IWP ISHARES TR
RUS MD CP GR 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 | 1,215 | 112,214,601 | $164.04亿 | 60 | 353 | 399 | 53 | -$3,492.48万 |
| 2026Q1 | 1,179 | 112,452,720 | $144.17亿 | 48 | 383 | 376 | 64 | -$6.91亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Plante Moran Financial Advisors, LLC | 加仓 | $1.94亿 |
| WELLINGTON MANAGEMENT GROUP LLP | 重新持有 | $5,065.23万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $2,924.73万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $2,787.84万 |
| MORGAN STANLEY | 加仓 | $2,609.90万 |
| ROYAL BANK OF CANADA | 加仓 | $2,386.72万 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 加仓 | $2,303.85万 |
| StoryOne LLC | 新建仓 | $2,168.33万 |
| Intergy Private Wealth, LLC | 加仓 | $1,557.43万 |
| American Family Investments, Inc. | 加仓 | $1,512.33万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,451.30万 |
| BNP PARIBAS FINANCIAL MARKETS | 加仓 | $1,408.46万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $1,375.14万 |
| LPL Financial LLC | 加仓 | $1,197.87万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $1,039.80万 |
| Pathstone Holdings, LLC | 加仓 | $1,001.33万 |
| Cassaday & Co Wealth Management LLC | 加仓 | $855.27万 |
| CITADEL ADVISORS LLC | 新建仓 | $844.19万 |
| Field & Main Bank | 加仓 | $816.66万 |
| AE Wealth Management LLC | 加仓 | $489.91万 |
2026Q2 卖出最多
| JONES FINANCIAL COMPANIES LLLP | 减仓 | -$1.21亿 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$4,317.89万 |
| FIRST CITIZENS BANK & TRUST CO | 减仓 | -$4,262.67万 |
| US BANCORP \DE\ | 减仓 | -$3,351.84万 |
| Pacific Life Fund Advisors LLC | 减仓 | -$3,303.48万 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 减仓 | -$2,320.91万 |
| CONGRESS ASSET MANAGEMENT CO | 减仓 | -$2,297.01万 |
| BANK OF HAWAII | 减仓 | -$2,133.59万 |
| Mesirow Financial Investment Management, Inc. | 减仓 | -$1,973.25万 |
| Allworth Financial LP | 减仓 | -$1,939.75万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,466.31万 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 减仓 | -$1,428.82万 |
| COMMERCE BANK | 减仓 | -$1,381.42万 |
| Equitable Holdings, Inc. | 减仓 | -$1,376.71万 |
| BROWN ADVISORY INC | 减仓 | -$1,326.70万 |
| Cullen/Frost Bankers, Inc. | 减仓 | -$1,255.96万 |
| NATIXIS ADVISORS, LLC | 减仓 | -$1,066.37万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$880.82万 |
| Advisors Capital Management, LLC | 清仓 | -$729.12万 |
| Monument Capital Management | 重新持有 | -$718.18万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20,083,691 | $29.40亿 | 0.16% | 178,260 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 7,000,459 | $10.25亿 | 0.07% | -100,151 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 5,866,456 | $8.59亿 | 0.20% | 93,924 | 加仓 |
| WELLS FARGO & COMPANY/MN | 5,335,358 | $7.81亿 | 0.13% | 199,763 | 加仓 |
| First Command Advisory Services, Inc. | 3,941,675 | $5.77亿 | 3.43% | -9,627 | 减仓 |
| LPL Financial LLC | 2,726,167 | $3.99亿 | 0.09% | 81,816 | 加仓 |
| UBS Group AG | 2,718,424 | $3.98亿 | 0.05% | -32,960 | 减仓 |
| AMERIPRISE FINANCIAL INC | 2,542,307 | $3.74亿 | 0.08% | -59,952 | 减仓 |
| PNC Financial Services Group, Inc. | 2,424,157 | $3.55亿 | 0.18% | -10,043 | 减仓 |
