IBDX — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(IBDX)?2026年Q3(报告期截至 2026-09-30)共有 11 家机构在 SEC 13F 申报中报告持有,合计 1,057.29 万美元。前几大持有机构:Marathon Mission, Inc.(510.00 万美元)、Venture Visionary Partners LLC(120.00 万美元)、Montecito Bank & Trust(110.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Marathon Mission, Inc. | $5.1M | 213,473 | 增持 |
| 2 | Venture Visionary Partners LLC | $1.2M | 49,595 | 增持 |
| 3 | Montecito Bank & Trust | $1.1M | 45,943 | 增持 |
| 4 | Bullock Wealth Management Group | $1.0M | 42,938 | 增持 |
| 5 | Prosperity Planning, Inc. | $528,331 | 0 | 新建仓 |
| 6 | Sarver Vrooman Wealth Advisors | $513,028 | 21,314 | 减持 |
| 7 | Bank of New Hampshire | $395,470 | 16,430 | 增持 |
| 8 | Weaver Consulting Group | $328,556 | 13,650 | 新建仓 |
| 9 | Farther Finance Advisors, LLC | $248,499 | 10,324 | 减持 |
| 10 | Trust Co | $47,845 | 1,988 | 持平 |
| 11 | EASTERN BANK | $40,919 | 1,700 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30