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ISHARES USD GREEN BOND ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES USD GREEN BOND ETF

BGRN
持有机构数
134
机构合计市值 (Q2 2026)
$439.07亿
机构合计股数 (Q2 2026)
1,002.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+144.9万股
82 · 14 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.7万股
36 · 13 清仓 · ≈
⚖️ 净额
+136.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$439.07亿
持有机构数
134
新买入
14
加仓
68
减仓
23
清仓
13
持股不变
29
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
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
24.29%#1$435.37亿53.2万股$00股+53.2万股新买入
Betterment智能投顾Betterment LLC
0.12%0.12%#24$7,165.6万150.9万股$6,556.3万138.1万股+12.8万股+9.29%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.08%0.09%#28$6,111.2万128.7万股$5,759.7万121.3万股+7.4万股+6.10%加仓
Empower咨询集团Empower Advisory Group, LLC
0.13%0.14%#23$5,499.1万115.8万股$5,226.5万110.1万股+5.7万股+5.21%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#87$2,259.7万47.6万股$1,988.6万41.9万股+5.7万股+13.63%加仓
Sierra Capital LLC
1.45%1.44%#5$1,468.0万202.0万股$1,239.0万174.4万股+27.6万股+15.81%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#82$1,219.7万25.7万股$1,219.3万25.7万股+90股+0.04%加仓
Francis Financial, Inc.
1.98%2.19%#3$1,209.6万25.5万股$1,179.2万24.8万股+6,387股+2.57%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#76$1,053.8万22.2万股$890.5万18.8万股+3.4万股+18.34%加仓
Impact Investors, Inc
7.01%5.59%#2$958.2万20.2万股$805.4万17.0万股+3.2万股+18.96%加仓
Creative Planning财富管理Creative Planning
0.01%0.01%#64$954.7万20.1万股$901.8万19.0万股+1.1万股+5.85%加仓
SEEDS INVESTOR LLC
0.69%0.91%#7$667.8万14.1万股$667.3万14.0万股+850股+0.61%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#88$567.0万11.9万股$535.3万11.3万股+6,669股+5.91%加仓
AssetMarkASSETMARK, INC
0.01%0.01%#58$476.6万10.0万股$392.1万8.3万股+1.8万股+21.54%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#100$476.3万10.0万股$475.2万10.0万股+216股+0.22%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#94$397.7万8.4万股$358.1万7.5万股+8,342股+11.06%加仓
Laurel Wealth Planning LLC
1.52%1.75%#4$343.6万7.2万股$331.0万7.0万股+2,662股+3.82%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#105$340.7万7.2万股$336.8万7.1万股+831股+1.17%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#75$307.1万6.5万股$305.2万6.4万股+402股+0.63%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#113$246.9万5.2万股$57.6万1.2万股+4.0万股+328.92%加仓
Gateway Wealth Partners, LLC
0.15%#21$245.5万5.2万股$00股+5.2万股新买入
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.03%0.03%#41$230.6万4.9万股$222.4万4.7万股+1,736股+3.71%加仓
Plum Street Advisors, LLC
0.72%0.77%#6$225.2万4.7万股$222.8万4.7万股+499股+1.06%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#77$187.5万4.0万股$187.0万3.9万股+121股+0.31%加仓
Pathstone控股Pathstone Holdings, LLC
0.01%0.01%#65$171.8万3.6万股$171.8万3.6万股00.00%持仓不变
Johnson Financial Group, LLC
0.08%0.09%#27$156.4万3.3万股$139.1万2.9万股+3,631股+12.39%加仓
Wealthfront顾问Wealthfront Advisers LLC
<0.01%<0.01%#74$152.8万3.2万股$148.2万3.1万股+967股+3.10%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#86$128.7万2.7万股$88.7万1.9万股+8,425股+45.11%加仓
Brio Consultants, LLC
0.15%0.15%#20$128.6万2.7万股$125.2万2.6万股+657股+2.49%加仓
Invera Wealth Advisors, LLC
0.66%0.77%#8$122.6万2.6万股$120.0万2.5万股+550股+2.18%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#104$122.5万2.6万股$70.7万1.5万股+1.1万股+71.70%加仓
Equita Financial Network, Inc.
0.34%0.35%#12$121.7万2.6万股$110.4万2.3万股+2,389股+10.27%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.01%#63$116.7万2.5万股$108.6万2.3万股+1,702股+7.44%加仓
现代财富管理Modern Wealth Management, LLC
0.01%0.02%#51$113.2万2.4万股$102.9万2.2万股+2,061股+9.46%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#71$105.9万2.2万股$70.5万1.5万股+7,456股+50.21%加仓
Northwest & Ethical 投资Northwest & Ethical Investments L.P.
0.02%0.02%#44$102.8万2.2万股$102.8万2.2万股00.00%持仓不变
Private Wealth Management Group, LLC
0.23%0.34%#15$100.9万2.1万股$129.1万2.7万股-5,946股-21.86%减仓
ZEVIN ASSET MANAGEMENT LLC
0.14%0.14%#22$97.6万2.1万股$97.8万2.1万股-56股-0.27%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#97$92.9万2.0万股$89.0万1.9万股+827股+4.41%加仓
Midwest Financial Partners Investments, Inc.
0.37%0.48%#11$89.8万1.9万股$90.2万1.9万股-82股-0.43%减仓
瑞士宝盛银行Bank Julius Baer & Co. Ltd, Zurich
<0.01%<0.01%#78$88.8万1.9万股$88.8万1.9万股00.00%持仓不变
Omega Financial Group, LLC
0.27%0.29%#13$88.6万1.9万股$89.2万1.9万股-131股-0.70%减仓
Walkner Condon Financial Advisors LLC
0.1%0.11%#25$86.8万1.8万股$85.2万1.8万股+334股+1.86%加仓
Falcon Wealth Planning
0.05%0.07%#34$84.9万1.8万股$95.9万2.0万股-2,321股-11.48%减仓
Livet Wealth, LLC
0.48%0.5%#9$83.7万1.8万股$79.0万1.7万股+987股+5.93%加仓
Shotwell Rutter Baer Inc
0.45%0.46%#10$82.4万1.7万股$78.5万1.7万股+816股+4.93%加仓
Compound Planning, Inc.
0.02%0.02%#47$81.5万1.7万股$80.5万1.7万股+209股+1.23%加仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#115$80.9万1.7万股$80.0万1.7万股+182股+1.08%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#57$78.5万1.7万股$70.8万1.5万股+1,624股+10.89%加仓
Dynamic Advisor Solutions LLC
0.02%0.03%#46$78.0万1.6万股$79.9万1.7万股-400股-2.38%减仓

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