Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF meliputi Mariner, LLC, Regatta Capital Group, Llc, Cowa, Llc, D.a. Davidson & Co., Coldstream Capital Management Inc, Harbor Asset Planning, Inc., Farther Finance Advisors, LLC, dan Premier Financial Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 68,627 | 0.27 | 2,883 | 1.66 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 55,625 | 0.46 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 7,511 | 316 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,256 | 55.07 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,851 | 5.30 | 414 | 6.72 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 37,690 | 1,583 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3,343 | 9.50 | 140 | 11.11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,153 | 0.09 | 48 | 2.13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34,726 | 2.33 | 1,459 | 3.70 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 12,099 | 508 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,740 | 0.06 | 283 | 1.43 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 605 | 0.50 | 25 | 4.17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 140 | 18.64 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 207,254 | 11.59 | 8,708 | 13.11 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 58 | 1.75 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 8,667 | 6.12 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 7,411 | 311 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 107 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,549 | 0.80 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17,044 | 26.30 | 716 | 28.09 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 115 | 5 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 895 | 38 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 384,640 | 16,159 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,000 | 23.92 | 252 | 26.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24,763 | 1,026 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 47,350 | 17.57 | 1,989 | 19.17 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12,221 | 1 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,346 | 0.24 | 435 | 1.87 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7,589 | 0.26 | 319 | 1.60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 358,555 | 484.19 | 15,063 | 492.06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 36,302 | 59.67 | 1,525 | 61.89 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 7,230 | 13.54 | 297 | 12.50 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 8,846 | 372 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 4,846 | 204 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 1 | 0 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 7,951 | 2,632.30 | 334 | 2,683.33 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 36,205 | 3.80 | 1,521 | 5.19 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 13,106 | 0.32 | 551 | 1.66 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 8,936 | 80.38 | 375 | 82.93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 163,857 | 17.00 | 6,884 | 18.57 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 63,468 | 2.75 | 2,666 | 4.14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15,063 | 2.89 | 633 | 4.29 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5,428 | 0.07 | 228 | 1.79 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,360 | 0.22 | 57 | 1.79 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 289,440 | 1.88 | 12,159 | 3.26 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5,032 | 211 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 4,633 | 0.11 | 195 | 1.57 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 18,814 | 10.27 | 790 | 11.74 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 13,306 | 0.05 | 559 | 1.27 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12,142 | 57.67 | 510 | 59.87 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6,780 | 12.16 | 285 | 13.60 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 8,940 | 317.76 | 376 | 331.03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,261,708 | 0.06 | 53,004 | 1.41 |
