IBTG — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IBTG）？2026年Q3（报告期截至 2026-09-30）共有 20 家机构在 SEC 13F 申报中报告持有，合计 4,227.56 万美元。前几大持有机构：Apella Capital, LLC（1,470.00 万美元）、Titleist Asset Management, LLC（880.00 万美元）、Gradient Investments LLC（580.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $14.7M | 645,847 | 减持 |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $8.8M | 386,220 | 增持 |
| 3 | Gradient Investments LLC | $5.8M | 253,328 | 增持 |
| 4 | Delta Wealth Advisors LLC | $2.9M | 128,690 | 减持 |
| 5 | Montecito Bank & Trust | $2.1M | 90,074 | 持平 |
| 6 | Trust Co | $1.4M | 60,343 | 持平 |
| 7 | Wealth Enhancement Trust Services, Inc. | $1.4M | 60,000 | 新建仓 |
| 8 | Horizons Wealth Management | $1.0M | 44,441 | 减持 |
| 9 | Prosperity Planning, Inc. | $955,852 | 0 | 增持 |
| 10 | Cambridge Financial Group, LLC | $700,389 | 30,598 | 持平 |
| 11 | Conrad Siegel Investment Advisors, Inc. | $612,406 | 26,766 | 增持 |
| 12 | Farther Finance Advisors, LLC | $590,492 | 25,808 | 减持 |
| 13 | Heartwood Wealth Advisors LLC | $354,434 | 15,491 | 持平 |
| 14 | Stonebridge Financial Group, LLC | $326,839 | 14,285 | 减持 |
| 15 | Decker Wealth Management LLC | $321,922 | 14,070 | 持平 |
| 16 | Cooper Financial Group | $245,963 | 10,750 | 增持 |
| 17 | Bank of New Hampshire | $11,257 | 492 | 新建仓 |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $2,860 | 125 | 持平 |
| 19 | EASTERN BANK | $0 | 0 | 清仓 |
| 20 | Avidian Wealth Enterprises, LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30