IWX ISHARES TR
RUS TP200 VL 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 | 265 | 36,519,207 | $38.38亿 | 26 | 74 | 87 | 21 | -$3.89亿 |
| 2026Q1 | 253 | 40,046,905 | $37.11亿 | 24 | 78 | 86 | 7 | -$11.40亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Proficio Capital Partners LLC | 新建仓 | $7,286.08万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $960.33万 |
| Sterling Capital Management LLC | 加仓 | $837.99万 |
| Wall Capital Group, Inc. | 新建仓 | $821.17万 |
| AE Wealth Management LLC | 加仓 | $766.56万 |
| Stratos Investment Management, LLC | 新建仓 | $606.10万 |
| Concurrent Investment Advisors, LLC | 新建仓 | $471.81万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $415.38万 |
| First Citizens Asset Management, Inc. | 加仓 | $388.18万 |
| Key Capital Management, INC | 加仓 | $384.04万 |
| Kingdom Financial Group LLC. | 加仓 | $350.12万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $323.84万 |
| Richard P Slaughter Associates Inc | 加仓 | $260.47万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $259.60万 |
| UBS Group AG | 加仓 | $241.99万 |
| LifeWealth Investments, LLC | 加仓 | $225.19万 |
| Mariner, LLC | 加仓 | $214.13万 |
| SVB WEALTH LLC | 加仓 | $189.77万 |
| CITIGROUP INC | 加仓 | $156.72万 |
| Farther Finance Advisors, LLC | 加仓 | $127.38万 |
2026Q2 卖出最多
| FIRST CITIZENS BANK & TRUST CO | 减仓 | -$1.49亿 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$1.46亿 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$9,022.06万 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 减仓 | -$4,015.01万 |
| Lloyd Advisory Services, LLC. | 减仓 | -$2,919.76万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$1,462.19万 |
| Clark Capital Management Group, Inc. | 减仓 | -$1,140.66万 |
| LPL Financial LLC | 减仓 | -$1,007.36万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$686.47万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$616.90万 |
| Lido Advisors, LLC | 减仓 | -$576.77万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$546.87万 |
| JSF Financial, LLC | 减仓 | -$424.12万 |
| SigFig Wealth Management, LLC | 清仓 | -$377.88万 |
| Cetera Investment Advisers | 减仓 | -$338.47万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$239.39万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$238.42万 |
| Curi Capital, LLC | 清仓 | -$188.80万 |
| GTS SECURITIES LLC | 减仓 | -$180.61万 |
| B. Riley Wealth Advisors, Inc. | 清仓 | -$166.47万 |
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 |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 9,859,021 | $10.37亿 | 3.57% | -381,800 | 减仓 |
| Envestnet Portfolio Solutions, Inc. | 4,907,301 | $5.16亿 | 2.47% | -1,388,302 | 减仓 |
| FIRST CITIZENS BANK & TRUST CO | 4,514,061 | $4.75亿 | 7.10% | -1,413,973 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,815,846 | $1.91亿 | 0.05% | -857,937 | 减仓 |
| AE Wealth Management LLC | 1,176,003 | $1.24亿 | 0.58% | 72,895 | 加仓 |
| Lido Advisors, LLC | 911,734 | $9,587.80万 | 0.26% | -54,847 | 减仓 |
| Proficio Capital Partners LLC | 692,856 | $7,286.08万 | 2.62% | 692,856 | 新建仓 |
| Clark Capital Management Group, Inc. | 565,031 | $5,941.87万 | 0.32% | -108,469 | 减仓 |
| First Citizens Asset Management, Inc. | 550,641 | $5,790.55万 | 18.51% | 36,913 | 加仓 |
