IYF — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(IYF)?2026年Q3(报告期截至 2026-09-30)共有 23 家机构在 SEC 13F 申报中报告持有,合计 1,978.73 万美元。前几大持有机构:First Citizens Financial Corp(680.00 万美元)、CX Institutional(250.00 万美元)、Gerald Baker Financial Group LLC(160.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | First Citizens Financial Corp | $6.8M | 54,091 | 减持 |
| 2 | CX Institutional | $2.5M | 20,255 | 增持 |
| 3 | Gerald Baker Financial Group LLC | $1.6M | 12,939 | 增持 |
| 4 | Castle Rock Wealth Management, LLC | $1.6M | 12,657 | 减持 |
| 5 | MAGNOLIA CAPITAL MANAGEMENT LTD | $1.1M | 8,845 | 持平 |
| 6 | Acropolis Investment Management, LLC | $1.1M | 8,770 | 持平 |
| 7 | HF Advisory Group, LLC | $1.0M | 7,971 | 增持 |
| 8 | May Barnhard Investments LLC | $782,409 | 6,226 | 增持 |
| 9 | Cadent Capital Advisors, LLC | $603,168 | 4,800 | 持平 |
| 10 | Atlas Brown,Inc. | $409,355 | 3,258 | 增持 |
| 11 | TrueWealth Advisors, LLC | $396,457 | 3,155 | 持平 |
| 12 | Decker Wealth Management LLC | $386,530 | 3,076 | 持平 |
| 13 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $377,860 | 3,007 | 增持 |
| 14 | Farther Finance Advisors, LLC | $322,331 | 2,565 | 减持 |
| 15 | YHB Investment Advisors, Inc. | $320,936 | 2,554 | 减持 |
| 16 | CoreCap Advisors, LLC | $262,629 | 2,090 | 增持 |
| 17 | Davis Capital Management | $35,185 | 280 | 持平 |
| 18 | Bank of New Hampshire | $32,546 | 259 | 新建仓 |
| 19 | GAMMA Investing LLC | $32,043 | 255 | 新建仓 |
| 20 | ARMSTRONG ADVISORY GROUP, INC | $21,991 | 175 | 增持 |
| 21 | Investors Research Corp | $6,283 | 50 | 增持 |
| 22 | GILPIN WEALTH MANAGEMENT, LLC | $5,530 | 44 | 减持 |
| 23 | DOLIVER ADVISORS, LP | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30