IWS ISHARES TR
RUS MDCP 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 | 1,041 | 72,690,545 | $119.67亿 | 76 | 290 | 354 | 39 | -$6.46亿 |
| 2026Q1 | 993 | 76,743,402 | $112.13亿 | 52 | 266 | 371 | 39 | -$9.42亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Moran Wealth Management, LLC | 加仓 | $1,250.37万 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 加仓 | $992.77万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $881.58万 |
| Pathstone Holdings, LLC | 加仓 | $846.60万 |
| FRANKLIN RESOURCES INC | 加仓 | $780.71万 |
| Arax Advisory Partners | 加仓 | $772.50万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $521.14万 |
| XTX Topco Ltd | 新建仓 | $427.83万 |
| Integrated Wealth Concepts LLC | 加仓 | $410.15万 |
| Farther Finance Advisors, LLC | 加仓 | $409.71万 |
| Midwest Professional Planners, LTD. | 新建仓 | $391.90万 |
| Concurrent Investment Advisors, LLC | 加仓 | $357.91万 |
| Cassaday & Co Wealth Management LLC | 加仓 | $333.31万 |
| Cetera Investment Advisers | 加仓 | $291.52万 |
| SVB WEALTH LLC | 加仓 | $250.52万 |
| Baird Financial Group, Inc. | 加仓 | $249.98万 |
| MORGAN STANLEY | 加仓 | $249.68万 |
| CIBC Bancorp USA Inc. | 加仓 | $241.95万 |
| OSAIC HOLDINGS, INC. | 加仓 | $233.40万 |
| ASSETMARK, INC | 加仓 | $232.99万 |
2026Q2 卖出最多
| JONES FINANCIAL COMPANIES LLLP | 减仓 | -$1.17亿 |
| Pacific Life Fund Advisors LLC | 清仓 | -$8,843.88万 |
| Equitable Holdings, Inc. | 减仓 | -$6,000.50万 |
| Proficio Capital Partners LLC | 清仓 | -$5,210.20万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$5,009.96万 |
| BNP PARIBAS FINANCIAL MARKETS | 清仓 | -$4,318.67万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$4,277.74万 |
| FIRST CITIZENS BANK & TRUST CO | 减仓 | -$4,241.18万 |
| ROYAL BANK OF CANADA | 减仓 | -$3,307.10万 |
| Allworth Financial LP | 减仓 | -$1,838.62万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$1,695.79万 |
| Lloyd Advisory Services, LLC. | 减仓 | -$1,551.93万 |
| Betterment LLC | 减仓 | -$1,518.98万 |
| UBS Group AG | 减仓 | -$1,513.88万 |
| NATIXIS ADVISORS, LLC | 减仓 | -$1,354.77万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$1,214.04万 |
| COMMERCE BANK | 减仓 | -$1,114.19万 |
| US BANCORP \DE\ | 减仓 | -$810.82万 |
| ANCHOR CAPITAL ADVISORS LLC | 减仓 | -$684.01万 |
| Monument Capital Management | 清仓 | -$669.38万 |
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 | 8,080,549 | $13.30亿 | 0.07% | 15,169 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 6,991,663 | $11.55亿 | 0.46% | -710,571 | 减仓 |
| WELLS FARGO & COMPANY/MN | 3,628,958 | $5.97亿 | 0.10% | -304,372 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 3,493,811 | $5.75亿 | 0.04% | -73,757 | 减仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2,733,733 | $4.50亿 | 1.55% | 60,314 | 加仓 |
| Envestnet Portfolio Solutions, Inc. | 2,522,416 | $4.15亿 | 1.99% | -259,887 | 减仓 |
| FIRST CITIZENS BANK & TRUST CO | 2,408,682 | $3.96亿 | 5.93% | -257,666 | 减仓 |
| ROYAL BANK OF CANADA | 2,175,825 | $3.58亿 | 0.05% | -200,917 | 减仓 |
| US BANCORP \DE\ | 1,985,054 | $3.27亿 | 0.36% | -49,260 | 减仓 |
| FMR LLC | 1,915,152 | $3.15亿 | 0.01% | -12,618 | 减仓 |
