ISTB — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(ISTB)?2026年Q3(报告期截至 2026-09-30)共有 18 家机构在 SEC 13F 申报中报告持有,合计 1.66 亿美元。前几大持有机构:Apella Capital, LLC(6,940.00 万美元)、Prosperity Planning, Inc.(5,500.00 万美元)、Clune & Associates, Ltd.(1,770.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $69.4M | 1.5M | 增持 |
| 2 | Prosperity Planning, Inc. | $55.0M | 0 | 增持 |
| 3 | CLUNE & ASSOCIATES, LTD. | $17.7M | 374,794 | 减持 |
| 4 | KFA Private Wealth Group, LLC | $10.2M | 214,882 | 增持 |
| 5 | Independence Financial Advisors, LLC | $7.6M | 159,811 | 增持 |
| 6 | Farther Finance Advisors, LLC | $1.8M | 37,896 | 增持 |
| 7 | FC Advisory LLC | $1.6M | 34,307 | 增持 |
| 8 | Weaver Consulting Group | $1.0M | 21,997 | 减持 |
| 9 | Sunburst Financial Group, LLC | $604,801 | 12,800 | 减持 |
| 10 | SigFig Wealth Management, LLC | $570,492 | 12,074 | 增持 |
| 11 | Avidian Wealth Enterprises, LLC | $251,913 | 5,331 | 减持 |
| 12 | BURKETT FINANCIAL SERVICES, LLC | $59,022 | 1,249 | 减持 |
| 13 | Pacifica Partners Inc. | $24,035 | 510 | 持平 |
| 14 | General Partner, Inc. | $12,049 | 255 | 持平 |
| 15 | CoreCap Advisors, LLC | $7,615 | 161 | 持平 |
| 16 | GAMMA Investing LLC | $473 | 10 | 持平 |
| 17 | First Heartland Consultants, Inc. | $0 | 0 | 清仓 |
| 18 | Bank of New Hampshire | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30