IYE - iShares Trust - iShares U.S. Energy ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

iShares Trust - iShares U.S. Energy ETF
US ˙ ARCA ˙ US4642877967

Grundläggande statistik
Institutionella ägare 277 total, 277 long only, 0 short only, 0 long/short - change of −9,74% MRQ
Genomsnittlig portföljallokering 0.0971 % - change of −1,34% MRQ
Institutionella aktier (lång) 14 280 125 (ex 13D/G) - change of 0,13MM shares 0,92% MRQ
Institutionellt värde (lång) $ 613 867 USD ($1000)
Institutionellt ägande och aktieägare

iShares Trust - iShares U.S. Energy ETF (US:IYE) har 277 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 14,280,125 aktier. Största aktieägare inkluderar Morgan Stanley, Green Harvest Asset Management LLC, Bank Of America Corp /de/, Wells Fargo & Company/mn, Goldman Sachs Group Inc, LPL Financial LLC, UBS Group AG, Royal Bank Of Canada, Ameriprise Financial Inc, and BQLCX - Bright Rock Quality Large Cap Fund Institutional Class Shares .

iShares Trust - iShares U.S. Energy ETF (ARCA:IYE) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 17, 2025 is 47,49 / share. Previously, on September 18, 2024, the share price was 46,39 / share. This represents an increase of 2,37% over that period.

IYE / iShares Trust - iShares U.S. Energy ETF Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

IYE / iShares Trust - iShares U.S. Energy ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-25 13F LRI Investments, LLC 480 0,00 22 −8,70
2025-07-16 13F Magnus Financial Group LLC 8 204 −1,81 371 −9,98
2025-07-14 13F AdvisorNet Financial, Inc 360 0,28 16 −5,88
2025-07-15 13F Cora Capital Advisors Llc 5 500 0,00 249 −8,49
2025-07-22 13F DAVENPORT & Co LLC 11 355 −2,06 513 −10,16
2025-05-14 13F Brown Brothers Harriman & Co 0 −100,00 0
2025-07-10 13F Global Financial Private Client, LLC 4 968 −0,40 225 −8,57
2025-08-05 13F Bank Of Montreal /can/ 8 486 131,48 384 112,78
2025-05-13 13F Northern Trust Corp 0 −100,00 0 −100,00
2025-08-14 13F GWM Advisors LLC 40 072 −21,98 1 812 −28,44
2025-08-01 13F Liberty Wealth Management Llc 13 028 589
2025-08-05 13F Sigma Planning Corp 6 084 −18,87 275 −25,47
2025-08-04 13F Assetmark, Inc 279 28,57 13 20,00
2025-08-14 13F/A Skopos Labs, Inc. 163 7
2025-07-30 13F D.a. Davidson & Co. 5 785 262
2025-08-05 13F Counterweight Ventures, LLC 13 212 −5,41 597 −13,23
2025-08-14 13F IHT Wealth Management, LLC 30 635 −0,31 1 385 −4,42
2025-08-18 13F N.E.W. Advisory Services LLC 1 163 0,00 53 −8,77
2025-08-06 13F Simmons Bank 9 068 −0,59 410 −8,69
2025-08-13 13F Rsm Us Wealth Management Llc 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 60 835 −13,74 2 751 −20,88
2025-08-14 13F Citadel Advisors Llc 66 649 137,19 3 014 117,55
2025-05-07 13F Agp Franklin, Llc 0 −100,00 0 −100,00
2025-07-23 13F Bellevue Asset Management, Llc 2 306 0,22 104 −7,96
2025-08-11 13F TRUE Private Wealth Advisors 10 700 0,00 484 −8,35
2025-06-27 NP BQLCX - Bright Rock Quality Large Cap Fund Institutional Class Shares 300 000 0,00 13 014 −9,51
2025-07-07 13F Retirement Wealth Solutions LLC 15 0,00 1
2025-08-14 13F Synovus Financial Corp 44 061 0,35 1 993 −7,95
2025-08-14 13F Ameriprise Financial Inc 375 248 −5,74 16 969 −13,54
2025-08-15 13F Morgan Stanley 2 000 970 −5,35 90 484 −13,18
2025-08-14 13F EP Wealth Advisors, Inc. 4 045 20,21 183 10,30
2025-05-01 13F Quest 10 Wealth Builders, Inc. 2 877 −29,57 142 −24,19
