Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares ESG Optimized MSCI USA ETF meliputi Modern Wealth Management, LLC, Ryan Investment Management, Inc., TFC Financial Management, Midwest Trust Co, Glenmede Investment Management, LP, Curbstone Financial Management Corp, Kovitz Investment Group Partners, LLC, Associated Banc-corp, OLIO Financial Planning, Forza Wealth Management, LLC, Harbor Asset Planning, Inc., Princeton Global Asset Management LLC, Summit Financial, LLC, Boston Family Office Llc, Atlantic Union Bankshares Corp, Skopos Labs, Inc., Kathleen S. Wright Associates Inc., Angeles Wealth Management, Llc, Biltmore Family Office, LLC, dan Private Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 206,215 | 48.28 | 26,138 | 63.62 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 2,196 | 0.50 | 282 | 12.80 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7,130 | 59.58 | 904 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1,612 | 204 | ||||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 2,580 | 4.54 | 327 | 15.19 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3,869 | 2.65 | 490 | 13.43 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,859 | 236 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 13,730 | 16.96 | 1,740 | 29.08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 665 | 89.46 | 84 | 110.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8,312 | 2.76 | 1,054 | 13.35 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,735 | 92.23 | 473 | 112.11 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,662 | 211 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 10 | 1 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2,415 | 28.05 | 304 | 41.40 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 96 | 12 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 9,849 | 13.04 | 1,248 | 10.34 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4,717 | 3.28 | 598 | 13.93 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4,254 | 0.05 | 539 | 10.45 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 17,220 | 0.18 | 2,183 | 10.54 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 43,247 | 1.10 | 5,482 | 11.56 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2,331 | 295 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 915 | 0.77 | 116 | 10.58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,191 | 405 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 4,840 | 24.77 | 613 | 37.75 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 | 0 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 4,900 | 13.95 | 621 | 25.96 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 645 | 8.77 | 82 | 19.12 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1,697 | 215 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 6,516 | 3.12 | 826 | 13.79 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 25,173 | 0.25 | 3,191 | 10.61 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5,075 | 0.32 | 643 | 10.67 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 617 | 0.16 | 78 | 11.43 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4,384 | 1.98 | 556 | 12.58 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29,351 | 1.58 | 3,720 | 12.08 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1,705 | 216 | ||||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3,082 | 7.80 | 391 | 18.90 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 45 | 6 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 97,580 | 1.31 | 12,368 | 11.79 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4,575 | 2.01 | 580 | 12.43 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3,624 | 5.66 | 459 | 16.50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 388,825 | 20.29 | 49,284 | 32.73 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 1,696 | 215 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,986 | 9.36 | 252 | 20.67 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 477,637 | 1.69 | 60,541 | 12.20 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5,397 | 0.90 | 684 | 11.40 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 8,690 | 1,101 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 540 | 68 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 3,270 | 0.21 | 414 | 10.70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5,035 | 6.20 | 638 | 17.28 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2,025 | 0 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2,492 | 0.20 | 322 | 12.63 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 1,821 | 231 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 22,347 | 5.76 | 2,832 | 16.69 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 843 | 107 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 52,517 | 0.35 | 6,657 | 10.73 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 2,112 | 0.96 | 268 | 11.25 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 2,615 | 0.15 | 331 | 10.70 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 89,291 | 1.34 | 10,257 | -4.27 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3,494 | 2.49 | 443 | 13.04 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9,708 | 6.35 | 1,231 | 17.37 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 106,435 | 1.24 | 13,491 | 11.70 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 4,717 | 31.03 | 598 | 44.55 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 12,543 | 1,590 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22,374 | 0.25 | 2,836 | 10.61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 173,532 | 4.92 | 21,983 | 15.71 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3,938 | 19.66 | 499 | 32.01 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,059 | 10.82 | 261 | 22.07 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,376 | 6.27 | 681 | 17.21 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 133,471 | 0.41 | 17 | 6.67 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 2,293 | 291 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 5,906 | 5.88 | 748 | 10.32 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 7,017 | 0.23 | 889 | 10.57 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 4,375 | 0.07 | 555 | 10.36 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 1,807 | 229 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 266 | 1.92 | 34 | 13.79 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13,887 | 0.12 | 1,760 | 10.48 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 31,004 | 3.06 | 3,930 | 13.72 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 2,178 | 274 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1,760 | 0.06 | 223 | 10.40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,040,107 | 4.28 | 131,834 | 15.07 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 544 | 5.22 | 69 | 15.25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 29,994 | 3,802 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 90,082 | 14.76 | 11,418 | 26.62 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,614 | 205 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 386 | 0 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 122 | 5.17 | 15 | 15.38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14,433 | 110.98 | 1,829 | 132.99 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 144 | 0.70 | 18 | 12.50 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7,144 | 906 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 52,934 | 8.63 | 7 | 20.