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 |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $36.8M | 1.6M | 增持 |
| 2 | RVW Wealth, LLC | $28.1M | 1.2M | 增持 |
| 3 | Whalen Wealth Management Inc. | $3.7M | 161,891 | 增持 |
| 4 | Bullock Wealth Management Group | $1.6M | 70,780 | 增持 |
| 5 | Farther Finance Advisors, LLC | $1.4M | 62,956 | 增持 |
| 6 | Mendota Financial Group, LLC | $1.4M | 62,383 | 增持 |
| 7 | Montecito Bank & Trust | $1.2M | 52,653 | 增持 |
| 8 | Conrad Siegel Investment Advisors, Inc. | $1.1M | 49,610 | 增持 |
| 9 | Bank of New Hampshire | $922,122 | 40,640 | 减持 |
| 10 | VALLEY WEALTH MANAGERS, INC. | $835,511 | 36,823 | 减持 |
| 11 | Prosperity Planning, Inc. | $486,934 | 0 | 增持 |
| 12 | S.E.E.D. Planning Group LLC | $422,756 | 18,632 | 减持 |
| 13 | Sarver Vrooman Wealth Advisors | $357,753 | 15,767 | 增持 |
| 14 | GAMMA Investing LLC | $319,112 | 14,064 | 增持 |
| 15 | Trust Co | $74,634 | 3,289 | 减持 |
| 16 | BURKETT FINANCIAL SERVICES, LLC | $49,121 | 2,164 | 增持 |
| 17 | EASTERN BANK | $32,333 | 1,425 | 持平 |
| 18 | Coastline Trust Co | $32,174 | 1,418 | 减持 |
| 19 | Avidian Wealth Enterprises, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30