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 38 935 −3,31 2 0,00
2025-08-11 13F Private Advisor Group, LLC 25 250 −27,10 1 142 −33,16
2025-08-13 13F Beacon Pointe Advisors, LLC 4 894 0,02 221 −8,30
2025-04-11 13F Unique Wealth, Llc 0 −100,00 0
2025-08-08 13F Biondo Investment Advisors, LLC 40 455 6,94 1 829 −1,88
2025-08-14 13F Mml Investors Services, Llc 260 536 6,02 12 −8,33
2025-08-15 13F Kestra Advisory Services, LLC 113 236 1,65 5 121 −6,76
2025-04-17 13F Montecito Bank & Trust 4 989 −21,05 246 −14,63
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 23 906 5,48 1 109 −0,81
2025-08-05 13F Claro Advisors LLC 0 −100,00 0
2025-08-05 13F Westside Investment Management, Inc. 89 −6,32 4 0,00
2025-08-12 13F O'shaughnessy Asset Management, Llc 333 −83,20 15 −84,54
2025-08-12 13F Founders Financial Alliance, LLC 500 0,00 23 −8,33
2025-07-11 13F Wealth Management Partners, LLC 20 741 −16,97 952 −22,75
2025-08-14 13F Glen Eagle Advisors, LLC 90 0,00 4 0,00
2025-08-01 13F Yukon Wealth Management, Inc. 10 235 −1,14 463 −9,41
2025-07-23 13F Country Club Bank /gfn 8 285 −2,06 376 −8,52
2025-08-06 13F Paladin Advisory Group, LLC 1 025 0,00 46 −8,00
2025-08-04 13F Spire Wealth Management 5 416 −1,17 245 −9,63
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 56 −62,67 3 −71,43
2025-08-14 13F Goldman Sachs Group Inc 922 662 48,18 41 723 35,92
2025-07-24 13F Us Bancorp \de\ 3 007 0,00 136 −8,78
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 24 640 −48,72 1 114 −52,98
2025-07-23 13F High Note Wealth, LLC 101 0,00 5 0,00
2025-07-10 13F Rockland Trust Co 24 009 −1,67 1 086 −9,81
2025-07-23 13F Foundation Wealth Management, LLC 29 433 19,38 1 331 9,47
2025-08-18 13F Geneos Wealth Management Inc. 1 575 173,91 71 153,57
2025-05-07 13F Security Financial Services, INC. 0 −100,00 0
2025-07-29 13F Empirical Asset Management, LLC 10 070 −3,45 455 −11,48
2025-07-11 13F Lantz Financial LLC 0 −100,00 0
2025-08-08 13F Emerald Investment Partners, Llc 1 567 0,00 71 −9,09
2025-07-31 13F/A Interchange Capital Partners, LLC 4 965 0,34 225 −8,20
2025-08-04 13F Mayflower Financial Advisors, LLC 6 494 −9,10 294 −16,76
2025-07-23 13F Watershed Private Wealth Llc 0 −100,00 0
2025-08-05 13F Huntington National Bank 1 331 −15,02
2025-07-17 13F Janney Montgomery Scott LLC 53 781 12,51 2 0,00
2025-08-13 13F Transce3nd, LLC 40 0,00 2 0,00
2025-05-14 13F Venture Visionary Partners LLC 0 −100,00 0
2025-04-14 13F ONE Advisory Partners, LLC 0 −100,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Fwl Investment Management, Llc 0 −100,00 0
2025-08-13 13F Quadrature Capital Ltd 25 562 −34,65 1 156 −40,03
2025-07-17 13F/A Capital Investment Advisors, LLC 7 363 −3,76 333 −11,94
2025-07-30 13F First Citizens Bank & Trust Co 5 000 0,00 226 −8,13
2025-07-29 13F Kraft, Davis & Associates, LLC 5 315 0,00 249 8,30
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 97 0,00 4 0,00
2025-04-28 13F Strategic Financial Concepts, LLC 0 −100,00 0 −100,00
2025-08-11 13F HHM Wealth Advisors, LLC 849 0,00 38 −7,32
2025-08-18 13F Hollencrest Capital Management 0 −100,00 0 −100,00
2025-08-19 13F National Asset Management, Inc. 5 006 −25,31 226 −25,90
2025-07-25 13F Griffin Asset Management, Inc. 8 263 2,15 374 −6,28
2025-08-08 13F Financial Life Planners 0 −100,00 0
2025-08-06 13F Pekin Hardy Strauss, Inc. 5 325 0,95 241 −7,69
