IEI ISHARES TR
3 7 YR TREAS BD
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 | 819 | 131,825,769 | $154.89亿 | 50 | 311 | 311 | 82 | -$1.96亿 |
| 2026Q1 | 841 | 133,815,521 | $158.67亿 | 57 | 354 | 262 | 69 | $12.09亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Roehl & Yi Investment Advisors, LLC | 新建仓 | $1.11亿 |
| JPMORGAN CHASE & CO | 加仓 | $8,119.31万 |
| CITIGROUP INC | 加仓 | $7,127.20万 |
| ASSETMARK, INC | 加仓 | $6,899.87万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $6,807.98万 |
| FMR LLC | 加仓 | $6,394.55万 |
| 3EDGE Asset Management, LP | 新建仓 | $2,869.95万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2,805.46万 |
| BlackRock, Inc. | 加仓 | $2,072.85万 |
| Dynasty Wealth Management, LLC | 加仓 | $2,021.20万 |
| Sollinda Capital Management LLC | 加仓 | $2,018.27万 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | 加仓 | $1,965.53万 |
| MORGAN STANLEY | 加仓 | $1,945.27万 |
| Facet Wealth, Inc. | 加仓 | $1,912.91万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,729.86万 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 加仓 | $1,612.83万 |
| Ridgepath Capital Management LLC | 加仓 | $1,592.96万 |
| MAI Capital Management | 加仓 | $1,565.50万 |
| AXXCESS WEALTH MANAGEMENT, LLC | 加仓 | $1,532.83万 |
| Bank Julius Baer & Co. Ltd, Zurich | 加仓 | $1,488.80万 |
2026Q2 卖出最多
| WIT, LLC | 减仓 | -$1.88亿 |
| UBS Group AG | 减仓 | -$1.30亿 |
| Bluespring Wealth Management, LLC | 清仓 | -$7,302.41万 |
| ARMSTRONG ADVISORY GROUP, INC | 减仓 | -$5,015.81万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$4,951.09万 |
| University of Illinois Foundation | 清仓 | -$4,868.53万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$4,848.70万 |
| Clarity Financial LLC | 减仓 | -$4,510.83万 |
| BENJAMIN EDWARDS INC | 减仓 | -$3,380.76万 |
| Permanens Capital L.P. | 清仓 | -$3,059.22万 |
| CITADEL ADVISORS LLC | 清仓 | -$3,040.81万 |
| STIFEL FINANCIAL CORP | 减仓 | -$3,011.64万 |
| CSM Advisors, LLC | 清仓 | -$2,252.20万 |
| CABOT WEALTH MANAGEMENT INC | 减仓 | -$2,016.89万 |
| Tanglewood Wealth Management, Inc. | 减仓 | -$1,780.11万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1,750.90万 |
| Blueprint Investment Partners LLC | 减仓 | -$1,709.36万 |
| Janney Montgomery Scott LLC | 减仓 | -$1,592.32万 |
| DDFG, Inc | 减仓 | -$1,580.23万 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 清仓 | -$1,488.03万 |
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 19,507,348 | $22.98亿 | 0.13% | 689,362 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 9,202,507 | $10.81亿 | 0.07% | -40,165 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 6,837,882 | $8.03亿 | 1.23% | 579,649 | 加仓 |
| Financial Engines Advisors L.L.C. | 4,330,638 | $5.09亿 | 0.90% | 99,106 | 加仓 |
| Invesco Ltd. | 4,292,100 | $5.04亿 | 0.04% | 0 | 不变 |
| ASSETMARK, INC | 3,939,898 | $4.63亿 | 0.80% | 587,473 | 加仓 |
| FMR LLC | 3,691,423 | $4.34亿 | 0.02% | 544,449 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 3,422,946 | $4.02亿 | 0.09% | -412,831 | 减仓 |
| MORGAN STANLEY | 3,020,689 | $3.55亿 | 0.02% | 165,625 | 加仓 |
| AMERIPRISE FINANCIAL INC | 2,885,340 | $3.39亿 | 0.07% | 39,602 | 加仓 |
| LPL Financial LLC | 2,616,581 | $3.07亿 | 0.07% | -119,327 | 减仓 |