| Richard P Slaughter Associates Inc | 513,314 | $5,398.01万 | 10.58% | 24,769 | 加仓 |
| Wilmington Savings Fund Society, FSB | 492,332 | $5,177.36万 | 1.16% | -12,316 | 减仓 |
| LPL Financial LLC | 483,315 | $5,082.54万 | 0.01% | -95,793 | 减仓 |
| SVB WEALTH LLC | 477,994 | $5,026.59万 | 3.17% | 18,046 | 加仓 |
| AMERIPRISE FINANCIAL INC | 414,030 | $4,443.02万 | 0.01% | 30,178 | 加仓 |
| TIAA TRUST, NATIONAL ASSOCIATION | 394,910 | $4,152.87万 | 2.46% | -13,683 | 减仓 |
| UBS Group AG | 376,112 | $3,955.19万 | 0.01% | 23,012 | 加仓 |
| Kingdom Financial Group LLC. | 324,849 | $3,416.11万 | 8.73% | 33,294 | 加仓 |
| Sterling Capital Management LLC | 316,217 | $3,325.34万 | 0.56% | 79,687 | 加仓 |
| JPMORGAN CHASE & CO | 287,855 | $3,031.41万 | 0.00% | 1,166 | 加仓 |
| RTD Financial Advisors, Inc. | 279,877 | $2,943.19万 | 3.21% | 9,889 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 266,777 | $2,805.43万 | 0.00% | 24,686 | 加仓 |
| LifeWealth Investments, LLC | 249,969 | $2,628.67万 | 7.03% | 21,414 | 加仓 |
| Compton Wealth Advisory Group, LLC | 239,223 | $2,534.57万 | 5.12% | -6,079 | 减仓 |
| JSF Financial, LLC | 239,472 | $2,518.29万 | 3.98% | -40,331 | 减仓 |
| Bryn Mawr Trust Advisors, LLC | 236,778 | $2,489.96万 | 1.09% | -5,680 | 减仓 |
| Orion Porfolio Solutions, LLC | 217,189 | $2,283.96万 | 0.17% | -65,279 | 减仓 |
| Waverly Advisors, LLC | 216,815 | $2,280.03万 | 0.13% | 6,775 | 加仓 |
| Cetera Investment Advisers | 207,128 | $2,178.16万 | 0.02% | -32,186 | 减仓 |
| HOWARD BAILEY SECURITIES, LLC | 201,456 | $2,118.51万 | 7.95% | 10,772 | 加仓 |
| MORGAN STANLEY | 200,112 | $2,104.39万 | 0.00% | 4,771 | 加仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 181,611 | $1,909.82万 | 0.21% | -963 | 减仓 |
| Private Advisor Group, LLC | 179,280 | $1,885.31万 | 0.09% | -3,236 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 177,720 | $1,869.00万 | 0.02% | 91,316 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 176,522 | $1,856.30万 | 0.01% | -22,764 | 减仓 |
| NewEdge Advisors, LLC | 174,263 | $1,832.55万 | 0.05% | -9,979 | 减仓 |
| Sanctuary Advisors, LLC | 164,385 | $1,728.67万 | 0.08% | 512 | 加仓 |
| Arkadios Wealth Advisors | 148,157 | $1,558.02万 | 0.24% | 1,886 | 加仓 |
| TRUIST FINANCIAL CORP | 142,144 | $1,494.79万 | 0.02% | -4,800 | 减仓 |
| WELLS FARGO & COMPANY/MN | 135,545 | $1,425.38万 | 0.00% | 208 | 加仓 |
| Horst & Graben Wealth Management LLC | 133,886 | $1,418.52万 | 1.87% | 2,706 | 加仓 |
| Montgomery Financial Services LLC | 132,081 | $1,388.97万 | 12.07% | — | — |
| PRINCIPAL SECURITIES, INC. | 131,189 | $1,379.58万 | 0.17% | -52,004 | 减仓 |
| Key Capital Management, INC | 128,769 | $1,354.13万 | 6.97% | 36,520 | 加仓 |
| One Capital Management, LLC | 133,890 | $1,240.76万 | 0.35% | 0 | 不变 |
| Simplicity Wealth,LLC | 116,634 | $1,226.52万 | 0.41% | 8,300 | 加仓 |
| ROYAL BANK OF CANADA | 105,799 | $1,112.60万 | 0.00% | -13,683 | 减仓 |
| OSAIC HOLDINGS, INC. | 84,977 | $893.66万 | 0.01% | -15,753 | 减仓 |
| Wall Capital Group, Inc. | 78,088 | $821.17万 | 6.72% | 78,088 | 新建仓 |
| Veridan Wealth LLC | 64,262 | $675.78万 | 2.30% | -3,035 | 减仓 |
| Legacy Advisory Services, LLC | 63,553 | $668.32万 | 4.70% | 662 | 加仓 |
内部人交易（Form 4）
IWX 董事、高管和大股东的最新买卖申报。专业版可看 🔒