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

ISHARES TR MRNING SM CP ETF

ISCV
持有机构数
131
机构合计市值 (Q2 2026)
$3.90亿
机构合计股数 (Q2 2026)
498.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+33.1万股
55 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-29.2万股
60 · 12 清仓 · ≈
⚖️ 净额
+3.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.90亿
持有机构数
131
新买入
17
加仓
38
减仓
48
清仓
12
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
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.4%0.47%#12$8,661.7万110.6万股$6,577.2万94.6万股+16.0万股+16.88%加仓
VAUGHAN & Co SECURITIES, INC.
10.63%10.59%#1$2,278.6万29.1万股$2,039.6万29.3万股-2,488股-0.85%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#91$2,263.5万28.9万股$2,079.5万31.2万股-2.3万股-7.39%减仓
Focus Partners财富Focus Partners Wealth
0.02%0.02%#50$2,186.3万27.9万股$2,002.8万28.8万股-8,978股-3.12%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#79$1,654.0万21.1万股$1,630.2万23.5万股-2.3万股-9.95%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#95$1,527.9万19.5万股$1,403.2万20.2万股-6,782股-3.36%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#73$1,488.0万19.0万股$1,577.6万22.7万股-3.7万股-16.29%减仓
Steele Capital Management, Inc.
0.55%0.54%#8$1,481.3万18.9万股$1,304.0万18.8万股+1,539股+0.82%加仓
Matrix Trust Co
2.15%2.17%#5$1,481.3万18.9万股$1,304.0万18.8万股+1,539股+0.82%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#88$1,073.8万13.7万股$920.9万13.2万股+4,623股+3.49%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#80$1,036.5万13.2万股$930.1万13.4万股-1,466股-1.10%减仓
GRANVILLE CAPITAL, INC.
4.3%4.33%#2$962.3万12.3万股$828.8万11.9万股+3,631股+3.05%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#82$859.7万11.0万股$776.3万11.2万股-1,912股-1.71%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#61$801.8万10.2万股$713.4万10.3万股-250股-0.24%减仓
MB Generational Wealth, LLC
3.34%3.38%#3$680.4万8.7万股$611.8万8.8万股-1,145股-1.30%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#93$663.4万8.5万股$1,034.2万14.9万股-6.4万股-43.07%减仓
咨询服务网络Advisory Services Network, LLC
0.05%0.05%#37$479.7万6.1万股$405.6万5.8万股+2,892股+4.96%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.03%0.03%#41$471.3万6.0万股$398.3万5.7万股+2,883股+5.03%加仓
Ipsen Advisor Group LLC
2.82%2.71%#4$438.4万5.6万股$387.9万5.6万股+160股+0.29%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%<0.01%#66$404.5万5.2万股$355.2万5.1万股+541股+1.06%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.08%0.08%#33$391.0万5.0万股$373.1万5.0万股-420股-0.83%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#109$378.3万4.8万股$00股+4.8万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#53$364.6万4.7万股$321.4万4.6万股+319股+0.69%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#114$359.6万4.6万股$318.0万4.7万股-974股-2.08%减仓
Rodgers & Associates, LTD
0.29%0.3%#14$318.7万4.1万股$290.8万4.2万股-1,138股-2.72%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#100$309.3万3.9万股$267.0万3.8万股+1,082股+2.82%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#63$287.9万3.7万股$254.0万3.7万股+231股+0.63%加仓
EP财富顾问EP Wealth Advisors, LLC
0.01%0.01%#56$276.9万3.5万股$233.7万3.4万股+1,726股+5.13%加仓
Viewpoint Capital Management LLC
1.39%1.47%#7$272.1万3.5万股$315.5万4.5万股-1.1万股-23.46%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#69$271.0万3.5万股$241.4万3.5万股-127股-0.37%减仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.1%0.11%#28$261.6万3.3万股$240.8万3.5万股-1,230股-3.55%减仓
HUB投资合伙人HUB Investment Partners, LLC
0.04%#38$235.0万3.0万股$00股+3.0万股新买入
Perennial Investment Advisors, LLC
0.15%0.15%#20$227.5万2.9万股$193.9万2.8万股+1,151股+4.13%加仓
Twin Cities Retirement Group LLC
1.88%1.85%#6$219.5万2.8万股$202.2万2.9万股-1,065股-3.66%减仓
IHT 财富管理IHT Wealth Management, LLC
0.04%0.05%#40$178.7万2.3万股$234.0万3.4万股-1.1万股-32.20%减仓
Black Diamond Financial, LLC
0.15%0.15%#21$167.7万2.1万股$136.4万2.0万股+1,783股+9.08%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.01%0.01%#58$159.2万2.0万股$154.9万2.2万股-1,960股-8.79%减仓
SGL Investment Advisors, Inc.
0.5%0.44%#11$145.5万1.8万股$118.5万1.6万股+2,033股+12.75%加仓
LRI Investments, LLC
0.1%0.11%#27$140.8万1.8万股$125.0万1.8万股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#87$132.0万1.7万股$48.3万6,950股+9,900股+142.45%加仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#85$131.9万1.7万股$117.0万1.7万股00.00%持仓不变
Tower Research Capital LLC (TRC)
0.03%0.01%#43$118.7万1.5万股$38.9万5,591股+9,559股+170.97%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#84$110.6万1.4万股$97.2万1.4万股+128股+0.92%加仓
PANORAMIC INVESTMENT ADVISORS, LLC
0.51%0.51%#10$106.7万1.4万股$94.3万1.4万股+53股+0.39%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#103$99.7万1.3万股$91.1万1.3万股-384股-2.93%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#108$89.6万1.1万股$52.8万7,752股+3,671股+47.36%加仓
Key FInancial Inc
0.14%0.14%#23$86.2万1.1万股$76.7万1.1万股-19股-0.17%减仓
Merit金融集团Merit Financial Group, LLC
0.01%<0.01%#67$82.7万1.1万股$65.4万9,416股+1,142股+12.13%加仓
Abel Hall, LLC
0.14%0.15%#24$79.7万1.0万股$68.2万9,817股+355股+3.62%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.03%0.03%#45$74.3万9,491股$71.3万1.0万股-913股-8.78%减仓

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