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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 TRIBTM
持有机构数
105
机构合计市值 (Q2 2026)
$3.38亿
机构合计股数 (Q2 2026)
1,488.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+164.1万股
74 · 13 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-187.4万股
38 · 23 清仓 · ≈
⚖️ 净额
-23.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.38亿
持有机构数
105
新买入
13
加仓
61
减仓
15
清仓
23
持股不变
16
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
Krilogy Financial LLC
1.76%1.81%#3$5,942.0万261.8万股$5,612.8万244.8万股+17.0万股+6.94%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#69$2,215.4万97.6万股$2,283.2万99.6万股-2.0万股-1.96%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#83$2,009.3万88.5万股$1,916.2万82.8万股+5.7万股+6.87%加仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.26%0.29%#15$1,670.0万73.6万股$1,843.8万80.4万股-6.8万股-8.49%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#65$1,209.2万53.3万股$1,208.9万52.7万股+5,582股+1.06%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.06%0.06%#28$1,051.0万46.3万股$967.2万42.2万股+4.1万股+9.80%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#48$1,020.5万45.0万股$856.9万37.4万股+7.6万股+20.33%加仓
TITLEIST ASSET MANAGEMENT, LLC
0.67%0.16%#7$997.2万43.9万股$210.2万9.2万股+34.8万股+379.33%加仓
Probity Advisors, Inc.
1.41%1.16%#4$985.9万43.4万股$731.3万31.9万股+11.5万股+36.21%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#75$894.8万39.4万股$809.0万35.3万股+4.1万股+11.75%加仓
Legacy Private Trust Co.
0.47%0.48%#9$853.7万37.6万股$779.8万34.0万股+3.6万股+10.61%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.2%0.22%#17$849.7万37.4万股$846.6万36.9万股+5,222股+1.41%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#81$823.2万36.3万股$805.0万35.1万股+1.2万股+3.32%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.04%0.04%#33$784.6万34.6万股$697.3万30.4万股+4.1万股+13.59%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#78$743.8万32.8万股$648.4万28.3万股+4.5万股+16.03%加仓
Janney Montgomery Scott LLC
0.01%0.03%#45$709.3万31.3万股$1,264.4万55.1万股-23.9万股-43.32%减仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#56$682.6万30.1万股$641.9万28.0万股+2.1万股+7.44%加仓
Atlantic Private Wealth, LLC
4.05%3.52%#1$667.2万29.4万股$538.0万23.5万股+5.9万股+25.30%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.01%0.01%#58$500.7万22.1万股$456.5万19.9万股+2.2万股+10.82%加仓
Asset Dedication, LLC
0.31%0.3%#13$499.6万22.0万股$433.4万18.9万股+3.1万股+16.47%加仓
Stockman Wealth Management, Inc.
0.51%0.51%#8$496.1万21.9万股$460.0万20.1万股+1.8万股+8.96%加仓
Yoder Wealth Management, Inc.
1.92%1.62%#2$492.1万21.7万股$356.2万15.5万股+6.1万股+39.58%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#96$461.7万20.3万股$431.1万18.8万股+1.5万股+8.22%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#91$416.0万18.3万股$333.1万14.5万股+3.8万股+26.19%加仓
Accretive Wealth Partners, LLC
1.01%0.95%#5$415.0万18.3万股$338.8万14.8万股+3.5万股+23.77%加仓
PARK AVENUE SECURITIES LLC
0.03%0.03%#38$403.8万17.8万股$384.6万16.8万股+1.0万股+6.08%加仓
平行顾问Parallel Advisors, LLC
0.06%0.07%#26$403.0万17.8万股$373.5万16.3万股+1.5万股+9.03%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#88$384.4万16.9万股$419.1万18.3万股-1.3万股-7.33%减仓
JAMES INVESTMENT RESEARCH, INC.
0.38%0.4%#11$372.6万16.4万股$357.2万15.6万股+8,393股+5.39%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#49$358.5万15.8万股$367.1万16.0万股-2,162股-1.35%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#51$354.9万15.6万股$288.6万12.6万股+3.1万股+24.25%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.12%0.15%#19$283.9万12.5万股$249.0万10.9万股+1.7万股+15.20%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#97$275.6万12.1万股$191.5万8.4万股+3.8万股+45.39%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#74$270.6万11.9万股$294.0万12.8万股-8,965股-6.99%减仓
中央信托CENTRAL TRUST Co
0.05%0.05%#30$268.3万11.8万股$244.2万10.7万股+1.2万股+11.01%加仓
BOSTON FAMILY OFFICE LLC
0.11%0.11%#20$185.6万8.2万股$171.2万7.5万股+7,107股+9.52%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#80$151.0万6.7万股$180.0万7.8万股-1.2万股-15.24%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#60$124.7万5.5万股$113.2万4.9万股+5,570股+11.28%加仓
Cushing Capital Partners, LLC
0.84%0.83%#6$122.4万5.4万股$108.1万4.7万股+6,809股+14.45%加仓
IFP顾问IFP Advisors, Inc
0.02%0.02%#42$120.3万5.3万股$105.8万4.6万股+6,898股+14.96%加仓
Visionary Wealth 顾问Visionary Wealth Advisors
0.05%0.05%#31$120.2万5.3万股$104.8万4.6万股+7,247股+15.86%加仓
VERUS CAPITAL PARTNERS, LLC
0.06%0.07%#27$112.2万4.9万股$107.0万4.7万股+2,800股+6.00%加仓
FIRST NATIONAL BANK OF OMAHA
0.03%0.04%#35$109.2万4.8万股$115.3万5.0万股-2,502股-4.96%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#61$106.3万4.7万股$70.3万3.1万股+1.6万股+52.76%加仓
Reliant Wealth Planning
0.25%0.28%#16$92.5万4.1万股$93.4万4.1万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#85$81.6万3.6万股$82.4万3.6万股+22股+0.06%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#55$72.4万3.2万股$70.9万3.1万股+978股+3.16%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#95$68.4万3.0万股$51.5万2.2万股+7,683股+34.20%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#86$67.0万3.0万股$67.7万3.0万股+17股+0.06%加仓
L2 Asset Management, LLC
0.07%0.06%#25$66.2万2.9万股$63.9万2.8万股+1,288股+4.62%加仓

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