ITOT — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 ITOT？103 家机构、12.1 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（ITOT）？2026年Q3（报告期截至 2026-09-30）共有 103 家机构在 SEC 13F 申报中报告持有，合计 12.06 亿美元。前几大持有机构：SigFig Wealth Management, LLC（6.65 亿美元）、Friday Financial（1.08 亿美元）、jvl associates llc（5,630.00 万美元）。

排名	机构	市值	股数	变动
1	SigFig Wealth Management, LLC	$664.9M	4.0M	减持
2	Friday Financial	$108.4M	650,357	增持
3	jvl associates llc	$56.3M	338,675	减持
4	Financial Designs Corp	$46.7M	281,068	减持
5	MJT & Associates Financial Advisory Group, Inc.	$33.5M	201,764	增持
6	Aletheian Wealth Advisors LLC	$29.3M	176,143	增持
7	Farther Finance Advisors, LLC	$24.2M	145,757	增持
8	Hickory Point Bank & Trust	$22.1M	132,700	持平
9	Kaydan Wealth Management, Inc.	$17.0M	102,321	减持
10	KFA Private Wealth Group, LLC	$13.9M	83,841	增持
11	Grove Bank & Trust	$10.9M	65,467	减持
12	CogentBlue Wealth Advisors, LLC	$10.6M	63,551	减持
13	Apella Capital, LLC	$9.5M	56,103	增持
14	Monument Capital Management	$9.3M	56,035	减持
15	Wedmont Private Capital	$8.9M	53,060	增持
16	FIRST FINANCIAL BANK - TRUST DIVISION	$8.6M	51,454	减持
17	DKM Wealth Management, Inc.	$8.5M	50,917	增持
18	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$7.5M	45,077	增持
19	First Heartland Consultants, Inc.	$7.1M	42,552	减持
20	Capital Planning LLC	$6.9M	41,381	减持
21	Legacy Private Trust Co.	$6.9M	41,276	减持
22	Investors Research Corp	$6.7M	40,390	减持
23	CANANDAIGUA NATIONAL BANK & TRUST CO	$5.8M	34,834	减持
24	BAKER TILLY WEALTH MANAGEMENT, LLC	$5.2M	31,159	减持
25	Montecito Bank & Trust	$4.6M	27,601	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30