Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core 40/60 Moderate Allocation ETF meliputi Hanover Advisors Inc, Sightline Wealth Advisors, LLC, Wiley Bros.-aintree Capital, Llc, Aqr Capital Management Llc, Integrity Wealth Solutions LLC, ERNZ - TrueShares Active Yield ETF, UMA Financial Services, Inc., Umb Bank N A/mo, Sound Income Strategies, LLC, Boreal Capital Management LLC, Smartleaf Asset Management LLC, dan Vermillion & White Wealth Management Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 9,657 | 20.32 | 445 | 26.14 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 30 | 1 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 161,042 | 0.62 | 7,414 | 5.58 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 16,388 | 3.79 | 755 | 8.96 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 9,552 | 0.58 | 440 | 5.53 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1,554 | 0.58 | 72 | 5.97 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 25 | 1 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 11,158 | 1.44 | 514 | 6.43 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11 | 1,000.00 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18,254 | 19.79 | 840 | 25.75 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8,005 | 0.20 | 369 | 5.14 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 267,607 | 12,321 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21,422 | 6.58 | 986 | 11.79 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6,607 | 0.15 | 304 | 5.19 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 27,346 | 1,259 | ||||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 12,042 | 554 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 104,045 | 452.08 | 4,790 | 479.90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 81,764 | 1.11 | 3,764 | 6.09 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 57 | 1,325.00 | 3 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 19,883 | 4.54 | 914 | 9.47 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8,443 | 0.40 | 389 | 5.43 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 68,457 | 13.50 | 3,152 | 19.09 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 502,887 | 17.78 | 23,153 | 23.58 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,834 | 0.45 | 683 | 5.41 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5,934 | 8.21 | 273 | 13.75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 200,005 | 0.55 | 9,208 | 5.50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1,032 | 48 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18,639 | 149.62 | 858 | 162.39 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 8,771 | 0.09 | 404 | 4.95 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 140,861 | 3.52 | 6,485 | 8.63 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 21,517 | 1.09 | 991 | 6.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12,445 | 10.93 | 573 | 16.26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,057 | 18.70 | 325 | 24.62 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,237 | 47.26 | 57 | 55.56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,364 | 201 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17,606 | 39.14 | 808 | 45.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231,706 | 2.58 | 10,666 | 7.61 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 20,891 | 35.85 | 962 | 42.58 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 371 | 17 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 49,712 | 69.05 | 2,289 | 77.36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132,219 | 0.08 | 6 | 20.00 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 631 | 1,007.02 | 29 | 1,350.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,130 | 52 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 3,867 | 31.13 | 178 | 37.98 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 1,683 | 9.43 | 77 | 14.93 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 8,108 | 48.36 | 373 | 56.07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 277,462 | 0.75 | 12,774 | 5.71 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 284 | 0.71 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21,120 | 8.45 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 6,202 | 25.44 | 286 | 31.94 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 7,353 | 1.11 | 339 | 5.96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43,206 | 8.66 | 1,989 | 14.05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 45,927 | 441.91 | 2,114 | 469.81 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,667 | 1.21 | 261 | 6.12 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5,890 | 271 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,177 | 0.68 | 54 | 5.88 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 77,284 | 2.98 | 3,558 | 8.08 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7,921 | 7.07 | 365 | 12.35 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 4,805 | 0.36 | 221 | 5.24 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1,645 | 76 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 12,818 | 590 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 425 | 507.14 | 20 | 533.33 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 15,115 | 0.03 | 696 | 4.83 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 7,629 | 2.10 | 324 | -1.82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93,421 | 15.46 | 4,301 | 21.15 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 18,029 | 3.09 | 830 | 8.21 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 239 | 11 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24,917 | 176.30 | 1,147 | 190.38 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 280,175 | 2.32 | 12,899 | 7.36 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19,319 | 170.76 | 889 | 184.03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 955 | 0.21 | 44 | 4.88 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 9,528 | 11.48 | 439 | 16.80 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 3,627 | 0.19 | 167 | 5.70 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 165,931 | 7.26 | 7,639 | 12.54 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 49,991 | 1.21 | 2,302 | 6.18 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4,914 | 0.53 | 226 | 9.22 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4,384 | 202 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 2,617 | 1.32 | 120 | 6.19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 41,627 | 77.73 | 1,917 | 86.56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 11,612 | 26.80 | 535 | 33.17 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 45,977 | 6.07 | 2,117 | 11.31 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,797 | 2.68 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 372 | 5.38 | 17 | 13.33 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1,163 | 54 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4,466 | 206 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21,410 | 9.01 | 986 | 14.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29,261 | 12.48 | 1,347 | 18.05 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4,894 | 225 | ||||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 92,966 | 10.39 | 4,280 | 15.83 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1,785 | 1.83 | 82 | 7.89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,898 | 0.77 | 272 | 5.86 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 106,655 | 2.41 | 4,910 | 7.23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,356 | 247 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 90,280 | 0.13 | 4,156 | 5.06 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5,388 | 248 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,487 | 1.71 | 68 | 6.25 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 186 | 0.54 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 5,615 | 2.74 | 259 | 7.95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 45,472 | 148.26 | 2,094 | 160.65 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 89,455 | 3.45 | 4,119 | 8.54 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 22,006 | 0.07 | 1,013 | 5.08 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 122,171 | 9.81 | 5,625 | 15.22 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 11,244 | 19.78 | 498 | 26.40 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 627 | 0.32 | 29 | 3.70 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 38,787 | 30.91 | 1,786 | 37.31 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,683 | 216 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 868 | 191.28 | 40 | 200.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,783 | 9.34 | 174 | 15.23 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4,814 | 0.08 | 222 | 4.74 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 25,528 | 3.25 | 1,175 | 8.39 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,963 | 321 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 5,529 | 7.05 | 255 | 12.39 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12,229 | 563 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 20,735 | 2.95 | 955 | 8.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17,131 | 33.03 | 789 | 39.47 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4,707 | 0.41 | 217 | 5.37 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,937 | 85.18 | 89 | 97.78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7,343 | 1.27 | 338 | 6.29 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,926,402 | 0.55 | 134,732 | 5.50 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,317 | 3.59 | 935 | 8.72 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 5,000 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,186 | 0.78 | 883 | 5.75 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 31,476 | 2,551.73 | 1,449 | 2,686.54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 128,093 | 18.26 | 5,897 | 24.10 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2,047 | 94 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,504 | 2.46 | 484 | 7.57 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 27,882 | 0.09 | 1,284 | 4.99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 69,302 | 0.29 | 3,197 | 5.93 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 17,821 | 0.14 | 820 | 5.13 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 9,179 | 0.38 | 423 | 5.24 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5,655 | 9.83 | 260 | 15.56 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22,970 | 28.56 | 1,058 | 34.99 | ||||
| 2025-09-03 | 13F | American Trust | 98,085 | 4,516 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6,350 | 0.79 | 292 | 5.80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 141,683 | 1.84 | 7 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,908 | 6.49 | 180 | 11.18 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 70,234 | 897.78 | 3,234 | 949.68 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 281,931 | 6.74 | 12,995 | 11.70 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 3,154 | 138 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 28,849 | 16.43 | 1,328 | 22.17 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11,763 | 0.95 | 542 | 5.87 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 6,528 | 7.53 | 301 | 12.78 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 629 | 0.32 | 29 | 3.70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
