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 |
|---|---|---|---|---|
| 1 | WoodTrust Financial Corp | $25.1M | 70,462 | 减持 |
| 2 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $21.8M | 61,038 | 减持 |
| 3 | RTD Financial Advisors, Inc. | $13.8M | 38,791 | 减持 |
| 4 | LBJ Family Wealth Advisors, Ltd. | $8.7M | 24,264 | 减持 |
| 5 | Farther Finance Advisors, LLC | $8.2M | 22,926 | 增持 |
| 6 | LWM ADVISORS INC | $8.2M | 22,868 | 减持 |
| 7 | Avidian Wealth Enterprises, LLC | $7.1M | 20,034 | 减持 |
| 8 | FELL CAPITAL MANAGEMENT /ADV | $5.3M | 14,917 | 增持 |
| 9 | Versant Capital Management, Inc | $4.1M | 11,398 | 持平 |
| 10 | Echo45 Advisors LLC | $4.1M | 11,353 | 增持 |
| 11 | SACKS & ASSOCIATES, LLC | $4.0M | 11,204 | 减持 |
| 12 | Montecito Bank & Trust | $3.9M | 10,996 | 减持 |
| 13 | Atlas Brown,Inc. | $3.6M | 10,208 | 减持 |
| 14 | TOMPKINS FINANCIAL CORP | $3.4M | 9,438 | 持平 |
| 15 | Wealth Enhancement Trust Services, Inc. | $3.0M | 8,439 | 减持 |
| 16 | jvl associates llc | $2.4M | 6,784 | 持平 |
| 17 | Valeo Financial Advisors, LLC | $1.9M | 5,342 | 增持 |
| 18 | DECISION INVESTMENTS, INC | $1.9M | 5,194 | 减持 |
| 19 | Friday Financial | $1.6M | 4,407 | 增持 |
| 20 | DAVIDSON TRUST CO | $1.5M | 4,066 | 增持 |
| 21 | Veery Capital, LLC | $1.4M | 3,843 | 减持 |
| 22 | RIVERSEDGE ADVISORS, LLC | $1.3M | 3,544 | 减持 |
| 23 | Apella Capital, LLC | $1.2M | 3,512 | 增持 |
| 24 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.1M | 3,219 | 持平 |
| 25 | ACIMA PRIVATE WEALTH, LLC | $1.1M | 3,170 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30