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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 TRWOOD
持有机构数
79
机构合计市值 (Q2 2026)
$6,258.3万
机构合计股数 (Q2 2026)
94.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+12.3万股
34 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-19.0万股
32 · 15 清仓 · ≈
⚖️ 净额
-6.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6,258.3万
持有机构数
79
新买入
10
加仓
24
减仓
17
清仓
15
持股不变
28
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
1832资产管理1832 Asset Management L.P.
0.01%0.02%#16$2,153.7万32.5万股$2,306.7万32.5万股00.00%持仓不变
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#48$633.0万9.6万股$862.2万12.2万股-2.6万股-21.37%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#53$435.4万6.6万股$250.2万3.5万股+3.0万股+86.38%加仓
Comprehensive Money Management Services LLC
1.53%1.73%#1$243.4万3.7万股$264.0万3.7万股-460股-1.24%减仓
Lynx Investment Advisory
0.69%1.02%#2$211.1万3.2万股$212.8万3.0万股+1,870股+6.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#45$198.8万3.0万股$199.0万2.8万股+1,963股+7.00%加仓
FLOW TRADERS U.S. LLC
0.08%0.06%#8$198.5万3.0万股$180.9万2.5万股+4,474股+17.55%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#29$193.1万2.9万股$194.3万2.7万股+1,763股+6.44%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#56$175.4万2.6万股$563.4万7.9万股-5.3万股-66.65%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%#52$171.1万2.6万股$00股+2.6万股新买入
Alliance Wealth Advisors, LLC /UT
0.32%#3$167.7万2.5万股$00股+2.5万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#54$147.7万2.2万股$99.8万1.4万股+8,227股+58.49%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#60$116.3万1.8万股$140.5万2.0万股-2,244股-11.34%减仓
ECLECTIC ASSOCIATES INC /ADV
0.11%0.13%#6$93.1万1.4万股$98.8万1.4万股+130股+0.93%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#67$90.7万1.4万股$74.5万1.0万股+3,541股+34.90%加仓
宏利人寿MANUFACTURERS LIFE INSURANCE COMPANY, THE
<0.01%<0.01%#43$78.5万1.2万股$45.9万6,469股+5,375股+83.09%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#63$64.1万9,683股$87.8万1.2万股-2,687股-21.72%减仓
Cordoba Advisory Partners LLC
0.13%0.18%#5$61.8万9,326股$66.2万9,325股+1股+0.01%加仓
Endowment Wealth Management, Inc.
0.22%0.26%#4$57.1万8,622股$57.8万8,148股+474股+5.82%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.01%0.01%#17$55.8万8,428股$58.2万8,200股+228股+2.78%加仓
Stamos Capital Partners, L.P.
0.08%0.07%#9$52.7万7,957股$46.9万6,610股+1,347股+20.38%加仓
Brookstone资本管理Brookstone Capital Management
<0.01%0.01%#19$46.4万6,997股$46.8万6,602股+395股+5.98%加仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
0.06%0.08%#10$45.8万6,915股$49.1万6,915股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#61$45.1万6,804股$48.9万6,887股-83股-1.21%减仓
CIBC美国CIBC Bancorp USA Inc.
<0.01%<0.01%#46$36.8万5,560股$39.4万5,560股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#47$34.8万5,243股$62.8万8,849股-3,606股-40.75%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#40$34.2万5,170股$21.1万2,979股+2,191股+73.55%加仓
Horizon Kinetics资产管理HORIZON KINETICS ASSET MANAGEMENT LLC
<0.01%<0.01%#21$32.6万4,915股$37.3万5,260股-345股-6.56%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#44$32.4万4,889股$32.0万4,508股+381股+8.45%加仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.03%0.03%#13$31.6万4,765股$34.0万4,787股-22股-0.46%减仓
Virtue Capital Management, LLC
0.04%#11$31.0万4,682股$00股+4,682股新买入
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
<0.01%<0.01%#36$29.2万4,412股$31.3万4,412股00.00%持仓不变
Breakwater Investment Management
0.09%0.12%#7$27.7万4,184股$31.7万4,467股-283股-6.34%减仓
Boston Standard Wealth Management, LLC
0.04%0.04%#12$24.9万3,765股$26.6万3,731股+34股+0.91%加仓
FIFTH THIRD SECURITIES, INC.
0.01%0.01%#15$23.3万3,521股$22.3万3,148股+373股+11.85%加仓
Coppell Advisory Solutions LLC
0.02%#14$22.1万75股$00股+75股新买入
繁荣金融服务Prospera Financial Services Inc
<0.01%<0.01%#23$21.8万3,293股$23.4万3,293股00.00%持仓不变
全球退休合伙人Global Retirement Partners, LLC
<0.01%#25$18.2万2,754股$00股+2,754股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#70$15.7万2,369股$45.4万6,392股-4,023股-62.94%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#34$15.4万2,324股$46.8万6,576股-4,252股-64.66%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#73$14.7万2,217股$15.7万2,265股-48股-2.12%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#57$13.2万2,000股$14.2万2,000股00.00%持仓不变
Clearstead顾问Clearstead Advisors, LLC
<0.01%<0.01%#37$10.6万1,595股$10.9万1,531股+64股+4.18%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#64$5.8万874股$00股+874股新买入
Manchester Capital Management LLC
0.01%0.01%#18$4.6万700股$5.0万700股00.00%持仓不变
SBI Securities Co., Ltd.
<0.01%<0.01%#39$3.1万465股$3.4万474股-9股-1.90%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#71$2.8万415股$1.6万230股+185股+80.43%加仓
LRI Investments, LLC
<0.01%<0.01%#31$2.4万362股$2.6万362股00.00%持仓不变
Private Wealth Asset Management, LLC
<0.01%<0.01%#30$2.3万350股$2.5万350股00.00%持仓不变
Smartleaf 资产管理Smartleaf Asset Management LLC
<0.01%<0.01%#41$2.0万305股$2.1万305股00.00%持仓不变

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