IWS — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IWS？70 家机构、2.2 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IWS）？2026年Q3（报告期截至 2026-09-30）共有 70 家机构在 SEC 13F 申报中报告持有，合计 2.19 亿美元。前几大持有机构：Stephens Group Asset Management, LLC（1.10 亿美元）、RTD Financial Advisors, Inc.（2,280.00 万美元）、LBJ Family Wealth Advisors, Ltd.（2,020.00 万美元）。

排名	机构	市值	股数	变动
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$109.5M	680,980	减持
2	RTD Financial Advisors, Inc.	$22.8M	141,776	减持
3	LBJ Family Wealth Advisors, Ltd.	$20.2M	125,841	增持
4	MFA WEALTH ADVISORS, LLC	$9.4M	58,612	增持
5	INSPIRION WEALTH ADVISORS, LLC	$8.5M	52,781	减持
6	Farther Finance Advisors, LLC	$7.7M	48,141	增持
7	May Barnhard Investments LLC	$5.5M	34,056	减持
8	Whitaker-Myers Wealth Managers, LTD.	$5.4M	33,788	减持
9	LWM ADVISORS INC	$5.1M	31,544	增持
10	Friday Financial	$3.7M	22,888	增持
11	Atlas Brown,Inc.	$3.2M	20,020	减持
12	SACKS & ASSOCIATES, LLC	$1.0M	6,322	减持
13	Asempa Wealth Advisors	$971,518	6,006	减持
14	Prosperity Planning, Inc.	$960,582	5,976	减持
15	ROCKLAND TRUST CO	$891,946	5,549	增持
16	Valeo Financial Advisors, LLC	$809,613	5,026	减持
17	CANANDAIGUA NATIONAL BANK & TRUST CO	$796,306	4,954	增持
18	City Center Advisors, LLC	$783,885	4,877	减持
19	Avidian Wealth Enterprises, LLC	$663,659	4,129	新建仓
20	Apella Capital, LLC	$655,759	4,028	增持
21	FINANCIAL MANAGEMENT NETWORK INC	$652,524	4,014	减持
22	Paladin Partners, LLC	$647,782	4,030	持平
23	JP Wealth Management, Inc.	$626,174	5,868	持平
24	Grove Bank & Trust	$504,884	3,141	持平
25	Breakwater Capital Group	$489,317	3,044	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30