IYE — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IYE？25 家机构、2,453 万美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IYE）？2026年Q3（报告期截至 2026-09-30）共有 25 家机构在 SEC 13F 申报中报告持有，合计 2,452.75 万美元。前几大持有机构：Bright Rock Capital Management, LLC（650.00 万美元）、Gerald Baker Financial Group LLC（350.00 万美元）、Avidian Wealth Enterprises, LLC（280.00 万美元）。

排名	机构	市值	股数	变动
1	BRIGHT ROCK CAPITAL MANAGEMENT, LLC	$6.5M	100,000	持平
2	Gerald Baker Financial Group LLC	$3.5M	53,341	减持
3	Avidian Wealth Enterprises, LLC	$2.8M	42,501	增持
4	First Citizens Financial Corp	$2.3M	35,451	减持
5	Heartwood Wealth Advisors LLC	$1.8M	28,267	减持
6	Ballew Advisors, Inc	$1.6M	23,960	减持
7	ROCKLAND TRUST CO	$1.4M	22,327	减持
8	Asempa Wealth Advisors	$1.4M	20,674	减持
9	Grove Bank & Trust	$881,798	13,608	持平
10	Farther Finance Advisors, LLC	$567,685	8,761	减持
11	Adirondack Capital Advisors, LLC	$392,688	6,060	持平
12	May Barnhard Investments LLC	$274,591	4,237	增持
13	Rosenberg Matthew Hamilton	$274,493	4,236	减持
14	Montecito Bank & Trust	$267,365	4,126	增持
15	Sprinkle Financial Consultants LLC	$229,110	3,535	新建仓
16	Investors Research Corp	$197,640	3,050	持平
17	CoreCap Advisors, LLC	$172,822	2,667	减持
18	CX Institutional	$15,000	239	增持
19	GAMMA Investing LLC	$13,543	209	持平
20	Versant Capital Management, Inc	$8,296	128	持平
21	ARMSTRONG ADVISORY GROUP, INC	$7,242	112	增持
22	GILPIN WEALTH MANAGEMENT, LLC	$4,472	69	持平
23	VALLEY WEALTH MANAGERS, INC.	$2,916	45	减持
24	Retirement Wealth Solutions LLC	$821	13	减持
25	Cadent Capital Advisors, LLC	$0	0	清仓

来源：SEC 13F 申报文件 · 截至 2026-09-30