Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares ESG Aware USD Corporate Bond ETF meliputi First Trust Advisors Lp, Concurrent Investment Advisors, LLC, Macroview Investment Management Llc, Two West Capital Advisors LLC, Capital Asset Advisory Services LLC, Twin Peaks Wealth Advisors, LLC, Evolution Wealth Management Inc., Scarborough Advisors, LLC, Kilter Group LLC, dan Choate Investment Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 15,100 | 0.17 | 351 | 0.86 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7,101 | 2.22 | 165 | 2.50 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 42,861 | 1.25 | 996 | 1.95 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14,967 | 11.14 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 24,948 | 39.48 | 580 | 40.53 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15,877 | 10.10 | 369 | 10.84 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 20,460 | 12.66 | 475 | 13.64 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 13,190 | 2.13 | 306 | 3.03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 32,344 | 751 | ||||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 12,873 | 0.03 | 298 | 0.34 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 31,998 | 9.85 | 743 | 10.73 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 18,806 | 20.54 | 437 | 21.45 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22,315 | 1.24 | 518 | 1.97 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 87,472 | 17.15 | 2,022 | 17.69 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 10,468 | 0.39 | 243 | 1.25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2,293 | 13.46 | 53 | 15.22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1,909,893 | 0.57 | 44,367 | 1.31 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,159,353 | 3.60 | 26,932 | 4.37 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 10,588 | 245 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1,135 | 26 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 13,747 | 319 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 15,280 | 1.11 | 355 | 1.72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 638,278 | 18.67 | 15 | 16.67 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 861 | 2.26 | 20 | 5.26 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25,944 | 1.32 | 603 | 2.03 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 18,559 | 11.18 | 431 | 12.24 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 6,153 | 15.18 | 143 | 15.45 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 613 | 1.16 | 14 | 7.69 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 142,194 | 16.76 | 3,303 | 17.63 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 1,018,357 | 3.17 | 23,656 | 3.93 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 9,638 | 224 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16,825 | 0.71 | 391 | 1.30 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 33,596 | 1.12 | 780 | 1.83 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 683 | 1.19 | 16 | 0.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 214,019 | 7.19 | 4,972 | 7.97 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11,288 | 21.83 | 262 | 23.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 27,496 | 24.85 | 639 | 25.84 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 14,036 | 4.51 | 326 | 5.50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,726 | 95.15 | 348 | 61.86 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 14,146 | 14.83 | 329 | 15.49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,532 | 4.09 | 105 | 5.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,460 | 0.70 | 80 | 1.27 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9,885 | 4.77 | 230 | 5.53 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 8,668 | 0.38 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,401,421 | 12.41 | 195,165 | 13.24 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9,264 | 215 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 740,268 | 25.32 | 17,196 | 26.25 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 22,835 | 0.18 | 530 | 0.95 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 416,390 | 13.33 | 10 | 12.50 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 19,535 | 6.61 | 454 | 7.35 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,178 | 97 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 25,618 | 75.98 | 595 | 77.61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 44,716 | 15.56 | 1,039 | 16.37 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 64,189 | 1.45 | 1,491 | 2.19 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,390 | 32 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 42,815 | 9.62 | 995 | 10.44 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 21,819 | 4.06 | 507 | 4.76 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 44,654 | 14.81 | 1,037 | 15.74 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 59,867 | 11.04 | 1,391 | 11.83 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 10,198 | 8.95 | 237 | 9.77 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2,700 | 8.65 | 63 | 8.77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23,480 | 0.24 | 545 | 0.93 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 59,829 | 52.17 | 1,390 | 53.31 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 3,110 | 72 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 9,584 | 223 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45,002 | 12.74 | 1,045 | 13.59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,027 | 24 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 9,335 | 7.47 | 217 | 8.