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持有 ISTB 的机构名单(共 392 家)

目前共有 392 家机构持有 ISTB,以下按持股市值由高至低排序。

查看 ISTB 完整股票页面

主要持有机构总市值平均占比
Acorns Advisers, LLCUS$5.7亿4.26%
BlackRock, Inc.US$2.8亿0.00%
STATE OF WISCONSIN INVESTMENT BOARDUS$2.6亿0.60%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCUS$1.2亿0.02%
RAYMOND JAMES FINANCIAL INCUS$1.1亿0.03%
JONES FINANCIAL COMPANIES LLLPUS$8509.2万0.04%
SPINNAKER TRUSTUS$6688.6万3.70%
Seven Springs Wealth Group, LLCUS$6572.9万15.20%
Mariner, LLCUS$6400.4万0.07%
Townsend & Associates, IncUS$5850.6万5.05%
CAHABA WEALTH MANAGEMENT, INC.US$5470.2万3.71%
Trust Point Inc.US$5296.1万4.60%
Prosperity Planning, Inc.US$4932.5万12.50%
JPMORGAN CHASE & COUS$4772.4万0.00%
Apella Capital, LLCUS$4610.7万0.68%
UBS Group AGUS$4561.8万0.01%
MORGAN STANLEYUS$4519.2万0.00%
BANK OF AMERICA CORP /DE/US$4461.7万0.00%
LPL Financial LLCUS$4294.1万0.01%
MBL Wealth, LLCUS$4045.0万3.06%
BARTLETT & CO. WEALTH MANAGEMENT LLCUS$3587.5万0.46%
AMERIPRISE FINANCIAL INCUS$3539.5万0.01%
WELLS FARGO & COMPANY/MNUS$3319.2万0.01%
FPC INVESTMENT ADVISORY, INC.US$3173.3万15.82%
Destination Wealth ManagementUS$3065.9万0.80%
Geneos Wealth Management Inc.US$2816.4万0.65%
Courage Miller Partners, LLCUS$2761.6万7.80%
Johnson Financial Group, Inc.US$2709.0万0.98%
ENVESTNET ASSET MANAGEMENT INCUS$2701.5万0.01%
CIM, LLCUS$2673.9万3.87%
PITTENGER & ANDERSON INCUS$2624.9万1.04%
ROYAL BANK OF CANADAUS$2543.9万0.00%
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLCUS$2315.2万3.06%
Beacon Pointe Advisors, LLCUS$2178.4万0.12%
Bank of New York Mellon CorpUS$2131.7万0.00%
Opal Wealth Advisors, LLCUS$2016.4万4.56%
CITADEL ADVISORS LLCUS$2002.6万0.00%
CLEAR WAVE WEALTH MANAGEMENT LLCUS$1996.9万4.32%
GOLDMAN SACHS GROUP INCUS$1892.0万0.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLPUS$1799.7万0.00%
IRON Financial LLCUS$1602.0万7.00%
WEALTH MANAGEMENT RESOURCES, INC.US$1599.4万5.57%
Omega Financial Group, LLCUS$1578.0万5.13%
Alexander Randolph Advisory, Inc.US$1525.8万13.15%
Koss-Olinger Consulting, LLCUS$1487.7万1.25%
Buttonwood Financial Advisors Inc.US$1445.0万4.84%
Orion Porfolio Solutions, LLCUS$1349.2万0.12%
Boyd Wealth Management, LLCUS$1346.5万5.69%
Factor Wealth Management LTDUS$1328.4万2.50%
EP Wealth Advisors, LLCUS$1291.4万0.06%
FIDUCIARY ADVISORS, INC.US$1228.4万9.23%
Abundance Wealth CounselorsUS$1193.7万1.71%
Wescott Financial Advisory Group, LLCUS$1188.7万1.04%
Lakeridge Wealth Management LLCUS$1188.3万5.11%
Ballast Financial Advisors LLCUS$1088.5万11.16%
Fonville Wealth Management LLCUS$1066.9万2.03%
Strategic Financial Partners, Ltd.US$1038.6万4.49%
Crestwood Advisors Group, LLCUS$974.4万0.16%
BECKER CAPITAL MANAGEMENT INCUS$973.2万0.29%
KEYBANK NATIONAL ASSOCIATION/OHUS$947.5万0.03%
MORRIS FINANCIAL CONCEPTS, INC.US$915.5万3.11%
OSAIC HOLDINGS, INC.US$911.2万0.01%
Cetera Investment AdvisersUS$880.8万0.01%
Cambridge Investment Research Advisors, Inc.US$879.8万0.02%
MML INVESTORS SERVICES, LLCUS$802.8万0.02%
Hoxton Planning & Management, LLCUS$784.7万2.35%
KFA Private Wealth Group, LLCUS$777.6万1.87%
JANE STREET GROUP, LLCUS$760.6万0.00%
Independence Financial Advisors, LLCUS$757.1万2.27%
Creative PlanningUS$715.5万0.00%
JGP Wealth Management, LLCUS$713.2万0.74%
Gilbert Capital Group, Inc.US$710.3万5.49%
CGN Advisors LLCUS$688.3万0.54%
