Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares, Inc. - iShares MSCI Global Min Vol Factor ETF meliputi Glenmede Investment Management, LP, J. Safra Sarasin Holding AG, Family Wealth Group, LLC, XY Planning Network, Inc., Concurrent Investment Advisors, LLC, Fulcrum Equity Management, Fifth Third Securities, Inc., Gts Securities Llc, Coldstream Capital Management Inc, Pure Financial Advisors, Inc., TKG Advisors, LLC, Evergreen Capital Management Llc, Trilogy Capital Inc., Boreal Capital Management LLC, Keener Financial Planning LLC, VSM Wealth Advisory, LLC, Atticus Wealth Management, Llc, HighMark Wealth Management LLC, dan Smallwood Wealth Investment Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1,262 | 1.04 | 150 | 2.76 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5,059 | 0.32 | 600 | 2.22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 97,552 | 3.45 | 11,591 | 5.63 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 2,731 | 0.55 | 324 | 2.22 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,915 | 0.89 | 701 | 2.79 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,359 | 1.21 | 398 | 3.11 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8,196 | 9.09 | 970 | 12.81 | ||||
| 2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 97,140 | 0.94 | 11,496 | 3.85 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 67,230 | 0.82 | 7,971 | 2.73 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16,386 | 20.81 | 1,943 | 23.07 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13,299 | 0.37 | 1,577 | 2.27 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,524 | 299 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,003 | 0.02 | 475 | 1.94 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 14,303 | 0.18 | 1,696 | 2.05 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 36,246 | 4.76 | 4,298 | 6.73 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4,249 | 0.88 | 504 | 2.65 | ||||
| 2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 217,478 | 2.66 | 25,736 | 5.61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,199 | 17.78 | 261 | 19.82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 88,855 | 14.75 | 10,536 | 16.93 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 154 | 97.44 | 18 | 100.00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2,225 | 0.54 | 262 | 4.38 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 481 | 0 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 142,790 | 30.22 | 16,931 | 32.69 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 33,745 | 3,993 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 16,948 | 2,010 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 1,746 | 207 | ||||||
| 2025-08-08 | 13F | WP Advisors, LLC | 2,358 | 1.03 | 280 | 2.95 | ||||
| 2025-08-01 | 13F | Oak Grove Capital LLC | 4,940 | 586 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 23 | -28.12 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12,874 | 0.79 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 165,731 | 19,651 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 388 | 46 | ||||||
| 2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 62,084 | 1.52 | 7,347 | 4.45 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 12,692 | 5.32 | 1,505 | 7.28 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 4,575 | 2.86 | 542 | 4.63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 47,741 | 37.99 | 5,661 | 40.59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 33,472 | 0.28 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 14,409 | 3.79 | 1,709 | 5.76 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,639 | 313 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 2,575 | 17.74 | 301 | 26.47 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 6,987 | 43.59 | 828 | 46.29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35,379 | 0.17 | 4,195 | 2.04 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1,904 | 226 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 132,808 | 2.32 | 15,747 | 4.26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 104,682 | 135.85 | 12,412 | 140.31 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2,010,342 | 6.80 | 238,366 | 8.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 663,248 | 1.79 | 78,641 | 3.72 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 2,172 | 17.09 | 258 | 19.53 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25,158 | 17.33 | 2,962 | 19.44 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 71 | 1.43 | 8 | 0.00 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 8,341 | 989 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 120,434 | 23.00 | 14,280 | 25.33 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2,343 | 278 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,819 | 47.03 | 1,046 | 51.89 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,841,741 | 13.38 | 218,375 | 15.52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5,701 | 22.81 | 676 | 25.00 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 36,241 | 61.31 | 4,297 | 64.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 18,060 | 1.69 | 2,141 | 3.63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 45 | 28.57 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22 | 4.76 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 27,994 | 36.14 | 3,319 | 38.75 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 800 | 95 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 242 | 29 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15,100 | 1,790 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 300 | 1.01 | 35 | 2.94 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4,955 | 588 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4,904 | 12.89 | 581 | 15.05 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4,960 | 0.59 | 588 | 3.16 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 69,293 | 0.13 | 8,216 | 2.02 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 244,211 | 6.08 | 28,900 | 9.13 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 2,981 | 353 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 697 | 1.60 | 83 | 3.80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 30,257 | 18.33 | 3,588 | 20.57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 117,678 | 0.03 | 14 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93,381 | 7.53 | 11,072 | 9.57 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50,103 | 110.28 | 5,941 | 114.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 109,134 | 50.02 | 12,941 | 52.88 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 39,810 | 1.83 | 4,720 | 3.76 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 3,146 | 15.36 | 373 | 17.67 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 2,136 | 253 | ||||||
