IWB — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IWB？86 家机构、3 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IWB）？2026年Q3（报告期截至 2026-09-30）共有 86 家机构在 SEC 13F 申报中报告持有，合计 2.99 亿美元。前几大持有机构：Trust Co（3,890.00 万美元）、RTD Financial Advisors, Inc.（3,870.00 万美元）、Act Wealth Management, LLC（3,320.00 万美元）。

排名	机构	市值	股数	变动
1	Trust Co	$38.9M	93,427	减持
2	RTD Financial Advisors, Inc.	$38.7M	93,063	减持
3	ACT WEALTH MANAGEMENT, LLC	$33.2M	79,833	减持
4	Paladin Partners, LLC	$22.9M	55,022	增持
5	Farther Finance Advisors, LLC	$16.6M	39,838	减持
6	YHB Investment Advisors, Inc.	$16.4M	39,513	减持
7	Hamilton Capital, LLC	$12.0M	28,905	持平
8	Graves Light Lenhart Wealth, Inc.	$10.5M	25,124	减持
9	AMERICAN NATIONAL BANK & TRUST	$10.2M	24,544	减持
10	Apella Capital, LLC	$9.4M	22,175	增持
11	Monument Capital Management	$8.3M	19,933	增持
12	Breakwater Capital Group	$8.2M	19,645	增持
13	Avidian Wealth Enterprises, LLC	$6.3M	15,172	增持
14	SigFig Wealth Management, LLC	$6.2M	14,912	减持
15	Valeo Financial Advisors, LLC	$5.6M	13,349	增持
16	MKD WEALTH COACHES, LLC	$4.2M	10,022	持平
17	Cambridge Financial Group, LLC	$3.7M	8,962	持平
18	Box Hill Private Wealth LLC	$3.2M	7,744	增持
19	Acropolis Investment Management, LLC	$3.1M	7,558	持平
20	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$3.1M	7,348	持平
21	EASTERN BANK	$2.1M	5,078	减持
22	Wedmont Private Capital	$2.0M	4,711	增持
23	Asempa Wealth Advisors	$2.0M	4,711	减持
24	LBJ Family Wealth Advisors, Ltd.	$1.9M	4,670	增持
25	COLTON GROOME FINANCIAL ADVISORS, LLC	$1.8M	4,360	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30