Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Morningstar Small-Cap ETF meliputi Pathway Financial Advisors LLC, dan Schneider Downs Wealth Management Advisors, LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3,572 | 208 | ||||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 187,300 | 48.77 | 13,721 | 20.42 | |||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3,993 | 0.28 | 233 | 7.91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71,549 | 3.22 | 4,170 | 11.03 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197,039 | 2,079.88 | 11,483 | 2,248.06 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,450 | 4.01 | 318 | 12.01 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,060 | 0.27 | 237 | 7.76 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 139,700 | 49.89 | 13,016 | 549.45 | |||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5,688 | 0.09 | 331 | 3.76 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,669 | 0.31 | 1,438 | 7.88 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 154,202 | 82.94 | 8,986 | 96.80 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 4,350 | 254 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,221 | 2.09 | 71 | 1.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 1,677 | 280.27 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,765 | 9.91 | 1 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 48,985 | 0.58 | 2,654 | -7.14 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22,425 | 0.08 | 1,307 | 7.67 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 266,900 | 696.72 | 22,239 | 1,358.30 | |||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41,839 | 0.20 | 2,438 | 7.78 | ||||
| 2025-08-14 | 13F | Fmr Llc | 7,275 | 0.25 | 424 | 7.63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3,522 | 205 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 8.33 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 189 | 11 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,788 | 0.16 | 221 | 7.84 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 48,985 | 0.58 | 2,654 | -7.14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,750 | 93.76 | 626 | 108.67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16,994 | 24.45 | 990 | 33.96 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | Put | 38 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 65,600 | 13.57 | 3,823 | 22.15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,241 | 33.58 | 72 | 44.00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | 7 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 2,700 | 3.85 | 134 | 9.92 | |||
| 2025-08-08 | 13F | Creative Planning | 3,923 | 1.58 | 229 | 9.09 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 3,580 | 209 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59,119 | 11.93 | 3,445 | 20.41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,763 | 648.27 | 2,317 | 707.32 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 91 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12,192 | 4.50 | 711 | 12.34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 559 | 0.18 | 33 | 6.67 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 7,799,800 | 26.02 | 644 | 27.08 | |||
| 2025-08-05 | 13F | Key FInancial Inc | 772 | 7.67 | 45 | 15.79 |
