Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares U.S. Small-Cap Equity Factor ETF meliputi River Wealth Advisors LLC, Ptm Wealth Management, Llc, Novem Group, Harbor Asset Planning, Inc., Pallas Capital Advisors LLC, Empowered Funds, LLC, Global Retirement Partners, LLC, Citizens Financial Group Inc/ri, Park Place Capital Corp, Diversify Advisory Services, LLC, RMR Wealth Builders, XY Planning Network, Inc., Texas Capital Bank Wealth Management Services Inc, Synergy Financial Management, LLC, Traction Financial Partners, LLC, Pensionmark Financial Group, Llc, Dynamic Advisor Solutions LLC, Ubs Asset Management Americas Inc, Financial Network Wealth Management LLC, dan Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 95 | 6 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 12,187 | 11.41 | 828 | 21.94 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 80,780 | 31.44 | 5,489 | 43.69 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3,160 | 215 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 13,570 | 24.69 | 922 | 36.39 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 286,455 | 1.46 | 19,465 | 10.91 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 66,351 | 506.39 | 5 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 708 | 1,120.69 | 48 | 1,500.00 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 466,151 | 1.74 | 31,675 | 11.21 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 148,603 | 133.65 | 10,098 | 155.43 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 24,114 | 55.02 | 1,639 | 69.57 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 59,304 | 3.23 | 4,030 | 12.86 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 28,800 | 14.80 | 1,957 | 25.47 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3,456 | 235 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 8,852 | 607 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 236,009 | 29.27 | 16,037 | 41.31 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 119 | 8 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 28,042 | 0.33 | 1,905 | 9.67 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 20,402 | 9.24 | 1,386 | 19.48 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 24 | 1 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6,587 | 5.99 | 448 | 15.80 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 102,893 | 5.51 | 6,992 | 15.32 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 157,180 | 3.11 | 10,680 | 12.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 308 | 21 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161,473 | 33.89 | 10,976 | 46.35 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 21,438 | 4.39 | 1,457 | 14.11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 33,484 | 2,275 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5,212 | 354 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 8,442 | 596 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 490,822 | 11.28 | 33,351 | 21.64 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,075,308 | 10.35 | 141,017 | 20.63 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 495,397 | 3.37 | 33,662 | 13.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 193,276 | 186.84 | 13,133 | 213.59 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8 | 1 | ||||||
| 2025-08-07 | 13F | Weil Company, Inc. | 48,409 | 125.14 | 3,289 | 146.18 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 748 | 51 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 3,744,652 | 3.82 | 254,449 | 13.49 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 12,103 | 8.44 | 826 | 17.66 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 76 | 5 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 131,398 | 4.73 | 8,929 | 14.49 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 25,756 | 1,750 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 198,569 | 11.73 | 13,493 | 22.14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 237 | 7.24 | 16 | 23.08 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 76,624 | 6.75 | 5,207 | 16.70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 148,598 | 3.04 | 10,097 | 12.64 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 11,760 | 20.26 | 799 | 26.42 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 435,547 | 8.93 | 30,210 | 27.59 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 19,836 | 10.92 | 1,348 | 21.24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 | 3 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 566 | 0 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 37,134 | 1.95 | 2,523 | 11.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,215 | 325.12 | 1,034 | 365.32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,750 | 730 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 68,947 | 2.95 | 4,763 | 13.87 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 328,683 | 22,334 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36,346 | 2,470 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12,949 | 53.37 | 1 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 50 | 3 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 37 | 2 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 17,773 | 100.19 | 1,208 | 119.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 130,422 | 25.04 | 9 | 33.33 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,571 | 718 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 70,887 | 6.48 | 4,817 | 16.38 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 260,590 | 2.79 | 17,707 | 12.37 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4,333 | 294 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3,183 | 216 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 4,080 | 277 | ||||||
| 2025-08-08 | 13F | Creative Planning | 6,968 | 473 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,817 | 38.62 | 667 | 50.90 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 371,206 | 1.54 | 25,223 | 10.99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 9,657 | 81.32 | 656 | 98.19 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 130,070 | 36.30 | 9 | 60.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 56 | 9.80 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 195,096 | 0.80 | 13,257 | 10.19 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 66,871 | 2.56 | 4,544 | 12.12 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 216 | 28.57 | 15 | 40.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3,337 | 227 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,285 | 10.22 | 781 | 22.64 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 6,668 | 0.08 | 453 | 9.42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 157 | 11 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2,361 | 160 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 700 | 0.29 | 48 | 9.30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 520,851 | 3.96 | 35,392 | 13.64 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 201 | 14 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 323,208 | 15.95 | 22 | 23.53 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 64,758 | 18.93 | 4,400 | 30.02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 459 | 31 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 275 | 19 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,508 | 100.27 | 102 | 121.74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,568,204 | 36.71 | 106,565 | 49.44 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 18,885 | 1.06 | 1,283 | 10.51 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,031 | 206 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,321 | 11.29 | 90 | 21.92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 963,855 | 52.78 | 65,494 | 67.01 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6,238 | 424 | ||||||
| 2025-08-06 | 13F | DDFG, Inc | 84,028 | 2.64 | 5,710 | 12.21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 25,508 | 11,494.55 | 1,733 | 12,278.57 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3,796 | 258 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 17,461 | 1,186 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 123,891 | 2.79 | 8,418 | 12.36 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 83,594 | 10.43 | 5,680 | 20.72 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 250 | 17 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 60,952 | 1.76 | 4,142 | 11.23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 316,568 | 35.67 | 21,511 | 48.30 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 163,062 | 11,385 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 97,280 | 0.84 | 6,610 | 10.24 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 6,288 | 2.09 | 427 | 11.78 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 287,017 | 4.69 | 19,503 | 14.43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41,402 | 23.23 | 2,813 | 34.72 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 31,930 | 1.53 | 2,170 | 11.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17,338 | 20.70 | 1,178 | 32.06 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 62,113 | 5.53 | 4,222 | 15.39 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 36,274 | 0.28 | 2,465 | 9.61 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 3,429 | 233 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 176 | 23.94 | 12 | 37.50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 151,512 | 10 | ||||||
| 2025-07-16 | 13F | Novem Group | 45,366 | 3,083 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,157 | 0.19 | 282 | 9.73 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 201,512 | 3.90 | 13,693 | 13.58 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5,958 | 12.65 | 0 | |||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6,229 | 6.72 | 423 | 16.85 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 75,877 | 1.00 | 5,156 | 3.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 463,250 | 65.43 | 31,478 | 80.84 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3,349 | 3.56 | 228 | 13.43 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29 | 2 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 35,254 | 3.88 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 54,398 | 8.44 | 3,696 | 18.54 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 870,884 | 4.00 | 59,177 | 13.69 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 426 | 29 | ||||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 166,231 | 7.86 | 10,145 | -6.55 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6,879 | 37.39 | 467 | 50.16 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,440 | 1.15 | 234 | 10.43 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,364 | 85.78 | 297 | 102.74 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 25,258 | 7.89 | 1,716 | 17.94 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 1,707 | 116 |
