13F 机构持仓

IWV ISHARES TR

RUSSELL 3000 ETF

持有机构数9082026Q2
26Q126Q2
机构合计持股(股)27,358,8242026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q290827,358,824$116.57亿 6321327436-$3.31亿
2026Q186928,510,156$105.72亿 2922826534$1,150.14万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Gallagher Fiduciary Advisors, LLC加仓$3.57亿
American Family Investments, Inc.加仓$2.12亿
BlackRock, Inc.加仓$1.30亿
Gotham Asset Management, LLC新建仓$1.07亿
GOLDMAN SACHS GROUP INC加仓$6,399.01万
Calamos Advisors LLC新建仓$5,705.51万
Cerity Partners LLC加仓$3,691.41万
BANK OF AMERICA CORP /DE/加仓$3,494.88万
FIFTH THIRD BANCORP加仓$2,949.51万
STRATEGIC INVESTMENT MANAGEMENT, LLC加仓$1,445.28万
MORGAN STANLEY加仓$1,220.32万
Bricktown Capital, LLC加仓$778.43万
CITADEL ADVISORS LLC加仓$731.61万
AQR CAPITAL MANAGEMENT LLC加仓$704.36万
Tanglewood Wealth Management, Inc.加仓$688.68万
RAYMOND JAMES FINANCIAL INC加仓$576.19万
PENNINGTON PARTNERS & CO., LLC加仓$534.97万
Geneos Wealth Management Inc.加仓$505.87万
Bleakley Financial Group, LLC新建仓$489.65万
TLWM加仓$483.66万

2026Q1 卖出最多

RHUMBLINE ADVISERS减仓-$5.81亿
Corient Private Wealth LP减仓-$8,102.76万
Align Financial, LLC减仓-$6,650.73万
CAPTRUST FINANCIAL ADVISORS减仓-$3,238.36万
UBS Group AG减仓-$3,183.40万
Concurrent Investment Advisors, LLC减仓-$3,177.26万
FIRST TRUST ADVISORS LP清仓-$2,764.97万
TIAA TRUST, NATIONAL ASSOCIATION减仓-$2,358.15万
ROYAL BANK OF CANADA减仓-$2,125.87万
WELLS FARGO & COMPANY/MN减仓-$1,596.78万
LPL Financial LLC减仓-$1,589.18万
First National Trust Co减仓-$1,220.50万
Beacon Pointe Advisors, LLC减仓-$1,213.79万
BESSEMER GROUP INC减仓-$1,107.02万
Humankind Investments LLC清仓-$950.49万
ZACKS INVESTMENT MANAGEMENT减仓-$946.76万
Brookstone Capital Management减仓-$940.41万
AMERIPRISE FINANCIAL INC减仓-$911.15万
FEDERATED HERMES, INC.减仓-$879.36万
NORTHERN TRUST CORP减仓-$772.05万

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
SCS Capital Management LLC1,865,658$6.92亿7.33%-9,142减仓
BlackRock, Inc.1,799,933$6.67亿0.01%349,804加仓
GOLDMAN SACHS GROUP INC1,701,803$6.31亿0.07%172,629加仓
MORGAN STANLEY1,317,743$4.88亿0.03%32,921加仓
NORTHERN TRUST CORP998,905$3.70亿0.05%-20,828减仓
Gallagher Fiduciary Advisors, LLC965,992$3.58亿0.43%963,386加仓
BANK OF AMERICA CORP /DE/923,534$3.42亿0.03%94,283加仓
American Family Investments, Inc.843,738$3.13亿8.22%571,898加仓
Pitcairn Wealth Advisors LLC507,490$1.96亿18.07%-4,279减仓
UNC Management Company, Inc.527,834$1.96亿11.94%1,066加仓
JPMORGAN CHASE & CO475,713$1.71亿0.01%1,664加仓
LPL Financial LLC457,350$1.70亿0.05%-42,872减仓
AMERIPRISE FINANCIAL INC398,978$1.48亿0.03%-24,555减仓
FMR LLC387,948$1.44亿0.01%-6,343减仓
Focus Partners Wealth360,403$1.34亿0.15%-3,991减仓
Evensky & Katz LLC340,805$1.26亿7.19%-5,100减仓
Bank of New York Mellon Corp338,628$1.26亿0.02%-12,428减仓
PNC Financial Services Group, Inc.335,776$1.24亿0.07%-10,286减仓
HighTower Advisors, LLC318,216$1.18亿0.13%5,576加仓
UBS Group AG296,201$1.10亿0.02%-85,880减仓
TLWM294,238$1.09亿19.65%13,048加仓
Gotham Asset Management, LLC288,620$1.07亿0.33%288,620新建仓
MERCER GLOBAL ADVISORS INC /ADV275,736$1.02亿0.15%3,361加仓
Lido Advisors, LLC274,951$1.02亿0.31%-785减仓
WELLS FARGO & COMPANY/MN252,360$9,354.46万0.02%-43,077减仓
SENTINEL TRUST CO LBA242,928$9,004.90万8.95%-1,113减仓
Corient Private Wealth LP226,096$8,295.72万0.12%-220,837减仓
Bricktown Capital, LLC222,495$8,247.44万16.24%21,000加仓
BLAIR WILLIAM & CO/IL194,240$7,200.07万0.21%-4,431减仓
IEQ CAPITAL, LLC174,759$6,477.94万0.30%28加仓
GM Advisory Group, LLC173,146$6,418.17万2.47%-4,211减仓
Geneos Wealth Management Inc.170,528$6,321.13万1.47%13,647加仓
STEPHENS INC /AR/164,161$6,085.10万0.76%7,105加仓
CAPTRUST FINANCIAL ADVISORS163,610$6,064.33万0.11%-87,368减仓
BROWN ADVISORY INC160,437$5,947.07万0.10%613加仓
BANK OF NOVA SCOTIA159,700$5,919.76万0.10%0不变
DAVIS R M INC159,675$5,918.82万1.05%0不变
RAYMOND JAMES FINANCIAL INC156,157$5,788.43万0.02%15,544加仓
Calamos Advisors LLC153,920$5,705.51万0.20%153,920新建仓
Calamos Wealth Management LLC153,920$5,705.51万1.96%-3,459减仓
Waverly Advisors, LLC149,844$5,554.41万0.41%-2,303减仓
Cetera Investment Advisers149,242$5,532.11万0.06%-4,744减仓
FIFTH THIRD BANCORP146,638$5,435.59万0.10%79,570加仓
COMMERCE BANK145,398$5,389.61万0.26%529加仓
FRANKLIN RESOURCES INC144,141$5,343.02万0.01%9,103加仓
Proficio Capital Partners LLC143,682$5,325.99万2.85%-9,795减仓
Beacon Pointe Advisors, LLC141,446$5,243.13万0.28%-32,745减仓
Ballentine Partners, LLC138,977$5,151.60万0.72%7,282加仓
FFT WEALTH MANAGEMENT LLC137,902$5,111.76万9.25%1,221加仓
Mill Creek Capital Advisors, LLC130,652$4,842.99万0.99%1,938加仓

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