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 🔒 | ||||||||
2026Q1 买入最多
| Proficio Capital Partners LLC | 新建仓 | $5,210.20万 |
| BNP PARIBAS FINANCIAL MARKETS | 加仓 | $3,637.45万 |
| UBS Group AG | 加仓 | $2,014.58万 |
| NATIXIS ADVISORS, LLC | 加仓 | $1,688.92万 |
| Lloyd Advisory Services, LLC. | 加仓 | $1,394.60万 |
| FIFTH THIRD BANCORP | 加仓 | $1,237.42万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $1,141.75万 |
| Monument Capital Management | 新建仓 | $669.38万 |
| Sowell Financial Services LLC | 加仓 | $618.53万 |
| OSAIC HOLDINGS, INC. | 加仓 | $606.34万 |
| Advisors Preferred, LLC | 新建仓 | $558.01万 |
| Stratos Investment Management, LLC | 新建仓 | $534.20万 |
| LPL Financial LLC | 加仓 | $531.18万 |
| SUMMIT WEALTH GROUP LLC / CO | 加仓 | $491.21万 |
| VICTORY CAPITAL MANAGEMENT INC | 加仓 | $466.37万 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 加仓 | $380.05万 |
| Lido Advisors, LLC | 加仓 | $301.48万 |
| Cassaday & Co Wealth Management LLC | 加仓 | $271.24万 |
| GLOBALT Investments LLC / GA | 加仓 | $258.32万 |
| Integrated Wealth Concepts LLC | 加仓 | $243.37万 |
2026Q1 卖出最多
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$4.60亿 |
| JONES FINANCIAL COMPANIES LLLP | 减仓 | -$2.87亿 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$9,742.79万 |
| Align Financial, LLC | 减仓 | -$3,243.29万 |
| Corient Private Wealth LP | 减仓 | -$2,909.68万 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 减仓 | -$2,449.08万 |
| STEPHENS INC /AR/ | 减仓 | -$2,289.50万 |
| EARNEST PARTNERS LLC | 减仓 | -$2,117.02万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$1,750.34万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$1,689.34万 |
| HSBC HOLDINGS PLC | 减仓 | -$1,512.11万 |
| Pacific Life Fund Advisors LLC | 减仓 | -$1,458.08万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$1,081.84万 |
| Betterment LLC | 减仓 | -$1,045.67万 |
| FIRST CITIZENS BANK & TRUST CO | 减仓 | -$962.28万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$953.48万 |
| WELLINGTON MANAGEMENT GROUP LLP | 清仓 | -$830.45万 |
| US BANCORP \DE\ | 减仓 | -$810.33万 |
| CRAMER ROSENTHAL MCGLYNN LLC | 清仓 | -$710.74万 |
| Bishop & Co Investment Management, LLC | 减仓 | -$687.58万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 8,065,380 | $11.75亿 | 0.07% | -6,125 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 7,702,234 | $11.03亿 | 0.53% | -2,006,111 | 减仓 |
| WELLS FARGO & COMPANY/MN | 3,933,330 | $5.73亿 | 0.11% | 15,929 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 3,567,568 | $5.20亿 | 0.04% | -668,505 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 2,782,303 | $4.05亿 | 2.24% | -74,231 | 减仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2,673,419 | $3.90亿 | 1.50% | — | — |
| FIRST CITIZENS BANK & TRUST CO | 2,666,348 | $3.89亿 | 6.76% | -66,027 | 减仓 |
| ROYAL BANK OF CANADA | 2,376,742 | $3.46亿 | 0.06% | -13,914 | 减仓 |
| US BANCORP \DE\ | 2,034,314 | $2.96亿 | 0.36% | -55,601 | 减仓 |
| COMMERCE BANK | 1,980,452 | $2.89亿 | 1.40% | -4,313 | 减仓 |
| FMR LLC | 1,927,770 | $2.81亿 | 0.01% | -6,738 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,865,296 | $2.72亿 | 0.38% | -120,100 | 减仓 |
