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QUAL — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(QUAL)?2026年Q3(报告期截至 2026-09-30)共有 90 家机构在 SEC 13F 申报中报告持有,合计 3.21 亿美元。前几大持有机构:Wealth Group Ltd(4,790.00 万美元)、Farther Finance Advisors, LLC(3,040.00 万美元)、RVW Wealth, LLC(2,910.00 万美元)。

排名机构市值股数变动
1Wealth Group Ltd$47.9M213,386减持
2Farther Finance Advisors, LLC$30.4M136,832减持
3RVW Wealth, LLC$29.1M131,123减持
4Aventus Investment Advisors, Inc.$28.4M127,975减持
5Weaver Consulting Group$21.3M95,655减持
6Apella Capital, LLC$16.8M74,298减持
7Intelligence Driven Advisers, LLC$12.0M54,073减持
8Montecito Bank & Trust$11.8M53,154减持
9BOS Asset Management, LLC$10.9M48,940增持
10Financial Enhancement Group LLC$9.6M42,330增持
11CoreCap Advisors, LLC$8.8M39,508增持
12Green Ridge Wealth Planning LLC$7.8M35,130减持
13Breakwater Capital Group$6.6M29,547减持
14Trust Co$6.2M27,850减持
15TITLEIST ASSET MANAGEMENT, LLC$6.0M27,200增持
16First Citizens Financial Corp$5.6M25,077减持
17MARKET STREET WEALTH MANAGEMENT ADVISORS LLC$4.2M18,914减持
18Global Wealth Strategies & Associates$3.5M15,796减持
19YHB Investment Advisors, Inc.$3.5M15,791增持
20EASTERN BANK$3.2M14,573减持
21Avidian Wealth Enterprises, LLC$2.8M12,444减持
22Planning Strategies Inc.$2.6M11,574减持
23Delta Wealth Advisors LLC$2.4M10,854减持
24BOYUM WEALTH ARCHITECTS LLC$2.3M10,357减持
25Asempa Wealth Advisors$2.2M10,061减持

来源:SEC 13F 申报文件 · 截至 2026-09-30