IBTJ — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IBTJ）？2026年Q3（报告期截至 2026-09-30）共有 17 家机构在 SEC 13F 申报中报告持有，合计 6,456.38 万美元。前几大持有机构：Atwood & Palmer Inc（1,940.00 万美元）、Legacy Private Trust Co.（1,170.00 万美元）、Heartwood Wealth Advisors LLC（970.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | ATWOOD & PALMER INC | $19.4M | 913,459 | 减持 |
| 2 | Legacy Private Trust Co. | $11.7M | 549,620 | 减持 |
| 3 | Heartwood Wealth Advisors LLC | $9.7M | 456,166 | 增持 |
| 4 | Wealth Enhancement Trust Services, Inc. | $7.9M | 370,000 | 新建仓 |
| 5 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.7M | 314,762 | 新建仓 |
| 6 | Apella Capital, LLC | $3.2M | 151,684 | 增持 |
| 7 | TITLEIST ASSET MANAGEMENT, LLC | $2.3M | 106,262 | 增持 |
| 8 | Montecito Bank & Trust | $1.5M | 69,414 | 增持 |
| 9 | Mendota Financial Group, LLC | $681,548 | 32,111 | 增持 |
| 10 | Prosperity Planning, Inc. | $525,144 | 0 | 增持 |
| 11 | Cambridge Financial Group, LLC | $303,339 | 14,011 | 持平 |
| 12 | Conrad Siegel Investment Advisors, Inc. | $263,090 | 12,395 | 增持 |
| 13 | Horizons Wealth Management | $246,558 | 11,616 | 新建仓 |
| 14 | Trust Co | $218,029 | 10,272 | 持平 |
| 15 | Farther Finance Advisors, LLC | $98,859 | 4,658 | 增持 |
| 16 | GILPIN WEALTH MANAGEMENT, LLC | $8,236 | 388 | 持平 |
| 17 | Avidian Wealth Enterprises, LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30