IWP — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IWP？77 家机构、2.5 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IWP）？2026年Q3（报告期截至 2026-09-30）共有 77 家机构在 SEC 13F 申报中报告持有，合计 2.54 亿美元。前几大持有机构：Stephens Group Asset Management, LLC（8,730.00 万美元）、RTD Financial Advisors, Inc.（2,710.00 万美元）、LBJ Family Wealth Advisors, Ltd.（1,820.00 万美元）。

排名	机构	市值	股数	变动
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$87.3M	633,950	增持
2	RTD Financial Advisors, Inc.	$27.1M	196,875	增持
3	LBJ Family Wealth Advisors, Ltd.	$18.2M	132,434	增持
4	DIVERSIFIED MANAGEMENT INC	$17.9M	130,240	增持
5	Stonebridge Financial Group, LLC	$16.9M	122,704	增持
6	CANANDAIGUA NATIONAL BANK & TRUST CO	$13.5M	98,393	增持
7	Farther Finance Advisors, LLC	$8.0M	58,042	增持
8	CONGRESS ASSET MANAGEMENT CO	$6.8M	49,409	减持
9	ACIMA PRIVATE WEALTH, LLC	$5.1M	37,139	持平
10	LWM ADVISORS INC	$4.5M	32,814	增持
11	Atlas Brown,Inc.	$4.5M	32,458	减持
12	Whitaker-Myers Wealth Managers, LTD.	$4.3M	31,167	减持
13	May Barnhard Investments LLC	$4.2M	30,607	减持
14	Friday Financial	$3.7M	26,536	增持
15	Ballew Advisors, Inc	$3.1M	22,243	增持
16	Dominguez Wealth Management Solutions, Inc.	$2.6M	18,585	增持
17	Post Resch Tallon Group Inc.	$2.5M	17,917	增持
18	Cooper Financial Group	$2.5M	17,900	增持
19	Valeo Financial Advisors, LLC	$2.1M	14,969	减持
20	Venture Visionary Partners LLC	$1.6M	11,694	增持
21	Taylor & Morgan Wealth Management, LLC	$1.3M	9,539	增持
22	Canandaigua National Trust Co of Florida	$1.1M	8,296	增持
23	Asempa Wealth Advisors	$1.1M	7,705	增持
24	Lee-Kelleher Wealth Management	$947,927	6,885	持平
25	ROCKLAND TRUST CO	$832,826	6,049	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30