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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 TREUSB
持有机构数
158
机构合计市值 (Q2 2026)
$5.70亿
机构合计股数 (Q2 2026)
1,312.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+131.9万股
104 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-61.0万股
50 · 18 清仓 · ≈
⚖️ 净额
+70.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.70亿
持有机构数
158
新买入
15
加仓
89
减仓
32
清仓
18
持股不变
22
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
贝莱德BlackRock, Inc.
<0.01%<0.01%#102$2.52亿580.3万股$2.26亿519.4万股+61.0万股+11.74%加仓
IMPACTfolio, LLC
10.44%11.47%#1$2,772.7万63.8万股$2,700.0万62.1万股+1.7万股+2.81%加仓
LPL金融LPL Financial LLC
0.01%0.01%#89$2,370.8万54.6万股$2,624.0万60.3万股-5.8万股-9.54%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#88$2,282.9万52.5万股$2,219.4万51.0万股+1.5万股+2.98%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#81$1,797.9万41.2万股$1,594.3万36.9万股+4.4万股+11.80%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.03%0.03%#65$1,635.5万37.6万股$1,766.2万40.6万股-3.0万股-7.29%减仓
SEEDS INVESTOR LLC
1.64%2.21%#4$1,593.5万36.7万股$1,620.9万37.1万股-3,764股-1.02%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#129$1,371.3万31.4万股$1,308.5万30.1万股+1.3万股+4.35%加仓
Allworth金融Allworth Financial LP
0.05%0.05%#55$1,183.0万27.2万股$1,116.0万25.7万股+1.6万股+6.12%加仓
咨询服务网络Advisory Services Network, LLC
0.09%0.1%#45$752.0万17.3万股$734.9万16.9万股+4,127股+2.44%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#131$699.9万16.1万股$1,034.3万23.8万股-7.7万股-32.26%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#135$696.4万16.0万股$634.2万14.4万股+1.6万股+10.98%加仓
Bond & Devick Financial Network, Inc.
1.63%1.74%#5$663.2万15.3万股$624.8万14.4万股+9,004股+6.27%加仓
Decker Retirement Planning Inc.
1.53%1.64%#6$448.1万10.3万股$362.1万8.3万股+2.0万股+23.87%加仓
Perigon财富管理Perigon Wealth Management, LLC
0.07%0.06%#51$434.3万10.0万股$371.8万8.5万股+1.5万股+16.97%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.02%0.02%#67$418.8万9.6万股$391.1万9.0万股+6,489股+7.22%加仓
SOFI WEALTH, LLC
0.16%0.16%#26$407.1万9.4万股$342.1万7.9万股+1.5万股+19.15%加仓
One Wealth Advisors, LLC
0.45%0.43%#12$405.7万9.3万股$342.8万7.9万股+1.5万股+18.47%加仓
Stewardship Advisors, LLC
0.79%0.71%#10$378.4万8.7万股$308.0万7.1万股+1.6万股+23.00%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#140$342.2万7.9万股$277.2万6.4万股+1.5万股+23.58%加仓
Xena Financial Planning, LLC
3.2%2.24%#2$333.1万7.7万股$198.8万4.6万股+3.1万股+67.80%加仓
Archer Investment Management, LLC
1.14%1.39%#7$333.1万7.7万股$329.4万7.6万股+938股+1.24%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#141$331.0万7.6万股$175.7万4.0万股+3.6万股+88.53%加仓
Jordan Park Group LLC
0.16%0.17%#25$324.3万7.5万股$324.7万7.5万股00.00%持仓不变
美国合众银行US BANCORP \DE\
<0.01%<0.01%#105$319.9万7.4万股$289.0万6.6万股+7,207股+10.85%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#110$316.8万7.3万股$300.1万6.9万股+3,914股+5.67%加仓
RETIREMENT CAPITAL STRATEGIES
1.08%1.17%#8$309.6万7.1万股$310.6万7.1万股-143股-0.20%减仓
Balanced Rock Investment Advisors LLC
1.92%2.09%#3$307.8万7.1万股$298.2万6.9万股+2,283股+3.33%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#80$292.5万6.7万股$243.6万5.6万股+1.1万股+20.22%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#106$284.8万6.6万股$238.9万5.5万股+1.1万股+19.36%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#107$256.0万5.9万股$00股+5.9万股新买入
OneDigital投资顾问OneDigital Investment Advisors LLC
0.02%0.02%#68$230.1万5.3万股$227.4万5.2万股+684股+1.31%加仓
FIDUCIARY FINANCIAL ADVISORS
0.23%0.82%#17$224.1万5.2万股$92.3万2.1万股+3.0万股+143.05%加仓
Accredited Investors Inc.
0.1%0.1%#44$222.1万5.1万股$178.4万4.1万股+1.0万股+24.62%加仓
贝克大道资管Baker Avenue Asset Management, LP
0.04%0.05%#58$220.8万5.1万股$219.7万5.1万股+314股+0.62%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#137$211.6万4.9万股$193.9万4.5万股+4,113股+9.23%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#138$205.2万4.7万股$193.3万4.4万股+2,785股+6.27%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.02%#66$201.1万4.6万股$210.2万4.8万股-2,050股-4.24%减仓
Tarbox Family Office, Inc.
0.26%0.23%#16$183.9万4.2万股$142.2万3.3万股+9,636股+29.48%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#104$179.4万4.1万股$118.6万2.7万股+1.4万股+51.48%加仓
SBE LLC DBA CEDAR COVE WEALTH PARTNERS
0.83%0.87%#9$176.5万4.1万股$165.9万3.8万股+2,484股+6.51%加仓
Leonard Rickey Investment Advisors P.L.L.C.
0.26%0.32%#15$168.6万3.9万股$184.4万4.2万股-3,581股-8.45%减仓
汇丰控股HSBC HOLDINGS PLC
<0.01%<0.01%#130$159.7万3.7万股$88.7万2.0万股+1.6万股+80.20%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#132$157.9万3.6万股$151.6万3.5万股+1,491股+4.28%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#142$157.2万3.6万股$135.1万3.1万股+5,137股+16.54%加仓
Haverford信托Haverford Trust Co
0.01%0.01%#70$155.8万3.6万股$156.0万3.6万股00.00%持仓不变
Perennial Investment Advisors, LLC
0.1%0.14%#42$149.2万3.4万股$177.9万4.1万股-6,552股-16.02%减仓
Johnson Bixby & Associates, LLC
0.15%0.16%#29$136.8万3.1万股$131.7万3.0万股+1,222股+4.04%加仓
BFSG, LLC
0.12%0.12%#34$136.2万3.1万股$123.2万2.8万股+3,023股+10.68%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#120$134.9万3.1万股$126.5万2.9万股+1,962股+6.74%加仓

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