Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares California Muni Bond ETF inkluderar Gts Securities Llc, Sand Hill Global Advisors, LLC, Summit Trail Advisors, Llc, WealthPlan Investment Management, LLC, 21 West Wealth Management LLC, Foronjy Financial Llc, Quantinno Capital Management LP, Portfolio Design Labs, LLC, Brasada Capital Management, Lp, Ashton Thomas Private Wealth, LLC, Catalytic Wealth RIA, LLC, Caliber Wealth Management, LLC / KS, Verus Wealth Management, Llc, Elequin Capital Lp, Trilogy Capital Inc., Retirement Planning Group, Strategic Wealth Partners, Ltd., Financial Network Wealth Management LLC, Lowe Brockenbrough & Co Inc, och Key FInancial 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 | Bailard, Inc. | 1 344 831 | 16,73 | 74 961 | 15,60 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 244 258 | 177,03 | 13 615 | 174,37 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 7 050 | 42,42 | 393 | 41,01 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 987 | 228,68 | 668 | 221,15 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 999 | 223 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 239 443 | 16,95 | 13 347 | 15,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 519 514 | 10,71 | 28 958 | 9,65 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 12 857 | 8,89 | 717 | 7,83 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 64 738 | 49,92 | 3 608 | 48,48 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 8 058 | 33,79 | 449 | 32,84 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 13 137 | 87,94 | 726 | 90,05 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 160 618 | 8 953 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 54 945 | 29,05 | 3 055 | 30,39 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3 011 | 0,77 | 168 | −0,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64 082 | 103,45 | 3 566 | 101,64 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16 517 | 39,81 | 921 | 38,55 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8 425 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 25 836 | 4,73 | 1 440 | 3,75 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 39 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 80 438 | 33,94 | 4 484 | 32,67 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 163 725 | 6,19 | 9 126 | 5,17 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 920 | 13,54 | 386 | 12,24 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 896 | 775 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 66 175 | 1,55 | 3 689 | 0,57 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 3 744 | 5,08 | 209 | 4,00 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 29 095 | 1 622 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 71 482 | 3,78 | 3 984 | 2,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 100 882 | 1 522,42 | 5 623 | 1 511,17 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37 886 | 26,08 | 2 112 | 24,84 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 410 | 1,23 | 23 | 0,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4 408 | 0,62 | 246 | −0,41 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 6 411 | 6,30 | 355 | 4,72 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6 090 | 339 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 64 463 | 0,02 | 3 593 | −0,94 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 78,57 | 8 | 100,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 70 659 | 0,11 | 3 939 | −0,86 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 10 483 | 584 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33 988 | 8,91 | 1 895 | 7,86 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 382 533 | 23,73 | 21 322 | 22,55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 30 603 | 1,65 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 18 342 | 126,92 | 1 022 | |||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 28 077 | 1 565 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37 803 | 313,15 | 2 107 | 309,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 59 865 | 7,95 | 3 337 | 6,89 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 147 | −2,00 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 991 | 202,65 | 668 | 200,90 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 95 601 | 7,91 | 5 329 | 6,88 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 96 464 | 121,39 | 5 377 | 119,25 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 21 626 | 178,90 | 1 203 | 176,55 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 27 072 | 42,88 | 1 509 | 41,46 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 465 | 26 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 67 188 | 20,56 | 3 745 | 19,42 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 22 691 | 12,54 | 1 265 | 11,46 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22 698 | 13,60 | 1 265 | 12,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26 357 | 40,36 | 1 469 | 39,11 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 56 593 | 0,81 | 3 154 | −0,16 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48 159 | 5,43 | 2 684 | 4,44 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 246 258 | 66,03 | 13 726 | 69,25 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4 315 | 20,53 | 239 | −9,16 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 337 861 | 0,43 | 18 832 | −0,54 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 387 164 | 6,55 | 21 581 | 5,53 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38 184 | 11,87 | 2 128 | 10,78 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 203 783 | 449,70 | 11 359 | 443,97 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 3 626 | 0,78 | 202 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 519 217 | 5,42 | 28 941 | 4,41 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 21 585 | 43,63 | 1 203 | 42,37 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 095 | 173 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 8 919 | 0,76 | 497 | −0,20 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 33 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469 502 | 3,88 | 26 170 | 2,89 