跳到正文

IWO — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(IWO)?2026年Q3(报告期截至 2026-09-30)共有 68 家机构在 SEC 13F 申报中报告持有,合计 1.54 亿美元。前几大持有机构:WoodTrust Financial Corp(2,510.00 万美元)、Stephens Group Asset Management, LLC(2,180.00 万美元)、RTD Financial Advisors, Inc.(1,380.00 万美元)。

排名机构市值股数变动
1WoodTrust Financial Corp$25.1M70,462减持
2STEPHENS GROUP ASSET MANAGEMENT, LLC$21.8M61,038减持
3RTD Financial Advisors, Inc.$13.8M38,791减持
4LBJ Family Wealth Advisors, Ltd.$8.7M24,264减持
5Farther Finance Advisors, LLC$8.2M22,926增持
6LWM ADVISORS INC$8.2M22,868减持
7Avidian Wealth Enterprises, LLC$7.1M20,034减持
8FELL CAPITAL MANAGEMENT /ADV$5.3M14,917增持
9Versant Capital Management, Inc$4.1M11,398持平
10Echo45 Advisors LLC$4.1M11,353增持
11SACKS & ASSOCIATES, LLC$4.0M11,204减持
12Montecito Bank & Trust$3.9M10,996减持
13Atlas Brown,Inc.$3.6M10,208减持
14TOMPKINS FINANCIAL CORP$3.4M9,438持平
15Wealth Enhancement Trust Services, Inc.$3.0M8,439减持
16jvl associates llc$2.4M6,784持平
17Valeo Financial Advisors, LLC$1.9M5,342增持
18DECISION INVESTMENTS, INC$1.9M5,194减持
19Friday Financial$1.6M4,407增持
20DAVIDSON TRUST CO$1.5M4,066增持
21Veery Capital, LLC$1.4M3,843减持
22RIVERSEDGE ADVISORS, LLC$1.3M3,544减持
23Apella Capital, LLC$1.2M3,512增持
24CANANDAIGUA NATIONAL BANK & TRUST CO$1.1M3,219持平
25ACIMA PRIVATE WEALTH, LLC$1.1M3,170持平

来源:SEC 13F 申报文件 · 截至 2026-09-30