| 2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 15,985 | 2.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2,746 | 1.44 | 326 | 3.17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5,639 | 6.98 | 1 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 144 | 1.41 | 17 | 6.25 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 220,103 | 0.54 | 26,098 | 2.44 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 381 | 2,830.77 | 45 | 4,400.00 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 11,205 | 0.22 | 1,329 | 2.08 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16,567 | 1.94 | 1,964 | 3.86 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 38,698 | 25.14 | 4,588 | 27.52 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 161,894 | 1.95 | 19,196 | 5.08 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,163 | 612 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 33,728 | 142.19 | 3,999 | 146.85 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 100,970 | 11,972 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 277 | 1.09 | 33 | 3.23 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3,990 | 0.53 | 473 | 2.60 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30,463 | 7.30 | 3,612 | 9.36 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 6,806 | 2.47 | 807 | 4.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 28,060 | 4.86 | 3,327 | 6.84 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 564 | 15.34 | 67 | 17.86 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 3,159 | 2.97 | 375 | 4.76 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54,330 | 24.16 | 6,435 | 26.35 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11,210 | 150.50 | 1,329 | 155.58 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,192 | 4.42 | 378 | 6.48 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 100 | 1.01 | 12 | 0.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3,510 | 416 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,014 | 4.14 | 832 | 6.13 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 85 | 1.19 | 10 | 11.11 | ||||
| 2025-07-29 | 13F | Creekside Partners | 32,189 | 0.47 | 3,817 | 2.36 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6,707 | 0.99 | 795 | 2.98 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49,731 | 626.42 | 5,897 | 640.70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35,167 | 0.71 | 4,170 | 3.22 | ||||
| 2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 45,114 | 40.46 | 5,339 | 44.50 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 2,197 | 260 | ||||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 1,968 | 0.82 | 233 | 2.64 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 35,075 | 3.24 | 4,159 | 9.22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 220,764 | 1,525.66 | 26 | 2,500.00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 269 | 32 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 99,998 | 0.41 | 11,637 | 7.00 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 14,016 | 0.66 | 1,662 | 2.53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,786 | 4.61 | 449 | 6.41 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 187,189 | 9.27 | 22,152 | 12.41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6,927 | 2.32 | 1 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,670 | 24.43 | 1,265 | 26.88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8,008 | 0.86 | 949 | 2.71 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 5,255 | 1.17 | 623 | 3.15 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 22,287 | 2,643 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 227,503 | 24.60 | 26,975 | 26.95 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 345,010 | 60.97 | 40,908 | 64.02 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2,376 | 1.45 | 282 | 3.31 | ||||
| 2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 109,902 | 14.60 | 13,006 | 17.90 | ||||
| 2025-08-08 | 13F | Creative Planning | 8,572 | 0.09 | 1,016 | 2.01 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 1,689 | 200 | ||||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 18,959 | 0.48 | 2,248 | 2.37 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 84,644 | 2.29 | 10,036 | 4.23 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16,556 | 37.18 | 1,963 | 39.81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,142 | 18.95 | 610 | 29.03 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 60 | 7 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4,159 | 493 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 2,047 | 243 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11,606 | 7.35 | 1,376 | 9.38 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 72,768 | 576.60 | 8,628 | 589.69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 56,552 | 6,705 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 12,123 | 1.02 | 1,437 | 2.94 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 4,310 | 511 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2,411 | 12.35 | 286 | 14.46 |
