IYJ — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(IYJ)?2026年Q3(报告期截至 2026-09-30)共有 22 家机构在 SEC 13F 申报中报告持有,合计 3,842.89 万美元。前几大持有机构:Ferguson Wellman Capital Management, Inc(930.00 万美元)、First Citizens Financial Corp(490.00 万美元)、CX Institutional(450.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $9.3M | 60,560 | 减持 |
| 2 | First Citizens Financial Corp | $4.9M | 32,069 | 减持 |
| 3 | CX Institutional | $4.5M | 29,313 | 增持 |
| 4 | Adirondack Capital Advisors, LLC | $3.9M | 25,435 | 增持 |
| 5 | Cadent Capital Advisors, LLC | $3.7M | 24,183 | 减持 |
| 6 | MAGNOLIA CAPITAL MANAGEMENT LTD | $3.1M | 19,966 | 减持 |
| 7 | Shulman DeMeo Asset Management LLC | $3.0M | 18,979 | 减持 |
| 8 | Westwind Capital | $2.4M | 15,700 | 增持 |
| 9 | Castle Rock Wealth Management, LLC | $1.6M | 9,829 | 减持 |
| 10 | Gerald Baker Financial Group LLC | $325,504 | 2,122 | 增持 |
| 11 | CoreCap Advisors, LLC | $302,123 | 1,969 | 增持 |
| 12 | Farther Finance Advisors, LLC | $267,107 | 1,742 | 增持 |
| 13 | Atlas Brown,Inc. | $262,578 | 1,712 | 增持 |
| 14 | Venture Visionary Partners LLC | $260,729 | 1,700 | 持平 |
| 15 | Dale Q Rice Investment Management Ltd | $253,214 | 1,651 | 减持 |
| 16 | INSPIRION WEALTH ADVISORS, LLC | $215,792 | 1,407 | 持平 |
| 17 | Davis Capital Management | $125,917 | 821 | 持平 |
| 18 | Aventus Investment Advisors, Inc. | $76,685 | 500 | 持平 |
| 19 | Wealth Enhancement Trust Services, Inc. | $30,981 | 202 | 持平 |
| 20 | ARMSTRONG ADVISORY GROUP, INC | $1,534 | 10 | 持平 |
| 21 | Kaizen Financial Strategies | $0 | 0 | 清仓 |
| 22 | PROFESSIONAL ADVISORY SERVICES INC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30