Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Morningstar Mid-Cap ETF meliputi RMG Wealth Management LLC, Hilltop Holdings Inc., Carnegie Capital Asset Management, LLC, Hoxton Planning & Management, LLC, Vise Technologies, Inc., Schneider Downs Wealth Management Advisors, LP, Summit Wealth Group Llc / Co, Edge Financial Advisors LLC, Silicon Valley Capital Partners, SYM FINANCIAL Corp, Capital Investment Advisory Services, LLC, dan O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 5,841 | 465 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 68,964 | 0.25 | 5,494 | 7.79 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,596 | 1.79 | 127 | 9.48 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53,929 | 16.56 | 4,296 | 25.32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 83,538 | 4.81 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,309,271 | 3.80 | 104,297 | 11.61 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 47,512 | 2.22 | 3,785 | 10.39 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 705 | 0.43 | 56 | 7.69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,402 | 29.78 | 348 | 39.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 498,843 | 9.97 | 39,738 | 18.25 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3,911 | 0.10 | 312 | 7.61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 108,491 | 2.80 | 8,642 | 10.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 181,928 | 0.89 | 14,492 | 8.49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,671 | 611 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 22,837 | 16.99 | 1,819 | 25.80 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 2,639 | 210 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3,216 | 0.34 | 256 | 8.02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6,935 | 552 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 55,403 | 0.04 | 4,413 | 7.58 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2,618 | 209 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,254,715 | 5.02 | 99,951 | 12.93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,736 | 138 | ||||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 64,764 | 1.21 | 5,159 | 8.84 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,348 | 97.65 | 107 | 114.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 34,308 | 5.89 | 2,733 | 13.83 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38,738 | 8.69 | 3,086 | 16.86 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 7,963 | 6.27 | 634 | 14.23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,425 | 990 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,001 | 0.25 | 159 | 8.16 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,354 | 29.07 | 506 | 39.01 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3,184 | 6.88 | 254 | 15.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 | 0 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 177,217 | 1.39 | 14,117 | 9.03 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 954 | 70 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 13,933 | 3.84 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 42,691 | 1,347.15 | 3,401 | 1,452.51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 43,592 | 0.00 | 3,473 | 7.53 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 482 | 0.21 | 38 | 8.57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 47,602 | 11.28 | 3,792 | 19.63 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 370 | 29 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 96 | 8 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4,256 | 0.33 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6,138 | 4.12 | 489 | 11.93 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 692 | 0.29 | 55 | 7.84 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 9,380 | 39.81 | 747 | 50.30 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,860 | 0.18 | 546 | 7.69 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 4,978 | 397 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 9,450 | 20.41 | 753 | 29.43 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4,594 | 0.15 | 366 | 7.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 121,599 | 1.08 | 10 | 12.50 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 83,245 | 1.08 | 6,631 | 8.69 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,632 | 608 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 4,790 | 0.34 | 382 | 7.93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81,572 | 6,498 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 80 | 6.76 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1,083,709 | 87,672 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 153,163 | 2,080.88 | 12,201 | 2,246.15 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,162 | 69.47 | 491 | 82.16 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 39,303 | 4.60 | 3,131 | 12.47 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,163 | 0.84 | 172 | 8.86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 319,053 | 5.32 | 25,416 | 13.25 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 4,053 | 323 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,139 | 1.99 | 1,047 | 9.64 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,480 | 100.00 | 357 | 115.76 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 382 | 5.82 | 30 | 15.38 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 11,930 | 0.50 | 950 | 8.08 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3,114 | 250 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 20,889 | 0.18 | 1,664 | 7.77 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 10,445 | 2.99 | 832 | 10.79 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,099 | 242.37 | 88 | 278.26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 128,821 | 1.29 | 10,266 | 8.91 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 36,400 | 1.20 | 2,900 | 8.82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3,825 | 305 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2,707 | 0.11 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,659 | 4.57 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 92,496 | 3.33 | 7,368 | 11.11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 977 | 0.21 | 78 | 6.94 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 177 | 0.57 | 14 | 7.69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25,892 | 3.99 | 2,063 | 11.82 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,592 | 13.95 | 366 | 22.48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,077 | 6.15 | 484 | 14.15 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 228 | 18 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 177,216 | 1.39 | 14 | 16.67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 38,539 | 3,070 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,893 | 4.82 | 230 | 12.75 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 107,230 | 2.84 | 8,542 | 10.58 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67,204 | 31.88 | 5,353 | 41.80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27,254 | 10.63 | 2,171 | 18.96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,725 | 7.43 | 2,766 | 15.54 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5,694 | 0.33 | 454 | 7.86 |
