Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Global 100 ETF inkluderar Goldstone Financial Group, LLC, Wells Fargo & Company/mn, Envision Financial Transparency, LLC, SHP Wealth Management, Rockland Trust Co, Pw Advisors, Llc \ Fl, Integrity Wealth Partners, LLC, Cabot Wealth Management Inc, Cpwa, Llc, Stark Wealth Management LLC, VestGen Advisors, LLC, West Paces Advisors Inc., Beacon Investment Advisory Services, Inc., SageView Advisory Group, LLC, PlanVest Financial, Inc, DT Investment Partners, LLC, Vanguard Advisers Inc, Advisortrust Partners, Llc, Bangor Savings Bank, och Eastern Bank .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-10 | 13F | Green Ridge Wealth Planning LLC | 84 478 | 10,94 | 10 219 | 5,95 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 712 | 146,37 | 86 | 138,89 | ||||
| 2026-05-12 | 13F | Vickerman Investment Advisors, Inc. | 25 982 | 2,90 | 3 143 | −1,72 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 139 941 | 2,24 | 16 929 | −2,36 | ||||
| 2026-05-05 | 13F | West Paces Advisors Inc. | 1 375 | 166 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 71 573 | 9,11 | 8 658 | 4,20 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 35 146 | 0,81 | 4 252 | −3,74 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 801 588 | 0,76 | 338 908 | −3,77 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 306 | −4,69 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 3 888 | 2,32 | 470 | −2,29 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | Put | 38 000 | 4 597 | |||||
| 2026-05-06 | 13F | Main Street Group, LTD | 52 | 6 | ||||||
| 2026-05-08 | 13F | SHP Wealth Management | 7 551 | 913 | ||||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 158 | 11,27 | 19 | 11,76 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 408 | 52 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13 322 | 1,83 | 1 612 | −2,78 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 85 172 | 0,63 | 10 303 | −3,90 | ||||
| 2026-05-12 | 13F | One Capital Management, LLC | 160 624 | 854,67 | 19 431 | 811,78 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 1 445 | 202 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 99 358 | 3,77 | 12 586 | 9,53 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 279 630 | 24,32 | 33 827 | 18,73 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2 327 | 2,47 | 311 | 6,16 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 41 377 | 5,27 | 4 838 | −2,83 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 7 090 | 0,35 | 858 | −4,14 | ||||
| 2026-05-15 | 13F | DT Investment Partners, LLC | 266 | 32 | ||||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 118 412 | 8,46 | 14 324 | 3,59 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 397 | 48 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 6 793 | 4,48 | 822 | −0,24 | ||||
| 2026-05-15 | 13F | EFG International AG | 450 | 12,50 | 54 | 8,00 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 33 695 | 1 031,08 | 4 076 | 981,17 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 4 686 | 6,33 | 1 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 2 099 | 1,94 | 256 | −1,54 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 3 696 | 2,64 | 447 | −2,40 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5 538 | 4,43 | 670 | −0,30 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3 478 | 29,05 | 421 | 23,17 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1 049 | 127 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 29 723 | 22,16 | 3 596 | 16,65 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 235 986 | 1,37 | 149 517 | −3,19 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 208 080 | 4,60 | 25 178 | −0,11 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 160 053 | 1,23 | 19 362 | −3,27 | ||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 3 915 | 0,26 | 474 | −4,25 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 885 | 107 | ||||||
| 2026-05-12 | 13F | Creative Planning | 16 694 | 16,35 | 2 019 | 11,12 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 2 815 | 341 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 3 313 | 11,10 | 401 | 6,10 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 2 576 | 52,16 | 312 | 45,33 | ||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 51 640 | 7,44 | 6 247 | 2,60 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 274 000 | 1,33 | 33 146 | −3,23 | ||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 2 521 | 3,45 | 305 | −1,30 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 312 031 | 11,40 | 37 746 | 6,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 33 820 | 10,30 | 4 091 | 5,33 | ||||
| 2026-04-22 | 13F | Bluesphere Advisors, LLC | 133 293 | 76,84 | 16 124 | 68,89 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17 020 | 0,35 | 2 059 | −4,19 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 764 | 389,74 | 92 | 384,21 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 19 964 | 6,51 | 2 415 | 1,73 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 9 457 | 1 144 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 2 259 | 6,26 | 273 | 1,49 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 29 044 | 84,97 | 3 513 | 76,71 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 21 383 | 35,34 | 2 587 | 29,24 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 3 228 | 91,01 | 390 | 82,24 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 7 516 | 8,61 | 909 | 3,77 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 2 380 | 40,00 | 288 | 33,49 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 162 295 | 0,06 | 19 633 | −4,44 | ||||
| 2026-04-27 | 13F | Integrity Wealth Partners, LLC | 2 399 | 290 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 78 425 | 108,19 | 9 487 | 98,85 | ||||
| 2026-02-13 | 13F | Stark Wealth Management LLC | 1 666 | 211 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10 805 | 4,09 | 1 307 | −0,53 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4 933 | 34,93 | 597 | 28,73 | ||||
