IAT — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(IAT)?2026年Q3(报告期截至 2026-09-30)共有 12 家机构在 SEC 13F 申报中报告持有,合计 606.95 万美元。前几大持有机构:Westwind Capital(230.00 万美元)、Cadent Capital Advisors, LLC(120.00 万美元)、Asempa Wealth Advisors(86.70 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Westwind Capital | $2.3M | 40,076 | 增持 |
| 2 | Cadent Capital Advisors, LLC | $1.2M | 20,672 | 减持 |
| 3 | Asempa Wealth Advisors | $867,031 | 15,166 | 增持 |
| 4 | Gallagher Capital Advisors, LLC | $557,627 | 9,745 | 增持 |
| 5 | NEVILLE RODIE & SHAW INC | $371,000 | 6,490 | 持平 |
| 6 | Breakwater Capital Group | $317,800 | 5,554 | 增持 |
| 7 | CX Institutional | $197,000 | 3,441 | 减持 |
| 8 | CoreCap Advisors, LLC | $108,089 | 1,889 | 增持 |
| 9 | TOTH FINANCIAL ADVISORY CORP | $73,242 | 1,280 | 持平 |
| 10 | Farther Finance Advisors, LLC | $72,383 | 1,265 | 减持 |
| 11 | Bullock Wealth Management Group | $29,450 | 515 | 增持 |
| 12 | Monument Capital Management | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30