IWR — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IWR？105 家机构、2.9 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IWR）？2026年Q3（报告期截至 2026-09-30）共有 105 家机构在 SEC 13F 申报中报告持有，合计 2.90 亿美元。前几大持有机构：Valeo Financial Advisors, LLC（3,080.00 万美元）、Coastline Trust Co（2,980.00 万美元）、Tompkins Financial Corp（1,980.00 万美元）。

排名	机构	市值	股数	变动
1	Valeo Financial Advisors, LLC	$30.8M	288,923	增持
2	Coastline Trust Co	$29.8M	279,139	减持
3	TOMPKINS FINANCIAL CORP	$19.8M	185,837	增持
4	PFW Advisors LLC	$19.0M	177,997	减持
5	Avidian Wealth Enterprises, LLC	$18.9M	176,761	增持
6	Taylor & Morgan Wealth Management, LLC	$15.3M	143,205	增持
7	STEPH & CO	$11.9M	111,232	减持
8	MOODY NATIONAL BANK TRUST DIVISION	$11.2M	104,565	减持
9	Versant Capital Management, Inc	$10.5M	98,453	持平
10	Baron Financial Group, LLC	$9.0M	84,361	增持
11	Sincerus Advisory, LLC	$8.7M	81,509	增持
12	Dickmeyer Boyce Financial Management, Inc.	$7.4M	69,277	增持
13	Sunburst Financial Group, LLC	$6.5M	61,044	增持
14	CANANDAIGUA NATIONAL BANK & TRUST CO	$5.8M	54,360	增持
15	Acropolis Investment Management, LLC	$5.6M	52,476	减持
16	Farther Finance Advisors, LLC	$4.6M	42,971	增持
17	DAVIDSON TRUST CO	$4.5M	42,604	减持
18	GAMMA Investing LLC	$3.8M	35,536	增持
19	Pathway Financial Advisors LLC	$3.5M	33,170	减持
20	RFG - Bristol Wealth Advisors, LLC	$3.2M	29,756	减持
21	May Barnhard Investments LLC	$3.0M	28,043	持平
22	Paladin Partners, LLC	$2.5M	23,637	增持
23	Marquette Asset Management, LLC	$2.5M	22,966	减持
24	Lee-Kelleher Wealth Management	$2.4M	22,936	减持
25	Venture Visionary Partners LLC	$2.4M	22,529	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30