IBTH ISHARES TR
IBONDS 27 TRM TS
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 312 | 83,925,496 | $18.77亿 | 18 | 153 | 71 | 17 | $1.05亿 |
| 2026Q1 | 315 | 79,916,019 | $17.93亿 | 26 | 162 | 68 | 13 | $1.59亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Arax Advisory Partners | 新建仓 | $3,488.83万 |
| Integrated Wealth Concepts LLC | 加仓 | $2,499.17万 |
| NorthCoast Asset Management LLC | 加仓 | $1,392.32万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,219.60万 |
| BlackRock, Inc. | 加仓 | $1,138.87万 |
| McGuire Investment Group, LLC | 加仓 | $985.73万 |
| Thrivent Financial for Lutherans | 加仓 | $820.98万 |
| NewEdge Advisors, LLC | 加仓 | $666.64万 |
| Stratos Wealth Advisors, LLC | 加仓 | $582.45万 |
| BIP Wealth, LLC | 加仓 | $576.68万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $494.61万 |
| Fulton Bank, N.A. | 加仓 | $464.07万 |
| Connecticut Wealth Management, LLC | 加仓 | $433.46万 |
| Hobbs Group Advisors, LLC | 新建仓 | $300.12万 |
| Financial Advisory Corp | 加仓 | $282.47万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $275.35万 |
| MORGAN STANLEY | 加仓 | $259.20万 |
| LPL Financial LLC | 加仓 | $247.94万 |
| Carnegie Investment Counsel | 加仓 | $237.65万 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 新建仓 | $224.86万 |
2026Q2 卖出最多
| TRUE Private Wealth Advisors | 减仓 | -$3,257.00万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$1,116.98万 |
| Merit Financial Group, LLC | 减仓 | -$1,063.16万 |
| L2 Asset Management, LLC | 减仓 | -$637.27万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$489.20万 |
| Independent Advisor Alliance | 减仓 | -$479.72万 |
| Focus Partners Wealth | 减仓 | -$427.91万 |
| Eldridge Investment Advisors, Inc. | 减仓 | -$327.73万 |
| HM PAYSON & CO | 减仓 | -$324.97万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$231.53万 |
| Old Port Advisors | 减仓 | -$160.69万 |
| Probity Advisors, Inc. | 减仓 | -$147.57万 |
| GTS SECURITIES LLC | 清仓 | -$134.45万 |
| Modern Wealth Management, LLC | 减仓 | -$123.80万 |
| GLOBALT Investments LLC / GA | 减仓 | -$123.64万 |
| MOULTON WEALTH MANAGEMENT, INC | 减仓 | -$115.06万 |
| Brookstone Capital Management | 减仓 | -$112.13万 |
| CreativeOne Wealth, LLC | 减仓 | -$108.38万 |
| Legacy Private Trust Co. | 减仓 | -$63.95万 |
| JANE STREET GROUP, LLC | 清仓 | -$58.72万 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| HM PAYSON & CO | 6,611,440 | $1.48亿 | 1.96% | -145,271 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 4,312,834 | $9,647.81万 | 0.01% | 545,196 | 加仓 |
| MORGAN STANLEY | 3,823,870 | $8,554.00万 | 0.00% | 115,868 | 加仓 |
| NorthCoast Asset Management LLC | 3,259,854 | $7,292.29万 | 1.62% | 622,407 | 加仓 |
| GLOBALT Investments LLC / GA | 2,943,106 | $6,583.73万 | 2.22% | -55,271 | 减仓 |
| MERCER GLOBAL ADVISORS INC /ADV | 2,688,763 | $6,014.76万 | 0.07% | 221,102 | 加仓 |
| Integrated Wealth Concepts LLC | 2,430,739 | $5,437.58万 | 0.27% | 1,117,196 | 加仓 |
| NewEdge Advisors, LLC | 2,039,948 | $4,563.37万 | 0.14% | 298,008 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,024,159 | $4,528.04万 | 0.01% | 123,089 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,991,715 | $4,455.47万 | 0.01% | -499,320 | 减仓 |