| Cassaday & Co Wealth Management LLC | 2,243,150 | $3.28亿 | 6.17% | 58,416 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2,218,307 | $3.25亿 | 0.41% | -35,267 | 减仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,103,984 | $3.08亿 | 2.31% | 0 | 不变 |
| JONES FINANCIAL COMPANIES LLLP | 1,996,544 | $2.83亿 | 0.11% | -855,039 | 减仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,876,868 | $2.75亿 | 0.95% | -97,590 | 减仓 |
| COMMERCE BANK | 1,523,545 | $2.23亿 | 0.98% | -94,353 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,486,576 | $2.18亿 | 0.12% | 71,020 | 加仓 |
| US BANCORP \DE\ | 1,353,964 | $1.98亿 | 0.22% | -228,935 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 1,352,671 | $1.98亿 | 0.95% | -294,918 | 减仓 |
| Plante Moran Financial Advisors, LLC | 1,324,615 | $1.94亿 | 9.02% | 1,324,377 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,270,561 | $1.86亿 | 0.22% | 99,111 | 加仓 |
| FIRST CITIZENS BANK & TRUST CO | 1,242,947 | $1.82亿 | 2.72% | -291,146 | 减仓 |
| Cullen/Frost Bankers, Inc. | 1,188,094 | $1.74亿 | 1.71% | -85,784 | 减仓 |
| FMR LLC | 1,138,018 | $1.67亿 | 0.01% | -38,518 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 996,753 | $1.46亿 | 0.04% | -40,612 | 减仓 |
| ROYAL BANK OF CANADA | 918,632 | $1.34亿 | 0.02% | 163,015 | 加仓 |
| Financial Advisory Corp | 743,948 | $1.09亿 | 14.44% | -39,057 | 减仓 |
| American Family Investments, Inc. | 723,817 | $1.06亿 | 1.91% | 103,294 | 加仓 |
| Cetera Investment Advisers | 722,419 | $1.06亿 | 0.10% | 32,405 | 加仓 |
| Mariner, LLC | 662,972 | $9,706.57万 | 0.10% | -11,623 | 减仓 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 662,087 | $9,693.62万 | 5.80% | 157,356 | 加仓 |
| TRUIST FINANCIAL CORP | 641,849 | $9,397.32万 | 0.11% | 3,919 | 加仓 |
| Focus Partners Wealth | 636,878 | $9,324.55万 | 0.10% | -20,949 | 减仓 |
| CIBC Bancorp USA Inc. | 615,207 | $9,007.25万 | 0.11% | -16,884 | 减仓 |
| JPMORGAN CHASE & CO | 588,919 | $8,520.50万 | 0.00% | -17,865 | 减仓 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 563,017 | $8,243.14万 | 4.66% | 12,027 | 加仓 |
| FIFTH THIRD BANCORP | 491,388 | $7,194.41万 | 0.12% | -19,619 | 减仓 |
| STEPHENS INC /AR/ | 485,385 | $7,107.97万 | 0.80% | -37,976 | 减仓 |
| Equitable Holdings, Inc. | 461,131 | $6,751.42万 | 0.40% | -94,031 | 减仓 |
| GOLDMAN SACHS GROUP INC | 452,315 | $6,622.35万 | 0.01% | 12,761 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 446,726 | $6,540.50万 | 0.07% | 190,414 | 加仓 |
| Rodgers & Associates, LTD | 435,416 | $6,374.93万 | 5.79% | 4,385 | 加仓 |
| Creative Planning | 415,398 | $6,081.85万 | 0.04% | -7,988 | 减仓 |
| JOHNSON INVESTMENT COUNSEL INC | 401,192 | $5,873.85万 | 0.43% | -2,038 | 减仓 |
| BNP PARIBAS FINANCIAL MARKETS | 395,460 | $5,789.93万 | 0.02% | 96,200 | 加仓 |
| WELLINGTON MANAGEMENT GROUP LLP | 370,317 | $5,421.81万 | 0.01% | 345,962 | 重新持有 |
| AMG National Trust Bank | 340,414 | $4,984.01万 | 1.02% | 2,917 | 加仓 |
| Wescott Financial Advisory Group, LLC | 338,838 | $4,960.93万 | 3.84% | 920 | 加仓 |
| Truepoint, Inc. | 320,731 | $4,695.82万 | 0.98% | -15,586 | 减仓 |
| Krilogy Financial LLC | 313,541 | $4,590.56万 | 1.36% | 7,018 | 加仓 |
| M&T Bank Corp | 303,981 | $4,450.58万 | 0.13% | -1,475 | 减仓 |
内部人交易（Form 4）
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