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 🔒 | ||||||||
2026Q1 买入最多
| Lloyd Advisory Services, LLC. | 加仓 | $2,622.20万 |
| Private Advisor Group, LLC | 加仓 | $1,384.43万 |
| Richard P Slaughter Associates Inc | 加仓 | $714.20万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $586.47万 |
| One Capital Management, LLC | 加仓 | $503.36万 |
| Key Capital Management, INC | 加仓 | $395.87万 |
| Sterling Capital Management LLC | 加仓 | $391.94万 |
| Compound Planning, Inc. | 加仓 | $358.86万 |
| LifeWealth Investments, LLC | 加仓 | $322.35万 |
| FIRST AMERICAN TRUST, FSB | 加仓 | $312.69万 |
| RTD Financial Advisors, Inc. | 加仓 | $256.00万 |
| First Citizens Asset Management, Inc. | 加仓 | $243.21万 |
| JPMORGAN CHASE & CO | 加仓 | $230.84万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $220.19万 |
| AE Wealth Management LLC | 加仓 | $203.88万 |
| Stratos Wealth Advisors, LLC | 加仓 | $185.18万 |
| Kingdom Financial Group LLC. | 加仓 | $165.05万 |
| Sanctuary Advisors, LLC | 加仓 | $138.75万 |
| Triad Wealth Partners, LLC | 新建仓 | $129.48万 |
| UBS Group AG | 加仓 | $111.00万 |
2026Q1 卖出最多
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$11.06亿 |
| Align Financial, LLC | 减仓 | -$3,923.20万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$3,799.76万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$736.65万 |
| LPL Financial LLC | 减仓 | -$572.09万 |
| MORGAN STANLEY | 减仓 | -$526.93万 |
| FIRST CITIZENS BANK & TRUST CO | 减仓 | -$514.32万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$470.33万 |
| Clark Capital Management Group, Inc. | 减仓 | -$449.87万 |
| SVB WEALTH LLC | 减仓 | -$449.06万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$348.06万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$340.08万 |
| TRUIST FINANCIAL CORP | 减仓 | -$304.42万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$229.00万 |
| Cetera Investment Advisers | 减仓 | -$219.67万 |
| Centennial Wealth Advisory LLC | 清仓 | -$205.91万 |
| Linden Thomas Advisory Services, LLC | 减仓 | -$151.13万 |
| Bryn Mawr Trust Advisors, LLC | 减仓 | -$142.49万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$122.04万 |
| CITADEL ADVISORS LLC | 减仓 | -$114.62万 |
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 |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 10,240,821 | $9.49亿 | 3.65% | — | — |
| Envestnet Portfolio Solutions, Inc. | 6,295,603 | $5.83亿 | 3.23% | -36,698 | 减仓 |
| FIRST CITIZENS BANK & TRUST CO | 5,928,034 | $5.49亿 | 9.56% | -55,500 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 2,673,783 | $2.48亿 | 0.07% | -410,031 | 减仓 |
| AE Wealth Management LLC | 1,103,108 | $1.02亿 | 0.55% | 22,001 | 加仓 |
| Lido Advisors, LLC | 966,581 | $8,957.31万 | 0.27% | -7,088 | 减仓 |
| Clark Capital Management Group, Inc. | 673,500 | $6,241.32万 | 0.39% | -48,545 | 减仓 |
| LPL Financial LLC | 579,108 | $5,366.59万 | 0.01% | -61,734 | 减仓 |
| First Citizens Asset Management, Inc. | 513,728 | $4,760.72万 | 16.88% | 26,245 | 加仓 |
| Wilmington Savings Fund Society, FSB | 504,648 | $4,676.57万 | 1.11% | -1,251 | 减仓 |
| Richard P Slaughter Associates Inc | 488,545 | $4,527.35万 | 9.79% | 77,069 | 加仓 |
