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AOR — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(AOR)?2026年Q3(报告期截至 2026-09-30)共有 25 家机构在 SEC 13F 申报中报告持有,合计 3,054.47 万美元。前几大持有机构:Worth Asset Management, LLC(1,290.00 万美元)、Weaver Consulting Group(570.00 万美元)、First Heartland Consultants, Inc.(240.00 万美元)。

排名机构市值股数变动
1Worth Asset Management, LLC$12.9M188,089减持
2Weaver Consulting Group$5.7M83,195减持
3First Heartland Consultants, Inc.$2.4M35,003减持
4RTD Financial Advisors, Inc.$1.7M24,447减持
5Farther Finance Advisors, LLC$1.3M18,612增持
6BOYUM WEALTH ARCHITECTS LLC$1.2M17,366减持
7Adirondack Capital Advisors, LLC$890,76013,000持平
8Stonebridge Financial Group, LLC$624,0839,108减持
9CX Institutional$461,0006,734持平
10CoreCap Advisors, LLC$456,9606,669增持
11MTCO Ltd.$443,3246,470持平
12Boston Standard Wealth Management, LLC$390,9165,705减持
13Retireful, LLC$351,0965,124减持
14Box Hill Private Wealth LLC$348,5615,087减持
15Valeo Financial Advisors, LLC$303,4844,429增持
16PRIVATE CLIENT SERVICES, LLC$277,3694,048增持
17FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$235,2983,434持平
18PFW Advisors LLC$201,5472,941新建仓
19GILPIN WEALTH MANAGEMENT, LLC$196,5842,869增持
20ELEVATION WEALTH PARTNERS, LLC$120,7061,762增持
21Bullock Wealth Management Group$112,7581,645减持
22Sarver Vrooman Wealth Advisors$2,26133持平
23Cooper Financial Group$00清仓
24ACIMA PRIVATE WEALTH, LLC$00清仓
25Aventus Investment Advisors, Inc.$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30