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0 −100,00
2025-05-12 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 11 960 0,00 541 −8,32
2025-07-15 13F Financial Management Professionals, Inc. 824 0,00 37 −7,50
2025-08-14 13F CoreCap Advisors, LLC 3 931 −22,00 178 −28,63
2025-07-23 13F Valmark Advisers, Inc. 5 041 7,26 228 −1,73
2025-08-15 13F CI Private Wealth, LLC 68 249 242,25 3 087 213,94
2025-07-09 13F Market Street Wealth Management Advisors Llc 0 −100,00 0
2025-08-14 13F Gotham Asset Management, LLC 5 308 0,00 240 −8,05
2025-07-17 13F Beacon Capital Management, LLC 543 0,56 25 −7,69
2025-08-13 13F Cerity Partners LLC 0 −100,00 0
2025-08-14 13F Wells Fargo & Company/mn 967 753 −8,27 43 762 −15,86
2025-07-08 13F/A Salem Investment Counselors Inc 150 0,00 7 −14,29
2025-08-06 13F Commonwealth Equity Services, Llc 177 023 −8,61 8 −11,11
2025-08-07 13F Allworth Financial LP 1 320 17,96 60 22,92
2025-08-11 13F TD Waterhouse Canada Inc. 20 0,00 1
2025-07-16 13F/A CX Institutional 0 −100,00 0
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-07-07 13F Versant Capital Management, Inc 125 0,81 6 −16,67
2025-08-06 13F Adviser Investments LLC 7 100 −0,08 321 −8,29
2025-08-14 13F Aberdeen Wealth Management LLC 175 0,00 8 −12,50
2025-07-14 13F UMA Financial Services, Inc. 294 0,00 13 −7,14
2025-07-25 13F Lodestar Private Asset Management Llc 0 −100,00 0
2025-08-04 13F Hantz Financial Services, Inc. 431 0
2025-08-13 13F Congress Wealth Management LLC / DE / 0 −100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-07-02 13F Dentgroup LLC 32 910 −5,63 1 488 −13,44
2025-07-10 13F Tompkins Financial Corp 150 7
2025-08-11 13F Wealthspire Advisors, LLC 7 610 2,95 344 −5,49
2025-08-14 13F Sunbelt Securities, Inc. 39 268 −2,42 1 789 −9,78
2025-08-14 13F Fmr Llc 5 144 −17,64 233 −24,43
2025-08-15 13F Captrust Financial Advisors 33 408 −5,78 1 511 −13,62
2025-08-14 13F Hilltop Holdings Inc. 97 453 15,08 4 407 5,56
2025-08-19 13F Advisory Services Network, LLC 4 756 −5,86 220 −11,65
2025-08-14 13F Vivaldi Capital Management, LLC 8 759 396
2025-08-18 13F Tyler-Stone Wealth Management 5 883 0,27 266 −7,96
2025-08-11 13F Aptus Capital Advisors, LLC 3 384 0,21 153 −7,83
2025-08-11 13F Promethium Advisors,llc 5 670 −5,07 256 −12,93
2025-04-17 13F Sagespring Wealth Partners, Llc 0 −100,00 0
2025-08-15 13F SkyView Investment Advisors, LLC 0 −100,00 0
2025-07-23 13F Ironwood Financial, llc 8 438 0,00 416 0,00
2025-07-28 13F Cypress Wealth Services, LLC 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 10 021 13,28 453 3,90
2025-07-31 13F Glass Jacobson Investment Advisors llc 1 903 −10,02 86 −10,42
2025-05-08 13F Moors & Cabot, Inc. 0 −100,00 0
2025-05-02 13F Dynasty Wealth Management, Llc 0 −100,00 0
2025-07-25 13F Ruedi Wealth Management, Inc. 0 −100,00 0
2025-07-28 13F Harbour Investments, Inc. 1 017 19,93 46 12,20
2025-08-06 13F Golden State Wealth Management, LLC 2 021 −24,11 91 −30,53
2025-08-13 13F Bernardo Wealth Planning LLC 7 451 −4,13 0
2025-08-12 13F Waterloo Capital, L.P. 36 832 0,63 1 666 −7,71
2025-07-18 13F Founders Capital Management 140 1 455,56 6
2025-07-24 13F Blair William & Co/il 3 581 −23,43 162 −30,00
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-14 13F Aprio Wealth Management, LLC 0 −100,00 0
2025-05-12 13F Sandy Spring Bank 340 0,00 17 6,67
2025-05-08 13F NorthRock Partners, LLC 0 −100,00 0
