Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core 40/60 Moderate Allocation ETF inkluderar Hershey Financial Advisers, LLC, L.K. Benson & Company, P.C., Ubs Asset Management Americas Inc, Phil A. Younker & Associates, Ltd., CIBC Bancorp USA Inc., GHP Investment Advisors, Inc., EP Wealth Advisors, Inc., Diversify Wealth Management, Llc, Walser Wealth Management Company, A Ltd Liability Co, Madrid Financial Services, Golden State Equity Partners, Capital Advisor Network LLC, My Portfolio Guide, LLC, Advisortrust Partners, Llc, SageView Advisory Group, LLC, Purpose Unlimited Inc., Mather Group, Llc., Key Capital Management, INC, Ameriflex Group, Inc., och Scarborough Advisors, LLC .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5 190 | 44,41 | 247 | 43,86 | ||||
| 2026-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 15 356 | 41,61 | 727 | 40,62 | ||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 79 809 | 3 781 | ||||||
| 2026-04-29 | 13F | Weitzel Financial Services, Inc. | 313 078 | 3,92 | 14 846 | 2,99 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5 651 | 268 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 2 521 | 2 018,49 | 119 | 2 280,00 | ||||
| 2026-04-22 | 13F | AJ Advisors, LLC | 274 866 | 2,14 | 13 020 | 1,38 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 609 | 29 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 30 177 | 36,33 | 1 408 | 33,24 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 60 768 | 17,62 | 2 879 | 16,75 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 95 271 | 1,95 | 4 513 | 1,17 | ||||
| 2026-02-05 | 13F | Maxele Advisors, LLC | 7 416 | 7,54 | 354 | 7,62 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 3 554 | 128,70 | 170 | 131,51 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 14 797 | 89,12 | 701 | 87,67 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 1 109 | 53 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 4 979 | 2,15 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 13 836 | 5,43 | 660 | 5,77 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 15 106 | 2,97 | 716 | 2,14 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 19 748 | 3,80 | 935 | 2,97 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 125 066 | 5,54 | 6 | 0,00 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 10 311 | 7,95 | 0 | |||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 14 330 | 40,09 | 679 | 38,93 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 5 296 | 251 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 3 947 | 5,87 | 187 | 5,08 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 19 199 | 119,39 | 909 | 117,99 | ||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 11 426 | 0,28 | 541 | −0,37 | ||||
| 2026-05-12 | 13F | Columbia River Financial Group, LLC | 4 549 | 0 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 362 | 17 | ||||||
| 2026-04-27 | 13F | Denver Wealth Management, Inc. | 36 049 | 81,63 | 1 708 | 80,25 | ||||
| 2026-05-14 | 13F | Taylor Financial Group, Inc. | 77 609 | 4,16 | 3 676 | 3,37 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 6 645 | 71,88 | 326 | 73,80 | ||||
| 2026-04-17 | 13F | Phil A. Younker & Associates, Ltd. | 7 609 | 360 | ||||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 9 376 | 0,82 | 444 | 0,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5 163 | 245 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 7 820 | 11,27 | 370 | 10,45 | ||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 19 072 | 226,18 | 903 | 223,66 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4 372 | 207 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 132 | 6 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 439 | 21 | ||||||
| 2026-05-15 | 13F | Weaver Consulting Group | 176 410 | 1,28 | 8 357 | 0,52 | ||||
| 2026-04-14 | 13F | Bay Harbor Wealth Management, LLC | 8 152 | 0,74 | 386 | 0,00 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1 490 | 2,55 | 71 | 1,45 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 17 047 | 19,79 | 808 | 18,85 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 75 | 56,25 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4 713 | 11,39 | 223 | 10,95 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 1 596 | 18,57 | 76 | 17,19 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 14 715 | 36,25 | 697 | 35,34 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 149 658 | 5,21 | 7 089 | 4,42 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 57 784 | 2,14 | 2 737 | 1,37 | ||||
| 2026-04-22 | 13F | WestEnd Advisors, LLC | 16 | 1 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 5 994 | 33,05 | 284 | 31,63 | ||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 10 106 | 11,13 | 479 | 10,14 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 12 768 | 9,09 | 605 | 8,24 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 84 825 | 1,61 | 4 018 | 0,85 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 44 | 2 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 6 741 | 1,48 | 319 | 0,63 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 33 901 | 56,80 | 1 604 | 55,58 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 28 247 | 99,02 | 1 338 | 97,64 | ||||
| 2026-05-05 | 13F | UBS Group AG | 33 481 | 0,25 | 1 586 | −0,56 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 7 029 | 333 | ||||||
| 2026-04-24 | 13F | United Community Bank | 500 | 24 | ||||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 27 905 | 0,04 | 1 322 | −0,75 | ||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 1 594 | 1,72 | 75 | 1,35 | ||||
| 2026-04-22 | 13F | SimpliFi, Inc. | 9 085 | 9,47 | 430 | 8,59 | ||||
| 2026-05-15 | 13F | Purpose Unlimited Inc. | 196 | 9 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 5 805 | 275 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 10 654 | 23,15 | 505 | 22,33 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 443 | 52,23 | 21 | 53,85 | ||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 81 189 | 3,30 | 3 846 | 2,51 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 4 674 | 221 | ||||||
