13F 机构持仓

IUSB ISHARES TR

CORE TOTAL USD

持有机构数8582026Q2
26Q126Q2
机构合计持股(股)904,204,9222026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2858904,204,922$417.44亿 6549618363$70.47亿
2026Q1844768,981,401$354.93亿 5846221655$23.36亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

ENVESTNET ASSET MANAGEMENT INC加仓$6.46亿
Johnson Financial Group, Inc.加仓$2.30亿
Gallagher Fiduciary Advisors, LLC加仓$1.52亿
Kestra Investment Management, LLC加仓$1.40亿
JONES FINANCIAL COMPANIES LLLP加仓$1.39亿
Mariner, LLC加仓$1.31亿
VICTORY CAPITAL MANAGEMENT INC新建仓$1.11亿
LPL Financial LLC加仓$8,198.96万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$7,922.94万
WELLS FARGO & COMPANY/MN加仓$7,464.76万
Bank of New York Mellon Corp加仓$6,161.22万
MORGAN STANLEY加仓$5,903.81万
OneDigital Investment Advisors LLC加仓$3,371.75万
Janney Montgomery Scott LLC加仓$2,857.38万
SigFig Wealth Management, LLC加仓$2,789.71万
Cetera Investment Advisers加仓$2,402.43万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$2,373.67万
Savvy Advisors, Inc.加仓$2,326.22万
Cerity Partners LLC加仓$2,237.04万
Farther Finance Advisors, LLC加仓$2,123.85万

2026Q1 卖出最多

Align Financial, LLC减仓-$1.28亿
US BANCORP \DE\减仓-$6,807.80万
BlackRock, Inc.减仓-$5,156.65万
CITADEL ADVISORS LLC重新持有-$4,564.34万
Corient Private Wealth LP减仓-$2,704.25万
MCMORGAN & CO LLC减仓-$1,698.26万
Central Pacific Bank - Trust Division减仓-$1,285.80万
MERCER GLOBAL ADVISORS INC /ADV减仓-$1,248.51万
Focus Partners Wealth减仓-$1,190.90万
Orion Porfolio Solutions, LLC减仓-$938.21万
MOULTON WEALTH MANAGEMENT, INC清仓-$931.94万
OSAIC HOLDINGS, INC.减仓-$928.57万
UBS Group AG减仓-$922.93万
Baird Financial Group, Inc.减仓-$904.12万
Mutual Advisors, LLC减仓-$806.43万
MML INVESTORS SERVICES, LLC减仓-$797.83万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$720.42万
PFW Advisors LLC清仓-$601.71万
Kingsview Wealth Management, LLC减仓-$571.89万
SageView Advisory Group, LLC减仓-$476.98万

2026Q1 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
ENVESTNET ASSET MANAGEMENT INC133,081,202$61.47亿1.65%13,988,989加仓
JONES FINANCIAL COMPANIES LLLP79,586,891$36.51亿1.75%3,022,787加仓
BlackRock, Inc.70,760,965$32.68亿0.06%-1,116,399减仓
WELLS FARGO & COMPANY/MN49,562,677$22.89亿0.43%1,616,099加仓
LPL Financial LLC47,282,506$21.84亿0.58%1,775,051加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO30,338,047$14.01亿0.86%1,715,293加仓
MORGAN STANLEY25,978,502$12.00亿0.07%1,278,158加仓
Mariner, LLC18,948,193$8.75亿1.01%2,827,907加仓
JPMORGAN CHASE & CO17,909,534$8.26亿0.05%62,788加仓
CWM, LLC17,616,671$8.14亿2.14%422,500加仓
Envestnet Portfolio Solutions, Inc.12,537,350$5.79亿3.21%69,763加仓
AMERIPRISE FINANCIAL INC11,541,941$5.33亿0.12%429,310加仓
Bank of New York Mellon Corp10,974,170$5.07亿0.09%1,333,886加仓
Cetera Investment Advisers10,043,013$4.64亿0.49%520,120加仓
PARK AVENUE SECURITIES LLC8,956,773$4.14亿3.23%352,950加仓
Janney Montgomery Scott LLC7,713,487$3.56亿0.88%618,614加仓
Kestra Investment Management, LLC7,645,647$3.53亿6.09%3,041,472加仓
OneDigital Investment Advisors LLC7,590,426$3.51亿3.43%729,973加仓
MML INVESTORS SERVICES, LLC7,265,228$3.36亿0.93%-172,727减仓
SigFig Wealth Management, LLC5,234,998$2.42亿7.09%603,965加仓
Johnson Financial Group, Inc.5,053,447$2.33亿8.45%4,982,541加仓
RAYMOND JAMES FINANCIAL INC4,938,217$2.28亿0.07%411,929加仓
Wealthspire Advisors, LLC4,727,243$2.18亿1.71%109,429加仓
GeoWealth Management, LLC4,664,293$2.15亿7.76%81,788加仓
ROYAL BANK OF CANADA4,298,070$1.99亿0.03%324,754加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC4,101,187$1.89亿1.17%107,205加仓
Foundations Investment Advisors, LLC3,776,645$1.74亿2.16%414,230加仓
Gallagher Fiduciary Advisors, LLC3,392,517$1.57亿0.19%3,298,042加仓
Savvy Advisors, Inc.3,343,314$1.54亿4.12%503,619加仓
First Command Advisory Services, Inc.3,106,970$1.44亿0.97%412,309加仓
NewEdge Advisors, LLC3,087,463$1.43亿0.52%252,999加仓
COMMONWEALTH EQUITY SERVICES, LLC2,965,747$1.37亿0.19%-155,968减仓
STIFEL FINANCIAL CORP2,926,345$1.35亿0.12%200,483加仓
Mason & Associates, LLC2,897,250$1.34亿30.64%66,130加仓
UBS Group AG2,817,508$1.30亿0.02%-199,812减仓
OSAIC HOLDINGS, INC.2,772,218$1.28亿0.19%-200,986减仓
Sanctuary Advisors, LLC2,667,710$1.23亿0.67%125,278加仓
BANK OF AMERICA CORP /DE/2,522,974$1.17亿0.01%89,781加仓
JB Capital LLC2,512,196$1.16亿4.69%130,691加仓
Allworth Financial LP2,456,447$1.13亿0.46%-39,778减仓
VICTORY CAPITAL MANAGEMENT INC2,397,900$1.11亿0.07%2,397,900新建仓
Symmetry Partners, LLC2,248,840$1.04亿5.93%13,968加仓
Farther Finance Advisors, LLC2,164,194$9,974.81万0.94%460,804加仓
ASSETMARK, INC1,864,366$8,611.51万0.18%66,508加仓
Thrivent Financial for Lutherans1,863,494$8,603.10万0.16%5,378加仓
TRUIST FINANCIAL CORP1,760,812$8,133.19万0.11%100,262加仓
Compass Ion Advisors, LLC1,755,388$8,108.14万7.73%66,698加仓
Cambridge Investment Research Advisors, Inc.1,621,133$7,488.00万0.19%122,737加仓
SOFI WEALTH, LLC1,553,764$7,176.83万3.46%346,365加仓
Baker Avenue Asset Management, LP1,481,053$6,840.98万1.55%49,654加仓

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