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 🔒 | ||||||||
2026Q2 买入最多
| Pacific Life Fund Advisors LLC | 新建仓 | $1.73亿 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1.21亿 |
| STIFEL FINANCIAL CORP | 加仓 | $6,935.72万 |
| MAI Capital Management | 加仓 | $4,950.11万 |
| Lido Advisors, LLC | 加仓 | $4,213.31万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $3,383.10万 |
| Vise Technologies, Inc. | 加仓 | $2,657.91万 |
| Foundations Investment Advisors, LLC | 加仓 | $2,586.46万 |
| Plancorp, LLC | 新建仓 | $1,615.30万 |
| Foster Victor Wealth Advisors, LLC | 加仓 | $1,395.69万 |
| SOFI WEALTH, LLC | 加仓 | $1,327.35万 |
| Diversify Advisory Services, LLC | 重新持有 | $1,310.47万 |
| Cassaday & Co Wealth Management LLC | 加仓 | $1,301.64万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $1,290.79万 |
| Triad Wealth Partners, LLC | 加仓 | $1,271.83万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,263.25万 |
| Cosner Financial Group, LLC | 加仓 | $1,043.19万 |
| Founders Financial Alliance, LLC | 加仓 | $1,038.18万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,025.59万 |
| Beacon Capital Management, LLC | 加仓 | $897.36万 |
2026Q2 卖出最多
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$9.95亿 |
| JPMORGAN CHASE & CO | 减仓 | -$2.12亿 |
| LPL Financial LLC | 减仓 | -$1.98亿 |
| Calamos Advisors LLC | 减仓 | -$1.35亿 |
| BlackRock, Inc. | 减仓 | -$1.30亿 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$9,539.84万 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 清仓 | -$9,270.20万 |
| PARK AVENUE SECURITIES LLC | 减仓 | -$8,816.29万 |
| TWO SIGMA INVESTMENTS, LP | 重新持有 | -$7,057.02万 |
| LPWM LLC | 减仓 | -$6,302.88万 |
| EVOKE WEALTH, LLC | 清仓 | -$5,230.74万 |
| Cetera Investment Advisers | 减仓 | -$5,205.17万 |
| OneDigital Investment Advisors LLC | 减仓 | -$4,708.84万 |
| Kestra Investment Management, LLC | 减仓 | -$4,640.97万 |
| Janney Montgomery Scott LLC | 减仓 | -$4,543.28万 |
| Bank of New York Mellon Corp | 减仓 | -$3,816.36万 |
| Gallagher Capital Advisors, LLC | 减仓 | -$3,492.20万 |
| JB Capital LLC | 减仓 | -$3,300.77万 |
| TRUIST FINANCIAL CORP | 减仓 | -$3,117.13万 |
| PKS Advisory Services, LLC | 减仓 | -$2,794.49万 |
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 |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 23,349,327 | $53.02亿 | 1.25% | -4,380,128 | 减仓 |
| JPMORGAN CHASE & CO | 16,247,060 | $36.91亿 | 0.20% | -935,017 | 减仓 |
| MORGAN STANLEY | 14,914,723 | $33.87亿 | 0.18% | -9,234 | 减仓 |
| LPL Financial LLC | 9,632,373 | $21.87亿 | 0.49% | -872,868 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 9,606,771 | $21.81亿 | 0.14% | 148,996 | 加仓 |
| WELLS FARGO & COMPANY/MN | 6,230,043 | $14.15亿 | 0.23% | 16,746 | 加仓 |
| UBS Group AG | 3,584,194 | $8.14亿 | 0.10% | -59,307 | 减仓 |
| STIFEL FINANCIAL CORP | 3,566,472 | $8.10亿 | 0.67% | 305,458 | 加仓 |
| Cetera Investment Advisers | 3,065,888 | $6.96亿 | 0.63% | -229,242 | 减仓 |
| AMERIPRISE FINANCIAL INC | 2,897,188 | $6.57亿 | 0.13% | -112,012 | 减仓 |
| PNC Financial Services Group, Inc. | 2,209,817 | $5.02亿 | 0.25% | -61,196 | 减仓 |
