IVLU — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IVLU）？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 3,523.93 万美元。前几大持有机构：Titleist Asset Management, LLC（1,340.00 万美元）、Riversedge Advisors, LLC（700.00 万美元）、Prosperity Planning, Inc.（510.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $13.4M | 312,323 | 增持 |
| 2 | RIVERSEDGE ADVISORS, LLC | $7.0M | 163,420 | 增持 |
| 3 | Prosperity Planning, Inc. | $5.1M | 118,289 | 减持 |
| 4 | Cassilly Financial Group LLC | $3.0M | 69,039 | 减持 |
| 5 | Breakwater Capital Group | $2.2M | 50,966 | 增持 |
| 6 | Asempa Wealth Advisors | $929,069 | 21,969 | 减持 |
| 7 | Farther Finance Advisors, LLC | $874,177 | 20,382 | 减持 |
| 8 | Avidian Wealth Enterprises, LLC | $706,956 | 16,483 | 减持 |
| 9 | COLLECTIVE FAMILY OFFICE LLC | $518,025 | 12,078 | 持平 |
| 10 | Valeo Financial Advisors, LLC | $447,128 | 10,425 | 持平 |
| 11 | Rosenberg Matthew Hamilton | $357,359 | 8,332 | 减持 |
| 12 | Apella Capital, LLC | $281,362 | 6,650 | 增持 |
| 13 | Wedmont Private Capital | $244,786 | 5,802 | 持平 |
| 14 | Planning Strategies Inc. | $137,548 | 3,207 | 持平 |
| 15 | Versant Capital Management, Inc | $86,681 | 2,021 | 持平 |
| 16 | Noble Wealth Management PBC | $19,601 | 457 | 减持 |
| 17 | GK Wealth Management LLC | $11,323 | 264 | 新建仓 |
| 18 | CoreCap Advisors, LLC | $214 | 5 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30