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ISHARES U.S. INSURANCE ETF · 13F 机构持仓分析
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ISHARES U.S. INSURANCE ETF

IAK
持有机构数
271
机构合计市值 (Q2 2026)
$6.93亿
机构合计股数 (Q2 2026)
1,758.4万股
整体趋势
增持
全部机构合计
口径说明:持有机构数与合计市值/股数按同一公司各股份类别(如 A 类/C 类)合并统计,同一机构只计 1 家;市值与股数为各线路相加。
📥 流入(Q1 2026→Q2 2026)
+488.3万股
增持机构 130 · 其中新买入 57
估算买入金额
📤 流出(Q1 2026→Q2 2026)
-454.4万股
减持机构 127 · 其中清仓 41
估算卖出金额
⚖️ 净股数变动
+33.9万股
净买入
💰 估算净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.93亿
持有机构数
271
新买入
57
加仓
73
减仓
86
清仓
41
持股不变
55
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
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#133$1.16亿369.1万股$1.15亿331.3万股+37.8万股+11.40%加仓
Treasurer of the State of North Carolina
0.23%#38$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%#181$3,660.7万56.2万股$4,702.8万54.1万股+2.1万股+3.88%加仓
LPL金融LPL Financial LLC
0.01%0.01%#141$2,793.3万53.9万股$2,529.3万52.4万股+1.5万股+2.78%加仓
AssetMarkASSETMARK, INC
0.03%0.19%#90$1,522.5万51.5万股$9,377.8万280.0万股-228.5万股-81.60%减仓
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#173$1,221.2万44.0万股$1,574.6万53.5万股-9.6万股-17.86%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#185$1,130.2万8.1万股$1,048.7万8.2万股-1,509股-1.84%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#216$1,022.9万30.9万股$1,885.4万39.7万股-8.8万股-22.11%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#100$1,002.9万37.2万股$887.6万32.8万股+4.4万股+13.41%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#128$936.5万21.6万股$776.5万19.6万股+2.0万股+10.46%加仓
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
瑞银集团UBS Group AG
<0.01%<0.01%#200$913.9万24.1万股$1,552.9万33.8万股-9.7万股-28.74%减仓
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
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#211$778.5万10.0万股$367.7万6.3万股+3.7万股+58.96%加仓
Focus Partners财富Focus Partners Wealth
0.01%0.01%#135$710.2万22.7万股$868.5万25.2万股-2.5万股-9.91%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%#162$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%#193$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%0.09%#48$676.8万25.8万股$231.9万7.8万股+18.0万股+231.05%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
贝莱德BlackRock, Inc.
<0.01%<0.01%#257$530.5万18.5万股$587.7万19.5万股-9,989股-5.13%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#136$526.5万9.9万股$489.1万8.8万股+1.1万股+12.98%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
Trek Financial, LLC
0.23%0.27%#36$499.1万16.9万股$501.6万15.7万股+1.2万股+7.77%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#231$497.0万3.5万股$246.1万1.9万股+1.6万股+84.35%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.02%#111$485.9万17.1万股$513.3万17.1万股+251股+0.15%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%#167$437.1万3.1万股$758.2万5.9万股-2.8万股-47.38%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#199$430.7万3.8万股$410.1万4.1万股-3,130股-7.67%减仓
Janney Montgomery Scott LLC
0.01%0.01%#129$426.6万3.0万股$406.0万3.2万股-1,299股-4.10%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#120$420.1万9.5万股$399.0万8.5万股+1.1万股+12.44%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%#194$407.6万2.9万股$00股+2.9万股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#150$407.3万8.5万股$248.2万4.3万股+4.2万股+95.46%加仓
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%#170$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%#119$350.9万2.5万股$360.5万2.8万股-3,139股-11.17%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#229$345.7万5.8万股$1,147.9万21.0万股-15.2万股-72.40%减仓
冯托贝尔控股Vontobel Holding Ltd.
0.01%0.02%#117$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%#69$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
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#242$315.5万9.9万股$160.1万5.5万股+4.4万股+79.80%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%0.01%#157$313.9万10.3万股$671.2万19.9万股-9.5万股-47.93%减仓
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%#40$268.7万1.9万股$246.5万1.9万股-100股-0.52%减仓

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