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2,074 | 0.24 | 263 | 10.55 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5,524 | 700 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 306,480 | 67.45 | 39 | 80.95 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,565 | 88.10 | 180 | 77.23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2,046 | 0.05 | 259 | 10.68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16,369 | 8.63 | 2,323 | 34.20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,845 | 0.05 | 234 | 10.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3,229 | 24.34 | 409 | 37.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,117 | 12.26 | 775 | 24.00 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 6,800 | 21.43 | 781 | 14.85 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 9,742 | 2.15 | 1,235 | 12.69 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2,503 | 0.16 | 317 | 10.45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25,451 | 19.53 | 3,228 | 32.84 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5,555 | 13.46 | 704 | 25.27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55,226 | 9.47 | 7,000 | 20.80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,714 | 2,536.92 | 208 | 2,871.43 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1,664 | 211 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3,052 | 2.90 | 387 | 13.53 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 426,341 | 11.56 | 54 | 25.58 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 182,517 | 24.85 | 23,134 | 37.77 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 971 | 10.34 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,400 | 62.78 | 2,079 | 79.60 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3,937 | 0.25 | 499 | 10.64 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 58,174 | 95.66 | 7,374 | 115.90 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 8,478 | 11.64 | 1,075 | 23.17 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1,600 | 0 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17,959 | 1.42 | 2,276 | 11.90 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4,662 | 100.17 | 591 | 120.97 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 975 | 0.62 | 124 | 10.81 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 4,410 | 0.16 | 559 | 10.50 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1,787 | 95.09 | 226 | 115.24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27,974 | 9.34 | 3,525 | 20.64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5,014 | 0.02 | 635 | 10.43 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2,035 | 0.20 | 258 | 9.83 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11,542 | 5.26 | 1,463 | 16.20 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 37,899 | 4.14 | 4,846 | 16.43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,514 | 1.42 | 1,105 | 15.95 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 432 | 10.49 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 2,629 | 333 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 10,129 | 1.51 | 1,284 | 11.95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21,595 | 2.14 | 2,737 | 12.73 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 9,426 | 0.21 | 1,195 | 10.56 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 30,054 | 36.74 | 3,809 | 50.91 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1,632 | 207 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2,172 | 0.88 | 275 | 11.34 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2,131 | 5.18 | 270 | 16.38 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1,607 | 204 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27,502 | 8.24 | 3,486 | 19.47 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 4,116 | 522 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65,079 | 25.49 | 8,249 | 38.48 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 186 | 24 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,333 | 29.89 | 422 | 43.54 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,995 | 0.15 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2,484 | 0.20 | 315 | 10.56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,678 | 43.80 | 2,874 | 58.70 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2,416 | 7.81 | 306 | 19.07 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 31,257 | 2.88 | 3,962 | 13.53 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 1,992 | 252 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 10,636 | 0.16 | 1,348 | 10.58 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9,062 | 3.28 | 1,149 | 14.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 42,615 | 13.01 | 5 | 25.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30,047 | 1.83 | 3,808 | 12.36 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5,430 | 1 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5,145 | 33.98 | 591 | 26.82 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 7,018 | 6.38 | 896 | 28.04 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4,171 | 0.65 | 529 | 10.92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 306,532 | 1.31 | 38,853 | 11.79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2,505 | 1.25 | 318 | 11.62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 588,010 | 2.66 | 74,530 | 13.27 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 832 | 105 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,890 | 15.21 | 1,887 | 27.16 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 11,539 | 32.37 | 1,463 | 46.05 |