| UBS Group AG | 1,778,173 | $2.59亿 | 0.04% | 138,231 | 加仓 |
| Betterment LLC | 1,478,807 | $2.16亿 | 0.41% | -71,749 | 减仓 |
| PNC Financial Services Group, Inc. | 1,251,682 | $1.82亿 | 0.11% | -30,350 | 减仓 |
| LPL Financial LLC | 1,246,982 | $1.82亿 | 0.05% | 36,447 | 加仓 |
| Cassaday & Co Wealth Management LLC | 1,023,739 | $1.49亿 | 3.18% | 18,611 | 加仓 |
| AMERIPRISE FINANCIAL INC | 992,650 | $1.45亿 | 0.03% | -115,804 | 减仓 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 947,543 | $1.38亿 | 8.90% | -1,029 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 941,353 | $1.37亿 | 0.04% | -65,423 | 减仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 770,873 | $1.12亿 | 0.95% | -11,385 | 减仓 |
| JPMORGAN CHASE & CO | 787,533 | $1.12亿 | 0.01% | -9,136 | 减仓 |
| Equitable Holdings, Inc. | 406,855 | $1.04亿 | 0.66% | -2,055 | 减仓 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 713,481 | $1.04亿 | 6.63% | 1,169 | 加仓 |
| STEPHENS INC /AR/ | 683,625 | $9,964.54万 | 1.25% | -157,073 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 648,853 | $9,456.38万 | 0.03% | -3,182 | 减仓 |
| Pacific Life Fund Advisors LLC | 606,826 | $8,843.88万 | 10.16% | -100,047 | 减仓 |
| Heritage Wealth Advisors | 545,471 | $7,949.70万 | 3.11% | 5,789 | 加仓 |
| TRUIST FINANCIAL CORP | 437,111 | $6,370.46万 | 0.09% | -2,411 | 减仓 |
| Cetera Investment Advisers | 431,101 | $6,282.87万 | 0.07% | -1,136 | 减仓 |
| MONEY CONCEPTS CAPITAL CORP | 429,682 | $6,262.19万 | 3.46% | -27,437 | 减仓 |
| AE Wealth Management LLC | 380,308 | $5,542.62万 | 0.30% | 2,827 | 加仓 |
| Proficio Capital Partners LLC | 357,500 | $5,210.20万 | 2.78% | 357,500 | 新建仓 |
| Lido Advisors, LLC | 321,226 | $4,681.58万 | 0.14% | 20,686 | 加仓 |
| AMG National Trust Bank | 315,369 | $4,596.18万 | 1.00% | -3,992 | 减仓 |
| BNP PARIBAS FINANCIAL MARKETS | 296,327 | $4,318.67万 | 0.02% | 249,585 | 加仓 |
| Mariner, LLC | 293,064 | $4,264.04万 | 0.05% | -24,004 | 减仓 |
| ANCHOR CAPITAL ADVISORS LLC | 278,371 | $4,056.98万 | 1.15% | -36,419 | 减仓 |
| Chicago Partners Investment Group LLC | 255,119 | $3,969.91万 | 0.81% | -8,223 | 减仓 |
| SVB WEALTH LLC | 261,202 | $3,806.76万 | 2.51% | -1,424 | 减仓 |
| NATIXIS ADVISORS, LLC | 259,124 | $3,776.40万 | 0.05% | 115,888 | 加仓 |
| GLOBALT Investments LLC / GA | 252,907 | $3,685.86万 | 1.31% | 17,725 | 加仓 |
| Cedar Mountain Advisors, LLC | 251,582 | $3,666.55万 | 7.17% | -2,453 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 241,839 | $3,524.57万 | 0.02% | 5,063 | 加仓 |
| Focus Partners Wealth | 241,074 | $3,513.42万 | 0.04% | 4,563 | 加仓 |
| LPWM LLC | 226,691 | $3,303.80万 | 8.34% | -4,870 | 减仓 |
| THOMPSON SIEGEL & WALMSLEY LLC | 221,510 | $3,228.30万 | 0.57% | -15,427 | 减仓 |
| HighTower Advisors, LLC | 218,629 | $3,186.31万 | 0.03% | 84 | 加仓 |
| TIAA TRUST, NATIONAL ASSOCIATION | 216,645 | $3,157.38万 | 1.92% | -3,154,665 | 减仓 |
| FIFTH THIRD BANCORP | 203,918 | $2,971.89万 | 0.05% | 84,906 | 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 🔒