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OEF — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(OEF)?2026年Q3(报告期截至 2026-09-30)共有 50 家机构在 SEC 13F 申报中报告持有,合计 1.31 亿美元。前几大持有机构:Financial Enhancement Group LLC(3,240.00 万美元)、Wealth Group Ltd(2,360.00 万美元)、Investors Research Corp(2,210.00 万美元)。

排名机构市值股数变动
1Financial Enhancement Group LLC$32.4M83,321增持
2Wealth Group Ltd$23.6M61,200增持
3Investors Research Corp$22.1M57,947减持
4Farther Finance Advisors, LLC$10.6M27,833减持
5TITLEIST ASSET MANAGEMENT, LLC$8.2M21,396增持
6Kaydan Wealth Management, Inc.$6.8M17,893减持
7Asempa Wealth Advisors$5.9M15,454减持
8Adirondack Capital Advisors, LLC$3.4M8,777减持
9Global Wealth Strategies & Associates$3.0M7,871减持
10First Heartland Consultants, Inc.$2.2M5,757新建仓
11Apella Capital, LLC$2.0M5,217增持
12FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$1.2M3,171持平
13RVW Wealth, LLC$925,0162,421持平
14Retirement Wealth Solutions LLC$747,0341,955减持
15Sound Income Strategies, LLC$726,2021,876减持
16DKM Wealth Management, Inc.$711,9271,863增持
17CX Institutional$654,0001,712减持
18Venture Visionary Partners LLC$644,5691,687持平
19Weaver Consulting Group$637,6921,669减持
20TOMPKINS FINANCIAL CORP$480,6571,258持平
21Avidian Wealth Enterprises, LLC$451,3041,181增持
22Valeo Financial Advisors, LLC$429,4581,124减持
23BOS Asset Management, LLC$422,9631,107持平
24Dorato Capital Management$394,1141,012持平
25Cambridge Financial Group, LLC$370,3611,012持平

来源:SEC 13F 申报文件 · 截至 2026-09-30