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 1 225 0,00 55 −8,33
2025-08-19 13F Anchor Investment Management, LLC 157 0,00 7 0,00
2025-08-18 13F Front Row Advisors LLC 450 0,00 20 −9,09
2025-08-13 13F EverSource Wealth Advisors, LLC 79 −26,85 4 −40,00
2025-08-14 13F/A Rockefeller Capital Management L.P. 19 720 −31,16 892 −36,90
2025-08-14 13F Mariner, LLC 149 948 −5,82 6 781 −13,61
2025-08-01 13F Gwn Securities Inc. 0 −100,00 0 −100,00
2025-08-13 13F IAG Wealth Partners, LLC 0 −100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 876 92,11 40 77,27
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-21 13F Ascent Group, LLC 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 35 103 15,13 1 587 5,59
2025-07-17 13F Oakworth Capital, Inc. 0 −100,00 0
2025-07-29 13F ShoreHaven Wealth Partners, LLC 4 934 −22,71 223 −28,98
2025-08-12 13F MAI Capital Management 338 −59,23 15 −62,50
2025-07-29 13F Signature Estate & Investment Advisors Llc 13 449 16,83 608 7,23
2025-07-21 13F Ameritas Advisory Services, LLC 4 286 −63,24 194 −63,99
2025-08-04 13F AMG National Trust Bank 109 287 −8,28 4 942 −15,88
2025-07-16 13F Brown, Lisle/cummings, Inc. 74 0,00 3 0,00
2025-07-18 13F SOA Wealth Advisors, LLC. 1 476 0,68 67 −8,33
2025-07-25 13F Apollon Wealth Management, LLC 6 690 −9,69 303 −17,26
2025-08-08 13F Hartland & Co., LLC 845 0,60 38 −7,32
2025-08-12 13F Global Retirement Partners, LLC 3 848 75,31 174 74,00
2025-04-21 13F Well Done, LLC 0 −100,00 0
2025-07-08 13F Ballew Advisors, Inc 27 242 0,52 1 263 11,57
2025-08-06 13F Prospera Financial Services Inc 59 987 2,84 2 713 −5,67
2025-08-14 13F Federation des caisses Desjardins du Quebec 1 000 0,00 45 −8,16
2025-08-14 13F Ancora Advisors, LLC 5 0,00 0
2025-05-02 13F Capital A Wealth Management, LLC 573 3,62 28 12,00
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 5 715 0,00 258 −8,19
2025-08-14 13F Financial Advisory Service, Inc. 4 131 0,56 187 −7,92
2025-07-24 13F Wealthstar Advisors, Llc 44 819 6,98 2 027 −1,89
2025-08-11 13F Eq Llc 6 873 −41,61 311 −46,55
2025-08-14 13F UBS Group AG 586 972 −29,18 26 543 −35,05
2025-04-11 13F Davis Capital Management 0 −100,00 0
2025-05-14 13F Change Path, LLC 0 −100,00 0 −100,00
2025-05-06 13F Navellier & Associates Inc 0 −100,00 0
2025-08-05 13F Crestwood Advisors Group LLC 178 601 −19,01 8 076 −25,71
2025-09-04 13F/A Advisor Group Holdings, Inc. 124 896 2,25 5 654 −6,19
2025-07-10 13F Ferguson Wellman Capital Management, Inc 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 1 747 5,62 79 −2,47
2025-07-30 13F Strategic Blueprint, LLC 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 242 090 19,23 10 947 9,36
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-29 13F Private Trust Co Na 20 0,00 1
2025-08-14 13F Zurich Insurance Group Ltd/FI 79 500 3 647
2025-07-25 13F Concurrent Investment Advisors, LLC 5 280 19,30 239 9,17
2025-08-14 13F Smartleaf Asset Management LLC 0 −100,00 0
2025-07-23 13F Detalus Advisors, LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 9 272 −6,14 419 −13,96
2025-07-21 13F Ameriflex Group, Inc. 753 0,67 34 −5,56
2025-08-04 13F Atria Investments Llc 12 500 10,35 565 1,25
2025-08-08 13F Family Firm, Inc. 16 447 0,36 744 −7,93
2025-08-01 13F Envestnet Asset Management Inc 47 192 −13,81 2 134 −20,93
2025-08-14 13F Matrix Private Capital Group Llc 1 890 0,00 85 −8,60