| COMMERCE BANK | 1,912,761 | $3.15亿 | 1.38% | -67,691 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,868,064 | $3.07亿 | 0.39% | 2,768 | 加仓 |
| UBS Group AG | 1,686,200 | $2.78亿 | 0.04% | -91,973 | 减仓 |
| Betterment LLC | 1,386,524 | $2.28亿 | 0.39% | -92,283 | 减仓 |
| PNC Financial Services Group, Inc. | 1,224,739 | $2.02亿 | 0.10% | -26,943 | 减仓 |
| LPL Financial LLC | 1,220,367 | $2.01亿 | 0.05% | -26,615 | 减仓 |
| Cassaday & Co Wealth Management LLC | 1,043,989 | $1.72亿 | 3.23% | 20,250 | 加仓 |
| AMERIPRISE FINANCIAL INC | 1,024,250 | $1.69亿 | 0.03% | 31,600 | 加仓 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 940,874 | $1.55亿 | 9.27% | -6,669 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 838,328 | $1.38亿 | 0.03% | -103,025 | 减仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 761,386 | $1.25亿 | 0.94% | -9,487 | 减仓 |
| JPMORGAN CHASE & CO | 759,625 | $1.25亿 | 0.01% | -27,908 | 减仓 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 709,976 | $1.17亿 | 6.60% | -3,505 | 减仓 |
| STEPHENS INC /AR/ | 669,651 | $1.10亿 | 1.24% | -13,974 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 641,160 | $1.06亿 | 0.03% | -7,693 | 减仓 |
| Heritage Wealth Advisors | 534,456 | $8,797.14万 | 3.02% | -11,015 | 减仓 |
| Cetera Investment Advisers | 448,812 | $7,387.44万 | 0.07% | 17,711 | 加仓 |
| MONEY CONCEPTS CAPITAL CORP | 443,267 | $7,296.17万 | 3.38% | 13,585 | 加仓 |
| TRUIST FINANCIAL CORP | 433,102 | $7,128.85万 | 0.09% | -4,009 | 减仓 |
| AE Wealth Management LLC | 368,117 | $6,059.19万 | 0.28% | -12,191 | 减仓 |
| AMG National Trust Bank | 309,347 | $5,091.85万 | 1.04% | -6,022 | 减仓 |
| Lido Advisors, LLC | 308,877 | $5,084.12万 | 0.14% | -12,349 | 减仓 |
| Mariner, LLC | 298,489 | $4,913.13万 | 0.05% | 5,425 | 加仓 |
| SVB WEALTH LLC | 276,422 | $4,549.91万 | 2.87% | 15,220 | 加仓 |
| Cedar Mountain Advisors, LLC | 252,713 | $4,159.65万 | 7.16% | 1,131 | 加仓 |
| Chicago Partners Investment Group LLC | 251,143 | $4,142.11万 | 0.83% | -3,976 | 减仓 |
| GLOBALT Investments LLC / GA | 246,217 | $4,052.74万 | 1.37% | -6,690 | 减仓 |
| Focus Partners Wealth | 242,638 | $3,993.85万 | 0.04% | 1,564 | 加仓 |
| ANCHOR CAPITAL ADVISORS LLC | 236,815 | $3,897.97万 | 1.10% | -41,556 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 227,724 | $3,748.33万 | 0.02% | -14,115 | 减仓 |
| HighTower Advisors, LLC | 220,288 | $3,625.93万 | 0.03% | 1,659 | 加仓 |
| OSAIC HOLDINGS, INC. | 217,129 | $3,575.48万 | 0.04% | 14,174 | 加仓 |
| LPWM LLC | 216,410 | $3,562.10万 | 7.90% | -10,281 | 减仓 |
| TIAA TRUST, NATIONAL ASSOCIATION | 214,090 | $3,523.92万 | 2.08% | -2,555 | 减仓 |
| FIFTH THIRD BANCORP | 202,538 | $3,333.77万 | 0.05% | -1,380 | 减仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 196,189 | $3,229.27万 | 0.11% | -2,370 | 减仓 |
| THOMPSON SIEGEL & WALMSLEY LLC | 194,138 | $3,195.50万 | 0.57% | -27,372 | 减仓 |
| Baird Financial Group, Inc. | 184,290 | $3,033.41万 | 0.04% | 15,187 | 加仓 |
| Badgley Phelps Wealth Managers, LLC | 181,221 | $2,982.90万 | 0.52% | 2,720 | 加仓 |
| CIBC Bancorp USA Inc. | 178,812 | $2,943.24万 | 0.04% | 14,699 | 加仓 |
内部人交易（Form 4）
IWS 董事、高管和大股东的最新买卖申报。专业版可看 🔒