IBDV — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IBDV）？2026年Q3（报告期截至 2026-09-30）共有 15 家机构在 SEC 13F 申报中报告持有，合计 5,998.66 万美元。前几大持有机构：Venture Visionary Partners LLC（2,660.00 万美元）、RVW Wealth, LLC（2,590.00 万美元）、Bullock Wealth Management Group（150.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $26.6M | 1.3M | 减持 |
| 2 | RVW Wealth, LLC | $25.9M | 1.2M | 减持 |
| 3 | Bullock Wealth Management Group | $1.5M | 72,693 | 增持 |
| 4 | Montecito Bank & Trust | $1.3M | 59,289 | 增持 |
| 5 | Bank of New Hampshire | $1.1M | 53,730 | 增持 |
| 6 | Conrad Siegel Investment Advisors, Inc. | $964,465 | 45,623 | 增持 |
| 7 | Farther Finance Advisors, LLC | $939,459 | 44,440 | 减持 |
| 8 | Prosperity Planning, Inc. | $401,333 | 0 | 减持 |
| 9 | VALLEY WEALTH MANAGERS, INC. | $297,011 | 14,050 | 减持 |
| 10 | Avidian Wealth Enterprises, LLC | $284,663 | 13,466 | 减持 |
| 11 | Sarver Vrooman Wealth Advisors | $248,120 | 11,737 | 减持 |
| 12 | GAMMA Investing LLC | $217,425 | 10,285 | 增持 |
| 13 | Trust Co | $161,916 | 7,659 | 持平 |
| 14 | EASTERN BANK | $32,767 | 1,550 | 持平 |
| 15 | Coastline Trust Co | $27,820 | 1,316 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30