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 189 272 −6,33 8 559 −14,08
2025-03-24 13F Mascagni Wealth Management, Inc. 25 1
2025-08-13 13F StoneX Group Inc. 6 356 287
2025-07-08 13F Lpwm Llc 0 −100,00 0
2025-08-05 13F Tsfg, Llc 357 0,00 0
2025-07-17 13F SC&H Financial Advisors, Inc. 5 335 −5,63 241 −13,31
2025-08-12 13F CIBC Private Wealth Group, LLC 507 0,00 23 10,00
2025-07-28 13F Rosenberg Matthew Hamilton 5 727 −15,39 259 −22,52
2025-08-12 13F Pathstone Holdings, LLC 22 271 0,00 1 007 −8,20
2025-07-22 13F Appleton Partners Inc/ma 6 539 0,00 0
2025-08-14 13F KKM Financial LLC 19 268 0,00 871 −8,22
2025-08-13 13F Allegheny Financial Group LTD 10 103 0,06 457 −8,25
2025-08-08 13F Pnc Financial Services Group, Inc. 3 938 −58,58 178 −61,97
2025-05-08 13F Windward Private Wealth Management Inc. 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 1 149 −52,68 52 −53,64
2025-07-17 13F Sound Income Strategies, LLC 919 9,14 42 0,00
2025-08-12 13F J.w. Cole Advisors, Inc. 53 984 249,84 2 441 221,18
2025-08-06 13F AE Wealth Management LLC 4 042 −8,03 183 −15,74
2025-04-15 13F Central Valley Advisors, Llc 0 −100,00 0
2025-08-05 13F Key FInancial Inc 0 −100,00 0
2025-07-17 13F Saxon Interests, Inc. 4 787 0,00 236 0,00
2025-08-14 13F Royal Bank Of Canada 382 778 4,16 17 310 −4,45
2025-05-14 13F Summit Financial Wealth Advisors, LLC 31 388 −0,28 1 547 5,17
2025-07-17 13F Independence Bank of Kentucky 353 0,00 16 −11,76
2025-07-24 13F Ronald Blue Trust, Inc. 13 964 1,89 631 −6,52
2025-08-12 13F New Republic Capital, LLC 294 0,00 13 −7,14
2025-08-14 13F Bnp Paribas Arbitrage, Sa 217 548 936,49 9 838 851,35
2025-07-10 13F Bright Rock Capital Management, Llc 300 000 0,00 13 566 −8,28
2025-07-29 13F Cottonwood Capital Advisors, Llc 20 905 −0,20 945 −8,43
2025-08-12 13F Journey Strategic Wealth Llc 22 817 43,70 1 032 31,84
2025-08-13 13F Kilter Group LLC 6 658 0,00 301 −8,23
2025-07-18 13F Centricity Wealth Management, LLC 360 0,00 16 −5,88
2025-08-12 13F LPL Financial LLC 592 163 −2,62 26 778 −10,68
2025-08-15 13F Tower Research Capital LLC (TRC) 0 −100,00 0
2025-07-08 13F Rise Advisors, LLC 470 0,64 21 −8,70
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-07-25 13F SPC Financial, Inc. 6 323 −28,19 286 −34,33
2025-07-31 13F Forte Asset Management Llc 62 485 2 826
2025-07-30 13F Phillips Financial Management, Llc 457 0,00 21 −9,09
2025-07-09 13F Summit Financial Consulting LLC 129 917 15,27 5 875 5,72
2025-08-06 13F Csenge Advisory Group 22 182 12,11 962 12,65
2025-08-08 13F Cetera Investment Advisers 135 404 −27,01 6 123 −33,06
2025-07-14 13F GAMMA Investing LLC 209 9
2025-08-14 13F Bank Of America Corp /de/ 1 166 212 −3,42 52 736 −11,41
2025-08-11 13F Cornerstone Planning Group LLC 131 −86,14 6 −87,50
2025-07-22 13F Grimes & Company, Inc. 9 889 −50,79 447 −54,85
2025-07-29 13F May Barnhard Investments LLC 0 −100,00 0
2025-08-12 13F Minot DeBlois Advisors LLC 72 0,00 3 0,00
2025-07-30 13F Retirement Planning Group 7 429 −14,73 336 −21,91
2025-08-05 13F Mountain Hill Investment Partners Corp. 88 0,00 4 −25,00
2025-08-14 13F Politan Capital Management LP 17 209 778
2025-05-09 13F GeoWealth Management, LLC 0 −100,00 0
2025-08-12 13F Gladstone Institutional Advisory LLC 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 46 445 −9,70 2 100 −17,16
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 31 228 −5,38 1 412 −13,21