| Bank Julius Baer & Co. Ltd, Zurich | 2,445,430 | $2.88亿 | 0.75% | 126,450 | 加仓 |
| WELLS FARGO & COMPANY/MN | 2,299,590 | $2.70亿 | 0.04% | 147,285 | 加仓 |
| Mariner, LLC | 2,161,388 | $2.54亿 | 0.26% | 124,297 | 加仓 |
| STIFEL FINANCIAL CORP | 2,147,348 | $2.52亿 | 0.21% | -256,419 | 减仓 |
| Cerity Partners LLC | 1,959,885 | $2.30亿 | 0.28% | -9,072 | 减仓 |
| UBS Group AG | 1,877,272 | $2.20亿 | 0.03% | -1,107,855 | 减仓 |
| TRUIST FINANCIAL CORP | 1,870,174 | $2.20亿 | 0.26% | -125,554 | 减仓 |
| Janney Montgomery Scott LLC | 1,709,213 | $2.01亿 | 0.39% | -135,574 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,567,393 | $1.84亿 | 0.05% | -27,521 | 减仓 |
| BlackRock, Inc. | 1,521,468 | $1.79亿 | 0.00% | 176,488 | 加仓 |
| Tanglewood Wealth Management, Inc. | 1,445,259 | $1.70亿 | 14.44% | -151,563 | 减仓 |
| HUNTINGTON NATIONAL BANK | 1,361,072 | $1.60亿 | 0.78% | 87,417 | 加仓 |
| Dynasty Wealth Management, LLC | 1,257,130 | $1.48亿 | 1.10% | 172,090 | 加仓 |
| Facet Wealth, Inc. | 1,212,867 | $1.42亿 | 2.04% | 162,870 | 加仓 |
| Creative Planning | 1,147,868 | $1.35亿 | 0.08% | -28,969 | 减仓 |
| WestEnd Advisors, LLC | 1,099,976 | $1.29亿 | 2.88% | -105,888 | 减仓 |
| ROYAL BANK OF CANADA | 1,041,493 | $1.22亿 | 0.02% | -71,532 | 减仓 |
| Roehl & Yi Investment Advisors, LLC | 943,948 | $1.11亿 | 4.02% | 943,948 | 新建仓 |
| Focus Partners Wealth | 922,315 | $1.08亿 | 0.11% | -41,515 | 减仓 |
| Cetera Investment Advisers | 885,965 | $1.04亿 | 0.09% | -11,349 | 减仓 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 760,770 | $8,935.24万 | 6.03% | 40,936 | 加仓 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 730,746 | $8,582.62万 | 1.50% | -16,564 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 674,309 | $7,919.76万 | 0.04% | -1,039 | 减仓 |
| Strategic Point Investment Advisors, LLC | 667,170 | $7,835.91万 | 10.21% | 27,780 | 加仓 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 667,283 | $7,832.07万 | 0.49% | 137,411 | 加仓 |
| WIT, LLC | 661,074 | $7,764.31万 | 1.24% | -1,602,848 | 减仓 |
| ARMSTRONG ADVISORY GROUP, INC | 657,428 | $7,721.49万 | 4.70% | -427,059 | 减仓 |
| CITIGROUP INC | 650,548 | $7,640.69万 | 0.03% | 606,828 | 加仓 |
| PNC Financial Services Group, Inc. | 634,648 | $7,453.94万 | 0.04% | -8,756 | 减仓 |
| OpenArc Corporate Advisory, LLC | 575,601 | $6,760.43万 | 0.80% | 99,733 | 加仓 |
| SAGESPRING WEALTH PARTNERS, LLC | 536,921 | $6,306.14万 | 0.97% | 49,602 | 加仓 |
| Clarity Financial LLC | 536,456 | $6,300.68万 | 5.35% | -384,064 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 497,060 | $5,838.00万 | 0.07% | 238,863 | 加仓 |
| Bank of New York Mellon Corp | 484,301 | $5,688.12万 | 0.01% | 36,319 | 加仓 |
| Waverly Advisors, LLC | 468,365 | $5,500.94万 | 0.32% | 13,312 | 加仓 |
| VICTORY CAPITAL MANAGEMENT INC | 442,453 | $5,196.61万 | 0.03% | -35,970 | 减仓 |
| OneDigital Investment Advisors LLC | 436,836 | $5,130.64万 | 0.43% | 79,626 | 加仓 |
| FRANKLIN RESOURCES INC | 425,319 | $4,995.37万 | 0.01% | 20,883 | 加仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 411,681 | $4,835.20万 | 0.16% | 4,488 | 加仓 |
内部人交易（Form 4）
IEI 董事、高管和大股东的最新买卖申报。专业版可看 🔒