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IBDU — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(IBDU)?2026年Q3(报告期截至 2026-09-30)共有 19 家机构在 SEC 13F 申报中报告持有,合计 7,888.37 万美元。前几大持有机构:Venture Visionary Partners LLC(3,680.00 万美元)、RVW Wealth, LLC(2,810.00 万美元)、Whalen Wealth Management Inc.(370.00 万美元)。

排名机构市值股数变动
1Venture Visionary Partners LLC$36.8M1.6M增持
2RVW Wealth, LLC$28.1M1.2M增持
3Whalen Wealth Management Inc.$3.7M161,891增持
4Bullock Wealth Management Group$1.6M70,780增持
5Farther Finance Advisors, LLC$1.4M62,956增持
6Mendota Financial Group, LLC$1.4M62,383增持
7Montecito Bank & Trust$1.2M52,653增持
8Conrad Siegel Investment Advisors, Inc.$1.1M49,610增持
9Bank of New Hampshire$922,12240,640减持
10VALLEY WEALTH MANAGERS, INC.$835,51136,823减持
11Prosperity Planning, Inc.$486,9340增持
12S.E.E.D. Planning Group LLC$422,75618,632减持
13Sarver Vrooman Wealth Advisors$357,75315,767增持
14GAMMA Investing LLC$319,11214,064增持
15Trust Co$74,6343,289减持
16BURKETT FINANCIAL SERVICES, LLC$49,1212,164增持
17EASTERN BANK$32,3331,425持平
18Coastline Trust Co$32,1741,418减持
19Avidian Wealth Enterprises, LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-09-30