ICVT — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（ICVT）？2026年Q3（报告期截至 2026-09-30）共有 22 家机构在 SEC 13F 申报中报告持有，合计 4,149.30 万美元。前几大持有机构：Independence Financial Advisors, LLC（1,690.00 万美元）、Baron Financial Group, LLC（550.00 万美元）、Elevation Wealth Partners, LLC（490.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Independence Financial Advisors, LLC | $16.9M | 149,820 | 增持 |
| 2 | Baron Financial Group, LLC | $5.5M | 49,089 | 减持 |
| 3 | ELEVATION WEALTH PARTNERS, LLC | $4.9M | 43,604 | 增持 |
| 4 | Central Pacific Bank - Trust Division | $4.7M | 41,229 | 减持 |
| 5 | Farther Finance Advisors, LLC | $2.0M | 17,319 | 减持 |
| 6 | Cadent Capital Advisors, LLC | $1.8M | 16,001 | 增持 |
| 7 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.4M | 12,722 | 减持 |
| 8 | Aletheian Wealth Advisors LLC | $747,658 | 6,620 | 减持 |
| 9 | CoreCap Advisors, LLC | $740,176 | 6,554 | 减持 |
| 10 | Ridgewood Investments LLC | $640,377 | 5,670 | 减持 |
| 11 | Cassilly Financial Group LLC | $551,273 | 4,881 | 增持 |
| 12 | City Center Advisors, LLC | $350,222 | 3,101 | 增持 |
| 13 | McNaughton Wealth Management, LLC | $289,340 | 2,562 | 增持 |
| 14 | SigFig Wealth Management, LLC | $276,487 | 2,448 | 新建仓 |
| 15 | BOS Asset Management, LLC | $255,459 | 2,262 | 增持 |
| 16 | Overbrook Management Corp | $221,691 | 1,963 | 持平 |
| 17 | Dorato Capital Management | $135,454 | 1,202 | 减持 |
| 18 | Retirement Wealth Solutions LLC | $20,326 | 180 | 增持 |
| 19 | Planning Strategies Inc. | $19,942 | 177 | 持平 |
| 20 | GILPIN WEALTH MANAGEMENT, LLC | $452 | 4 | 增持 |
| 21 | First Heartland Consultants, Inc. | $0 | 0 | 清仓 |
| 22 | Bank of New Hampshire | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30