13FBOX
ISHARES IBONDS 2027 TERM · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES IBONDS 2027 TERM

IBHG
持有机构数
131
机构合计市值 (Q2 2026)
$3.15亿
机构合计股数 (Q2 2026)
1,425.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+465.5万股
78 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-246.8万股
44 · 12 清仓 · ≈
⚖️ 净额
+218.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.15亿
持有机构数
131
新买入
15
加仓
63
减仓
32
清仓
12
持股不变
21
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
瑞银集团UBS Group AG
0.01%<0.01%#82$3,990.1万180.7万股$741.1万33.5万股+147.2万股+439.61%加仓
LBMC INVESTMENT ADVISORS, LLC
2.12%2.18%#2$3,913.5万177.2万股$3,577.6万161.7万股+15.6万股+9.64%加仓
ARROW FINANCIAL CORP
2.95%#1$3,293.6万149.2万股$00股+149.2万股新买入
LPL金融LPL Financial LLC
0.01%0.01%#80$2,760.3万125.0万股$2,529.7万114.3万股+10.7万股+9.36%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#96$1,789.4万81.0万股$1,769.7万80.0万股+1.1万股+1.34%加仓
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.05%0.07%#44$1,725.5万78.2万股$1,976.3万89.3万股-11.1万股-12.42%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#97$887.1万40.2万股$720.0万32.5万股+7.6万股+23.48%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#117$620.6万28.1万股$497.8万22.1万股+6.0万股+26.99%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#116$572.6万25.9万股$550.8万24.9万股+1.0万股+4.19%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#81$562.5万25.5万股$582.7万26.3万股-8,523股-3.24%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.08%0.17%#38$471.5万21.4万股$492.6万22.3万股-9,051股-4.07%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.04%#50$449.2万20.3万股$00股+20.3万股新买入
Ironwood Financial, llc
0.69%0.64%#10$437.6万19.9万股$366.3万16.6万股+3.4万股+20.41%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#125$433.7万19.6万股$157.1万7.1万股+12.5万股+176.69%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.05%0.04%#46$432.8万19.6万股$300.9万13.6万股+6.0万股+44.15%加仓
Mid-American Wealth Advisory Group, Inc.
1.56%1.97%#4$432.4万19.6万股$466.2万20.9万股-1.3万股-6.25%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#68$410.3万18.6万股$369.4万16.7万股+1.9万股+11.33%加仓
Carr Financial Group Corp
0.77%0.7%#6$333.1万15.1万股$265.2万12.0万股+3.1万股+25.87%加仓
Straight Path Wealth Management
0.7%0.75%#7$298.8万13.5万股$282.3万12.8万股+7,757股+6.08%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#121$295.4万13.4万股$72.3万3.3万股+10.1万股+309.53%加仓
Commonwealth Financial Services, LLC
0.36%1.36%#15$265.9万12.0万股$858.8万38.8万股-26.8万股-68.98%减仓
Penobscot Investment Management Company, Inc.
0.17%0.15%#24$250.1万11.3万股$197.9万8.9万股+2.4万股+26.67%加仓
EIGHT 31 FINANCIAL, LLC
1.41%1.39%#5$236.6万10.7万股$230.9万10.4万股+2,826股+2.71%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%<0.01%#71$220.4万10.0万股$76.3万3.4万股+6.5万股+189.39%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#73$202.0万9.1万股$161.9万7.3万股+1.8万股+25.06%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#119$199.5万9.0万股$203.8万9.2万股-1,705股-1.85%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%0.05%#52$191.9万8.7万股$301.6万13.6万股-4.9万股-36.23%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#86$186.5万8.4万股$165.0万7.5万股+9,912股+13.29%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%0.01%#65$177.1万8.0万股$120.5万5.4万股+2.6万股+47.31%加仓
EVEXIA WEALTH LLC
0.48%0.71%#13$176.1万8.0万股$258.6万11.7万股-3.7万股-31.24%减仓
咨询服务网络Advisory Services Network, LLC
0.02%0.02%#63$173.1万7.8万股$172.4万7.8万股+488股+0.63%加仓
Walser Wealth Management Company, A Ltd Liability Co
0.69%0.5%#8$167.0万7.6万股$110.3万5.0万股+2.6万股+51.73%加仓
平行顾问Parallel Advisors, LLC
0.02%0.02%#58$155.4万7.0万股$94.6万4.3万股+2.8万股+64.72%加仓
Keeler Thomas Management LLC
0.53%1.25%#12$148.9万6.7万股$295.8万13.4万股-6.6万股-49.53%减仓
Centennial Advisors, LLC
1.61%1.55%#3$135.3万6.1万股$121.6万5.5万股+6,364股+11.59%加仓
Lido顾问Lido Advisors, LLC
<0.01%0.01%#92$126.6万5.7万股$183.7万8.3万股-2.6万股-30.94%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#104$122.8万5.6万股$60.1万2.7万股+2.8万股+104.83%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.01%0.01%#69$120.6万5.5万股$99.4万4.5万股+9,673股+21.53%加仓
BridgePort Financial Solutions, LLC
0.31%0.34%#17$120.5万5.5万股$120.8万5.5万股00.00%持仓不变
Collaborative Fund Advisors, LLC
0.68%#11$117.5万5.3万股$00股+5.3万股新买入
IFP顾问IFP Advisors, Inc
0.02%0.02%#61$116.7万5.3万股$119.8万5.4万股-1,257股-2.32%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#111$106.6万4.8万股$110.1万5.0万股-1,463股-2.94%减仓
FOCUSED ALPHA, LLC
0.27%0.28%#19$105.6万4.8万股$92.1万4.2万股+6,198股+14.89%加仓
FIDUCIARY FINANCIAL ADVISORS
0.11%#32$105.4万4.8万股$00股+4.8万股新买入
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#103$99.9万4.5万股$82.5万3.7万股+7,946股+21.30%加仓
High Note Wealth, LLC
0.17%0.11%#25$97.5万4.4万股$58.2万2.6万股+1.8万股+67.86%加仓
Aspen Wealth Management LLC
0.16%0.12%#26$96.4万4.4万股$59.3万2.7万股+1.7万股+62.97%加仓
LITTLEJOHN FINANCIAL SERVICES, INC.
0.69%0.31%#9$94.7万4.3万股$41.2万1.9万股+2.4万股+130.30%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#107$92.2万4.2万股$93.9万4.2万股-682股-1.61%减仓
COWA, LLC
0.23%0.23%#21$91.0万4.1万股$86.7万3.9万股+2,000股+5.10%加仓

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