IBTH — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(IBTH)?2026年Q3(报告期截至 2026-09-30)共有 19 家机构在 SEC 13F 申报中报告持有,合计 5,189.41 万美元。前几大持有机构:Titleist Asset Management, LLC(1,270.00 万美元)、Apella Capital, LLC(1,010.00 万美元)、Delta Wealth Advisors LLC(850.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $12.7M | 568,376 | 减持 |
| 2 | Apella Capital, LLC | $10.1M | 454,263 | 增持 |
| 3 | Delta Wealth Advisors LLC | $8.5M | 382,901 | 增持 |
| 4 | Gradient Investments LLC | $5.6M | 251,359 | 增持 |
| 5 | Wealth Enhancement Trust Services, Inc. | $4.0M | 180,000 | 新建仓 |
| 6 | Legacy Private Trust Co. | $3.1M | 138,347 | 减持 |
| 7 | Montecito Bank & Trust | $2.1M | 95,145 | 增持 |
| 8 | Horizons Wealth Management | $1.1M | 50,986 | 增持 |
| 9 | Prosperity Planning, Inc. | $922,056 | 0 | 增持 |
| 10 | Farther Finance Advisors, LLC | $831,165 | 37,239 | 增持 |
| 11 | Avidian Wealth Enterprises, LLC | $663,261 | 29,716 | 增持 |
| 12 | Conrad Siegel Investment Advisors, Inc. | $602,588 | 26,998 | 减持 |
| 13 | Stonebridge Financial Group, LLC | $533,825 | 23,917 | 增持 |
| 14 | Cambridge Financial Group, LLC | $530,438 | 23,712 | 持平 |
| 15 | Decker Wealth Management LLC | $249,404 | 11,174 | 持平 |
| 16 | Trust Co | $190,483 | 8,534 | 减持 |
| 17 | CoreCap Advisors, LLC | $21,717 | 973 | 持平 |
| 18 | GILPIN WEALTH MANAGEMENT, LLC | $8,415 | 377 | 持平 |
| 19 | Bank of New Hampshire | $5,201 | 233 | 新建仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30