| LPL Financial LLC | 1,921,980 | $4,299.47万 | 0.01% | 110,834 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,771,083 | $3,961.91万 | 0.01% | -103,501 | 减仓 |
| UBS Group AG | 1,694,910 | $3,791.51万 | 0.00% | -4,717 | 减仓 |
| Brookstone Capital Management | 1,669,909 | $3,735.59万 | 0.37% | -50,124 | 减仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,569,360 | $3,509.59万 | 0.19% | 88,157 | 加仓 |
| Arax Advisory Partners | 1,559,602 | $3,488.83万 | 0.23% | 1,559,602 | 新建仓 |
| Stratos Wealth Advisors, LLC | 1,548,074 | $3,463.04万 | 1.90% | 260,372 | 加仓 |
| Connecticut Wealth Management, LLC | 1,433,973 | $3,207.80万 | 1.19% | 193,768 | 加仓 |
| Financial Advisory Corp | 1,331,948 | $2,979.57万 | 3.95% | 126,271 | 加仓 |
| Focus Partners Wealth | 1,213,988 | $2,715.69万 | 0.03% | -191,288 | 减仓 |
| BlackRock, Inc. | 1,182,623 | $2,645.53万 | 0.00% | 509,105 | 加仓 |
| Stratos Wealth Partners, LTD. | 1,075,530 | $2,405.96万 | 0.24% | 27,852 | 加仓 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 980,870 | $2,194.21万 | 0.29% | 39,115 | 加仓 |
| Capital Investment Advisors, LLC | 891,306 | $1,993.85万 | 0.26% | -9,252 | 减仓 |
| Journey Advisory Group, LLC | 853,470 | $1,909.21万 | 1.46% | -18,635 | 减仓 |
| Carnegie Investment Counsel | 840,789 | $1,880.85万 | 0.38% | 106,238 | 加仓 |
| Fulton Bank, N.A. | 839,816 | $1,878.67万 | 0.57% | 207,451 | 加仓 |
| MKT Advisors LLC | 840,464 | $1,875.50万 | 5.83% | 36,331 | 加仓 |
| OneAscent Financial Services LLC | 828,598 | $1,853.57万 | 0.89% | 15,594 | 加仓 |
| Denver PWM, LLC | 820,926 | $1,836.00万 | 6.00% | 48,227 | 加仓 |
| Asset Advisors Investment Management, LLC | 749,601 | $1,676.86万 | 1.54% | 3,880 | 加仓 |
| TITLEIST ASSET MANAGEMENT, LLC | 732,064 | $1,637.63万 | 1.10% | 45,719 | 加仓 |
| Merit Financial Group, LLC | 712,385 | $1,593.61万 | 0.10% | -475,260 | 减仓 |
| BIP Wealth, LLC | 666,092 | $1,490.05万 | 0.42% | 257,793 | 加仓 |
| OSAIC HOLDINGS, INC. | 639,970 | $1,432.02万 | 0.02% | 24,976 | 加仓 |
| Krilogy Financial LLC | 627,252 | $1,403.16万 | 0.41% | 40,227 | 加仓 |
| ROYAL BANK OF CANADA | 608,435 | $1,361.00万 | 0.00% | 12,644 | 加仓 |
| MV CAPITAL MANAGEMENT, INC. | 603,080 | $1,349.09万 | 1.20% | -2,226 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 586,420 | $1,311.82万 | 0.01% | 49,738 | 加仓 |
| Wealth Management Strategies, Inc. | 564,719 | $1,263.28万 | 4.94% | 27,501 | 加仓 |
| Thrivent Financial for Lutherans | 559,196 | $1,250.90万 | 0.02% | 367,006 | 加仓 |
| Sanctuary Advisors, LLC | 500,585 | $1,119.81万 | 0.05% | 71,540 | 加仓 |
| SHELTON WEALTH MANAGEMENT, LLC | 486,876 | $1,089.14万 | 4.27% | 30,486 | 加仓 |
| McGuire Investment Group, LLC | 451,068 | $1,009.04万 | 0.88% | 440,646 | 加仓 |
| Apella Capital, LLC | 440,843 | $983.74万 | 0.14% | 30,121 | 加仓 |
| Baird Financial Group, Inc. | 423,295 | $946.91万 | 0.01% | 31,785 | 加仓 |
| CHATHAM CAPITAL GROUP, INC. | 410,436 | $918.14万 | 1.17% | -8,350 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 401,407 | $897.95万 | 0.01% | 27,327 | 加仓 |
| Delta Wealth Advisors LLC | 376,171 | $841.50万 | 6.01% | 3,251 | 加仓 |
| Hilltop Holdings Inc. | 375,375 | $839.71万 | 0.65% | 25,436 | 加仓 |
内部人交易（Form 4）
IBTH 董事、高管和大股东的最新买卖申报。专业版可看 🔒