IYH — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 IYH？29 家机构、2,395 万美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（IYH）？2026年Q3（报告期截至 2026-09-30）共有 29 家机构在 SEC 13F 申报中报告持有，合计 2,394.75 万美元。前几大持有机构：First Citizens Financial Corp（660.00 万美元）、Gerald Baker Financial Group LLC（580.00 万美元）、Castle Rock Wealth Management, LLC（240.00 万美元）。

排名	机构	市值	股数	变动
1	First Citizens Financial Corp	$6.6M	92,342	减持
2	Gerald Baker Financial Group LLC	$5.8M	80,522	增持
3	Castle Rock Wealth Management, LLC	$2.4M	34,277	新建仓
4	Apella Capital, LLC	$1.2M	17,096	增持
5	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$1.1M	15,800	持平
6	Asempa Wealth Advisors	$776,380	11,028	增持
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$666,939	9,320	持平
8	Acropolis Investment Management, LLC	$648,334	9,060	减持
9	Farther Finance Advisors, LLC	$589,772	8,242	减持
10	MRA Advisory Group	$496,559	6,939	增持
11	Weaver Consulting Group	$489,312	6,838	持平
12	CONGRESS ASSET MANAGEMENT CO	$362,666	5,068	新建仓
13	Graves Light Lenhart Wealth, Inc.	$349,141	4,879	持平
14	CoreCap Advisors, LLC	$328,818	4,595	减持
15	Sunburst Financial Group, LLC	$288,888	4,037	减持
16	Atlas Brown,Inc.	$268,258	3,749	增持
17	Kaydan Wealth Management, Inc.	$263,443	3,681	持平
18	RHODES INVESTMENT ADVISORS INC /ADV	$252,249	3,525	新建仓
19	First Heartland Consultants, Inc.	$241,553	3,376	减持
20	Valeo Financial Advisors, LLC	$221,212	3,091	增持
21	Cadent Capital Advisors, LLC	$214,680	3,000	持平
22	FINANCIAL MANAGEMENT NETWORK INC	$211,200	3,000	持平
23	Davis Capital Management	$70,487	985	减持
24	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$21,468	300	新建仓
25	CX Institutional	$17,000	240	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30