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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 TRITOT
持有机构数
2000
机构合计市值 (Q2 2026)
$624.78亿
机构合计股数 (Q2 2026)
3.82亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,010.1万股
884 · 194 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-714.4万股
752 · 83 清仓 · ≈
⚖️ 净额
+1,295.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$624.78亿
持有机构数
2000
新买入
194
加仓
690
减仓
669
清仓
83
持股不变
447
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
贝莱德BlackRock, Inc.
0.21%0.2%#777$141.18亿8,594.3万股$113.83亿7,991.8万股+602.6万股+7.54%加仓
富国银行WELLS FARGO & COMPANY/MN
1.77%1.77%#208$109.40亿6,659.9万股$93.96亿6,597.0万股+62.9万股+0.95%加仓
Wealthfront顾问Wealthfront Advisers LLC
4.73%4.49%#110$24.62亿1,498.7万股$20.47亿1,437.3万股+61.4万股+4.27%加仓
Betterment智能投顾Betterment LLC
2.87%2.86%#149$16.98亿1,033.8万股$15.12亿1,061.8万股-28.0万股-2.63%减仓
摩根士丹利MORGAN STANLEY
0.09%0.09%#1139$16.70亿1,016.5万股$15.59亿1,070.4万股-54.0万股-5.04%减仓
联博ALLIANCEBERNSTEIN L.P.
0.54%0.51%#449$15.98亿1,121.9万股$15.84亿1,065.1万股+56.8万股+5.34%加仓
Focus Partners财富Focus Partners Wealth
1.44%1.06%#241$14.02亿853.6万股$9.54亿668.6万股+185.0万股+27.67%加仓
美国银行BANK OF AMERICA CORP /DE/
0.07%0.07%#1259$10.75亿654.7万股$9.43亿661.8万股-7.1万股-1.08%减仓
LPL金融LPL Financial LLC
0.24%0.22%#715$10.75亿654.6万股$8.45亿592.9万股+61.7万股+10.40%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
8.16%7.77%#75$9.62亿585.9万股$7.71亿541.6万股+44.3万股+8.18%加仓
好事达保险ALLSTATE CORP
8.66%8.14%#73$8.67亿528.0万股$7.61亿534.5万股-6.5万股-1.22%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.16%0.16%#882$6.86亿417.8万股$6.03亿423.4万股-5.6万股-1.32%减仓
Blue TrustBlue Trust, Inc.
6.41%6.31%#89$6.72亿409.1万股$5.52亿387.2万股+21.8万股+5.64%加仓
SigFig 财富管理SigFig Wealth Management, LLC
17.59%16.88%#25$6.64亿407.0万股$5.76亿404.2万股+2.8万股+0.69%加仓
巴伦廷合伙人Ballentine Partners, LLC
6.32%6.32%#90$5.17亿315.0万股$4.54亿318.5万股-3.5万股-1.11%减仓
Auto-Owners 保险Auto-Owners Insurance Co
11.27%10.72%#46$4.99亿303.8万股$5.12亿359.5万股-55.8万股-15.51%减仓
AlTi全球AlTi Global, Inc.
