IBTL — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IBTL）？2026年Q3（报告期截至 2026-09-30）共有 10 家机构在 SEC 13F 申报中报告持有，合计 5,172.41 万美元。前几大持有机构：Confluence Investment Management LLC（1,640.00 万美元）、Titleist Asset Management, LLC（1,100.00 万美元）、Heartwood Wealth Advisors LLC（970.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $16.4M | 841,069 | 减持 |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $11.0M | 567,063 | 减持 |
| 3 | Heartwood Wealth Advisors LLC | $9.7M | 496,439 | 新建仓 |
| 4 | Legacy Private Trust Co. | $9.1M | 467,052 | 增持 |
| 5 | Whalen Wealth Management Inc. | $4.2M | 214,831 | 增持 |
| 6 | Montecito Bank & Trust | $783,882 | 40,261 | 增持 |
| 7 | Prosperity Planning, Inc. | $403,790 | 0 | 增持 |
| 8 | Trust Co | $163,452 | 8,395 | 持平 |
| 9 | Farther Finance Advisors, LLC | $12,013 | 617 | 持平 |
| 10 | GILPIN WEALTH MANAGEMENT, LLC | $2,765 | 142 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30