IVW — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IVW？128 家机构、5.1 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IVW）？2026年Q3（报告期截至 2026-09-30）共有 128 家机构在 SEC 13F 申报中报告持有，合计 5.13 亿美元。前几大持有机构：Farther Finance Advisors, LLC（4,730.00 万美元）、Kwmg, LLC（3,840.00 万美元）、MJT & Associates Financial Advisory Group, Inc.（2,610.00 万美元）。

排名	机构	市值	股数	变动
1	Farther Finance Advisors, LLC	$47.3M	332,750	增持
2	KWMG, LLC	$38.4M	269,693	增持
3	MJT & Associates Financial Advisory Group, Inc.	$26.1M	183,800	增持
4	Gallagher Capital Advisors, LLC	$21.3M	149,738	减持
5	CX Institutional	$21.2M	149,008	增持
6	Acropolis Investment Management, LLC	$21.1M	148,458	减持
7	McNaughton Wealth Management, LLC	$21.1M	148,426	增持
8	First Heartland Consultants, Inc.	$19.6M	138,011	减持
9	YHB Investment Advisors, Inc.	$15.4M	108,550	增持
10	Apella Capital, LLC	$15.0M	102,740	增持
11	CoreCap Advisors, LLC	$14.9M	105,078	减持
12	Lee-Kelleher Wealth Management	$13.9M	97,899	增持
13	FIRST FINANCIAL BANK - TRUST DIVISION	$13.9M	97,442	增持
14	SigFig Wealth Management, LLC	$12.4M	87,199	增持
15	Apeiron RIA LLC	$11.3M	79,035	减持
16	Balefire, LLC	$9.9M	69,671	增持
17	FINANCIAL MANAGEMENT NETWORK INC	$9.4M	65,212	减持
18	SAPIENT CAPITAL LLC	$8.0M	55,941	持平
19	Retirement Wealth Solutions LLC	$7.8M	54,962	增持
20	Adirondack Capital Advisors, LLC	$7.8M	54,485	增持
21	Peterson Wealth Advisors, LLC	$7.0M	49,258	减持
22	Valeo Financial Advisors, LLC	$5.8M	40,768	增持
23	Graves Light Lenhart Wealth, Inc.	$5.2M	36,770	减持
24	VALLEY WEALTH MANAGERS, INC.	$5.2M	36,519	减持
25	SACKS & ASSOCIATES, LLC	$5.0M	34,940	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30