IYG ISHARES TR
U.S. FIN SVC 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 | 262 | 16,377,514 | $14.82亿 | 16 | 75 | 85 | 26 | -$1.68亿 |
| 2026Q1 | 265 | 18,194,612 | $15.07亿 | 26 | 93 | 72 | 16 | $2.25亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Dynasty Wealth Management, LLC | 加仓 | $1.36亿 |
| JPMORGAN CHASE & CO | 加仓 | $2,924.67万 |
| SAGESPRING WEALTH PARTNERS, LLC | 加仓 | $2,648.23万 |
| OpenArc Corporate Advisory, LLC | 加仓 | $1,344.00万 |
| TWO SIGMA INVESTMENTS, LP | 重新持有 | $975.86万 |
| PGIM Custom Harvest LLC | 加仓 | $574.95万 |
| Independent Advisor Alliance | 新建仓 | $470.33万 |
| BNP PARIBAS FINANCIAL MARKETS | 新建仓 | $414.20万 |
| Prostatis Group LLC | 新建仓 | $400.77万 |
| Storen Legacy Partners, LLC | 新建仓 | $347.17万 |
| Wallace Hart LLC | 重新持有 | $291.39万 |
| Private Advisor Group, LLC | 加仓 | $251.07万 |
| RiverFront Investment Group, LLC | 加仓 | $240.78万 |
| FORTE ASSET MANAGEMENT LLC | 新建仓 | $237.08万 |
| Curi Capital, LLC | 加仓 | $200.94万 |
| BANK OF MONTREAL /CAN/ | 加仓 | $172.52万 |
| Beacon Pointe Advisors, LLC | 加仓 | $171.50万 |
| FIFTH THIRD BANCORP | 新建仓 | $165.07万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $160.64万 |
| GTS SECURITIES LLC | 加仓 | $154.11万 |
2026Q1 卖出最多
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$1,209.46万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$686.65万 |
| SOUTHERN CAPITAL ADVISORS, LLC | 清仓 | -$595.28万 |
| MORGAN STANLEY | 减仓 | -$376.59万 |
| NewEdge Advisors, LLC | 减仓 | -$302.49万 |
| CITIGROUP INC | 减仓 | -$255.25万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$239.32万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$235.62万 |
| ROYAL BANK OF CANADA | 减仓 | -$198.33万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$182.98万 |
| LPL Financial LLC | 减仓 | -$103.40万 |
| HighTower Advisors, LLC | 减仓 | -$96.83万 |
| Brendel Financial Advisors LLC | 清仓 | -$94.95万 |
| TRUIST FINANCIAL CORP | 减仓 | -$53.27万 |
| Janney Montgomery Scott LLC | 减仓 | -$52.06万 |
| STIFEL FINANCIAL CORP | 减仓 | -$46.13万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$43.59万 |
| Wagner Wealth Management, Corp | 清仓 | -$42.70万 |
| Magnus Financial Group LLC | 清仓 | -$41.92万 |
| IHT Wealth Management, LLC | 减仓 | -$39.25万 |
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 |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | 2,179,071 | $1.81亿 | 1.57% | 1,646,991 | 加仓 |
| RiverFront Investment Group, LLC | 1,478,087 | $1.22亿 | 1.89% | 29,066 | 加仓 |
| JPMORGAN CHASE & CO | 1,393,596 | $1.13亿 | 0.01% | 361,875 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,246,197 | $1.03亿 | 0.03% | -82,889 | 减仓 |
| MORGAN STANLEY | 1,034,389 | $8,568.89万 | 0.01% | -45,460 | 减仓 |
| GOLDMAN SACHS GROUP INC | 1,033,322 | $8,560.04万 | 0.01% | 11,565 | 加仓 |
| SAGESPRING WEALTH PARTNERS, LLC | 896,103 | $7,423.31万 | 1.35% | 319,680 | 加仓 |
| OpenArc Corporate Advisory, LLC | 765,330 | $6,339.99万 | 0.91% | 162,240 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 470,278 | $3,895.78万 | 0.00% | -5,262 | 减仓 |
| LPL Financial LLC | 467,459 | $3,872.43万 | 0.01% | -12,482 | 减仓 |
