Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Aaa - A Rated Corporate Bond ETF meliputi Compass Wealth Management, LLC/GA, Monograph Wealth Advisors, Llc, Hilltop Holdings Inc., CI Private Wealth, LLC, RDA Financial Network, Mount Yale Investment Advisors, LLC, AlphaCore Capital LLC, dan Massmutual Trust Co Fsb/adv .
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 | Sunbelt Securities, Inc. | 465 | 22 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,454 | 70 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 34,722 | 64.55 | 1,650 | 67.17 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,251,409 | 6.39 | 107,707 | 7.08 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 945 | 11.83 | 45 | 12.50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 298,880 | 20.62 | 14,298 | 21.42 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 57,366 | 9.50 | 2,744 | 10.20 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 96,705 | 12.56 | 4,626 | 13.30 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 168,866 | 1.71 | 8,078 | 2.37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 134 | 14.53 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,582 | 65.65 | 75 | 66.67 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 94,447 | 22.62 | 4,518 | 23.41 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 27,705 | 29.18 | 1,325 | 30.03 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 135 | 6 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33,087 | 5.89 | 1,583 | 6.53 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 170,455 | 3.67 | 8,155 | 4.34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,138 | 101.70 | 102 | 104.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 29,928 | 59.11 | 1,432 | 60.07 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 498 | 1.22 | 24 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26,717 | 17.51 | 1,278 | 18.33 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 10,490 | 502 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6,026 | 5.09 | 288 | 5.88 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 231,058 | 7.45 | 11,054 | 8.14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 110,591 | 5.41 | 5,291 | 6.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 112,146 | 5.07 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13,465 | 8.87 | 644 | 9.71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 141,513 | 6,770 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 71,607 | 423.33 | 3,351 | 415.54 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7,308 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,884 | 19.29 | 329 | 20.07 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 20,822 | 2.34 | 996 | 3.00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 55,675 | 5.72 | 2,663 | 6.39 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 111,472 | 4.37 | 5 | 0.00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 254,045 | 1.26 | 12 | 9.09 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 179,166 | 1.58 | 8,571 | 2.33 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 13,079 | 68.70 | 626 | 69.84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 959,617 | 7.91 | 45,908 | 8.61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 203,386 | 7.05 | 10 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5,746 | 0.24 | 275 | 0.74 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 645,412 | 6.97 | 30,877 | 7.67 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 13,495 | 2.03 | 637 | 2.74 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 39,872 | 13.51 | 1,907 | 14.26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 932,200 | 6.15 | 44,596 | 6.84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,388 | 0.33 | 494 | 0.41 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,469 | 262 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 114,431 | 6.24 | 5,474 | 6.93 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4,164 | 26.60 | 199 | 27.56 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 5,088 | 243 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 58,380 | 17.21 | 2,793 | 18.20 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 91,650 | 4,385 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 11,886 | 17.17 | 569 | 17.84 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 318,911 | 0.05 | 15,257 | 0.70 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 27,140 | 17.33 | 1,298 | 18.11 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 133,288 | 1.09 | 6,376 | 1.76 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 26,872 | 22.96 | 1,286 | 23.80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 672,221 | 6.06 | 32,159 | 6.76 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 46,636 | 648.21 | 2 | -99.42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 133,133 | 11.94 | 6,369 | 12.69 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 10,846 | 519 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 17,058 | 122.83 | 816 | 124.79 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 42,166 | 4.46 | 2,017 | 6.72 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 16,439 | 0.19 | 786 | 0.90 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 486,835 | 23,290 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 96,290 | 10.19 | 4,607 | 10.91 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 16,882 | 207.78 | 808 | 210.38 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 7,593 | 363 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 47,807 | 7.02 | 2,287 | 7.72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 340,762 | 352.79 | 16,222 | 353.48 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 119,284 | 7.80 | 4,510 | 27.37 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 8,697 | 9.34 | 417 | 10.34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,676,030 | 0.35 | 80,181 | 1.01 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 80,107 | 0.36 | 3,811 | 0.45 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 385,063 | 13.05 | 18,421 | 13.79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 902,048 | 9.00 | 43,154 | 9.71 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 131 | 0.77 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Camden National Bank | 4,525 | 0.49 | 216 | 0.93 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 70,942 | 3,394 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18,099 | 4.21 | 866 | 4.85 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 38,350 | 167.10 | 1,835 | 168.91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14,936 | 67.54 | 711 | 68.48 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 60,147 | 29.20 | 2,877 | 30.06 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 143,928 | 2.94 | 6,886 | 3.85 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 24,399 | 7.35 | 1,167 | 8.06 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 55,185 | 26.71 | 2,640 | 27.54 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 323,255 | 4.42 | 15,465 | 5.10 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 10,084 | 1.37 | 479 | 3.01 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,932 | 42.82 | 140 | 45.83 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 55,288 | 1.18 | 2,645 | 1.81 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 702,586 | 73.73 | 33,612 | 74.86 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 575 | 28 | ||||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 64,942 | 3.68 | 3,107 | 4.33 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 13,997 | 3.25 | 667 | 3.58 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 619,443 | 1.86 | 30 | 3.57 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1,781,753 | 6.37 | 85,239 | 7.06 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 6,653 | 21.54 | 318 | 22.31 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 22,250 | 4.59 | 1,064 | 5.24 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 449 | 274.17 | 21 | 320.00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 97 | 5 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 5,285 | 32.42 | 253 | 33.33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 6,721 | 38.98 | 322 | 40.17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 122 | 0.83 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 412,430 | 36.65 | 19,726 | 37.21 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4,453 | 213 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 81,381 | 26.58 | 3,893 | 27.43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,855 | 81.01 | 1,039 | 84.04 |