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 37,882 | 11.91 | 880 | 12.69 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 44,494 | 35.85 | 1,034 | 36.82 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 303,743 | 13.61 | 7,056 | 14.44 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 12,254 | 9.07 | 285 | 9.65 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 102,345 | 2.44 | 2,369 | 4.46 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 10,969 | 5.84 | 253 | 5.88 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 260,161 | 10.44 | 6,044 | 11.25 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17,881 | 4.32 | 415 | 5.06 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 51,072 | 2.48 | 1,186 | 3.22 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 50,006 | 2.63 | 1,162 | 3.38 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 22,272 | 25.34 | 517 | 26.41 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 83,960 | 5.37 | 1,950 | 6.15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 131,958 | 32.07 | 3,062 | 32.86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 420,023 | 5.78 | 9,758 | 6.57 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,801 | 29.38 | 65 | 32.65 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 67,059 | 10.19 | 1,558 | 10.98 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 144,808 | 1.23 | 3,364 | 1.97 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15,118 | 26.27 | 351 | 27.17 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32,753 | 11.56 | 755 | 13.19 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 | 0 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 43,617 | 8.39 | 1,013 | 9.28 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 41,235 | 23.42 | 954 | 23.90 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 817 | 19 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 22,610 | 17.93 | 525 | 18.78 | ||||
| 2025-08-11 | 13F | Eq Llc | 16,599 | 13.27 | 386 | 14.24 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 163,438 | 10.83 | 3,797 | 11.65 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 465,893 | 3.93 | 10,823 | 4.69 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 22,866 | 1.92 | 531 | 2.71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 376,758 | 0.04 | 8,752 | 0.78 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 17,959 | 21.70 | 417 | 25.60 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 43,334 | 17.64 | 1,007 | 18.49 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 162 | 4 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 12,160 | 8.53 | 282 | 9.30 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 28,720 | 13.80 | 667 | 14.80 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3,040,474 | 16.33 | 70,630 | 17.18 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 594,111 | 15.66 | 14 | 18.18 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 23,384 | 112.18 | 543 | 113.78 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 10,076 | 6.86 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228,573 | 4.30 | 5 | 0.00 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 9,584 | 222 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2,167 | 15.14 | 50 | 16.28 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 15,165 | 6.69 | 352 | 7.65 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,711 | 86 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 71,739 | 0.20 | 1,667 | 0.91 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,588 | 21.69 | 37 | 20.00 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 193,177 | 0.36 | 4,488 | 1.10 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9,454 | 220 | ||||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 232,333 | 2.52 | 5,358 | 4.02 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 24,965 | 10.10 | 575 | 12.99 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 148,213 | 3.54 | 3,443 | 4.30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,905 | 7.99 | 67 | 8.06 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 263,766 | 83.01 | 6,127 | 84.38 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,419,635 | 14.87 | 33 | 14.29 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 22,235 | 13.32 | 513 | 15.06 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,281 | 0.40 | 76 | 1.33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 184,347 | 2.58 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 61 | 306.67 | 1 | |||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 12,623 | 0.29 | 293 | 1.03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 160,868 | 14.40 | 3,737 | 15.24 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 35,284 | 22.20 | 820 | 23.16 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 31,674 | 1 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 36,619 | 22.55 | 851 | 23.37 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 150,984 | 58.81 | 4 | 50.00 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 156,401 | 1.16 | 3,633 | 1.91 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 54,432 | 13.98 | 1,264 | 14.80 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 203,956 | 4.33 | 4,738 | 5.08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 360,944 | 2.05 | 8,385 | 2.81 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 799 | 1.14 | 19 | 0.00 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 158,858 | 23.19 | 3,690 | 24.12 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 11,491 | 267 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 980 | 257.66 | 23 | 266.67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 757,729 | 17.29 | 17,602 | 18.16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 23,228 | 14.48 | 537 | 14.99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 87,097 | 1.72 | 2,023 | 2.48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12,990 | 302 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 172,120 | 7.44 | 3,998 | 8.23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 24,906 | 8.37 | 579 | 9.26 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 38,687 | 2.35 | 899 | 3.22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,396,363 | 25.65 | 55,668 | 26.58 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 40,130 | 36.63 | 932 | 37.67 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 14,765 | 28.30 | 343 | 29.06 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14,091 | 23.98 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37,931 | 30.24 | 881 | 31.30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 100,640 | 42.24 | 2,338 | 43.29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,879,448 | 5.72 | 90,120 | 6.49 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 13,627 | 1.11 | 317 | 1.94 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 12,755 | 1.67 | 296 | 2.42 |
