TIP — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 TIP？61 家机构、1.4 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（TIP）？2026年Q3（报告期截至 2026-09-30）共有 61 家机构在 SEC 13F 申报中报告持有，合计 1.45 亿美元。前几大持有机构：Kwmg, LLC（3,490.00 万美元）、Independence Financial Advisors, LLC（2,130.00 万美元）、Heartwood Wealth Advisors LLC（1,950.00 万美元）。

排名	机构	市值	股数	变动
1	KWMG, LLC	$34.9M	335,041	增持
2	Independence Financial Advisors, LLC	$21.3M	205,008	增持
3	Heartwood Wealth Advisors LLC	$19.5M	187,329	增持
4	RTD Financial Advisors, Inc.	$14.9M	143,239	增持
5	Farther Finance Advisors, LLC	$10.7M	102,463	增持
6	Deane Retirement Strategies, Inc.	$6.4M	62,077	增持
7	Horizons Wealth Management	$6.1M	59,100	增持
8	CoreCap Advisors, LLC	$4.5M	43,166	减持
9	MassMutual Private Wealth & Trust, FSB	$4.2M	40,261	增持
10	SigFig Wealth Management, LLC	$3.0M	28,919	减持
11	Whalen Wealth Management Inc.	$2.2M	21,119	增持
12	Prosperity Planning, Inc.	$1.6M	0	增持
13	SPRING CAPITAL MANAGEMENT, LLC	$1.6M	15,189	增持
14	BOS Asset Management, LLC	$1.0M	9,679	减持
15	Apella Capital, LLC	$951,938	9,132	减持
16	FELL CAPITAL MANAGEMENT /ADV	$928,037	8,920	持平
17	CHAPIN DAVIS, INC.	$754,839	7,255	减持
18	Atlas Brown,Inc.	$696,277	6,692	增持
19	FSA Investment Group, LLC	$608,393	5,848	增持
20	Balefire, LLC	$606,911	5,833	减持
21	FC Advisory LLC	$577,632	5,552	增持
22	May Barnhard Investments LLC	$495,968	4,767	增持
23	CANANDAIGUA NATIONAL BANK & TRUST CO	$458,816	4,410	减持
24	CAMELOT TECHNOLOGY ADVISORS, INC.	$445,009	4,277	减持
25	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$416,888	4,007	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30