72.6万8,078股+2.4万股+302.92%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#135$317.3万3.1万股$260.9万2.9万股+1,575股+5.42%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.01%#106$309.3万3.0万股$252.9万2.8万股+1,700股+6.04%加仓
现代财富管理Modern Wealth Management, LLC
0.04%0.04%#50$306.0万3.0万股$259.3万2.9万股+874股+3.05%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#99$298.0万2.9万股$452.1万5.0万股-2.2万股-42.87%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.05%#45$291.0万2.8万股$00股+2.8万股新买入
贝莱德BlackRock, Inc.
<0.01%#188$270.4万2.6万股$00股+2.6万股新买入
富达投资FMR LLC
<0.01%<0.01%#182$265.6万2.6万股$222.0万2.5万股+925股+3.74%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#126$262.4万2.5万股$211.8万2.4万股+1,750股+7.43%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%0.01%#111$239.8万2.3万股$196.0万2.2万股+1,326股+6.08%加仓
American Trust
0.15%0.14%#23$197.6万1.9万股$160.0万1.8万股+1,264股+7.10%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.03%0.02%#59$172.6万1.7万股$151.1万1.7万股-171股-1.02%减仓
JIM SAULNIER & ASSOCIATES, LLC
0.68%1.53%#7$168.1万1.6万股$314.6万3.5万股-1.9万股-53.69%减仓
SILVIA MCCOLL WEALTH MANAGEMENT, LLC
0.98%1.04%#4$163.7万1.6万股$157.4万1.8万股-1,720股-9.82%减仓
Councilor Wealth, LLC
0.65%0.67%#9$160.3万1.5万股$139.0万1.5万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#139$157.8万1.5万股$136.8万1.5万股00.00%持仓不变
NATIXIS ADVISORS, LLC
<0.01%<0.01%#138$136.0万1.3万股$117.9万1.3万股-3股-0.02%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#103$134.5万1.3万股$144.5万1.6万股-3,102股-19.30%减仓
MONEY CONCEPTS CAPITAL CORP
0.06%0.08%#43$131.6万1.3万股$136.6万1.5万股-2,498股-16.44%减仓
Bawa N Mallick Trust
0.42%0.46%#11$128.5万1.2万股$111.4万1.2万股00.00%持仓不变
Liberty Capital Management, Inc.
0.22%#19$127.1万1.2万股$00股+1.2万股新买入
Wealth Management Associates, Inc.
0.35%0.38%#13$126.6万1.2万股$109.9万1.2万股-21股-0.17%减仓

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