REZ — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(REZ)?2026年Q3(报告期截至 2026-09-30)共有 15 家机构在 SEC 13F 申报中报告持有,合计 1,017.64 万美元。前几大持有机构:Kure Advisory, LLC(440.00 万美元)、Sincerus Advisory, LLC(180.00 万美元)、Everhart Financial Group, Inc.(140.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Kure Advisory, LLC | $4.4M | 50,199 | 增持 |
| 2 | Sincerus Advisory, LLC | $1.8M | 20,286 | 增持 |
| 3 | Everhart Financial Group, Inc. | $1.4M | 15,771 | 新建仓 |
| 4 | CX Institutional | $1.1M | 12,559 | 减持 |
| 5 | Farther Finance Advisors, LLC | $511,088 | 5,785 | 减持 |
| 6 | Boltwood Capital Management | $318,024 | 3,600 | 持平 |
| 7 | Go Invest LLC | $293,999 | 3,328 | 增持 |
| 8 | RVW Wealth, LLC | $285,162 | 3,228 | 减持 |
| 9 | CONGRESS ASSET MANAGEMENT CO | $13,633 | 13,633 | 新建仓 |
| 10 | CoreCap Advisors, LLC | $8,922 | 101 | 持平 |
| 11 | Bank of New Hampshire | $6,272 | 71 | 新建仓 |
| 12 | Investors Research Corp | $5,035 | 57 | 持平 |
| 13 | Central Pacific Bank - Trust Division | $2,562 | 29 | 持平 |
| 14 | GAMMA Investing LLC | $1,855 | 21 | 新建仓 |
| 15 | Sound Income Strategies, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30