| 2026-04-28 | 13F | Tempus Wealth Planning, LLC | 9 582 | 10,90 | 454 | 9,95 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 4 742 | 2,44 | 225 | 1,82 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 1 376 | 1,10 | 65 | 1,56 | ||||
| 2026-04-16 | 13F | Westmount Partners, LLC | 7 941 | 12,16 | 376 | 11,57 | ||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 70 | 3 | ||||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 29 028 | 3,72 | 1 375 | 3,00 | ||||
| 2026-05-04 | 13F | Legacy Financial Group LLC | 16 886 | 1,16 | 800 | −0,99 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 56 | 7,69 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 23 798 | 40,41 | 1 127 | 39,48 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 4 409 | 0,57 | 209 | −0,48 | ||||
| 2026-04-20 | 13F | Fort Henry Capital, LLC | 22 680 | 0,55 | 1 074 | −0,19 | ||||
| 2026-05-08 | 13F | MPS Loria Financial Planners, LLC | 10 725 | 1,66 | 508 | 0,99 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 151 012 | 5,50 | 7 155 | 4,70 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 67 237 | 257,49 | 3 141 | 250,17 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 19 080 | 6,85 | 904 | 5,99 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 10 365 | 491 | ||||||
| 2026-04-14 | 13F | LifePlan Financial, LLC | 37 301 | 16,57 | 1 767 | 15,65 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 85 | 4 | ||||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 5 783 | 8,28 | 274 | 7,48 | ||||
| 2026-01-29 | 13F | Comerica Bank | 53 | 3 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 11 920 | 9,21 | 565 | 8,46 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 6 003 | 284 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 4 790 | 11,03 | 227 | 10,24 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 10 191 | 57,51 | 483 | 56,49 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 6 364 | 301 | ||||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 8 310 | 3,81 | 394 | 3,42 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 30 008 | 17,63 | 1 421 | 16,76 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 80 660 | 7,11 | 3 821 | 6,29 | ||||
| 2026-05-01 | 13F | Coordinated Financial Services, Inc. | 4 918 | 6,73 | 233 | 5,94 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 603 | 1,79 | 1 023 | 0,99 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 14 131 | 6,22 | 669 | 5,52 | ||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 31 600 | 49,06 | 1 497 | 47,97 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 44 247 | 1,19 | 2 096 | 0,38 | ||||
| 2026-04-21 | 13F | Venturi Wealth Management, LLC | 5 039 | 5,24 | 239 | 4,39 | ||||
| 2026-04-16 | 13F | Kavar Capital Partners Group, Llc | 259 957 | 12 314 | ||||||
| 2026-05-15 | 13F | Madrid Financial Services | 4 515 | 214 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 336 701 | 4,41 | 15 950 | 3,63 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 23 839 | 8,31 | 1 129 | 7,52 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 8 080 | 383 | ||||||
| 2026-04-20 | 13F | Global Financial Private Client, LLC | 21 291 | 1,52 | 1 009 | 0,70 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 216 | 10 | ||||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 12 350 | 10,04 | 585 | 9,35 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 6 429 | 305 | ||||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 16 262 | 14,14 | 770 | 13,24 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 73 165 | 1,28 | 3 466 | 0,49 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1 | 0 | ||||||
| 2026-04-15 | 13F | Aventus Investment Advisors, Inc. | 1 | 0 | ||||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 597 | 28 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 239 | 11 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 883 | 20,63 | 42 | 20,59 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 12 305 | 127,24 | 583 | 125,58 | ||||
| 2026-05-12 | 13F | Aspiriant, Llc | 49 669 | 9,84 | 2 353 | 8,99 | ||||
| 2026-05-11 | 13F | Potentia Wealth | 13 835 | 129,17 | 655 | 127,43 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 140 704 | 585,09 | 6 665 | 580,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 33 | 2 | ||||||
| 2026-04-14 | 13F | Capital Asset Managemnet, LLC | 9 073 | 3,40 | 430 | 2,63 | ||||
| 2026-05-07 | 13F | Premier Private Wealth Management LLC | 8 334 | 1,13 | 395 | −1,25 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2 563 | 1,14 | 122 | 1,67 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 17 642 | 178,31 | 839 | 177,48 | ||||
| 2026-04-15 | 13F | Retireful, LLC | 13 737 | 651 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 559 991 | 5,34 | 26 527 | 4,54 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 20 981 | 994 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 8 080 | 383 | ||||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 149 318 | 2,83 | 7 073 | 2,06 | ||||
| 2026-05-08 | 13F | TPG Financial Advisors, LLC | 5 324 | 14,91 | 252 | 14,03 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 10 171 | 6,69 | 482 | 5,71 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 550 | 26 | ||||||
| 2026-05-13 | 13F | Godshalk Welsh Capital Management, Inc. | 27 224 | 24,89 | 1 290 | 23,94 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 026 406 | 3,61 | 143 361 | 2,83 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 83 | 4 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 11 329 | 2,43 | 537 | 1,71 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 3 416 | 127,28 | 162 | 126,76 | ||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 56 738 | 18,78 | 2 688 | 17,90 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 115 867 | 17,03 | 5 489 | 16,15 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 4 190 | 76,87 | 198 | 75,22 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 5 359 | 260 |