| Kozak & Associates, Inc. | 430,383 | $3,744.33万 | 7.30% | 9,858 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 450,567 | $3,732.50万 | 0.01% | 707 | 加仓 |
| Baltimore-Washington Financial Advisors, Inc. | 428,700 | $3,551.35万 | 1.53% | 12,132 | 加仓 |
| ROYAL BANK OF CANADA | 419,852 | $3,478.00万 | 0.01% | -23,942 | 减仓 |
| PGIM Custom Harvest LLC | 365,312 | $3,026.25万 | 0.47% | 69,405 | 加仓 |
| WELLS FARGO & COMPANY/MN | 355,166 | $2,942.20万 | 0.01% | 239 | 加仓 |
| Circle Wealth Management, LLC | 294,600 | $2,440.47万 | 0.35% | 0 | 不变 |
| MML INVESTORS SERVICES, LLC | 224,825 | $1,862.45万 | 0.05% | -28,890 | 减仓 |
| Private Advisor Group, LLC | 208,916 | $1,730.66万 | 0.08% | 30,308 | 加仓 |
| AMERIPRISE FINANCIAL INC | 199,385 | $1,653.25万 | 0.00% | -28,416 | 减仓 |
| Janney Montgomery Scott LLC | 198,083 | $1,640.90万 | 0.04% | -6,284 | 减仓 |
| BANK OF MONTREAL /CAN/ | 187,495 | $1,553.21万 | 0.01% | 20,826 | 加仓 |
| TWO SIGMA INVESTMENTS, LP | 186,900 | $1,548.28万 | 0.01% | 117,800 | 重新持有 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 148,491 | $1,230.10万 | 0.17% | -2,450 | 减仓 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 147,679 | $1,223.37万 | 1.65% | -355 | 减仓 |
| ARKANSAS FINANCIAL GROUP, INC. | 127,826 | $1,100.59万 | 1.53% | 5,409 | 加仓 |
| SAM Advisors, LLC | 115,906 | $960.17万 | 3.01% | 2,453 | 加仓 |
| UBS Group AG | 111,193 | $921.12万 | 0.00% | -1,304 | 减仓 |
| Beacon Pointe Advisors, LLC | 101,335 | $839.46万 | 0.04% | 20,703 | 加仓 |
| STIFEL FINANCIAL CORP | 97,251 | $805.64万 | 0.01% | -5,569 | 减仓 |
| Howard Capital Management Group, LLC | 94,103 | $779.55万 | 0.52% | 973 | 加仓 |
| UNIQUE WEALTH, LLC | 77,515 | $642.14万 | 0.89% | 17,698 | 加仓 |
| OSAIC HOLDINGS, INC. | 77,399 | $641.21万 | 0.01% | 13,140 | 加仓 |
| BANK OF NOVA SCOTIA | 72,600 | $601.42万 | 0.01% | 0 | 不变 |
| SCOTIA CAPITAL INC. | 72,468 | $600.33万 | 0.02% | 666 | 加仓 |
| Federation des caisses Desjardins du Quebec | 67,060 | $555.52万 | 0.02% | 1,091 | 加仓 |
| Centerline Wealth Advisors, LLC | 66,320 | $549.39万 | 1.98% | 15,524 | 加仓 |
| TRUIST FINANCIAL CORP | 59,365 | $491.78万 | 0.01% | -6,430 | 减仓 |
| Independent Advisor Alliance | 56,775 | $470.33万 | 0.05% | 56,775 | 新建仓 |
| Concurrent Investment Advisors, LLC | 54,751 | $453.56万 | 0.05% | 5,903 | 加仓 |
| Cetera Investment Advisers | 51,002 | $422.50万 | 0.00% | 1,889 | 加仓 |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $414.20万 | 0.00% | 50,000 | 新建仓 |
| Prostatis Group LLC | 48,379 | $400.77万 | 1.03% | 48,379 | 新建仓 |
| Bernard Wealth Management Corp. | 46,114 | $382.01万 | 1.63% | -110 | 减仓 |
| Merit Financial Group, LLC | 44,979 | $372.60万 | 0.03% | 12,885 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 46,087 | $369.25万 | 0.00% | 4,884 | 加仓 |
| IHT Wealth Management, LLC | 42,435 | $351.53万 | 0.08% | -4,738 | 减仓 |
| Storen Legacy Partners, LLC | 41,908 | $347.17万 | 1.09% | 41,908 | 新建仓 |
| Wallace Hart LLC | 38,609 | $319.84万 | 4.41% | 35,175 | 重新持有 |
| COMMONWEALTH EQUITY SERVICES, LLC | 38,336 | $317.57万 | 0.00% | -646 | 减仓 |
内部人交易（Form 4）
IYG 董事、高管和大股东的最新买卖申报。专业版可看 🔒