IVE ISHARES TR
S&P 500 VAL ETF
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 | 1,764 | 173,379,576 | $393.41亿 | 97 | 499 | 748 | 70 | -$24.36亿 |
| 2026Q1 | 1,717 | 186,204,813 | $392.43亿 | 76 | 593 | 649 | 39 | -$7.11亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Calamos Advisors LLC | 加仓 | $1.26亿 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 新建仓 | $9,270.20万 |
| Cerity Partners LLC | 加仓 | $6,838.52万 |
| FIFTH THIRD BANCORP | 加仓 | $6,717.41万 |
| Kestra Investment Management, LLC | 加仓 | $5,392.81万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $5,107.66万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $3,850.49万 |
| PKS Advisory Services, LLC | 加仓 | $2,691.13万 |
| Foundations Investment Advisors, LLC | 加仓 | $2,322.80万 |
| UBS Group AG | 加仓 | $2,293.32万 |
| PLANNING DIRECTIONS INC | 新建仓 | $2,237.38万 |
| Mesirow Financial Investment Management, Inc. | 加仓 | $2,156.74万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,120.50万 |
| Scarborough Advisors, LLC | 新建仓 | $1,932.85万 |
| Gallagher Capital Advisors, LLC | 加仓 | $1,785.66万 |
| Lido Advisors, LLC | 加仓 | $1,712.18万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $1,673.81万 |
| COMMERCE BANK | 加仓 | $1,398.24万 |
| GTS SECURITIES LLC | 重新持有 | $1,390.51万 |
| IFP Advisors, Inc | 加仓 | $1,347.64万 |
2026Q1 卖出最多
| JPMORGAN CHASE & CO | 减仓 | -$3.25亿 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$1.40亿 |
| LPL Financial LLC | 减仓 | -$1.07亿 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$8,269.71万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$8,075.50万 |
| MORGAN STANLEY | 减仓 | -$7,493.69万 |
| BlackRock, Inc. | 减仓 | -$7,269.77万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$6,300.89万 |
| US BANCORP \DE\ | 减仓 | -$5,707.25万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$5,663.87万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$4,743.80万 |
| QUEST INVESTMENT MANAGEMENT LLC | 清仓 | -$3,198.29万 |
| Janney Montgomery Scott LLC | 减仓 | -$2,571.15万 |
| Align Financial, LLC | 减仓 | -$2,451.23万 |
| Davis Selected Advisers | 减仓 | -$2,437.28万 |
| Cetera Investment Advisers | 减仓 | -$2,425.04万 |
| JB Capital LLC | 减仓 | -$2,357.21万 |
| Corient Private Wealth LP | 减仓 | -$2,345.25万 |
| CX Institutional | 减仓 | -$2,178.41万 |
| PNC Financial Services Group, Inc. | 减仓 | -$1,531.32万 |
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 INC | 27,729,455 | $58.55亿 | 1.57% | -663,953 | 减仓 |
| JPMORGAN CHASE & CO | 17,182,077 | $35.68亿 | 0.23% | -1,566,169 | 减仓 |
| MORGAN STANLEY | 14,923,957 | $31.51亿 | 0.19% | -354,899 | 减仓 |
| LPL Financial LLC | 10,505,241 | $22.18亿 | 0.59% | -508,018 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 9,457,775 | $19.97亿 | 0.15% | 182,358 | 加仓 |
| WELLS FARGO & COMPANY/MN | 6,213,297 | $13.12亿 | 0.25% | -50,842 | 减仓 |
| UBS Group AG | 3,643,501 | $7.69亿 | 0.12% | 108,611 | 加仓 |
| Cetera Investment Advisers | 3,295,130 | $6.96亿 | 0.74% | -114,849 | 减仓 |
| STIFEL FINANCIAL CORP | 3,261,014 | $6.89亿 | 0.63% | 10,444 | 加仓 |
