Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Future AI & Tech ETF inkluderar BostonPremier Wealth LLC, Stephen J. Garry & Associates, Llc, Congress Wealth Management LLC / DE /, Berbice Capital Management LLC, Quadrature Capital Ltd, Great Valley Advisor Group, Inc., Waldron Private Wealth LLC, Ehrlich Financial Group, Colony Group, LLC, Chicago Partners Investment Group LLC, Fort Point Capital Partners LLC, Kingsview Wealth Management, LLC, Leo Wealth, LLC, Herbst Group, Llc, Virginia Wealth Management Group, Inc., Natixis, Russell Investments Group, Ltd., Halbert Hargrove Global Advisors, Llc, Team Financial Group, LLC, och Franklin Resources Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Hudock, Inc. | 26 792 | 10,49 | 1 098 | 44,09 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 8 634 | 354 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 234 | 51 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 973 | 655 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 125 | 21,62 | 46 | 58,62 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 572 | 4,38 | 0 | |||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 200 | 8 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 56 879 | 21,01 | 2 332 | 57,78 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8 249 | 24,42 | 338 | 62,50 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 150 | 50,00 | 6 | 100,00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 4 380 | 71,76 | 185 | 130,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 287 | 19,24 | 94 | 52,46 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 97 797 | 3,91 | 4 010 | 35,48 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32 819 | 4,08 | 1 346 | 35,72 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 448 | 4,92 | 18 | 38,46 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 75 | 3 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18 636 | 1,23 | 764 | 31,95 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 591 | 352 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 31 | 1 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 735 | 245 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 28 394 | 12,03 | 1 164 | 46,05 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 63 336 | 73,48 | 2 597 | 126,13 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 16 925 | 58,55 | 1 | |||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 41 685 | 2,57 | 1 709 | 33,72 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9 731 | 399 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 294 | 217 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 26 808 | 10,21 | 1 099 | 43,66 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 075 | 208 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4 558 | 4,59 | 187 | 35,77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 715 518 | 109,49 | 29 318 | 172,82 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 15 507 | 90,55 | 636 | 149,02 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 20 158 | 17,98 | 833 | 54,93 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 441 | 64,66 | 592 | 115,27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 261 | 104,06 | 93 | 170,59 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 6 670 | 273 | ||||||
| 2025-08-13 | 13F | Berbice Capital Management LLC | 9 354 | 384 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 824 | 239 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 256 | 92 | ||||||
| 2025-08-08 | 13F | Creative Planning | 67 888 | 0,31 | 2 783 | 30,78 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 14 367 | 13,47 | 589 | 25,59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 178 | 1 179,52 | 827 | 1 587,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 280 336 | 28,63 | 52 494 | 67,68 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 15 740 | 4,93 | 645 | 36,94 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 314 996 | 0,83 | 12 720 | 28,29 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 31 126 | 41,74 | 1 276 | 84,93 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 4 479 | 4 821,98 | 184 | 9 050,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 32 800 | 662,79 | 1 345 | 895,56 | |||
| 2025-08-14 | 13F | Royal Bank Of Canada | 143 082 | 9,67 | 5 867 | 42,96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 84 858 | 189,25 | 3 479 | 277,33 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 13 | 116,67 | 1 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107 227 | 1,65 | 4 396 | 32,53 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 15 500 | 636 | 150,00 | |||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 966 302 | 13,37 | 40 | 50,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18 646 | 3,10 | 765 | 34,51 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3 222 | 205,69 | 132 | 300,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 718 | 316 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 28 902 | 0,87 | 1 185 | 31,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 149 818 | 35,84 | 6 089 | 73,94 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 850 544 | 26,06 | 34 872 | 64,34 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 32 979 | 3,86 | 1 | |||||
| 2025-07-15 | 13F | Herbst Group, Llc | 5 000 | 205 | ||||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 5 000 | 205 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 5 525 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 44 747 | 73,35 | 1 835 | 126,14 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 20 255 | 23,85 | 830 | 61,48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25 926 | 9,80 | 1 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 6 496 | 266 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 131 | 210 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 233 | 10 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12 335 | 21,73 | 499 | 64,36 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 852 | 35 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 56 042 | 5,36 | 2 298 | 37,38 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 336 | 14 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 90 407 | 3 707 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 16 014 | 148,28 | 657 | 224,75 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 197 | 12,57 | 8 | 60,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 230 740 | 111,31 | 9 321 | 171,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 142 | 129,09 | 252 | 153,54 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 18 415 | 755 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88 504 | 86,12 | 3 655 | 144,48 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 040 | 84 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 22 418 | 2,28 | 919 | 33,38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 39 246 | 17,84 | 1 609 | 53,68 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 818 | 75 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 14 561 | 2,23 | 597 | 33,56 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5 518 | 226 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 39 031 | 5,62 | 1 600 | 37,69 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 90 563 | 3 713 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 16 532 | 678 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 6 023 | 47,84 | 247 | 92,19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 108 011 | 12,60 | 4 428 | 46,82 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 322 | 13 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 658 | 1,62 | 314 | 30,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 281 | 258 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 262 | 257 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 928 | 36,20 | 161 | 78,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 274 | 12,53 | 380 | 46,72 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 215 591 | 71,74 | 8 839 | 123,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 142 775 | 566,43 | 5 854 | 769,69 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 28 568 | 6,66 | 1 208 | 55,74 | ||||
| 2025-08-13 | 13F | Natixis | 4 172 | 172 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10 | 900,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 092 | 0,40 | 496 | 30,87 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 224 | 4,71 | 91 | 37,88 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 67 | 272,22 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 639 | 26 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 228 | 5,56 | 9 | 50,00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 124 878 | 21,89 | 5 120 | 58,88 | ||||
| 2025-07-24 | 13F | Eastern Bank | 30 | 1 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 300 | 53 |
