Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Residential and Multisector Real Estate ETF meliputi Gamco Investors, Inc. Et Al, TT Capital Management LLC, Comprehensive Wealth Management, LLC, Everstar Asset Management, LLC, Family Wealth Partners, Llc, Park Avenue Securities Llc, GKV Capital Management Co., Inc., Dunhill Financial, LLC, dan JDM Financial 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 | Mariner, LLC | 44,769 | 7.57 | 3,686 | 2.50 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 75 | 6 | ||||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 7,048 | 1.66 | 580 | -3.17 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 12,384 | 96.98 | 1,020 | 87.66 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 55,730 | 5.22 | 4,589 | 0.24 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 3,942 | 3.09 | 325 | -1.82 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 1,020 | 48.26 | 84 | 40.68 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 49,216 | 2.21 | 4,052 | -2.62 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 67,076 | 48.58 | 6 | 66.67 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 4,912 | 0.06 | 0 | |||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 4,587 | 0.61 | 378 | -4.07 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 37 | 3 | ||||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,193 | 9.34 | 675 | 4.17 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 2,832 | 16.54 | 233 | 10.95 | ||||
2025-07-09 | 13F | High Probability Advisors, LLC | 22,973 | 0.16 | 1,892 | -4.59 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 4,201 | 35.78 | 346 | 29.21 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5,826 | 18.61 | 476 | 13.06 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 36 | 3 | ||||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 18,891 | 0.58 | 1,556 | -4.19 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 50,468 | 4,156 | ||||||
2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 111,429 | 34.29 | 9,175 | 27.96 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 25,436 | 1.39 | 2,094 | -3.41 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9,312 | 52.61 | 767 | 45.35 | ||||
2025-07-07 | 13F | RDA Financial Network | 3,035 | 0.30 | 250 | -4.60 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 13,731 | 3.13 | 1,131 | -1.74 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 236 | 23,500.00 | 19 | |||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 38,515 | 10.08 | 3,171 | 4.90 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 2,712 | 0 | ||||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 94,756 | 0.59 | 7,802 | -4.15 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 7,458 | 614 | ||||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 31,310 | 8.39 | 2,577 | 13.37 | ||||
2025-05-13 | 13F | GKV Capital Management Co., Inc. | 2,430 | 210 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 114 | 0.88 | 9 | 0.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 19 | 35.71 | 0 | |||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 51,136 | 2.30 | 4,210 | 0.24 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 23,941 | 1,971 | ||||||
2025-08-12 | 13F | Prosperitas Financial LLC | 24,430 | 0.86 | 2,012 | -3.92 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2,545 | 210 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 3,524 | 290 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 85,460 | 1.79 | 7,037 | -3.02 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 100 | 8 | ||||||
2025-08-14 | 13F | TT Capital Management LLC | 8,968 | 738 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3,453 | 0.12 | 284 | -4.05 | ||||
2025-07-25 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 474,807 | 0.64 | 39,096 | -4.12 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 2,764 | 0 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 938 | 89.11 | 77 | 83.33 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 47,286 | 85.13 | 3,894 | 76.39 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 162,276 | 8.47 | 13,362 | 3.35 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12,658 | 0.97 | 1 | 0.00 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 35,777 | 10.69 | 2,946 | 5.44 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 218 | 0 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 12 | 1 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 293,202 | 22.89 | 24,142 | 17.09 | ||||
2025-08-05 | 13F | Bard Associates Inc | 7,792 | 5.43 | 642 | 0.47 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 6,724 | 0.24 | 554 | -4.49 | ||||
2025-07-16 | 13F | Kendall Capital Management | 10,683 | 3.82 | 880 | -1.12 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 7,839 | 1.67 | 646 | -3.15 | ||||
2025-08-05 | 13F | Huntington National Bank | 87 | 244.00 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 180 | 15 | ||||||
2025-08-15 | 13F | Morgan Stanley | 529,067 | 12.97 | 43,563 | 7.64 | ||||
2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 7,899 | 650 | ||||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 14,398 | 7.01 | 1,199 | 10.41 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 3,908 | 0.51 | 322 | -4.46 | ||||
2025-08-12 | 13F | LPL Financial LLC | 119,020 | 21.55 | 9,800 | 15.83 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 12,454 | 19.33 | 1,025 | 13.76 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 267 | 22 | ||||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 167,757 | 10.79 | 13,857 | 10.89 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 121,617 | 30.55 | 10,018 | 24.39 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 111 | 0.91 | 9 | 0.00 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 3,797 | 313 | ||||||
2025-08-14 | 13F | Van Eck Associates Corp | 110,453 | 33.62 | 9 | 28.57 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2,715 | 4.87 | 224 | 0.00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 31,922 | 1.26 | 2,628 | -3.52 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7,221 | 13.66 | 595 | 8.20 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 239 | 0.84 | 20 | -5.00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 73,113 | 27.13 | 6,020 | 21.13 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 37,573 | 8.84 | 3,094 | 3.69 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 24,744 | 6.96 | 2,037 | 1.90 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7,499 | 2.03 | 617 | -2.83 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 13,672 | 1.28 | 1,126 | -3.52 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 12 | 1 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,756 | 113.26 | 474 | 103.00 |