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HDV — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(HDV)?2026年Q3(报告期截至 2026-09-30)共有 49 家机构在 SEC 13F 申报中报告持有,合计 7,507.14 万美元。前几大持有机构:Adirondack Capital Advisors, LLC(1,590.00 万美元)、Farther Finance Advisors, LLC(1,010.00 万美元)、Capital Advisors Wealth Management, LLC(480.00 万美元)。

排名机构市值股数变动
1Adirondack Capital Advisors, LLC$15.9M569,916减持
2Farther Finance Advisors, LLC$10.1M359,838增持
3Capital Advisors Wealth Management, LLC$4.8M172,201增持
4Shulman DeMeo Asset Management LLC$4.5M160,037减持
5Keystone Financial Planning, Inc.$4.4M156,554增持
6Gallagher Capital Advisors, LLC$4.1M145,730增持
7Valeo Financial Advisors, LLC$3.4M122,528减持
8Gerald Baker Financial Group LLC$3.2M113,144增持
9FC Advisory LLC$3.0M107,807增持
10Cooper Financial Group$2.1M73,725减持
11COLLECTIVE FAMILY OFFICE LLC$2.0M72,365增持
12Balefire, LLC$1.7M59,251新建仓
13CoreCap Advisors, LLC$1.6M55,871减持
14Weaver Consulting Group$1.3M45,473减持
15KFA Private Wealth Group, LLC$1.2M43,796减持
16Planning Strategies Inc.$1.2M41,815减持
17First Heartland Consultants, Inc.$1.1M40,832减持
18Investment Partners Asset Management, Inc.$926,28733,129增持
19PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$849,74630,391增持
20INSPIRION WEALTH ADVISORS, LLC$768,41727,483持平
21CHAPIN DAVIS, INC.$766,94327,430持平
22David J Yvars Group$701,04325,073增持
23Trust Co$626,30422,400持平
24Apella Capital, LLC$576,15920,373增持
25Baring Financial LLC$550,35119,683增持

来源:SEC 13F 申报文件 · 截至 2026-09-30