IMCG — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(IMCG)?2026年Q3(报告期截至 2026-09-30)共有 23 家机构在 SEC 13F 申报中报告持有,合计 6,614.55 万美元。前几大持有机构:Eclectic Associates Inc(2,510.00 万美元)、Matrix Trust Co(1,930.00 万美元)、OxenFree Capital LLC(1,120.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | ECLECTIC ASSOCIATES INC /ADV | $25.1M | 266,843 | 增持 |
| 2 | Matrix Trust Co | $19.3M | 205,084 | 减持 |
| 3 | OxenFree Capital LLC | $11.2M | 115,293 | 增持 |
| 4 | RHODES INVESTMENT ADVISORS INC /ADV | $2.5M | 27,070 | 增持 |
| 5 | Farther Finance Advisors, LLC | $1.9M | 20,685 | 减持 |
| 6 | HF Advisory Group, LLC | $1.5M | 15,772 | 增持 |
| 7 | Ridgewood Investments LLC | $777,597 | 8,282 | 持平 |
| 8 | Heartwood Wealth Advisors LLC | $566,626 | 6,035 | 持平 |
| 9 | Investment Partners Asset Management, Inc. | $546,252 | 5,818 | 增持 |
| 10 | Kaizen Financial Strategies | $504,235 | 5,370 | 增持 |
| 11 | Whitaker-Myers Wealth Managers, LTD. | $374,316 | 3,987 | 减持 |
| 12 | Kaydan Wealth Management, Inc. | $352,088 | 3,750 | 减持 |
| 13 | FINANCIAL MANAGEMENT NETWORK INC | $319,814 | 3,341 | 新建仓 |
| 14 | Asempa Wealth Advisors | $265,287 | 2,800 | 增持 |
| 15 | FC Advisory LLC | $247,551 | 2,637 | 持平 |
| 16 | AMERICAN NATIONAL BANK & TRUST | $235,851 | 2,512 | 持平 |
| 17 | Breakwater Capital Group | $218,479 | 2,327 | 减持 |
| 18 | CX Institutional | $194,000 | 2,065 | 减持 |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $20,896 | 223 | 增持 |
| 20 | EASTERN BANK | $20,844 | 222 | 持平 |
| 21 | GK Wealth Management LLC | $2,817 | 30 | 新建仓 |
| 22 | CoreCap Advisors, LLC | $2,307 | 24 | 增持 |
| 23 | Central Pacific Bank - Trust Division | $1,690 | 18 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30