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 |
|---|---|---|---|---|
| 1 | Green Ridge Wealth Planning LLC | $15.8M | 109,469 | 增持 |
| 2 | Gallagher Capital Advisors, LLC | $6.2M | 42,892 | 减持 |
| 3 | Avidian Wealth Enterprises, LLC | $3.2M | 22,312 | 新建仓 |
| 4 | First Heartland Consultants, Inc. | $1.2M | 8,454 | 增持 |
| 5 | Balefire, LLC | $801,416 | 5,565 | 减持 |
| 6 | Weaver Consulting Group | $722,066 | 5,014 | 持平 |
| 7 | AVAII WEALTH MANAGEMENT, LLC | $719,565 | 4,968 | 持平 |
| 8 | Cambridge Financial Group, LLC | $633,851 | 4,640 | 持平 |
| 9 | Mirador Capital Partners LP | $622,386 | 4,322 | 减持 |
| 10 | FIRST COMMUNITY TRUST NA | $411,005 | 2,854 | 减持 |
| 11 | ROCKLAND TRUST CO | $405,388 | 2,815 | 持平 |
| 12 | Bill Few Associates, Inc. | $342,744 | 2,380 | 持平 |
| 13 | COLTON GROOME FINANCIAL ADVISORS, LLC | $201,614 | 1,400 | 新建仓 |
| 14 | Rosenberg Matthew Hamilton | $101,383 | 704 | 持平 |
| 15 | CoreCap Advisors, LLC | $47,811 | 332 | 增持 |
| 16 | Trust Co | $41,187 | 286 | 持平 |
| 17 | Olistico Wealth, LLC | $39,747 | 276 | 持平 |
| 18 | Central Pacific Bank - Trust Division | $11,521 | 80 | 持平 |
| 19 | ARMSTRONG ADVISORY GROUP, INC | $7,489 | 52 | 新建仓 |
| 20 | BURKETT FINANCIAL SERVICES, LLC | $3,329 | 23 | 持平 |
| 21 | Bangor Savings Bank | $2,448 | 17 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30