IUSV — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IUSV？33 家机构、1.8 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IUSV）？2026年Q3（报告期截至 2026-09-30）共有 33 家机构在 SEC 13F 申报中报告持有，合计 1.77 亿美元。前几大持有机构：Canandaigua National Bank & Trust Co（8,920.00 万美元）、Veracity Capital LLC（4,120.00 万美元）、Legacy Solutions, LLC（810.00 万美元）。

排名	机构	市值	股数	变动
1	CANANDAIGUA NATIONAL BANK & TRUST CO	$89.2M	808,409	减持
2	Veracity Capital LLC	$41.2M	374,015	增持
3	LEGACY SOLUTIONS, LLC	$8.1M	73,844	增持
4	Canandaigua National Trust Co of Florida	$8.0M	72,646	减持
5	SAPIENT CAPITAL LLC	$7.2M	65,412	增持
6	Independence Financial Advisors, LLC	$6.5M	58,613	减持
7	Breakwater Capital Group	$4.9M	44,153	减持
8	Farther Finance Advisors, LLC	$3.0M	27,260	增持
9	First Heartland Consultants, Inc.	$2.1M	18,923	减持
10	Sound Income Strategies, LLC	$1.0M	9,274	减持
11	COLLECTIVE FAMILY OFFICE LLC	$1.0M	9,193	持平
12	Cambridge Financial Group, LLC	$603,227	5,476	持平
13	Invariant Investment Management	$561,100	5,054	增持
14	Monument Capital Management	$554,488	5,028	减持
15	BAKER TILLY WEALTH MANAGEMENT, LLC	$441,561	4,004	持平
16	Echo45 Advisors LLC	$407,264	3,693	新建仓
17	MFA WEALTH ADVISORS, LLC	$379,410	3,440	减持
18	Valeo Financial Advisors, LLC	$365,603	3,315	减持
19	CX Institutional	$348,000	3,156	增持
20	Weaver Consulting Group	$331,171	3,003	增持
21	Apella Capital, LLC	$312,268	2,801	增持
22	Roxbury Financial LLC	$306,678	2,781	减持
23	CoreCap Advisors, LLC	$281,876	2,556	增持
24	Rosenberg Matthew Hamilton	$123,403	1,119	持平
25	Trust Co	$63,080	572	新建仓

来源：SEC 13F 申报文件 · 截至 2026-09-30