IBDS — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IBDS？25 家机构、6,202 万美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IBDS）？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 6,201.83 万美元。前几大持有机构：RVW Wealth, LLC（3,010.00 万美元）、Venture Visionary Partners LLC（1,220.00 万美元）、Tlwm（390.00 万美元）。

排名	机构	市值	股数	变动
1	RVW Wealth, LLC	$30.1M	1.2M	减持
2	Venture Visionary Partners LLC	$12.2M	507,140	增持
3	TLWM	$3.9M	162,168	减持
4	Marathon Mission, Inc.	$2.7M	112,717	增持
5	Montecito Bank & Trust	$1.8M	73,360	增持
6	Farther Finance Advisors, LLC	$1.8M	72,894	减持
7	Conrad Siegel Investment Advisors, Inc.	$1.7M	70,103	增持
8	Bullock Wealth Management Group	$1.6M	66,407	增持
9	VALLEY WEALTH MANAGERS, INC.	$1.5M	63,847	减持
10	Weaver Consulting Group	$947,373	39,277	增持
11	Avidian Wealth Enterprises, LLC	$595,233	24,678	增持
12	Prosperity Planning, Inc.	$582,107	0	减持
13	Bank of New Hampshire	$528,952	21,930	减持
14	S.E.E.D. Planning Group LLC	$426,302	17,674	减持
15	BAKER TILLY WEALTH MANAGEMENT, LLC	$319,541	13,248	新建仓
16	GAMMA Investing LLC	$317,516	13,164	增持
17	Sarver Vrooman Wealth Advisors	$289,536	12,004	减持
18	Horizons Wealth Management	$251,765	10,438	减持
19	Trust Co	$180,313	7,476	增持
20	Coastline Trust Co	$96,552	4,003	减持
21	BURKETT FINANCIAL SERVICES, LLC	$51,912	2,152	增持
22	Miller Global Investments, LLC	$29,909	1,240	减持
23	EASTERN BANK	$27,617	1,145	持平
24	ARMSTRONG ADVISORY GROUP, INC	$20,623	855	持平
25	TOMPKINS FINANCIAL CORP	$16,185	671	新建仓

来源：SEC 13F 申报文件 · 截至 2026-09-30