Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF meliputi McGuire Investment Group, LLC, Sound View Wealth Advisors Group, LLC, Cornerstone Planning, LLC, True Link Financial Advisors, LLC, Merit Financial Group, LLC, Pure Financial Advisors, Inc., High Note Wealth, LLC, Penobscot Investment Management Company, Inc., Savant Capital, LLC, Modern Wealth Management, LLC, Mairs & Power Inc, Liberty Wealth Management Llc, Woodley Farra Manion Portfolio Management Inc, Avidian Wealth Solutions, LLC, Hamel Associates, Inc., Prime Capital Investment Advisors, LLC, Precision Wealth Strategies, LLC, Legacy Private Trust Co., Raab & Moskowitz Asset Management LLC, dan Lokken Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 44,938 | 20.50 | 1,030 | 20.47 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 25,471 | 100.05 | 584 | 100.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 424,481 | 15.34 | 9,695 | 15.09 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1,455,550 | 4.01 | 33,376 | 3.97 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 142,166 | 2,193.00 | 6 | -95.77 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 674,775 | 89.25 | 15,473 | 89.17 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15,021 | 344 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 176,257 | 5.23 | 4 | 33.33 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 211,555 | 370.12 | 4,851 | 369.96 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 45,039 | 7.39 | 1,033 | 7.28 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 12,069 | 277 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 58 | 1.75 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 349,880 | 24.46 | 8,023 | 24.41 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 267,196 | 2.47 | 6,127 | 2.41 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 98,370 | 3.37 | 2,249 | 3.31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 497,407 | 4.48 | 11 | 10.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,889,591 | 4.72 | 66,258 | 4.67 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4,713,829 | 17.49 | 108,135 | 18.16 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 85,359 | 0.90 | 1,957 | 0.88 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 987,956 | 1.76 | 22,654 | 1.72 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,133 | 5,144.85 | 164 | 5,333.33 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 91,181 | 2,091 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20,083 | 4.62 | 461 | 5.26 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 200,526 | 3.76 | 4,598 | 3.72 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 149,045 | 5.55 | 3,418 | 5.50 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 18,648 | 28.22 | 428 | 28.23 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 101,026 | 0.19 | 2,317 | 0.13 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 157,661 | 8.46 | 3,615 | 8.43 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 734,491 | 9.13 | 16,842 | 9.32 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 125,821 | 2,870 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 98,676 | 5.41 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,922 | 388 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 89 | 2 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 507,700 | 853.75 | 11,642 | 853.40 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 41,276 | 340.42 | 946 | 342.06 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,063 | 231 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,160 | 210 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 35,425 | 23.05 | 812 | 23.03 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13,494 | 309 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 174,584 | 5.06 | 4,003 | 5.01 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 47,532 | 16.57 | 1,090 | 17.20 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 82,291 | 8.47 | 1,887 | 8.39 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 61,519 | 0.99 | 1,411 | 0.93 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 241,272 | 5,532 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 194,920 | 50.60 | 4,470 | 50.52 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 392,562 | 11.56 | 9,005 | 11,156.25 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 138,197 | 8.10 | 3,169 | 8.05 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10,210 | 234 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,606 | 0.13 | 358 | 0.00 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 123,820 | 3.65 | 2,839 | 3.61 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 9,488 | 218 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 11,175 | 256 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 22,804 | 1.03 | 523 | 0.97 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 16,075 | 0.65 | 369 | 0.55 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 24,392 | 4.93 | 559 | 4.88 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 835,276 | 104.64 | 19,153 | 104.55 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,809 | 8.94 | 431 | 8.84 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 31,880 | 8.77 | 731 | 8.78 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 490,666 | 113.04 | 11 | 120.00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 7,062 | 8.05 | 162 | 8.05 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15,664 | 0.51 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28,632 | 11.28 | 657 | 11.19 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 35,339 | 2.66 | 810 | 2.66 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 185,129 | 20.68 | 4,245 | 20.63 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 63,898 | 7.44 | 1,465 | 7.40 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 90,746 | 9.70 | 2,081 | 9.65 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 9,778 | 224 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 297,191 | 7.91 | 6,815 | 7.87 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,241 | 0.12 | 74 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 134,975 | 40.61 | 3,095 | 40.64 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 890 | 20 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 83,796 | 21.39 | 1,921 | 21.35 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 1,420,533 | 0.86 | 32,573 | 0.82 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 57,728 | 4.36 | 1,324 | 4.34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 44,010 | 1,009 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 784,753 | 5.01 | 17,994 | 4.96 | ||||
