IYR — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（IYR）？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 900.98 万美元。前几大持有机构：Legacy Private Trust Co.（170.00 万美元）、First Citizens Financial Corp（160.00 万美元）、Apella Capital, LLC（120.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Legacy Private Trust Co. | $1.7M | 18,085 | 增持 |
| 2 | First Citizens Financial Corp | $1.6M | 17,057 | 减持 |
| 3 | Apella Capital, LLC | $1.2M | 13,299 | 增持 |
| 4 | Farther Finance Advisors, LLC | $849,366 | 8,937 | 增持 |
| 5 | CenterStar Asset Management, LLC | $760,320 | 8,000 | 新建仓 |
| 6 | ELEVATION WEALTH PARTNERS, LLC | $645,289 | 6,790 | 持平 |
| 7 | Ballew Advisors, Inc | $467,974 | 4,938 | 减持 |
| 8 | Valeo Financial Advisors, LLC | $413,502 | 4,351 | 增持 |
| 9 | CYPRESS FINANCIAL PLANNING LLC | $329,504 | 3,467 | 持平 |
| 10 | ROCKLAND TRUST CO | $278,087 | 2,926 | 减持 |
| 11 | Taylor & Morgan Wealth Management, LLC | $248,570 | 2,615 | 增持 |
| 12 | Pacifica Partners Inc. | $148,318 | 1,570 | 持平 |
| 13 | Acropolis Investment Management, LLC | $124,028 | 1,305 | 持平 |
| 14 | CoreCap Advisors, LLC | $84,110 | 885 | 增持 |
| 15 | GAMMA Investing LLC | $18,153 | 191 | 增持 |
| 16 | Frisco Financial Planning LLC | $16,537 | 174 | 持平 |
| 17 | EASTERN BANK | $12,545 | 132 | 持平 |
| 18 | Horizons Wealth Management | $12,260 | 129 | 持平 |
| 19 | Trust Co | $4,834 | 51 | 新建仓 |
| 20 | Investors Research Corp | $4,562 | 48 | 持平 |
| 21 | ARMSTRONG ADVISORY GROUP, INC | $2,281 | 24 | 减持 |
| 22 | CX Institutional | $1,000 | 10 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30