IUSB — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IUSB？41 家机构、6.8 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IUSB）？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 6.80 亿美元。前几大持有机构：SigFig Wealth Management, LLC（2.67 亿美元）、Farther Finance Advisors, LLC（1.42 亿美元）、Apella Capital, LLC（7,160.00 万美元）。

排名	机构	市值	股数	变动
1	SigFig Wealth Management, LLC	$266.8M	6.1M	增持
2	Farther Finance Advisors, LLC	$141.7M	3.2M	增持
3	Apella Capital, LLC	$71.6M	1.6M	增持
4	Avidian Wealth Enterprises, LLC	$48.8M	1.1M	减持
5	ELEVATION WEALTH PARTNERS, LLC	$36.2M	820,424	增持
6	Apeiron RIA LLC	$24.5M	557,270	增持
7	Worth Asset Management, LLC	$15.7M	355,511	新建仓
8	Galvin, Gaustad & Stein, LLC	$11.9M	270,678	增持
9	Balefire, LLC	$11.3M	256,862	增持
10	CoreCap Advisors, LLC	$6.5M	147,578	增持
11	First Heartland Consultants, Inc.	$6.0M	136,140	增持
12	Retirement Wealth Solutions LLC	$5.4M	122,211	增持
13	Cassilly Financial Group LLC	$5.0M	113,563	增持
14	BOS Asset Management, LLC	$4.3M	98,552	减持
15	Montecito Bank & Trust	$3.7M	84,275	增持
16	FC Advisory LLC	$3.3M	74,677	增持
17	KFA Private Wealth Group, LLC	$2.8M	64,371	减持
18	Sound Income Strategies, LLC	$2.8M	62,692	减持
19	Central Pacific Bank - Trust Division	$2.3M	52,166	增持
20	Cooper Financial Group	$1.7M	39,426	减持
21	Asempa Wealth Advisors	$1.3M	29,197	减持
22	DAVIDSON TRUST CO	$915,793	20,771	增持
23	Silverleafe Capital Partners, LLC	$821,596	18,635	增持
24	TrueWealth Advisors, LLC	$743,944	16,873	增持
25	Prosperity Planning, Inc.	$714,831	0	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30