| 2025-08-14 | 13F | Fmr Llc | 848 | 12.32 | 19 | 11.76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 204,722 | 12.31 | 4,694 | 12.27 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,354 | 21.76 | 31 | 24.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 24,669 | 566 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 42,625 | 0.01 | 977 | 0.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 144,397 | 430.25 | 3,311 | 430.61 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 10,877 | 0.22 | 249 | 0.40 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 110,055 | 8.66 | 2,524 | 8.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,778,324 | 48.11 | 40,777 | 48.05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 651,224 | 41.92 | 14,933 | 41.86 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 24,334 | 558 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 22,257 | 0.76 | 510 | 0.79 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 667,853 | 2.98 | 15,314 | 2.93 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,404 | 0.67 | 284 | 0.71 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 24,674 | 1.94 | 566 | 1.80 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28,712 | 6.49 | 658 | 6.47 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,160,744 | 3.65 | 72,476 | 3.61 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12,508 | 0.85 | 287 | 0.70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 102,247 | 3.52 | 2,345 | 3.49 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 168,532 | 503.49 | 3,864 | 503.75 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 170,935 | 200.01 | 3,926 | 201.30 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 53,680 | 33.60 | 1,231 | 33.55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,344,636 | 7.73 | 30,832 | 7.68 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 16,000 | 367 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 389,673 | 2.88 | 8,935 | 2.83 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 65,507 | 13.50 | 1,502 | 13.53 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,128,586 | 28.49 | 25,878 | 28.43 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 3,018 | 175.87 | 69 | 176.00 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 747,142 | 11.49 | 17,132 | 11.44 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 300,277 | 6.58 | 6,885 | 6.55 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 22,377 | 0.30 | 513 | 0.39 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 9,210 | 1.03 | 211 | 0.96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2,034 | 0.99 | 47 | 0.00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 19,047 | 3.79 | 437 | 3.81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 165,330 | 0.53 | 3,791 | 0.50 | ||||
| 2025-07-16 | 13F | Novem Group | 34,838 | 6.40 | 799 | 6.26 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 12,633 | 3.58 | 290 | 3.58 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 24,756 | 5.23 | 568 | 5.19 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 140,504 | 7.00 | 3,222 | 7.22 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 226,379 | 12.69 | 5 | 25.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 196,416 | 72.11 | 4,504 | 72.07 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5,260,457 | 14.82 | 120,622 | 14.77 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 20,050 | 8.82 | 460 | 8.77 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 10,100 | 232 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 30,938 | 11.00 | 709 | 10.95 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 262,423 | 20.03 | 6,017 | 19.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 310,291 | 85.43 | 7,115 | 86.43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 482,832 | 0.80 | 11,072 | 0.77 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1,973 | 0.15 | 45 | 2.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,643,624 | 12.28 | 83,548 | 12.23 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 168,144 | 141.36 | 3,856 | 141.24 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 194,779 | 1.32 | 4,451 | 0.93 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 780,842 | 15.04 | 17,905 | 14.99 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 346,169 | 16.42 | 7,938 | 16.36 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 550,370 | 3.15 | 12,570 | 2.92 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 47,261 | 3.54 | 1,084 | 3.44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 67,021 | 6.77 | 1,537 | 6.74 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 135,115 | 1.57 | 3,098 | 1.54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,205,892 | 11.20 | 27,651 | 11.16 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 406,623 | 1.11 | 9,324 | 1.06 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 84,346 | 24.22 | 1,934 | 24.21 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 56,664 | 3.49 | 1,299 | 3.42 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 8,890 | 204 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 123,672 | 8.37 | 2,836 | 8.33 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 18,650 | 8.22 | 428 | 8.10 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10,708 | 246 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 367,389 | 18.60 | 8,424 | 18.56 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 9,109 | 209 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 176,754 | 13.38 | 4,037 | 12.89 | ||||
| 2025-08-08 | 13F | Creative Planning | 88,250 | 1.47 | 2,024 | 1.40 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 16,432 | 377 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150,437 | 66.04 | 3,450 | 65.98 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 160,455 | 4.66 | 3,679 | 4.64 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 8,097 | 586.77 | 186 | 585.19 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 493,150 | 1.89 | 11,308 | 1.85 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10,374 | 13.01 | 238 | 12.86 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 90,433 | 5.19 | 2,074 | 5.12 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 24,382 | 1.39 | 559 | 1.27 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 49,748 | 6.42 | 1,141 | 7.04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 81,885 | 11.68 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 38,488 | 12.48 | 883 | 12.50 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,548 | 78.92 | 81 | 80.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 302,181 | 16.00 | 7 | 20.00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27,057 | 3.42 | 620 | 3.33 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 9,070 | 208 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11,213 | 0.61 | 257 | 0.78 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12,289 | 16.40 | 282 | 16.12 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 14,638 | 336 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 7,759 | 1.96 | 178 | 1.72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 384 | 0.00 | ||||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 318,186 | 7,296 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 45,174 | 0.35 | 1,036 | 0.29 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8,816 | 202 | ||||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 329,329 | 5.22 | 7,552 | 5.17 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 14,255 | 327 |
