Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Morningstar Mid-Cap Value ETF meliputi Clark Capital Management Group, Inc., Dynamic Advisor Solutions LLC, Sovran Advisors, LLC, rebel Financial LLC, D.a. Davidson & Co., Ameritas Advisory Services, LLC, First Horizon Advisors, Inc., Gladwyn Financial Advisors, Inc., Pinnacle Bancorp, Inc., Emerald Investment Partners, Llc, dan Cornerstone Planning 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16,776 | 10.05 | 1,308 | 19.67 | ||||
| 2025-08-01 | 13F | Trust Investment Advisors | 2,795 | 0.18 | 212 | 2.91 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 154 | 0.65 | 12 | 0.00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8,616 | 9.15 | 655 | 11.79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 42,420 | 25.51 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 58,333 | 4.63 | 4,432 | 7.16 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25,742 | 1,956 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 56 | 4 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 217 | 16 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9,252 | 70.17 | 703 | 74.19 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 27,450 | 12.34 | 2,086 | 15.07 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20,007 | 3,337.63 | 1,520 | 3,434.88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 218,922 | 28.72 | 16,634 | 31.82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47,852 | 115.99 | 3,636 | 121.24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,293 | 42.25 | 324 | 46.61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 103,060 | 0.70 | 7,830 | 3.12 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 55,748 | 0.66 | 4,236 | 3.09 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 75,666 | 1.15 | 5,749 | 6.76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43,890 | 554.78 | 3 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 464 | 0.22 | 35 | 2.94 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 5,687 | 13.72 | 432 | 16.44 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 24,024 | 1,858 | ||||||
| 2025-08-05 | 13F | swisspartners Advisors Ltd | 111,620 | 3.25 | 8,471 | 19.43 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 81,441 | 6.12 | 6,188 | 8.68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43,502 | 0.92 | 3,305 | 3.35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4,850 | 36.62 | 369 | 39.92 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 4,258 | 0.02 | 324 | 2.54 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 201,752 | 1.63 | 15,329 | 4.09 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 31,915 | 6.26 | 2,425 | 8.80 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 202 | 0.50 | 15 | 7.14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,586 | 272 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 4,092 | 11.77 | 312 | 14.76 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 768 | 58 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 60,956 | 4.77 | 4,631 | 7.30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3,197 | 243 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,562 | 37.72 | 575 | 41.03 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123,020 | 335.19 | 9,347 | 345.73 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,028 | 0.50 | 230 | 3.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 945 | 0.53 | 72 | 2.90 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 12,367 | 0.01 | 940 | 2.40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 212,788 | 27.26 | 16,168 | 30.33 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 20,510 | 235.19 | 1,558 | 243.93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4,325 | 0.58 | 329 | 3.14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 66,651 | 1.94 | 5,068 | 4.32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 395,910 | 18.20 | 30,081 | 21.06 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 4,104 | 2.47 | 312 | 4.71 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,801 | 0.04 | 213 | 2.42 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 9,460 | 1.21 | 1 | |||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 26,647 | 18.00 | 2,025 | 20.84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,427 | 11.23 | 488 | 14.02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,317 | 18.82 | 175 | 23.24 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 40,696 | 9.20 | 3,092 | 11.87 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 90,046 | 6,842 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 36 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270,105 | 33.06 | 21 | 33.33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 482 | 20.20 | 37 | 24.14 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 27,722 | 91.45 | 2,106 | 96.09 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17,237 | 21.14 | 1,310 | 24.08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13,272 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,394 | 98.60 | 410 | 103.48 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 266 | 0.76 | 20 | 5.26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,656 | 430 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,221 | 0.66 | 245 | 2.95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 92,623 | 146.97 | 7,038 | 152.89 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,286 | 4,133.33 | 174 | 4,225.00 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 13,988 | 0.16 | 1,063 | 2.51 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 103 | 24.10 | 8 | 16.67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 7,021 | 4.51 | 533 | 7.03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 218,051 | 4.97 | 16,567 | 7.49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 832 | 16.69 | 63 | 21.15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 52,522 | 78.58 | 3,991 | 82.94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 18,151 | 95.87 | 1,379 | 100.73 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4,984 | 379 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 82,303 | 2.75 | 6,253 | 5.23 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2,012 | 0.20 | 153 | 2.01 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 359,977 | 5.71 | 27,351 | 8.27 | ||||
| 2025-08-08 | 13F | Creative Planning | 6,442 | 0.61 | 489 | 2.95 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 254 | 0.79 | 19 | 5.56 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 2,836 | 0.18 | 215 | 2.38 | ||||
| 2025-08-14 | 13F | Comerica Bank | 13,501 | 1.06 | 1,026 | 3.43 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 8,456 | 0.67 | 642 | 3.05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 219,604 | 6.63 | 16,686 | 9.20 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 201,752 | 1.63 | 15 | 7.14 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 15 | 1 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 4,342 | 330 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 72 | 5 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 100,912 | 7.15 | 7,667 | 9.73 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 5,592 | 2.57 | 425 | 4.95 |
