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IBDT — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(IBDT)?2026年Q3(报告期截至 2026-09-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 4,904.93 万美元。前几大持有机构:RVW Wealth, LLC(2,980.00 万美元)、Venture Visionary Partners LLC(290.00 万美元)、Marathon Mission, Inc.(270.00 万美元)。

排名机构市值股数变动
1RVW Wealth, LLC$29.8M1.2M减持
2Venture Visionary Partners LLC$2.9M114,863增持
3Marathon Mission, Inc.$2.7M108,014增持
4Weaver Consulting Group$2.7M107,810增持
5Bullock Wealth Management Group$1.6M63,651增持
6Mendota Financial Group, LLC$1.4M57,273增持
7Montecito Bank & Trust$1.4M56,897增持
8Farther Finance Advisors, LLC$1.4M56,790增持
9VALLEY WEALTH MANAGERS, INC.$1.1M44,077减持
10Conrad Siegel Investment Advisors, Inc.$1.1M43,846增持
11Prosperity Planning, Inc.$830,3050持平
12Avidian Wealth Enterprises, LLC$449,28018,000减持
13S.E.E.D. Planning Group LLC$423,50116,967减持
14Bank of New Hampshire$328,22413,150减持
15GAMMA Investing LLC$318,11512,745增持
16Sarver Vrooman Wealth Advisors$288,28811,550减持
17Trust Co$79,7303,194增持
18Coastline Trust Co$56,5592,266减持
19BURKETT FINANCIAL SERVICES, LLC$51,4102,059增持
20Miller Global Investments, LLC$49,7951,995持平
21EASTERN BANK$33,0721,325持平

来源:SEC 13F 申报文件 · 截至 2026-09-30