| SVB WEALTH LLC | 459,948 | $4,262.34万 | 2.81% | -48,458 | 减仓 |
| TIAA TRUST, NATIONAL ASSOCIATION | 408,593 | $3,786.43万 | 2.30% | -11,935,557 | 减仓 |
| AMERIPRISE FINANCIAL INC | 383,852 | $3,559.40万 | 0.01% | -50,721 | 减仓 |
| UBS Group AG | 353,100 | $3,272.18万 | 0.00% | 11,978 | 加仓 |
| Kingdom Financial Group LLC. | 291,555 | $2,701.84万 | 7.73% | 17,810 | 加仓 |
| Lloyd Advisory Services, LLC. | 291,555 | $2,701.84万 | 7.73% | 282,961 | 加仓 |
| Orion Porfolio Solutions, LLC | 282,468 | $2,617.63万 | 0.22% | -79,492 | 减仓 |
| JPMORGAN CHASE & CO | 286,689 | $2,604.57万 | 0.00% | 25,409 | 加仓 |
| JSF Financial, LLC | 279,803 | $2,592.94万 | 5.08% | 5,459 | 加仓 |
| RTD Financial Advisors, Inc. | 269,988 | $2,501.98万 | 3.07% | 27,625 | 加仓 |
| Compton Wealth Advisory Group, LLC | 245,302 | $2,284.74万 | 5.09% | -4,759 | 减仓 |
| Bryn Mawr Trust Advisors, LLC | 242,458 | $2,246.86万 | 1.09% | -15,376 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 242,091 | $2,243.46万 | 0.00% | 4,677 | 加仓 |
| Cetera Investment Advisers | 239,314 | $2,217.72万 | 0.02% | -23,705 | 减仓 |
| Sterling Capital Management LLC | 236,530 | $2,191.92万 | 0.42% | 42,294 | 加仓 |
| LifeWealth Investments, LLC | 228,555 | $2,118.02万 | 6.32% | 34,785 | 加仓 |
| Waverly Advisors, LLC | 210,040 | $1,946.44万 | 0.15% | 4,249 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 199,286 | $1,846.78万 | 0.01% | 63,286 | 加仓 |
| MORGAN STANLEY | 195,341 | $1,810.23万 | 0.00% | -56,861 | 减仓 |
| HOWARD BAILEY SECURITIES, LLC | 190,684 | $1,767.07万 | 7.27% | -561 | 减仓 |
| NewEdge Advisors, LLC | 184,242 | $1,707.37万 | 0.06% | -3,211 | 减仓 |
| PRINCIPAL SECURITIES, INC. | 183,193 | $1,697.65万 | 0.25% | -37,559 | 减仓 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 182,574 | $1,691.91万 | 0.21% | 735 | 加仓 |
| Private Advisor Group, LLC | 182,516 | $1,691.38万 | 0.08% | 149,393 | 加仓 |
| Sanctuary Advisors, LLC | 163,873 | $1,518.61万 | 0.08% | 14,972 | 加仓 |
| GOLDMAN SACHS GROUP INC | 155,579 | $1,441.75万 | 0.00% | -8,894 | 减仓 |
| TRUIST FINANCIAL CORP | 146,944 | $1,361.73万 | 0.02% | -32,850 | 减仓 |
| Arkadios Wealth Advisors | 146,271 | $1,355.49万 | 0.22% | 4,336 | 加仓 |
| Horst & Graben Wealth Management LLC | 131,180 | $1,291.86万 | 1.77% | -1,732 | 减仓 |
| WELLS FARGO & COMPANY/MN | 135,337 | $1,254.17万 | 0.00% | 2,677 | 加仓 |
| One Capital Management, LLC | 133,890 | $1,240.76万 | 0.34% | 54,317 | 加仓 |
| ROYAL BANK OF CANADA | 119,482 | $1,107.30万 | 0.00% | 9,352 | 加仓 |
| Simplicity Wealth,LLC | 108,334 | $1,003.93万 | 0.57% | 9,925 | 加仓 |
| MML INVESTORS SERVICES, LLC | 107,728 | $998.31万 | 0.03% | -24,711 | 减仓 |
| OSAIC HOLDINGS, INC. | 100,730 | $933.49万 | 0.01% | -13,169 | 减仓 |
| Key Capital Management, INC | 92,249 | $854.87万 | 5.65% | 42,718 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 86,404 | $800.70万 | 0.02% | 2,266 | 加仓 |
| Veridan Wealth LLC | 67,297 | $623.64万 | 2.31% | 439 | 加仓 |
| GLOBALT Investments LLC / GA | 63,624 | $589.61万 | 0.21% | -1,536 | 减仓 |
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 🔒