NEAR — Ishares U S ETF Tr 机构持仓 · 2026年Q3
谁持有 Ishares U S ETF Tr(NEAR)?2026年Q3(报告期截至 2026-09-30)共有 19 家机构在 SEC 13F 申报中报告持有,合计 4,715.60 万美元。前几大持有机构:Kwmg, LLC(1,800.00 万美元)、Montecito Bank & Trust(560.00 万美元)、Kure Advisory, LLC(510.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | KWMG, LLC | $18.0M | 361,350 | 增持 |
| 2 | Montecito Bank & Trust | $5.6M | 112,608 | 增持 |
| 3 | Kure Advisory, LLC | $5.1M | 101,830 | 增持 |
| 4 | FINANCIAL MANAGEMENT NETWORK INC | $4.8M | 96,654 | 减持 |
| 5 | First Citizens Financial Corp | $4.3M | 86,810 | 增持 |
| 6 | Castle Rock Wealth Management, LLC | $2.2M | 43,424 | 减持 |
| 7 | Stonebridge Financial Group, LLC | $2.1M | 42,307 | 增持 |
| 8 | Aletheian Wealth Advisors LLC | $1.2M | 24,996 | 增持 |
| 9 | Retireful, LLC | $590,342 | 11,840 | 增持 |
| 10 | Farther Finance Advisors, LLC | $560,212 | 11,236 | 增持 |
| 11 | Rosenberg Matthew Hamilton | $524,513 | 10,520 | 减持 |
| 12 | PRIVATE CLIENT SERVICES, LLC | $489,452 | 9,817 | 增持 |
| 13 | Avidian Wealth Enterprises, LLC | $350,504 | 7,030 | 减持 |
| 14 | CoreCap Advisors, LLC | $280,562 | 5,627 | 增持 |
| 15 | TrueWealth Advisors, LLC | $271,887 | 5,453 | 持平 |
| 16 | TOMPKINS FINANCIAL CORP | $252,441 | 5,063 | 持平 |
| 17 | First Heartland Consultants, Inc. | $238,788 | 4,789 | 减持 |
| 18 | Apeiron RIA LLC | $229,237 | 4,605 | 持平 |
| 19 | TITLEIST ASSET MANAGEMENT, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30