Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares USD Green Bond ETF meliputi SRS Capital Advisors, Inc., Colony Group, LLC, Financial Connections Group, Inc., Providence Capital Advisors, LLC, Twin Peaks Wealth Advisors, LLC, dan Plante Moran Financial Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14,272 | 680 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 126 | 6 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 299,337 | 16.11 | 14,269 | 16.87 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 14,051 | 3.94 | 670 | 4.53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 30,718 | 78.71 | 1,464 | 79.85 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 67,385 | 2.40 | 3,212 | 3.08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,554 | 17.83 | 216 | 18.68 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 34,825 | 17,758.97 | 1,660 | 18,344.44 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,199 | 1.21 | 629 | 1.94 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5,386 | 2.73 | 257 | 3.23 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 18,083 | 0.04 | 862 | 0.58 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9,469 | 4.05 | 451 | 4.88 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 84,609 | 1.89 | 4,033 | 2.57 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 11,137 | 4.97 | 531 | 5.58 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 5,604 | 3.09 | 267 | 3.89 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 36,187 | 1,725 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 73 | 114.71 | 3 | 200.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,346 | 112 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 3,527 | 2.17 | 168 | 3.07 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 65 | 3 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 101 | 1.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1,062,274 | 1.13 | 50,639 | 1.79 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 141,492 | 18.25 | 6,745 | 19.03 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 18,062 | 1.99 | 861 | 2.74 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1,080 | 1.12 | 51 | 2.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,551 | 20.89 | 645 | 21.47 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 16,959 | 3.86 | 808 | 4.53 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 15,399 | 32.50 | 734 | 33.45 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 910 | 4.12 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 42,700 | 37.10 | 2,036 | 22.08 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,902 | 0.19 | 329 | 0.92 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 12,614 | 7.60 | 601 | 8.29 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 425 | 20 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 68,389 | 107.12 | 3,260 | 108.57 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 24,602 | 26.35 | 1,173 | 27.11 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 22,758 | 12.07 | 1,078 | 13.85 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5,719 | 28.00 | 273 | 28.91 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 355 | 0.85 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,718 | 4.56 | 82 | 5.19 | ||||
| 2025-08-08 | 13F | Creative Planning | 141,099 | 11.51 | 6,726 | 12.25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4,238 | 202 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 21,188 | 3.74 | 1,010 | 4.45 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 76 | 72.73 | 4 | 50.00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 16,112 | 2.30 | 768 | 3.09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,025 | 30.76 | 383 | 31.72 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,448 | 1.76 | 69 | 2.99 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 8,101 | 0.19 | 386 | 1.05 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1,034 | 0 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 2,572 | 7.30 | 123 | 7.96 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,489 | 0.13 | 71 | 1.43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,495 | 0.20 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8,668 | 25.44 | 413 | 28.26 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5,423 | 21.84 | 259 | 22.86 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 14,915 | 3.15 | 1 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 659,577 | 3.58 | 31,442 | 4.26 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 63,416 | 6.94 | 3,023 | 7.66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7,045 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 5 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 747,624 | 14.42 | 35,639 | 15.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 224,446 | 3.27 | 10,699 | 3.94 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 12,408 | 46.48 | 591 | 47.38 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 5,529 | 0.36 | 264 | 1.94 | ||||
| 2025-08-14 | 13F | Fmr Llc | 43 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,373 | 0.56 | 447 | 1.13 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 35,426 | 12.39 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 12,154 | 37.50 | 579 | 38.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18,354 | 1.07 | 875 | 1.63 |
