13FBOX
ISHARES U.S. INSURANCE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES U.S. INSURANCE ETF

IAK
持有机构数
271
机构合计市值 (Q2 2026)
$4.63亿
机构合计股数 (Q2 2026)
982.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+427.6万股
124 · 57 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-416.1万股
129 · 41 清仓 · ≈
⚖️ 净额
+11.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.63亿
持有机构数
271
新买入
57
加仓
67
减仓
88
清仓
41
持股不变
59
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
Treasurer of the State of North Carolina
0.23%#35$8,949.1万294.7万股$00股+294.7万股新买入
Tradewinds Capital Management, LLC
6.61%9.32%#1$3,721.3万122.5万股$4,692.7万138.8万股-16.3万股-11.72%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#179$2,491.5万17.7万股$4,063.0万30.3万股-12.6万股-41.53%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#144$1,606.6万11.4万股$1,309.7万10.2万股+1.2万股+11.96%加仓
Proficio 资本合伙人Proficio Capital Partners LLC
0.55%0.22%#17$1,522.3万50.1万股$420.2万12.4万股+37.8万股+305.23%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#168$1,129.4万8.0万股$1,047.0万8.2万股-1,259股-1.54%减仓
Schorn Wealth LLC
2.44%2.41%#3$934.4万6.6万股$799.0万6.2万股+4,197股+6.74%加仓
Legend Financial Advisors, Inc.
4.66%4.59%#2$820.7万5.8万股$712.1万5.6万股+2,879股+5.19%加仓
AssetMarkASSETMARK, INC
0.01%0.18%#105$797.6万26.3万股$8,650.7万255.9万股-229.6万股-89.74%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%#147$702.8万5.0万股$00股+5.0万股新买入
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%0.01%#177$681.5万22.4万股$2,178.6万64.4万股-42.0万股-65.16%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.14%0.05%#45$676.8万25.8万股$119.4万3.5万股+22.2万股+628.92%加仓
VCI Wealth Management LLC
1.7%2.12%#4$676.6万22.3万股$765.6万22.6万股-3,648股-1.61%减仓
NWAM LLC
0.28%0.39%#24$560.5万18.5万股$676.8万20.0万股-1.6万股-7.80%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#206$558.3万4.0万股$233.4万1.8万股+2.2万股+118.33%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#226$538.0万3.8万股$360.7万2.8万股+1.0万股+36.12%加仓
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
0.27%0.36%#29$519.2万17.1万股$668.3万19.8万股-2.7万股-13.51%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#217$497.0万3.5万股$246.1万1.9万股+1.6万股+84.35%加仓
LEE DANNER & BASS INC
0.27%0.28%#28$476.2万3.4万股$443.6万3.5万股-698股-2.02%减仓
Chicago Wealth Management, Inc.
1.65%1.99%#5$465.3万15.3万股$498.1万14.7万股+5,892股+4.00%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%0.01%#153$437.1万3.1万股$758.2万5.9万股-2.8万股-47.38%减仓
Janney Montgomery Scott LLC
0.01%0.01%#119$426.6万3.0万股$406.0万3.2万股-1,299股-4.10%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#140$418.1万3.0万股$265.9万2.1万股+9,020股+43.52%加仓
MARTIN & CO INC /TN/
0.64%0.64%#13$407.9万2.9万股$374.0万2.9万股-134股-0.46%减仓
千禧管理MILLENNIUM MANAGEMENT LLC
<0.01%#178$407.6万2.9万股$00股+2.9万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#185$403.4万2.9万股$369.4万2.9万股-97股-0.34%减仓
RFG顾问RFG Advisory, LLC
0.06%0.08%#65$401.3万2.9万股$447.6万3.5万股-6,337股-18.16%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#156$377.9万2.7万股$413.3万3.2万股-5,324股-16.53%减仓
Fortis Group Advisors, LLC
0.56%#16$351.7万2.5万股$00股+2.5万股新买入
魁北克Desjardins联合会Federation des caisses Desjardins du Quebec
0.01%0.01%#112$350.9万2.5万股$360.5万2.8万股-3,139股-11.17%减仓
冯托贝尔控股Vontobel Holding Ltd.
0.01%0.02%#110$343.5万11.3万股$694.5万20.5万股-9.2万股-44.94%减仓
汉考克·惠特尼公司HANCOCK WHITNEY CORP
0.05%0.07%#68$322.1万10.6万股$409.9万11.3万股-7,352股-6.48%减仓
Avior Wealth Management, LLC
0.09%0.09%#57$318.2万9.4万股$318.2万9.4万股00.00%持仓不变
WEALTH ALLIANCE, LLC
0.26%0.35%#30$316.3万10.4万股$358.3万10.6万股-1,822股-1.72%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%0.01%#142$313.9万10.3万股$671.2万19.9万股-9.5万股-47.93%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#138$288.5万2.1万股$262.3万2.0万股+79股+0.39%加仓
Evolution Wealth Advisors, LLC
0.33%0.32%#21$280.0万9.2万股$309.2万9.1万股+735股+0.80%加仓
SP Asset Management LLC
0.22%0.22%#37$268.7万1.9万股$246.5万1.9万股-100股-0.52%减仓
Trek Financial, LLC
0.12%0.14%#50$255.6万8.4万股$266.0万7.9万股+5,492股+6.98%加仓
汇丰控股HSBC HOLDINGS PLC
<0.01%<0.01%#187$255.5万8.4万股$214.6万6.3万股+2.1万股+32.53%加仓
Note Advisors, LLC
1.06%1.25%#8$243.8万8.0万股$250.2万7.4万股+6,283股+8.49%加仓
咨询服务网络Advisory Services Network, LLC
0.03%0.03%#84$243.8万1.7万股$225.7万1.8万股-251股-1.43%减仓
Hills Bank & Trust Co
0.1%0.11%#51$243.4万1.7万股$220.1万1.7万股+158股+0.92%加仓
Northstar Financial Companies, Inc.
1.63%1.46%#6$242.5万1.7万股$183.3万1.4万股+2,965股+20.75%加仓
Fulcrum Asset Management LLP
0.23%#34$231.7万7.7万股$00股+7.7万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#229$231.1万1.6万股$555.8万4.3万股-2.7万股-62.05%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#227$216.0万1.5万股$592.4万4.6万股-3.1万股-66.72%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.02%#95$212.4万1.5万股$00股+1.5万股新买入
Philadelphia Investment Partners, LLC
1.31%1.7%#7$211.0万6.9万股$250.0万7.4万股-4,464股-6.04%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.04%#78$204.2万1.5万股$00股+1.5万股新买入

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