Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares U.S. Regional Banks ETF meliputi Pathstone Holdings, LLC, Fiduciary Alliance LLC, Lighthouse Investment Partners, LLC, Orrstown Financial Services Inc, Kilter Group LLC, Montag A & Associates Inc, dan Smithfield Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,332 | 66 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 474 | 1.07 | 23 | 9.52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93,699 | 23.26 | 4,643 | 30.98 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 14,300 | 26.55 | 709 | 34.60 | |||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,530 | 75.86 | 76 | 87.50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,095 | 559.64 | 54 | 671.43 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 500 | 25 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5,217 | 0.81 | 273 | 18.18 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | 25,064 | 15.47 | 1,242 | 22.63 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,922 | 0.58 | 95 | -1.04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 56,828 | 42.79 | 2,850 | 53.58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,382 | 8.50 | 316 | 15.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 19,100 | 946 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10,042 | 0.71 | 498 | 7.11 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3,006 | 0.84 | 149 | 6.47 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5,804 | 16.64 | 288 | 23.71 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 45,620 | 2,260 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 5,068 | 6.14 | 251 | 13.06 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 35,671 | 11.06 | 1,767 | 18.04 | ||||
| 2025-08-08 | 13F | Creative Planning | 10,307 | 0.44 | 511 | 6.69 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4,275 | 212 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,007 | 298 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2,402 | 0.84 | 119 | 7.21 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 8,758 | 4.04 | 434 | 10.46 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 334 | 215.09 | 17 | 300.00 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 10,314 | 0.35 | 541 | 29.81 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4,373 | 217 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 75,272 | 32.40 | 3,717 | 42.10 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10,847 | 0.38 | 537 | 6.76 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 39,538 | 12.44 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11,250 | 9.37 | 557 | 16.28 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,480 | 0.68 | 73 | 7.35 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 10 | 0 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 535 | 0.56 | 27 | 8.33 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 4,090 | 203 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469,951 | 119.46 | 23,286 | 133.21 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 24,248,343 | 277,595.18 | 1,115 | 173.96 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 836 | 41 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 360,619 | 0.54 | 17,869 | 6.83 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,567 | 22.71 | 78 | 30.51 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11,209 | 3.78 | 1 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 284 | 0.71 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 28,300 | 63.58 | 1,402 | 73.95 | |||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 5,595 | 277 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1,086 | 0.84 | 54 | 6.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,143 | 169.73 | 410 | 192.86 | ||||
| 2025-08-14 | 13F | Lighthouse Investment Partners, LLC | 11,210 | 555 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6,385 | 0.19 | 317 | 6.40 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,583 | 0.67 | 178 | 7.27 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 6,264 | 10.46 | 310 | 17.42 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 381 | 1.33 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 27,186 | 17.79 | 1,347 | 25.19 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 13,728 | 84.89 | 680 | 96.53 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29,691 | 1.57 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 6,624 | 0.21 | 328 | 6.49 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4,728 | 9.95 | 234 | 17.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25,605 | 24.10 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 174,308 | 2.64 | 8,637 | 9.03 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 11,915 | 590 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,620 | 6.10 | 179 | 12.58 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 591 | 103.09 | 29 | 123.08 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 15 | 1 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 11,256 | 1.01 | 558 | 7.32 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 8,970 | 0.39 | 444 | 6.73 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11,619 | 104.13 | 1 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,294 | 6.07 | 64 | 4.92 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 55,555 | 2.64 | 2,753 | 9.08 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 33,536 | 11.21 | 1,662 | 18.14 |
