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ACWI — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(ACWI)?2026年Q3(报告期截至 2026-09-30)共有 34 家机构在 SEC 13F 申报中报告持有,合计 6,861.19 万美元。前几大持有机构:Ayalon Insurance Comp Ltd.(2,580.00 万美元)、Financial Enhancement Group LLC(950.00 万美元)、MassMutual Private Wealth & Trust, FSB(410.00 万美元)。

排名机构市值股数变动
1Ayalon Insurance Comp Ltd.$25.8M162,301减持
2Financial Enhancement Group LLC$9.5M59,132增持
3MassMutual Private Wealth & Trust, FSB$4.1M25,681减持
4PFW Advisors LLC$3.4M21,223减持
5Avidian Wealth Enterprises, LLC$2.9M18,171增持
6SAPIENT CAPITAL LLC$2.7M16,704持平
7Roth Financial Partners LLC$2.4M15,317减持
8Valeo Financial Advisors, LLC$2.1M13,515增持
9Great Waters Wealth Management$1.8M11,563减持
10Montecito Bank & Trust$1.5M9,567持平
11FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.4M8,935持平
12Apella Capital, LLC$1.3M8,094增持
13Pathway Financial Advisors LLC$1.2M7,556减持
14YHB Investment Advisors, Inc.$1.1M6,995减持
15Farther Finance Advisors, LLC$982,0196,185增持
16Apeiron RIA LLC$969,0026,104减持
17Ballew Advisors, Inc$963,1696,016持平
18Vann Equity Management LLC$830,8875,233减持
19RTD Financial Advisors, Inc.$714,4434,500持平
20Investment Partners Asset Management, Inc.$613,7863,866减持
21Asempa Wealth Advisors$563,2273,548减持
22LWM ADVISORS INC$432,3172,723持平
23Stonebridge Financial Group, LLC$393,8962,481增持
24Wedmont Private Capital$335,6602,101持平
25MAGNOLIA CAPITAL MANAGEMENT LTD$264,0001,665持平

来源:SEC 13F 申报文件 · 截至 2026-09-30