Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF meliputi Foronjy Financial Llc, Colony Group, LLC, Merit Financial Group, LLC, Cyr Financial Inc., Liberty Wealth Management Llc, Summit Wealth Partners, LLC, Hamel Associates, Inc., Precision Wealth Strategies, LLC, Old Point Trust & Financial Services N A, dan National Bank Of Canada /fi/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | FF Advisors,LLC | 71,669 | 4.38 | 1,571 | 4.95 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 44,324 | 11.69 | 972 | 12.51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18,415 | 35.76 | 0 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 37,974 | 56.87 | 832 | 58.17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 648,479 | 1.66 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 92,604 | 2,030 | ||||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 716,790 | 1.68 | 15,712 | 2.38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 486,420 | 71.91 | 10,662 | 73.11 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 9,670 | 0.18 | 212 | 0.48 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 35,894 | 244.34 | 781 | 251.80 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 135,487 | 54.43 | 2,970 | 55.53 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 37,654 | 136.80 | 825 | 138.44 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 125,708 | 12.09 | 2,756 | 12.86 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 297,293 | 10.75 | 6,517 | 11.52 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 19,106 | 2.51 | 419 | 3.21 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 15,092 | 0.41 | 329 | 2.50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94,055 | 31.88 | 2,062 | 32.80 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 106,282 | 0.19 | 2,330 | 0.87 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,546 | 231 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 138,377 | 4.78 | 3,033 | 5.50 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 199,449 | 5.99 | 4,372 | 6.71 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 22,275 | 89.67 | 488 | 91.37 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 299,485 | 1.33 | 6,565 | 2.02 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 454,990 | 0.20 | 9,973 | 0.89 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 62,076 | 12.78 | 1,361 | 13.52 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 96,728 | 6.79 | 2,120 | 7.51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 365,909 | 4.54 | 8,021 | 5.26 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 348,460 | 4.39 | 7,638 | 5.11 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 921,543 | 23.43 | 20,200 | 24.28 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 12,644 | 277 | ||||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 1,940,071 | 28.61 | 42,526 | 29.50 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 297,293 | 967.67 | 6,472 | 129,340.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 47,497 | 15.87 | 1,041 | 16.70 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 241,795 | 5,300 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 690,448 | 9.76 | 15,135 | 10.51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 39,592 | 20.00 | 1 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 413,863 | 3.79 | 9,072 | 4.50 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 15,095 | 331 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10,846 | 238 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 61,747 | 9.72 | 1,353 | 10.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 289,131 | 0.05 | 6,338 | 0.73 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 16,966 | 18.29 | 372 | 18.91 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 664,024 | 0.73 | 14,555 | 1.42 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9,999 | 0.37 | 219 | 1.39 | ||||
| 2025-08-14 | 13F | UBS Group AG | 922,187 | 17.34 | 20,214 | 18.15 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,156 | 70.18 | 398 | 71.12 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12,080 | 282 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 59,611 | 1.30 | 1,307 | 1.95 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 22,866 | 3.97 | 501 | 4.81 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6,017 | 22.10 | 132 | 22.43 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 15,668 | 2.00 | 343 | 2.69 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 193,562 | 19.03 | 4,243 | 19.83 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 59,919 | 552.64 | 1,313 | 556.50 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 286,001 | 9.27 | 6,269 | 10.02 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 109,777 | 8.37 | 2,406 | 9.12 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 117,474 | 29.88 | 2,575 | 30.78 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,020,133 | 19.33 | 22,361 | 20.16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 17,847 | 391 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 10,023 | 0.48 | 220 | 0.92 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 971,487 | 40.44 | 21,295 | 41.40 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 144,344 | 5.17 | 3,164 | 5.93 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 17,504 | 0.14 | 384 | 0.79 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 69,201 | 0.28 | 1,517 | 0.93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15,184 | 333 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 40,960 | 3.25 | 898 | 3.94 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 181,194 | 200.00 | 3,984 | 207.88 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31,849 | 201.80 | 698 | 204.80 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 599,379 | 39.40 | 13,138 | 40.36 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 8,235 | 33.90 | 181 | 35.34 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2,026 | 0.95 | 44 | 2.33 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 147,476 | 4.83 | 3,233 | 5.48 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 166,053 | 30.89 | 3,640 | 31.80 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 15,864 | 61.19 | 348 | 62.15 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 821,677 | 2.33 | 18,011 | 3.03 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 107,789 | 30.07 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,518 | 5.74 | 209 | 6.67 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 700 | 15 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14,160 | 3.36 | 310 | 4.03 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 35,522 | 94.23 | 779 | 95.48 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 153,220 | 11.84 | 3 | 50.00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 20,430 | 21.54 | 448 | 22.47 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 178,285 | 201.88 | 3,908 | 204.12 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 663 | 15 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 337,280 | 13.27 | 7,393 | 14.05 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 18,350 | 3.12 | 402 | 3.88 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 307 | 5.15 | ||||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 120,955 | 16.18 | 2,651 | 16.99 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 103,277 | 141.82 | 2,264 | 143.60 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 393,741 | 4.76 | 8,631 | 5.49 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 463 | 0.87 | 10 | 11.11 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 461,822 | 3.81 | 10,072 | 3.72 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 15,639 | 21.06 | 343 | 21.71 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,095 | 13.91 | 90 | 14.10 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11,946 | 0.99 | 262 | 1.56 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 11,876 | 24.11 | 260 | 25.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 49,822 | 29.16 | 1,083 | 29.55 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,715 | 1.00 | 38 | 2.78 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 125,767 | 21.72 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,504,363 | 4.51 | 32,976 | 5.23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 11,569 | 254 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 274,835 | 6.01 | 6,024 | 6.75 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 347,632 | 3.97 | 7,620 | 4.70 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 14 | |||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 18,200 | 6.50 | 399 | 6.99 |
