IBMP — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IBMP）？2026年Q3（报告期截至 2026-09-30）共有 12 家机构在 SEC 13F 申报中报告持有，合计 2,383.46 万美元。前几大持有机构：Heartwood Wealth Advisors LLC（1,780.00 万美元）、Titleist Asset Management, LLC（250.00 万美元）、Prism Advisors, Inc.（110.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $17.8M | 703,566 | 增持 |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $2.5M | 99,456 | 减持 |
| 3 | Prism Advisors, Inc. | $1.1M | 44,715 | 持平 |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $694,605 | 27,520 | 减持 |
| 5 | Balefire, LLC | $325,066 | 12,879 | 持平 |
| 6 | Trust Co | $298,869 | 11,841 | 持平 |
| 7 | Baring Financial LLC | $279,555 | 11,076 | 新建仓 |
| 8 | Avidian Wealth Enterprises, LLC | $239,300 | 9,481 | 持平 |
| 9 | Legacy Private Trust Co. | $237,129 | 9,395 | 持平 |
| 10 | Farther Finance Advisors, LLC | $194,385 | 7,701 | 持平 |
| 11 | Coastline Trust Co | $119,032 | 4,716 | 持平 |
| 12 | Bullock Wealth Management Group | $51,098 | 2,028 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30