| Lido Advisors, LLC | 2,129,638 | $4.84亿 | 1.31% | 185,559 | 加仓 |
| BlackRock, Inc. | 2,020,568 | $4.59亿 | 0.01% | -573,352 | 减仓 |
| PARK AVENUE SECURITIES LLC | 1,811,031 | $4.11亿 | 2.57% | -388,280 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 1,728,446 | $3.92亿 | 1.88% | -420,146 | 减仓 |
| MML INVESTORS SERVICES, LLC | 1,695,146 | $3.85亿 | 0.79% | -25,933 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 1,654,914 | $3.76亿 | 0.10% | 33,949 | 加仓 |
| GOLDMAN SACHS GROUP INC | 1,416,262 | $3.22亿 | 0.03% | 193 | 加仓 |
| ROYAL BANK OF CANADA | 1,369,827 | $3.11亿 | 0.05% | -26,775 | 减仓 |
| Cassaday & Co Wealth Management LLC | 1,255,289 | $2.85亿 | 5.35% | 57,326 | 加仓 |
| MAI Capital Management | 1,225,815 | $2.78亿 | 1.05% | 218,009 | 加仓 |
| Foundations Investment Advisors, LLC | 1,225,561 | $2.78亿 | 2.86% | 113,911 | 加仓 |
| Focus Partners Wealth | 1,205,298 | $2.74亿 | 0.28% | -23,867 | 减仓 |
| Janney Montgomery Scott LLC | 1,149,138 | $2.61亿 | 0.51% | -200,092 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 1,071,360 | $2.43亿 | 0.28% | 531,127 | 加仓 |
| Mariner, LLC | 1,052,224 | $2.39亿 | 0.25% | -74,484 | 减仓 |
| SOFI WEALTH, LLC | 1,038,423 | $2.36亿 | 9.49% | 58,458 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 976,621 | $2.22亿 | 0.28% | -62,662 | 减仓 |
| Bank of New York Mellon Corp | 970,074 | $2.20亿 | 0.04% | -168,077 | 减仓 |
| FMR LLC | 818,023 | $1.86亿 | 0.01% | -421 | 减仓 |
| NewEdge Advisors, LLC | 808,622 | $1.84亿 | 0.55% | -50,294 | 减仓 |
| Sanctuary Advisors, LLC | 783,942 | $1.78亿 | 0.82% | -118,162 | 减仓 |
| M&T Bank Corp | 768,621 | $1.75亿 | 0.51% | -17,484 | 减仓 |
| Pacific Life Fund Advisors LLC | 760,525 | $1.73亿 | 18.98% | 760,525 | 新建仓 |
| OneDigital Investment Advisors LLC | 758,206 | $1.72亿 | 1.45% | -207,383 | 减仓 |
| Rehmann Capital Advisory Group | 740,561 | $1.68亿 | 7.70% | 23,850 | 加仓 |
| OSAIC HOLDINGS, INC. | 731,726 | $1.66亿 | 0.20% | 45,113 | 加仓 |
| HighTower Advisors, LLC | 670,326 | $1.52亿 | 0.15% | 6,646 | 加仓 |
| JB Capital LLC | 663,124 | $1.51亿 | 5.21% | -145,370 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 641,496 | $1.45亿 | 0.06% | 55,765 | 加仓 |
| Calamos Wealth Management LLC | 606,356 | $1.38亿 | 4.16% | 10,003 | 加仓 |
| LVZ, Inc. | 575,983 | $1.31亿 | 13.29% | 3,321 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 565,412 | $1.28亿 | 0.71% | -95,161 | 减仓 |
| FIFTH THIRD BANCORP | 528,705 | $1.20亿 | 0.19% | -28,721 | 减仓 |
| HUNTINGTON NATIONAL BANK | 499,590 | $1.13亿 | 0.55% | -14,650 | 减仓 |
| Cerity Partners LLC | 477,313 | $1.08亿 | 0.13% | -40,188 | 减仓 |
| Rockefeller Capital Management L.P. | 451,033 | $1.02亿 | 0.16% | 24,605 | 加仓 |
| Advocacy Wealth Management, LLC | 424,530 | $9,639.38万 | 3.50% | -86,063 | 减仓 |
| TRUIST FINANCIAL CORP | 422,037 | $9,582.78万 | 0.11% | -137,282 | 减仓 |
| HOME FEDERAL BANK OF TENNESSEE | 386,538 | $8,776.69万 | 18.94% | 1,236 | 加仓 |
内部人交易（Form 4）
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