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IOO — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(IOO)?2026年Q3(报告期截至 2026-09-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 3,148.70 万美元。前几大持有机构:Green Ridge Wealth Planning LLC(1,580.00 万美元)、Gallagher Capital Advisors, LLC(620.00 万美元)、Avidian Wealth Enterprises, LLC(320.00 万美元)。

排名机构市值股数变动
1Green Ridge Wealth Planning LLC$15.8M109,469增持
2Gallagher Capital Advisors, LLC$6.2M42,892减持
3Avidian Wealth Enterprises, LLC$3.2M22,312新建仓
4First Heartland Consultants, Inc.$1.2M8,454增持
5Balefire, LLC$801,4165,565减持
6Weaver Consulting Group$722,0665,014持平
7AVAII WEALTH MANAGEMENT, LLC$719,5654,968持平
8Cambridge Financial Group, LLC$633,8514,640持平
9Mirador Capital Partners LP$622,3864,322减持
10FIRST COMMUNITY TRUST NA$411,0052,854减持
11ROCKLAND TRUST CO$405,3882,815持平
12Bill Few Associates, Inc.$342,7442,380持平
13COLTON GROOME FINANCIAL ADVISORS, LLC$201,6141,400新建仓
14Rosenberg Matthew Hamilton$101,383704持平
15CoreCap Advisors, LLC$47,811332增持
16Trust Co$41,187286持平
17Olistico Wealth, LLC$39,747276持平
18Central Pacific Bank - Trust Division$11,52180持平
19ARMSTRONG ADVISORY GROUP, INC$7,48952新建仓
20BURKETT FINANCIAL SERVICES, LLC$3,32923持平
21Bangor Savings Bank$2,44817持平

来源:SEC 13F 申报文件 · 截至 2026-09-30