STERLING INVESTMENT ADVISORS LLC /ADVUS$686.1万3.29%
Values First Advisors, Inc.US$679.7万3.54%
COMMONWEALTH EQUITY SERVICES, LLCUS$667.0万0.01%
PRINCIPAL SECURITIES, INC.US$654.1万0.10%
COREPATH WEALTH PARTNERS LLCUS$651.8万4.40%
NATIXIS ADVISORS, LLCUS$649.5万0.01%
Townsend Financial Planning, LLCUS$645.4万6.24%
Baker Ellis Asset Management LLCUS$645.3万0.77%
Providence First Trust CoUS$632.8万2.23%
PHILLIPS FINANCIAL MANAGEMENT, LLCUS$613.8万0.45%
Equitable Holdings, Inc.US$603.9万0.04%
Investment Research Partners LLCUS$601.0万2.45%
Wealthspire Advisors, LLCUS$598.7万0.05%
Brio Consultants, LLCUS$594.7万0.73%
Kestra Advisory Services, LLCUS$573.3万0.02%
Cranbrook Wealth Management, LLCUS$562.7万1.14%
SEEDS INVESTOR LLCUS$552.0万0.75%
Steward Partners Investment Advisory, LLCUS$546.4万0.03%
1832 Asset Management L.P.US$511.5万0.00%
HighTower Advisors, LLCUS$509.8万0.01%
Cannon Financial Strategists, Inc.US$494.8万0.65%
C M BIDWELL & ASSOCIATES LTDUS$487.7万2.28%
McClarren Financial Advisors, Inc.US$464.4万2.75%
PLANNING DIRECTIONS INCUS$463.4万2.35%
Lutz Financial Services LLCUS$459.9万0.31%
BLUESTEM FINANCIAL ADVISORS, LLCUS$456.5万1.76%
AtlasMark Financial, IncUS$446.6万2.88%
Washington Trust BankUS$416.7万0.31%
MAIMON WEALTH MANAGEMENT LTD.US$414.7万3.64%
Investment Advisory Group, LLCUS$404.7万1.03%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCUS$400.3万0.01%
PEOPLES BANK /OHUS$365.7万2.24%
Allworth Financial LPUS$364.0万0.01%
MATHER GROUP, LLC.US$362.9万0.04%
INVESTED ADVISORSUS$362.7万3.66%
Summit Wealth Partners, LLCUS$361.1万0.57%
Turn8 Private Wealth Inc.US$359.1万2.24%
COLDSTREAM CAPITAL MANAGEMENT INCUS$350.7万0.04%
ARKANSAS FINANCIAL GROUP, INC.US$350.6万0.49%
BANK OF MONTREAL /CAN/US$347.1万0.00%
BCM ADVISORS, LLCUS$340.7万0.67%
Shepherd Street Advisors LLCUS$340.6万3.36%
SHEETS SMITH WEALTH MANAGEMENTUS$340.0万0.38%
Valmark Advisers, Inc.US$333.6万0.04%
PLANWISER FINANCIAL, LLCUS$333.4万2.41%
Fiduciary Group, LLCUS$319.8万0.27%
CITY HOLDING COUS$303.7万0.38%
Samalin Investment Counsel, LLCUS$289.0万1.02%
eCIO, Inc.US$286.8万1.26%
OneDigital Investment Advisors LLCUS$285.9万0.03%
Lineweaver Wealth Advisors, LLCUS$283.3万0.38%
MKT Advisors LLCUS$265.4万0.89%
PNC FINANCIAL SERVICES GROUP, INC.US$263.4万0.00%
BCGM Wealth Management, LLCUS$260.8万0.66%
Richard W. Paul & Associates, LLCUS$253.0万0.85%
PICTON MAHONEY ASSET MANAGEMENTUS$248.9万0.02%
Wealth Dimensions Group, Ltd.US$248.2万0.49%
Smithfield Trust CoUS$241.2万0.11%
Avail Investment Partners, LLCUS$238.4万2.55%
Stone House Investment Management, LLCUS$236.2万0.42%
MERCER GLOBAL ADVISORS INC /ADVUS$232.5万0.00%
Argent Advisors, Inc.US$230.3万0.63%
Greykasell Wealth Strategies, Inc.US$227.2万0.92%
Chatterton & Associates Inc.US$226.4万1.59%
TD Capital Management LLCUS$219.2万0.20%
Park Place Capital CorpUS$203.6万0.41%
PDS Planning, IncUS$198.8万0.13%
Eukles Asset ManagementUS$192.9万0.86%
Sound View Wealth Advisors Group, LLCUS$190.6万0.13%
Horizon Family Wealth, Inc.US$187.5万0.99%
Goldstone Financial Group, LLCUS$183.9万0.20%
Focus Partners WealthUS$183.3万0.00%
NATIONAL BANK OF CANADA /FI/US$183.3万0.00%
SHP Wealth ManagementUS$181.5万0.14%
LEAVELL INVESTMENT MANAGEMENT, INC.US$179.0万0.07%
Betterment LLCUS$176.0万0.00%
Merit Financial Group, LLCUS$174.1万0.01%