| AMERIPRISE FINANCIAL INC | 3,009,200 | $6.38亿 | 0.15% | -70,639 | 减仓 |
| BlackRock, Inc. | 2,593,920 | $5.48亿 | 0.01% | -344,294 | 减仓 |
| CWM, LLC | 2,566,919 | $5.42亿 | 1.42% | -12,329 | 减仓 |
| PNC Financial Services Group, Inc. | 2,271,013 | $4.80亿 | 0.28% | -72,523 | 减仓 |
| PARK AVENUE SECURITIES LLC | 2,199,311 | $4.64亿 | 3.63% | -268,239 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 2,148,592 | $4.54亿 | 2.51% | -391,651 | 减仓 |
| Lido Advisors, LLC | 1,944,079 | $4.10亿 | 1.26% | 81,088 | 加仓 |
| MML INVESTORS SERVICES, LLC | 1,721,079 | $3.63亿 | 1.01% | -382,453 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,620,965 | $3.42亿 | 0.11% | -224,665 | 减仓 |
| GOLDMAN SACHS GROUP INC | 1,416,069 | $2.99亿 | 0.03% | -298,408 | 减仓 |
| ROYAL BANK OF CANADA | 1,396,602 | $2.95亿 | 0.05% | 48,869 | 加仓 |
| Janney Montgomery Scott LLC | 1,349,230 | $2.85亿 | 0.71% | -121,769 | 减仓 |
| Focus Partners Wealth | 1,229,165 | $2.60亿 | 0.29% | 4,087 | 加仓 |
| Cassaday & Co Wealth Management LLC | 1,197,963 | $2.53亿 | 5.39% | 44,187 | 加仓 |
| Bank of New York Mellon Corp | 1,138,151 | $2.40亿 | 0.04% | -40,141 | 减仓 |
| Mariner, LLC | 1,126,708 | $2.38亿 | 0.28% | -64,368 | 减仓 |
| Foundations Investment Advisors, LLC | 1,111,650 | $2.35亿 | 2.91% | 110,007 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,039,283 | $2.19亿 | 0.31% | -45,524 | 减仓 |
| MAI Capital Management | 1,007,806 | $2.13亿 | 1.20% | -9,996 | 减仓 |
| SOFI WEALTH, LLC | 979,965 | $2.07亿 | 9.97% | 4,340 | 加仓 |
| OneDigital Investment Advisors LLC | 965,589 | $2.04亿 | 1.99% | -24,308 | 减仓 |
| Sanctuary Advisors, LLC | 902,104 | $1.90亿 | 1.03% | -63,337 | 减仓 |
| NewEdge Advisors, LLC | 858,916 | $1.81亿 | 0.66% | -56,305 | 减仓 |
| FMR LLC | 818,444 | $1.73亿 | 0.01% | -1,644 | 减仓 |
| JB Capital LLC | 808,494 | $1.71亿 | 6.89% | -111,637 | 减仓 |
| M&T Bank Corp | 786,105 | $1.66亿 | 0.57% | -33,068 | 减仓 |
| Rehmann Capital Advisory Group | 716,711 | $1.51亿 | 7.88% | 32,222 | 加仓 |
| OSAIC HOLDINGS, INC. | 686,613 | $1.45亿 | 0.21% | -54,970 | 减仓 |
| HighTower Advisors, LLC | 663,680 | $1.40亿 | 0.15% | 4,115 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 660,573 | $1.40亿 | 0.86% | -70,945 | 减仓 |
| Calamos Advisors LLC | 619,118 | $1.31亿 | 0.46% | 596,067 | 加仓 |
| Calamos Wealth Management LLC | 596,353 | $1.26亿 | 4.33% | 10,957 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 585,731 | $1.22亿 | 0.06% | 102,117 | 加仓 |
| LVZ, Inc. | 572,662 | $1.21亿 | 13.80% | -19,418 | 减仓 |
| TRUIST FINANCIAL CORP | 559,319 | $1.18亿 | 0.16% | -30,886 | 减仓 |
| FIFTH THIRD BANCORP | 557,426 | $1.18亿 | 0.22% | 318,135 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 540,233 | $1.14亿 | 0.29% | 25,836 | 加仓 |
| Kestra Investment Management, LLC | 520,387 | $1.10亿 | 1.90% | 255,402 | 加仓 |
| Cerity Partners LLC | 517,501 | $1.09亿 | 0.15% | 323,873 | 加仓 |
| HUNTINGTON NATIONAL BANK | 514,240 | $1.09亿 | 0.60% | -22,900 | 减仓 |
| Advocacy Wealth Management, LLC | 510,593 | $1.08亿 | 4.77% | -14,689 | 减仓 |
内部人交易（Form 4）
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