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SUSA — Ishares Tr 机构持仓 · 2026年Q3

谁持有 Ishares Tr(SUSA)?2026年Q3(报告期截至 2026-09-30)共有 27 家机构在 SEC 13F 申报中报告持有,合计 6,652.44 万美元。前几大持有机构:Shira Ridge Wealth Management(4,420.00 万美元)、Tompkins Financial Corp(470.00 万美元)、GoalVest Advisory LLC(240.00 万美元)。

排名机构市值股数变动
1Shira Ridge Wealth Management$44.2M284,219减持
2TOMPKINS FINANCIAL CORP$4.7M30,483减持
3GoalVest Advisory LLC$2.4M15,387减持
4Apella Capital, LLC$2.3M14,616增持
5Trust Co$1.9M12,506增持
6New Covenant Trust Company, N.A.$1.9M12,129减持
7Farther Finance Advisors, LLC$1.6M10,017增持
8Coastline Trust Co$1.1M7,381减持
9Bank of New Hampshire$901,3875,790持平
10Nautilus Advisors LLC$653,8564,200减持
11Heartwood Wealth Advisors LLC$596,2543,830持平
12Weaver Consulting Group$573,2143,682持平
13Asempa Wealth Advisors$571,5463,660持平
14Mallini Complete Financial Planning LLC$531,1800持平
15FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$383,5962,464减持
16Acropolis Investment Management, LLC$374,7222,407持平
17Grove Bank & Trust$362,4232,328持平
18Pathway Financial Advisors LLC$316,1862,031增持
19Capital Advisors Wealth Management, LLC$311,1681,999增持
20Bath Savings Trust Co$233,5201,500持平
21GAMMA Investing LLC$148,519954增持
22Investors Research Corp$100,569646减持
23CoreCap Advisors, LLC$74,415478持平
24VALLEY WEALTH MANAGERS, INC.$54,488350持平
25CX Institutional$36,000233持平

来源:SEC 13F 申报文件 · 截至 2026-09-30