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 66 807 | 12,05 | 3 724 | 10,97 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 278 713 | 24,04 | 70 892 | 23,88 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20 956 | 35,91 | 1 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8 164 | 455 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 342 904 | 66,75 | 19 113 | 65,15 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39 443 | 2 199 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 671 | 11,40 | 93 | 10,71 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 84 955 | 30,99 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 433 | 26,58 | 414 | 25,45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 407 | 23 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 27 840 | 3,92 | 1 552 | 2,92 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 354 | 0,85 | 20 | 0,00 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 39 113 | 10,34 | 2 180 | 9,27 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 55 197 | 4,68 | 3 077 | 3,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 | 0 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 30 695 | 4,78 | 1 711 | 3,76 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32 174 | 1 793 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4 875 | 0,76 | 272 | −0,37 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 4 593 | 2,34 | 256 | 1,59 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 26 294 | 30,80 | 1 466 | 29,53 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 976 | 277 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 121 282 | 65,59 | 6 760 | 64,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 24 954 | 56,63 | 1 388 | 58,15 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13 406 | 747 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 31 810 | 4,34 | 1 773 | 3,38 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 240 111 | 16,48 | 13 350 | 15,10 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 65 718 | 3 663 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 27 495 | 7,56 | 1 533 | 6,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7 283 | 189,58 | 406 | 187,23 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 89 315 | 4 978 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 23 987 | 1,01 | 1 337 | 0,07 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3 956 | 7,70 | 221 | 6,80 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 79 545 | 229,58 | 4 434 | 226,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 843 495 | 5,34 | 47 016 | 4,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 792 639 | 73,74 | 99 922 | 72,08 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8 872 | 14,01 | 495 | 13,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 62 835 | 15,31 | 3 502 | 14,22 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 117 | 7 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40 133 | 6,13 | 2 237 | 5,12 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 74 949 | 0,00 | 4 178 | −0,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 123 259 | 16,08 | 7 | 20,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 387 350 | 7,90 | 21 591 | 6,87 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 6 950 | 387 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 174 | 9,72 | 65 | 8,33 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 7 552 | 32,63 | 425 | 30,37 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 14 300 | 795 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 85 544 | 25,66 | 4 768 | 24,46 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 37 790 | 115,87 | 2 106 | 113,81 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 340 | 246,40 | 744 | 243,98 | ||||
| 2025-08-14 | 13F | Betterment LLC | 200 986 | 3,03 | 11 | 10,00 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11 475 | 2,91 | 640 | 1,91 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 15 406 | 859 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 235 015 | 25,56 | 13 094 | 24,16 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 111 153 | 5,56 | 6 196 | 4,54 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 219 598 | 11,76 | 12 240 | 10,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 15 729 | 0,44 | 877 | 1,27 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21 908 | 0,29 | 1 221 | −0,65 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 69 | 4 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28 420 | 424,74 | 1 584 | 421,05 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13 065 | 728 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 732 028 | 31,54 | 40 803 | 30,28 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6 812 | 2,05 | 380 | 1,07 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 5 796 | 7,97 | 323 | 6,95 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3 980 | 222 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 274 376 | 12,06 | 15 294 | 10,99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 912 | 3,45 | 274 | 2,25 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 61 051 | 67,49 | 3 393 | 65,38 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 040 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 846 | 214 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 7 129 | 18,40 | 397 | 17,46 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 12 770 | 712 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24 961 | 1 391 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 53 172 | 41,72 | 2 964 | 40,36 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 078 | 339 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 151 300 | 692,15 | 8 433 | 685,20 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 9 378 | 29,37 | 523 | 28,26 | ||||
| 2025-08-14 | 13F | Comerica Bank | 54 601 | 156,73 | 3 043 | 154,43 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 12 936 | 2,62 | 717 | 2,58 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 14 621 | 1,48 | 815 | 0,49 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 15 632 | 1 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 24 169 | 4,05 | 1 347 | 3,06 |