2025-04-15 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2025-07-08 13F Chemistry Wealth Management LLC 10 658 0,00 482 −8,38
2025-08-13 13F Northwestern Mutual Wealth Management Co 44 381 7,27 2 007 −1,62
2025-08-14 13F Peapack Gladstone Financial Corp 6 765 0,00 0
2025-08-15 13F Equitable Holdings, Inc. 9 289 −19,42 420 −26,06
2025-05-02 13F KM Capital Management Ltd. 0 −100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 123 388 126,11 6 150,00
2025-08-08 13F Larson Financial Group LLC 948 −57,75 43 −61,82
2025-08-08 13F Capital Investment Counsel, Inc 100 0,00 5 0,00
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1 050 0,00 47 −7,84
2025-08-07 13F Montag A & Associates Inc 3 825 0,00 173 −8,51
2025-08-06 13F Ethos Financial Group, LLC 20 750 −12,23 938 −19,48
2025-05-15 13F Glenmede Trust Co Na 650 32
2025-07-11 13F Caldwell Securities, Inc 740 0,00 33 −8,33
2025-08-01 13F Banco Santander, S.A. 194 521 8 796
2025-08-12 13F BlackRock, Inc. 2 153 −11,22 97 −18,49
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-05-07 13F First Heartland Consultants, Inc. 0 −100,00 0
2025-08-05 13F Cassaday & Co Wealth Management LLC 5 888 −6,51 266 −14,19
2025-08-04 13F Arkadios Wealth Advisors 12 658 8,62 572 −0,35
2025-08-13 13F Green Harvest Asset Management LLC 1 454 612 −2,18 65 778 −10,27
2025-08-08 13F Avantax Advisory Services, Inc. 8 250 −2,30 373 −10,34
2025-08-12 13F AlphaCore Capital LLC 3 635 1 303,47 164 1 266,67
2025-05-15 13F Optiver Holding B.V. 0 −100,00 0
2025-08-14 13F Headlands Technologies LLC 1 084 49
2025-07-18 13F Truist Financial Corp 11 450 −55,63 518 −59,36
2025-07-30 13F Brookstone Capital Management 5 692 −0,97 257 −9,19
2025-08-06 13F Atlantic Union Bankshares Corp 340 15
2025-07-11 13F Farther Finance Advisors, LLC 5 294 110,00 239 92,74
2025-08-14 13F Qube Research & Technologies Ltd 4 510 204
2025-08-07 13F Resources Investment Advisors, LLC. 23 548 −11,68 1 065 −19,03
2025-08-08 13F Creative Planning 27 981 2,29 1 265 −6,16
2025-08-11 13F Pineridge Advisors LLC 1 719 0,64 78 −8,33
2025-08-06 13F SOUTH STATE Corp 115 0,00 5 0,00
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 305 0,00 14 −13,33
2025-08-05 13F Next Capital Management LLC 5 500 0,00 249 −8,49
2025-07-30 13F Whittier Trust Co Of Nevada Inc 24 714 0,00 1 118 −8,29
2025-07-30 13F Avidian Wealth Solutions, LLC 45 547 −17,88 2 060 −24,69
2025-07-30 13F Whittier Trust Co 434 0,00 20 −9,52
2025-08-06 13F Hallmark Capital Management Inc 163 0,00 7 −12,50
2025-04-30 13F Sofos Investments, Inc. 97 −71,04 5 −75,00
2025-07-23 13F Nbt Bank N A /ny 963 −3,89 44 −12,24
2025-07-15 13F MCF Advisors LLC 8 336 0,00 377 −8,29
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 000 45
2025-08-05 13F Allstate Corp 5 850 −50,00 265 −54,17
2025-07-07 13F Investors Research Corp 3 050 0,00 138 −8,67
2025-05-09 13F Sound Financial Strategies Group, LLC 0 −100,00 0
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 0 −100,00 0
2025-07-31 13F Optimum Investment Advisors 200 0,00 9 0,00
2025-07-23 13F Narwhal Capital Management 8 825 0,00 399 −8,28
2025-07-28 13F Mutual Advisors, LLC 23 597 4,75 1 091 10,89
2025-08-13 13F Jones Financial Companies Lllp 71 874 18,28 3 263 10,24
2025-08-08 13F Capital Investment Advisory Services, LLC 270 12
2025-08-14 13F Mercer Global Advisors Inc /adv 65 853 −1,86 2 978 −10,01
