IDV — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IDV？31 家机构、7,433 万美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IDV）？2026年Q3（报告期截至 2026-09-30）共有 31 家机构在 SEC 13F 申报中报告持有，合计 7,432.85 万美元。前几大持有机构：Bangor Savings Bank（1,200.00 万美元）、Capital Advisors Wealth Management, LLC（1,180.00 万美元）、CX Institutional（910.00 万美元）。

排名	机构	市值	股数	变动
1	Bangor Savings Bank	$12.0M	284,103	增持
2	Capital Advisors Wealth Management, LLC	$11.8M	279,270	增持
3	CX Institutional	$9.1M	216,515	增持
4	Farther Finance Advisors, LLC	$8.0M	189,370	增持
5	Heartwood Wealth Advisors LLC	$6.4M	151,882	增持
6	Prota Financial, LLC	$5.5M	132,574	增持
7	Gallagher Capital Advisors, LLC	$5.0M	119,515	增持
8	Cooper Financial Group	$3.6M	84,608	增持
9	Gerald Baker Financial Group LLC	$2.1M	49,929	增持
10	Avidian Wealth Enterprises, LLC	$1.5M	35,279	减持
11	PUFF WEALTH MANAGEMENT, LLC	$1.5M	34,720	增持
12	Castle Rock Wealth Management, LLC	$1.4M	33,313	增持
13	COLLECTIVE FAMILY OFFICE LLC	$1.3M	31,467	持平
14	ARMSTRONG ADVISORY GROUP, INC	$889,408	21,081	减持
15	Asempa Wealth Advisors	$719,797	17,349	减持
16	Tactive Advisors, LLC	$715,536	16,960	减持
17	First Citizens Financial Corp	$699,552	16,581	减持
18	PARK NATIONAL CORP /OH/	$440,168	10,433	减持
19	Plan A Wealth LLC	$303,383	7,190	减持
20	Gradient Investments LLC	$279,593	6,627	增持
21	CoreCap Advisors, LLC	$271,450	6,434	增持
22	BOS Asset Management, LLC	$240,694	5,705	持平
23	Longview Financial Advisors, Inc.	$222,999	5,285	新建仓
24	GILPIN WEALTH MANAGEMENT, LLC	$126,570	3,000	持平
25	GAMMA Investing LLC	$78,009	1,849	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30