10.16%8.98%#59$4.92亿299.2万股$4.13亿290.1万股+9.1万股+3.15%加仓
Acorns Advisers, LLC
2.82%2.79%#150$4.33亿264.7万股$3.75亿265.2万股-5,885股-0.22%减仓
日本农林中央金库Norinchukin Bank, The
3.59%3.73%#130$3.69亿224.7万股$3.20亿224.7万股00.00%持仓不变
Single Point Partners, LLC
33.96%0.79%#5$3.66亿223.4万股$1,316.2万223.3万股+1,610股+0.07%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.07%0.06%#1244$3.49亿212.3万股$2.73亿192.0万股+20.3万股+10.58%加仓
Creative Planning财富管理Creative Planning
0.2%0.2%#799$3.39亿206.4万股$2.92亿204.9万股+1.4万股+0.70%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.09%0.09%#1133$3.30亿200.9万股$2.78亿194.9万股+6.0万股+3.10%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.12%0.07%#1009$3.02亿187.9万股$1.38亿99.0万股+88.9万股+89.76%加仓
Cerity合伙人Cerity Partners LLC
0.36%0.37%#561$3.02亿183.8万股$2.66亿186.4万股-2.6万股-1.40%减仓
Allworth金融Allworth Financial LP
1.28%1.13%#261$3.02亿183.6万股$2.78亿194.9万股-11.3万股-5.79%减仓
SENTINEL TRUST CO LBA
25.86%26.81%#10$2.92亿177.7万股$2.57亿180.4万股-2.6万股-1.45%减仓
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#1698$2.92亿178.8万股$2.42亿175.3万股+3.5万股+2.00%加仓
Stifel金融STIFEL FINANCIAL CORP
0.24%0.22%#723$2.86亿174.1万股$2.40亿168.3万股+5.8万股+3.44%加仓
Lido顾问Lido Advisors, LLC
0.73%0.75%#380$2.69亿163.5万股$2.44亿171.1万股-7.6万股-4.47%减仓
Evensky & Katz LLC
13.54%12.81%#35$2.62亿159.6万股$2.25亿158.1万股+1.5万股+0.98%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.3%0.31%#638$2.56亿155.6万股$2.11亿148.3万股+7.3万股+4.94%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
2.41%2.66%#172$2.49亿151.7万股$2.30亿161.6万股-9.9万股-6.14%减仓
Provenance Wealth Advisors, LLC
23.39%22.77%#15$2.45亿149.4万股$2.15亿151.0万股-1.6万股-1.05%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.37%0.38%#553$2.45亿149.1万股$2.16亿151.9万股-2.8万股-1.85%减仓
CISCO SYSTEMS, INC.
52.6%61.65%#1$2.13亿129.8万股$1.95亿137.3万股-7.5万股-5.46%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.27%0.26%#683$2.12亿128.9万股$1.84亿129.1万股-1,789股-0.14%减仓
TD Capital Management LLC
17.12%17.17%#27$2.09亿127.5万股$1.91亿134.0万股-6.5万股-4.85%减仓
Zhang Financial LLC
5.98%5.82%#95$2.05亿124.6万股$1.68亿118.2万股+6.4万股+5.46%加仓
Goldstein Advisors, LLC
18.7%12.23%#20$2.05亿124.6万股$1.10亿77.3万股+47.3万股+61.18%加仓
LJI Wealth Management, LLC
27.24%27.79%#8$1.94亿118.4万股$1.74亿122.1万股-3.7万股-3.07%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#1583$1.88亿114.2万股$1.64亿115.2万股-9,949股-0.86%减仓
Disciplina Capital Management LLC
19.36%20.29%#19$1.87亿114.1万股$1.91亿134.4万股-20.3万股-15.12%减仓
Constellation Investments, Inc.
5.72%5.24%#101$1.82亿110.8万股$1.58亿110.8万股00.00%持仓不变
平行顾问Parallel Advisors, LLC
2.77%2.92%#153$1.82亿110.7万股$1.63亿114.1万股-3.5万股-3.03%减仓
Tanager Wealth Management LLP
15.74%15.26%#32$1.81亿110.1万股$1.58亿110.7万股-6,699股-0.60%减仓
富达投资FMR LLC
0.01%0.01%#1821$1.79亿109.2万股$1.50亿105.1万股+4.1万股+3.87%加仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
2.78%2.43%#152$1.77亿107.7万股$1.50亿105.5万股+2.2万股+2.08%加仓
MarinerMariner, LLC
0.18%0.18%#837$1.73亿105.3万股$1.56亿109.6万股-4.3万股-3.91%减仓
Stratos 投资管理Stratos Investment Management, LLC
6.22%5.88%#92$1.72亿104.8万股$1.47亿102.9万股+1.9万股+1.81%加仓

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