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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 TRISCG
持有机构数
166
机构合计市值 (Q2 2026)
$6.08亿
机构合计股数 (Q2 2026)
930.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+53.4万股
82 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-75.7万股
73 · 21 清仓 · ≈
⚖️ 净额
-22.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.08亿
持有机构数
166
新买入
27
加仓
55
减仓
52
清仓
21
持股不变
32
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
Focus Partners财富Focus Partners Wealth
0.06%0.06%#48$5,977.7万91.2万股$5,237.4万95.6万股-4.4万股-4.57%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#106$5,460.0万84.2万股$4,494.0万84.8万股-6,308股-0.74%减仓
LPL金融LPL Financial LLC
0.01%0.01%#77$4,525.3万69.0万股$3,470.1万63.3万股+5.7万股+9.04%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#65$3,671.4万56.0万股$2,966.5万54.1万股+1.9万股+3.48%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.05%#53$3,625.8万55.3万股$3,106.4万56.7万股-1.4万股-2.41%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#61$2,687.6万41.0万股$2,261.3万41.3万股-2,568股-0.62%减仓
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
0.61%0.26%#11$2,080.7万31.7万股$1,784.0万32.6万股-8,076股-2.48%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#97$2,074.3万31.6万股$1,376.5万25.1万股+6.5万股+25.93%加仓
Atria投资Atria Investments, Inc
0.21%0.2%#30$2,073.5万31.6万股$1,775.8万32.4万股-7,682股-2.37%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#125$1,811.9万27.6万股$1,476.1万26.9万股+7,096股+2.63%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.18%0.18%#32$1,730.4万26.4万股$1,423.2万26.0万股+4,310股+1.66%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#132$1,722.3万26.3万股$1,281.0万23.6万股+2.7万股+11.41%加仓
Black Diamond Financial, LLC
1.11%1.05%#9$1,263.7万19.3万股$965.1万17.6万股+1.7万股+9.47%加仓
Matrix Trust Co
1.71%1.62%#5$1,180.8万18.0万股$978.2万17.9万股+1,656股+0.93%加仓
Steele Capital Management, Inc.
0.43%0.41%#19$1,180.8万18.0万股$978.2万17.9万股+1,656股+0.93%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#122$1,092.1万16.7万股$914.2万16.7万股-200股-0.12%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#108$1,038.6万15.8万股$853.7万15.6万股+2,693股+1.73%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#119$1,011.8万15.4万股$905.8万16.5万股-1.1万股-6.60%减仓
MarinerMariner, LLC
0.01%0.01%#78$868.6万13.3万股$770.2万14.1万股-8,016股-5.70%减仓
EP财富顾问EP Wealth Advisors, LLC
0.03%#60$843.6万12.9万股$00股+12.9万股新买入
Ipsen Advisor Group LLC
4.89%4.43%#2$760.2万11.6万股$632.9万11.5万股+493股+0.43%加仓
NorthStar Asset Management LLC /NJ/
1.32%2.76%#7$734.5万11.2万股$572.3万10.4万股+7,633股+7.31%加仓
MRA Advisory Group
2.63%2.45%#3$726.3万11.1万股$601.4万11.0万股+1,063股+0.97%加仓
McKinley Carter Wealth Services, Inc.
0.36%0.33%#24$704.2万10.7万股$578.0万10.5万股+1,964股+1.86%加仓
Certified Advisory Corp
0.52%0.41%#13$643.4万9.8万股$452.8万8.3万股+1.6万股+18.82%加仓
BEAM WEALTH ADVISORS, INC.
1.45%1.42%#6$571.4万10.4万股$571.4万10.4万股00.00%持仓不变
Three Bearings Fiduciary Advisors, Inc.
4.98%4.57%#1$555.7万8.5万股$471.9万8.6万股-1,312股-1.52%减仓
IAG Wealth Partners, LLC
0.51%0.48%#14$510.3万7.8万股$427.9万7.8万股-212股-0.27%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#98$432.9万6.6万股$364.2万6.6万股-394股-0.59%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#92$422.3万6.4万股$351.7万6.4万股+246股+0.38%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#142$371.1万5.7万股$355.4万6.5万股-8,235股-12.70%减仓
Atlanta Consulting Group Advisors, LLC
0.53%0.6%#12$333.5万5.1万股$278.8万5.1万股00.00%持仓不变
STEINBERGANNA WEALTH MANAGEMENT
1.27%1.35%#8$311.8万4.8万股$281.0万5.1万股-3,701股-7.22%减仓
LRI Investments, LLC
0.21%0.22%#28$297.6万4.5万股$248.8万4.5万股00.00%持仓不变
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.08%0.1%#41$294.6万4.5万股$292.1万5.3万股-8,363股-15.69%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%0.01%#99$272.8万4.2万股$299.8万5.5万股-1.3万股-23.93%减仓
Van Diest Capital, LLC
2.29%2.52%#4$255.8万3.9万股$320.1万5.8万股-1.9万股-33.18%减仓
Key FInancial Inc
0.39%0.36%#21$237.6万3.6万股$199.8万3.6万股-212股-0.58%减仓
IEQ资本IEQ CAPITAL, LLC
0.01%0.01%#75$233.0万3.6万股$195.6万3.6万股-141股-0.40%减仓
Perennial Investment Advisors, LLC
0.15%0.14%#37$222.8万3.4万股$177.0万3.2万股+1,692股+5.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#145$220.9万3.4万股$175.3万3.2万股+1,711股+5.35%加仓
Pathstone控股Pathstone Holdings, LLC
0.01%0.01%#90$201.1万3.1万股$185.2万3.4万股-3,109股-9.20%减仓
Rodgers & Associates, LTD
0.18%0.18%#33$195.7万3.0万股$172.9万3.2万股-1,705股-5.40%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#100$184.0万2.8万股$138.5万2.5万股+2,801股+11.09%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.09%0.03%#40$180.5万2.8万股$50.6万9,225股+1.8万股+198.50%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.03%#59$174.6万2.7万股$00股+2.7万股新买入
VAUGHAN & Co SECURITIES, INC.
0.72%0.7%#10$154.7万2.4万股$133.9万2.4万股-838股-3.43%减仓
Kendall Capital Management
0.26%0.26%#27$154.0万2.4万股$129.0万2.4万股-43股-0.18%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#136$140.0万2.1万股$117.7万2.1万股-119股-0.55%减仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#82$139.6万2.1万股$117.8万2.1万股+65股+0.31%加仓

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