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IBDR — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(IBDR)?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 6,618.17 万美元。前几大持有机构:RVW Wealth, LLC(2,670.00 万美元)、Venture Visionary Partners LLC(1,820.00 万美元)、Delta Wealth Advisors LLC(580.00 万美元)。

排名机构市值股数变动
1RVW Wealth, LLC$26.7M1.1M减持
2Venture Visionary Partners LLC$18.2M750,158增持
3Delta Wealth Advisors LLC$5.8M238,821增持
4BRIGHTON SECURITIES CORP.$2.6M106,106减持
5Montecito Bank & Trust$1.9M79,760减持
6Conrad Siegel Investment Advisors, Inc.$1.7M72,096增持
7VALLEY WEALTH MANAGERS, INC.$1.6M67,483减持
8COLTON GROOME FINANCIAL ADVISORS, LLC$1.5M60,469持平
9PRIVATE CLIENT SERVICES, LLC$980,43540,447增持
10Farther Finance Advisors, LLC$850,39335,082增持
11TLWM$836,77134,520减持
12Bullock Wealth Management Group$820,46533,960减持
13Prosperity Planning, Inc.$808,6630减持
14S.E.E.D. Planning Group LLC$427,68817,644减持
15Trust Co$287,47411,859减持
16Horizons Wealth Management$249,55110,295减持
17BAKER TILLY WEALTH MANAGEMENT, LLC$236,5829,760持平
18Avidian Wealth Enterprises, LLC$211,6398,731减持
19Coastline Trust Co$145,3675,997减持
20TOMPKINS FINANCIAL CORP$100,0144,126持平
21Bank of New Hampshire$72,7203,000持平
22BURKETT FINANCIAL SERVICES, LLC$58,3492,407增持
23Sarver Vrooman Wealth Advisors$53,1872,194减持
24ARMSTRONG ADVISORY GROUP, INC$40,4811,670持平
25Weaver Consulting Group$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30