IWV — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IWV？48 家机构、2.5 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IWV）？2026年Q3（报告期截至 2026-09-30）共有 48 家机构在 SEC 13F 申报中报告持有，合计 2.51 亿美元。前几大持有机构：Tlwm（1.23 亿美元）、Epiq Partners, LLC（3,220.00 万美元）、Stairway Partners, LLC（2,410.00 万美元）。

排名	机构	市值	股数	变动
1	TLWM	$122.5M	283,869	减持
2	EPIQ PARTNERS, LLC	$32.2M	74,545	增持
3	Stairway Partners, LLC	$24.1M	55,804	减持
4	jvl associates llc	$12.6M	29,127	持平
5	Post Resch Tallon Group Inc.	$12.2M	28,344	增持
6	Apella Capital, LLC	$9.0M	20,472	增持
7	Intelligence Driven Advisers, LLC	$4.5M	10,346	减持
8	First Heartland Consultants, Inc.	$4.4M	10,097	减持
9	Wedmont Private Capital	$3.0M	6,858	增持
10	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$2.4M	5,448	持平
11	Avidian Wealth Enterprises, LLC	$2.3M	5,311	增持
12	Castle Rock Wealth Management, LLC	$2.2M	4,892	减持
13	CANANDAIGUA NATIONAL BANK & TRUST CO	$1.8M	4,150	持平
14	RFG - Bristol Wealth Advisors, LLC	$1.5M	3,483	减持
15	CoreCap Advisors, LLC	$1.4M	3,271	增持
16	Graves Light Lenhart Wealth, Inc.	$1.4M	3,244	减持
17	Valeo Financial Advisors, LLC	$1.4M	3,194	持平
18	Farther Finance Advisors, LLC	$1.1M	2,487	增持
19	Red Spruce Capital, LLC	$1.0M	2,408	增持
20	Acropolis Investment Management, LLC	$1.0M	2,355	持平
21	Prosperity Planning, Inc.	$905,623	2,098	减持
22	Baring Financial LLC	$829,433	1,921	减持
23	Cambridge Financial Group, LLC	$738,525	1,732	持平
24	RVW Wealth, LLC	$656,987	1,522	持平
25	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$519,287	1,203	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30