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IVV — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(IVV)?2026年Q3(报告期截至 2026-09-30)共有 247 家机构在 SEC 13F 申报中报告持有,合计 62.01 亿美元。前几大持有机构:Farther Finance Advisors, LLC(7.26 亿美元)、Avidian Wealth Enterprises, LLC(5.32 亿美元)、Bank of Finland(2.91 亿美元)。

排名机构市值股数变动
1Farther Finance Advisors, LLC$725.5M947,354增持
2Avidian Wealth Enterprises, LLC$532.2M694,958减持
3Bank of Finland$291.4M380,526减持
4Legacy Private Trust Co.$247.9M323,682减持
5ARMSTRONG ADVISORY GROUP, INC$244.6M319,321增持
6Valeo Financial Advisors, LLC$194.2M337,847增持
7Leverty Financial Group, LLC$191.7M250,359减持
8EASTERN BANK$178.6M233,220增持
9Bangor Savings Bank$170.7M222,871减持
10FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$169.8M221,720增持
11Stairway Partners, LLC$162.4M212,083增持
12Wealth Group Ltd$118.7M153,570减持
13RTD Financial Advisors, Inc.$117.2M153,036增持
14HWG Holdings LP$97.5M127,281增持
15Central Pacific Bank - Trust Division$88.5M115,550减持
16WALLER FINANCIAL PLANNING GROUP, INC$86.5M112,983增持
17Roth Financial Partners LLC$78.4M102,393减持
18COLTON GROOME FINANCIAL ADVISORS, LLC$77.9M101,747增持
19FIRST FINANCIAL BANK - TRUST DIVISION$75.6M98,759增持
20SigFig Wealth Management, LLC$73.5M96,036增持
21KFA Private Wealth Group, LLC$70.8M92,473减持
22FINANCIAL MANAGEMENT NETWORK INC$70.4M91,104减持
23MKD WEALTH COACHES, LLC$67.9M88,628增持
24GoalFusion Wealth Management, LLC$64.1M83,672增持
25Apeiron RIA LLC$62.5M81,443增持

来源:SEC 13F 申报文件 · 截至 2026-09-30