IBTI — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IBTI）？2026年Q3（报告期截至 2026-09-30）共有 21 家机构在 SEC 13F 申报中报告持有，合计 1.29 亿美元。前几大持有机构：Heartwood Wealth Advisors LLC（2,920.00 万美元）、Atwood & Palmer Inc（1,930.00 万美元）、Delta Wealth Advisors LLC（1,810.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $29.2M | 1.3M | 增持 |
| 2 | ATWOOD & PALMER INC | $19.3M | 880,996 | 减持 |
| 3 | Delta Wealth Advisors LLC | $18.1M | 827,443 | 增持 |
| 4 | Legacy Private Trust Co. | $12.6M | 574,637 | 减持 |
| 5 | Trust Co | $11.4M | 519,244 | 增持 |
| 6 | TITLEIST ASSET MANAGEMENT, LLC | $8.9M | 406,711 | 增持 |
| 7 | Wealth Enhancement Trust Services, Inc. | $7.9M | 360,000 | 新建仓 |
| 8 | Apella Capital, LLC | $5.3M | 242,478 | 增持 |
| 9 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.0M | 227,903 | 新建仓 |
| 10 | COLTON GROOME FINANCIAL ADVISORS, LLC | $4.1M | 189,213 | 增持 |
| 11 | Montecito Bank & Trust | $1.9M | 86,465 | 增持 |
| 12 | Horizons Wealth Management | $1.2M | 56,063 | 增持 |
| 13 | Gradient Investments LLC | $1.1M | 49,592 | 增持 |
| 14 | Prosperity Planning, Inc. | $859,921 | 0 | 增持 |
| 15 | Mendota Financial Group, LLC | $690,004 | 31,493 | 增持 |
| 16 | Avidian Wealth Enterprises, LLC | $407,679 | 18,607 | 减持 |
| 17 | Stonebridge Financial Group, LLC | $396,023 | 18,075 | 新建仓 |
| 18 | Farther Finance Advisors, LLC | $322,245 | 14,708 | 增持 |
| 19 | Cambridge Financial Group, LLC | $254,566 | 11,498 | 持平 |
| 20 | Conrad Siegel Investment Advisors, Inc. | $224,028 | 10,225 | 增持 |
| 21 | GILPIN WEALTH MANAGEMENT, LLC | $8,304 | 379 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30