IBDW — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IBDW）？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 1.02 亿美元。前几大持有机构：Venture Visionary Partners LLC（4,700.00 万美元）、Sarver Vrooman Wealth Advisors（4,540.00 万美元）、Marathon Mission, Inc.（260.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Venture Visionary Partners LLC | $47.0M | 2.3M | 减持 |
| 2 | Sarver Vrooman Wealth Advisors | $45.4M | 2.3M | 增持 |
| 3 | Marathon Mission, Inc. | $2.6M | 129,200 | 增持 |
| 4 | Bullock Wealth Management Group | $1.5M | 75,132 | 增持 |
| 5 | Montecito Bank & Trust | $1.3M | 64,595 | 增持 |
| 6 | Bank of New Hampshire | $1.2M | 60,470 | 减持 |
| 7 | Weaver Consulting Group | $785,108 | 39,138 | 新建仓 |
| 8 | Conrad Siegel Investment Advisors, Inc. | $667,955 | 33,298 | 增持 |
| 9 | Farther Finance Advisors, LLC | $411,581 | 20,517 | 减持 |
| 10 | RVW Wealth, LLC | $332,194 | 16,560 | 持平 |
| 11 | Prosperity Planning, Inc. | $261,499 | 0 | 减持 |
| 12 | Trust Co | $164,715 | 8,211 | 持平 |
| 13 | Acropolis Investment Management, LLC | $138,214 | 6,890 | 持平 |
| 14 | EASTERN BANK | $39,117 | 1,950 | 持平 |
| 15 | Avidian Wealth Enterprises, LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30