13FBOX
ISHARES TR MRGSTR SM CP ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES TR MRGSTR SM CP ETF

ISCB
持有机构数
88
机构合计市值 (Q2 2026)
$1.21亿
机构合计股数 (Q2 2026)
160.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5.5万股
34 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-8.5万股
36 · 9 清仓 · ≈
⚖️ 净额
-3.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.21亿
持有机构数
88
新买入
10
加仓
24
减仓
27
清仓
9
持股不变
27
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$2,636.9万34.9万股$2,354.9万37.1万股-2.2万股-5.94%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#24$2,053.6万27.2万股$1,759.1万27.0万股+1,717股+0.64%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#36$1,495.6万19.8万股$1,234.4万19.0万股+8,428股+4.44%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#58$544.5万7.2万股$466.7万7.2万股+407股+0.57%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#73$483.1万6.4万股$414.0万6.4万股+380股+0.60%加仓
Goldstein Advisors, LLC
0.25%0.27%#4$272.8万3.6万股$240.6万3.7万股-832股-2.25%减仓
Gladstone Institutional Advisory LLC
0.08%0.09%#13$257.7万3.4万股$235.2万3.6万股-2,010股-5.56%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#62$254.0万3.4万股$219.1万3.4万股-25股-0.07%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#34$222.1万2.9万股$191.4万2.9万股00.00%持仓不变
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#48$201.2万2.7万股$173.4万2.7万股-1股-0.00%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#75$200.2万2.7万股$201.9万3.1万股-4,503股-14.52%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#39$198.3万2.6万股$197.6万3.0万股-4,084股-13.46%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#41$196.1万2.6万股$169.6万2.6万股-95股-0.36%减仓
Choreo资本CHOREO, LLC
0.02%0.02%#22$188.8万2.5万股$162.3万2.5万股+74股+0.30%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#71$170.1万2.3万股$144.3万2.2万股+385股+1.74%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#77$164.2万2.2万股$145.8万2.2万股-658股-2.94%减仓
Brand Asset Management Group, Inc.
0.35%0.36%#2$159.5万2.1万股$140.1万2.2万股-409股-1.90%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#59$152.4万2.0万股$139.5万2.1万股-1,245股-5.81%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#76$150.3万2.0万股$75.7万1.2万股+8,275股+71.14%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.07%0.07%#15$148.4万2.0万股$129.8万2.0万股-289股-1.45%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#82$129.2万1.7万股$109.2万1.7万股-63股-0.36%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#70$91.5万1.2万股$45.7万7,172股+5,036股+70.22%加仓
Perigon财富管理Perigon Wealth Management, LLC
0.01%0.01%#26$82.6万1.1万股$60.6万9,318股+1,622股+17.41%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#57$77.8万1.0万股$61.6万9,467股+832股+8.79%加仓
Richwood Investment Advisors, LLC
0.47%0.46%#1$67.5万8,934股$59.6万9,159股-225股-2.46%减仓
Legacy Wealth Partners, LLC
0.14%0.14%#8$63.9万8,463股$56.1万8,626股-163股-1.89%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#74$60.4万8,000股$52.1万8,000股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#84$58.7万7,776股$50.3万7,728股+48股+0.62%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
<0.01%<0.01%#37$58.5万7,748股$54.6万8,392股-644股-7.67%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#42$52.3万6,926股$45.3万6,955股-29股-0.42%减仓
MarinerMariner, LLC
<0.01%<0.01%#64$48.9万6,477股$43.5万6,684股-207股-3.10%减仓
Opulen Financial Group LLC
0.3%0.28%#3$46.9万6,216股$40.3万6,198股+18股+0.29%加仓
PARSONS CAPITAL MANAGEMENT INC/RI
0.02%0.02%#21$46.7万6,180股$40.2万6,180股00.00%持仓不变
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#44$46.1万6,099股$39.7万6,099股00.00%持仓不变
布莱顿·琼斯BRIGHTON JONES LLC
0.01%#30$45.4万6,018股$00股+6,018股新买入
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#54$45.0万5,956股$38.7万5,937股+19股+0.32%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$44.0万5,833股$42.2万6,478股-645股-9.96%减仓
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
0.23%0.23%#5$43.5万5,755股$37.5万5,755股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#47$41.1万5,446股$35.3万5,427股+19股+0.35%加仓
New Insight Wealth Advisors
0.11%0.13%#11$36.8万4,880股$36.1万5,543股-663股-11.96%减仓
JIM SAULNIER & ASSOCIATES, LLC
0.15%0.32%#7$36.5万4,836股$66.1万1.0万股-5,312股-52.35%减仓
Christensen, King & Associates Investment Services, Inc.
0.14%0.13%#9$36.1万4,777股$31.1万4,777股00.00%持仓不变
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#43$35.4万4,692股$23.0万3,531股+1,161股+32.88%加仓
FLAGSTAR SECURITIES, INC
0.1%0.1%#12$32.8万4,348股$28.3万4,341股+7股+0.16%加仓
Pathway Financial Advisors LLC
0.04%0.04%#17$32.6万4,350股$28.6万4,350股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#45$31.0万4,110股$26.7万4,099股+11股+0.27%加仓
GUARDIAN WEALTH ADVISORS, LLC / NC
0.02%0.02%#25$30.5万4,041股$26.2万4,031股+10股+0.25%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#79$29.6万3,923股$25.5万3,923股00.00%持仓不变
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#49$29.0万3,840股$25.1万3,855股-15股-0.39%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#85$28.3万3,750股$69.7万1.1万股-6,963股-65.00%减仓

🧭 机构资金流板块热力图

净流出 净流入