FALN — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(FALN)?2026年Q3(报告期截至 2026-09-30)共有 20 家机构在 SEC 13F 申报中报告持有,合计 3,525.30 万美元。前几大持有机构:Breakwater Capital Group(990.00 万美元)、HF Advisory Group, LLC(840.00 万美元)、Independence Financial Advisors, LLC(720.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Breakwater Capital Group | $9.9M | 379,907 | 减持 |
| 2 | HF Advisory Group, LLC | $8.4M | 322,026 | 增持 |
| 3 | Independence Financial Advisors, LLC | $7.2M | 278,978 | 增持 |
| 4 | Sherry Group, Inc. | $2.1M | 80,215 | 增持 |
| 5 | Coastline Trust Co | $1.8M | 68,060 | 减持 |
| 6 | VALLEY WEALTH MANAGERS, INC. | $1.2M | 45,738 | 增持 |
| 7 | M.E. ALLISON & CO., INC. | $1.2M | 45,264 | 增持 |
| 8 | Farther Finance Advisors, LLC | $1.1M | 42,615 | 减持 |
| 9 | Kaizen Financial Strategies | $972,807 | 37,517 | 增持 |
| 10 | Exchange Bank | $647,705 | 24,979 | 持平 |
| 11 | Box Hill Private Wealth LLC | $314,228 | 12,118 | 增持 |
| 12 | WINEBRENNER CAPITAL MANAGEMENT LLC | $273,510 | 10,548 | 增持 |
| 13 | Bank of New Hampshire | $180,343 | 6,955 | 减持 |
| 14 | CoreCap Advisors, LLC | $72,208 | 2,784 | 增持 |
| 15 | GILPIN WEALTH MANAGEMENT, LLC | $36,899 | 1,423 | 减持 |
| 16 | Rosenberg Matthew Hamilton | $11,202 | 432 | 减持 |
| 17 | Grove Bank & Trust | $700 | 27 | 新建仓 |
| 18 | Retirement Wealth Solutions LLC | $111 | 4 | 持平 |
| 19 | Client First Investment Management LLC | $0 | 0 | 清仓 |
| 20 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30