IQLT — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IQLT？41 家机构、2.3 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IQLT）？2026年Q3（报告期截至 2026-09-30）共有 41 家机构在 SEC 13F 申报中报告持有，合计 2.34 亿美元。前几大持有机构：RVW Wealth, LLC（4,900.00 万美元）、Sunburst Financial Group, LLC（4,340.00 万美元）、Paragon Capital Management Ltd（2,650.00 万美元）。

排名	机构	市值	股数	变动
1	RVW Wealth, LLC	$49.0M	990,798	增持
2	Sunburst Financial Group, LLC	$43.4M	877,982	增持
3	Paragon Capital Management Ltd	$26.5M	536,289	增持
4	Breakwater Capital Group	$16.1M	324,762	增持
5	Longview Financial Advisors, Inc.	$16.0M	324,072	减持
6	Koenig Investment Advisory, LLC	$11.3M	227,841	增持
7	Planning Strategies Inc.	$10.1M	203,219	减持
8	Farther Finance Advisors, LLC	$8.7M	175,692	增持
9	EASTERN BANK	$6.4M	128,504	减持
10	OxenFree Capital LLC	$5.8M	116,609	增持
11	Baron Financial Group, LLC	$4.9M	99,135	减持
12	May Barnhard Investments LLC	$4.8M	97,003	减持
13	Crumly & Associates Inc.	$4.0M	81,590	减持
14	Apella Capital, LLC	$3.9M	78,148	减持
15	Pathway Financial Advisors LLC	$3.6M	71,846	增持
16	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$3.1M	63,600	增持
17	YHB Investment Advisors, Inc.	$2.2M	45,369	减持
18	Box Hill Private Wealth LLC	$2.0M	39,955	增持
19	Avidian Wealth Enterprises, LLC	$1.9M	39,353	增持
20	Wealth Group Ltd	$1.6M	31,560	持平
21	CoreCap Advisors, LLC	$1.5M	29,923	减持
22	TITLEIST ASSET MANAGEMENT, LLC	$1.4M	29,078	减持
23	Trust Co	$1.2M	23,813	增持
24	Go Invest LLC	$976,616	19,742	增持
25	AVAII WEALTH MANAGEMENT, LLC	$765,184	15,365	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30