IYG — Ishares US Financial Services ETF 机构持仓 · 2026年Q3
谁持有 Ishares US Financial Services ETF（IYG）？2026年Q3（报告期截至 2026-09-30）共有 11 家机构在 SEC 13F 申报中报告持有，合计 1,458.36 万美元。前几大持有机构：Ferguson Wellman Capital Management, Inc（1,320.00 万美元）、Castle Rock Wealth Management, LLC（57.53 万美元）、Avidian Wealth Enterprises, LLC（33.37 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $13.2M | 147,151 | 减持 |
| 2 | Castle Rock Wealth Management, LLC | $575,338 | 6,325 | 增持 |
| 3 | Avidian Wealth Enterprises, LLC | $333,690 | 3,711 | 增持 |
| 4 | GAMMA Investing LLC | $190,900 | 2,123 | 持平 |
| 5 | Rosenberg Matthew Hamilton | $80,928 | 900 | 持平 |
| 6 | Farther Finance Advisors, LLC | $57,106 | 635 | 增持 |
| 7 | CoreCap Advisors, LLC | $46,219 | 514 | 新建仓 |
| 8 | Roxbury Financial LLC | $27,361 | 304 | 增持 |
| 9 | CX Institutional | $27,000 | 300 | 增持 |
| 10 | Polaris Financial Partners | $7,000 | 54 | 新建仓 |
| 11 | Olistico Wealth, LLC | $6,204 | 69 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30