2025-07-30 13F Bogart Wealth, LLC 0 −100,00 0
2025-08-13 13F Renaissance Technologies Llc 4 900 −72,93 222 −75,22
2025-07-17 13F One Wealth Advisors, LLC 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 958 0,00 43 −8,51
2025-07-23 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-07-23 13F RMG Wealth Management LLC 500 23
2025-08-07 13F Parkside Financial Bank & Trust 500 0,00 23 −8,33
2025-08-12 13F SRS Capital Advisors, Inc. 332 −24,89 15 −28,57
2025-08-14 13F Comerica Bank 4 362 −40,21 197 −45,13
2025-08-18 13F/A National Bank Of Canada /fi/ 210 0,00 9 −10,00
2025-08-14 13F Susquehanna International Group, Llp Call 8 100 366
2025-07-14 13F Armstrong Advisory Group, Inc 181 8
2025-07-25 13F Cwm, Llc 19 143 −10,56 1 −100,00
2025-08-14 13F Susquehanna International Group, Llp 38 032 76,35 1 720 61,71
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 11 020 498
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 82 709 1,75 3 740 −6,66
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-04-22 13F Jfs Wealth Advisors, Llc 0 −100,00 0
2025-08-12 13F Tradition Wealth Management, LLC 12 762 −1,74 577 −9,84
2025-07-16 13F Signaturefd, Llc 1 100 0,00 50 −9,26
2025-08-14 13F RMB Capital Management, LLC 8 146 368
2025-07-15 13F Financial Partners Group, Inc 10 236 −7,48 463 −15,23
2025-07-17 13F Lazari Capital Management, Inc. 6 950 0,00 314 −8,19
2025-08-14 13F Mpwm Advisory Solutions, Llc 20 0,00 1
2025-07-17 13F Vermillion Wealth Management, Inc. 200 1,01 9 0,00
2025-08-11 13F Strategic Wealth Partners, Ltd. 310 14
2025-07-07 13F First Citizens Financial Corp 37 204 −19,21 1 682 −25,90
2025-07-22 13F Iron Horse Wealth Management, LLC 0 −100,00 0
2025-07-11 13F Grove Bank & Trust 6 158 0,00 278 −8,25
2025-08-06 13F Founders Financial Securities Llc 13 789 −3,19 624 −0,48
2025-08-14 13F Glenview Trust Co 0 −100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-08 13F Heartwood Wealth Advisors LLC 15 472 0,27 700 −8,03
2025-08-07 13F/A Ellerson Group Inc /adv 6 000 0,00 271 −8,14
2025-05-06 13F Quadrant Private Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-30 13F LGT Financial Advisors LLC 0 −100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 39 977 −18,80 1 808 −25,55
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-07-15 13F North Star Investment Management Corp. 300 0,00 14 −7,14
2025-04-14 13F Miracle Mile Advisors, LLC 0 −100,00 0 −100,00
2025-08-11 13F United Capital Financial Advisers, Llc 5 230 −6,51 237 −14,18
2025-08-13 13F Greenwich Wealth Management LLC 4 662 −13,14 0
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 1 140 0,00 52 −8,93
2025-08-13 13F Cresset Asset Management, LLC 6 218 281
2025-07-25 13F Concord Wealth Partners 0 −100,00 0 −100,00
2025-08-11 13F GKV Capital Management Co., Inc. 0 −100,00 0
2025-08-11 13F Bellwether Advisors, LLC 98 0,00 4 0,00
2025-04-02 13F/A Picton Mahoney Asset Management 0 −100,00 0
2025-07-29 13F Chicago Partners Investment Group LLC 6 538 −3,75 301 3,79
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-08 13F Meridian Wealth Management, LLC 7 536 −9,43 341 −17,07
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-07-23 13F Lakeshore Capital Group, Inc. 6 959 18,90 315 9,03
2025-07-16 13F Register Financial Advisors LLC 425 0,00 19 −5,00
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