| 2026-05-15 | 13F | Weaver Consulting Group | 5 014 | 1,99 | 607 | −2,57 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 252 844 | 0,52 | 30 587 | −4,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 13 223 | 1,79 | 1 600 | −2,80 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 289 | 35 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 101 685 | 0,14 | 12 291 | −4,44 | ||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 201 180 | 29,61 | 24 337 | 22,05 | ||||
| 2026-04-01 | 13F | Bangor Savings Bank | 17 | 2 | ||||||
| 2026-04-27 | 13F | Independent Solutions Wealth Management, LLC | 15 665 | 1 895 | ||||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 29 609 | 0,29 | 3 582 | −4,23 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 83 582 | 1,09 | 10 | 0,00 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 40 041 | 154,26 | 4 844 | 142,88 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 26 723 | 2,62 | 3 385 | 8,32 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7 166 | 99,44 | 867 | 90,33 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 49 801 | 15,26 | 6 | 20,00 | ||||
| 2026-04-08 | 13F | Mirador Capital Partners LP | 5 263 | 2,41 | 637 | −2,15 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 300 | 157 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 4 429 | 87,75 | 536 | 79,53 | ||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 32 535 | 714,19 | 3 936 | 677,67 | ||||
| 2026-05-18 | 13F | Strait & Sound Wealth Management LLC | 2 488 | 17,08 | 301 | 11,52 | ||||
| 2026-04-24 | 13F | Whelan Financial | 44 451 | 8,67 | 5 377 | 3,78 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 69 596 | 591,05 | 8 419 | 560,31 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 54 203 | 6,51 | 6 557 | 1,71 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 248 | 5,08 | 30 | 3,45 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 528 198 | 12,02 | 63 896 | 6,98 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 23 531 | 11,79 | 2 847 | 6,75 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 82 | 10 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 071 163 | 5,69 | 129 579 | 0,93 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 37 051 | 5,05 | 4 482 | 0,34 | ||||
| 2026-04-21 | 13F | Financial Council Asset Management Inc | 3 620 | 16,17 | 438 | 10,91 | ||||
| 2026-06-04 | 13F | Fischer Investment Strategies, Llc | 12 583 | 1,50 | 1 522 | −3,06 | ||||
| 2026-05-01 | 13F | Symphony Financial, Ltd. Co. | 2 684 | 13,44 | 319 | 5,98 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 052 | 2,93 | 3 031 | −1,72 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 33 152 | 1 460,09 | 4 010 | 1 390,71 | ||||
| 2026-04-17 | 13F | Stonebridge Financial Group, LLC / MO | 54 799 | 14,12 | 6 629 | 8,99 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 3 450 | 0,88 | 417 | −3,70 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 130 616 | 14,38 | 15 316 | 5,88 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 28 655 482 | 1,05 | 3 466 454 | −3,50 | ||||
| 2026-04-24 | 13F | Pw Advisors, Llc \ Fl | 2 567 | 311 | ||||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 300 479 | 1,62 | 36 676 | −2,08 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4 015 | 15,87 | 486 | 10,73 | ||||
| 2026-05-13 | 13F | Cpwa, Llc | 1 713 | 240 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 61 514 | 9,98 | 7 441 | 5,04 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 650 699 | 2,03 | 78 715 | −2,56 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 19 397 | 397,23 | 2 346 | 374,90 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 7 622 | 16,26 | 922 | 11,08 | ||||
| 2026-04-20 | 13F | Christensen, King & Associates Investment Services, Inc. | 33 617 | 4,83 | 4 067 | 0,10 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 120 206 | 4,31 | 15 | 0,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 10 838 | 9,39 | 1 311 | 4,46 | ||||
| 2026-04-07 | 13F | Eastern Bank | 16 | 2 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 13 065 | 14,27 | 1 581 | 9,12 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4 803 | 13,06 | 580 | 8,01 | ||||
| 2026-04-24 | 13F | Goldstone Financial Group, LLC | 67 034 | 8 109 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 33 953 | 1,29 | 4 107 | −3,27 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 1 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 33 463 | 76,86 | 4 048 | 68,95 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 10 849 | 3,74 | 1 312 | −0,91 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 95 | 11 | ||||||
| 2026-05-07 | 13F | Johnson Financial Group, Inc. | 320 | 39 | ||||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 1 278 | 143,89 | 162 | 159,68 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 161 | 19 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 359 958 | 3,05 | 43 544 | −1,59 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 44 130 | 3,03 | 5 338 | −1,60 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 7 487 | 314,79 | 1 | |||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 285 | 34 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 13 602 | 27,93 | 1 812 | 33,85 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 40 | 5 | ||||||
| 2026-04-24 | 13F | Cabot Wealth Management Inc | 1 872 | 226 | ||||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 4 418 | 5,92 | 534 | 1,14 | ||||
| 2026-04-24 | 13F | KPP Advisory Services LLC | 8 846 | 1,07 | 1 070 | −3,43 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 35 410 | 1 670,50 | 4 284 | 1 592,89 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 2 808 | 7,67 | 340 | 2,73 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 50 458 | 0,70 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 27 528 | 131,23 | 3 330 | 120,82 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 16 757 | 2 |
