Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Mortgage Real Estate ETF meliputi Aster Capital Management (DIFC) Ltd, Quantessence Capital LLC, Twin Peaks Wealth Advisors, LLC, dan Smartleaf 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F/A | CX Institutional | 402 | 1.26 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 70,200 | 1.74 | 1,501 | -3.10 | |||
| 2025-08-14 | 13F | UBS Group AG | 172,058 | 15.01 | 3,679 | 9.56 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 28,970 | 19.63 | 619 | 14.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 269 | 6 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 900 | 19 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35,672 | 17.69 | 763 | 12.06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 219,571 | 10.84 | 4,694 | 5.60 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 10,800 | 11.34 | 231 | 5.99 | |||
| 2025-08-12 | 13F | Change Path, LLC | 18,098 | 12.20 | 387 | 6.93 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 16,147 | 85.92 | 362 | 95.68 | ||||
| 2025-08-13 | 13F | Bayview Asset Management, Llc | Put | 71,500 | 1,529 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,577,216 | 25.04 | 33,721 | 19.13 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 142,151 | 388.95 | 3,039 | 366.10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 29,425 | 2.94 | 629 | -1.87 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 14,646 | 1.78 | 313 | -2.80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 22,287 | 39.77 | 476 | 33.33 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 35,243 | 11,766.33 | 753 | 12,450.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12,637 | 0.93 | 270 | -3.57 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 84,876 | 10.51 | 1,815 | 5.28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18,497 | 0.33 | 395 | -4.36 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 22,193 | 3.97 | 474 | -1.04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,576 | 13.01 | 568 | 7.78 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15,384 | 2.97 | 329 | -0.61 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 66,184 | 5.77 | 1,416 | 1.07 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,528 | 239.56 | 33 | 220.00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 161,494 | 25.91 | 3,453 | 19.94 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 741,903 | 0.44 | 15,862 | -4.31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13,800 | 79.22 | 295 | 71.51 | |||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 379,671 | 14.07 | 8,117 | 8.68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 32,214 | 100.46 | 701 | 94.72 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 9,565 | 205 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 133,338 | 85.26 | 2,851 | 76.47 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,346 | 0.26 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 51,797 | 0.07 | 1,107 | -4.65 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 321,751 | 6.03 | 6,879 | 1.03 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10,340 | 1.10 | 221 | -3.49 | ||||
| 2025-08-14 | 13F | Quantessence Capital LLC | 23,470 | 502 | ||||||
| 2025-08-27 | NP | RBNAX - Robinson Opportunistic Income Fund Class A Shares | 29,250 | 18.18 | 625 | 12.61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25,183 | 1 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 68 | 3.03 | 1 | 0.00 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | -8 | -71.43 | -0 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,104 | 323 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 397,414 | 4,415,611.11 | 8,497 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 111,968 | 14.54 | 2,394 | 9.12 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 29,420 | 18.45 | 629 | 13.74 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 223 | 48.67 | 5 | 33.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 600,405 | 8.37 | 12,837 | 3.25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 783 | 347.43 | 17 | 433.33 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 33,803 | 0.16 | 723 | -4.62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10,881 | 233 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4,241 | 94 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 23 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33,758 | 1.05 | 722 | -3.74 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14,880 | 12.48 | 318 | 7.43 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 31,279 | 5.88 | 669 | 0.91 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 1,980 | 23.75 | 42 | 20.00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 149 | 2.76 | 3 | 0.00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | -5 | -76.19 | -0 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 66,044 | 38.99 | 1,412 | 32.46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 523,995 | 1.88 | 11,203 | -2.93 | ||||
| 2025-08-14 | 13F | Aster Capital Management (DIFC) Ltd | 148,992 | 3,185 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 114,073 | 4.73 | 2 | 0.00 | ||||
| 2025-06-03 | 13F | Invst, LLC | 25,924 | 33.57 | 582 | 40.34 |
