IVE — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IVE？95 家机构、3.6 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IVE）？2026年Q3（报告期截至 2026-09-30）共有 95 家机构在 SEC 13F 申报中报告持有，合计 3.60 亿美元。前几大持有机构：CX Institutional（4,920.00 万美元）、Farther Finance Advisors, LLC（3,290.00 万美元）、Kwmg, LLC（3,160.00 万美元）。

排名	机构	市值	股数	变动
1	CX Institutional	$49.2M	215,726	增持
2	Farther Finance Advisors, LLC	$32.9M	144,325	减持
3	KWMG, LLC	$31.6M	138,289	增持
4	CoreCap Advisors, LLC	$24.5M	107,532	增持
5	Financial Enhancement Group LLC	$18.2M	78,827	增持
6	RTD Financial Advisors, Inc.	$16.9M	73,850	减持
7	SACKS & ASSOCIATES, LLC	$14.9M	65,210	减持
8	McNaughton Wealth Management, LLC	$13.9M	60,879	增持
9	Prosperity Planning, Inc.	$11.9M	51,963	减持
10	Acropolis Investment Management, LLC	$11.8M	51,739	减持
11	SigFig Wealth Management, LLC	$10.0M	43,794	增持
12	Apeiron RIA LLC	$9.2M	40,280	减持
13	Adirondack Capital Advisors, LLC	$8.3M	36,546	增持
14	YHB Investment Advisors, Inc.	$8.3M	36,157	增持
15	Avidian Wealth Enterprises, LLC	$7.3M	32,166	减持
16	SAPIENT CAPITAL LLC	$7.1M	31,193	减持
17	Apella Capital, LLC	$6.9M	30,013	增持
18	Pathway Financial Advisors LLC	$6.6M	29,079	持平
19	Balefire, LLC	$6.3M	27,711	增持
20	First Heartland Consultants, Inc.	$6.0M	26,432	减持
21	Retirement Wealth Solutions LLC	$5.8M	25,256	增持
22	Valeo Financial Advisors, LLC	$3.4M	14,945	减持
23	Graves Light Lenhart Wealth, Inc.	$2.9M	12,699	增持
24	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$2.8M	12,237	减持
25	May Barnhard Investments LLC	$2.6M	11,375	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30