Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI Europe Financials ETF inkluderar Bensler, LLC, 1607 Capital Partners, LLC, Kingsview Wealth Management, LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Evergreen Private Wealth LLC, Fifth Third Securities, Inc., VisionPoint Advisory Group, LLC, Beaumont Capital Management, LLC, Per Stirling Capital Management, LLC., Arete Wealth Advisors, LLC, Ascent Group, LLC, Custom Index Systems, Llc, Wealth Enhancement Advisory Services, Llc, Hanlon Investment Management, Inc., Raab & Moskowitz Asset Management LLC, Northern Trust Corp, Ignite Planners, LLC, Sowell Financial Services LLC, Empower Advisory Group, LLC, och Wealthstream Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 617 534 | 48,31 | 19 533 | 64,66 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 16 420 | 519 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 894 | 28 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 188 245 | 3,47 | 5 954 | 14,88 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 197 217 | 34,48 | 6 238 | 49,28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 435 | 45 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 303 | 263 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 48 564 | 1 536 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 635 | 30,80 | 52 | 45,71 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 165 358 | 2,64 | 5 230 | 13,97 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 409 112 | 12 940 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 53 094 | 1 679 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 878 | 15,99 | 312 | 28,93 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 215 | 70 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 745 | 2,83 | 55 | 14,58 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 130 | 0 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 442 | 26,42 | 299 | 40,57 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 61 897 | 42,03 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 14 000 | 443 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 9 338 | 297 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 209 | 7 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9 068 | 288 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 22 945 | 726 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 3 550 | 13,02 | 112 | 10,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 391 457 | 53,33 | 12 382 | 70,23 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 35 325 | 1,08 | 1 117 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 644 498 | 27,57 | 83 640 | 41,62 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 216 115 | 6 836 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 9 549 | 0 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 87 | 3 | ||||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 7 352 | 233 | ||||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 16 227 | 6,01 | 513 | 17,66 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 849 120 | 0,66 | 26 858 | 11,76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 54 619 | 49,90 | 1 728 | 66,38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33 234 | 143,49 | 1 050 | 166,92 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 952 | 39,43 | 62 | 56,41 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 90 942 | 2 876 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 18 417 | 583 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 59 330 | 7,10 | 1 877 | 18,88 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 96 533 | 78,36 | 3 053 | 98,12 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 97 689 | 80,49 | 3 090 | 100,45 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 546 | 53,37 | 17 | 70,00 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3 775 | 119 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 322 381 | 83,84 | 41 827 | 104,10 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 265 242 | 145,93 | 8 390 | 173,08 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 44 359 | 2,20 | 1 403 | 13,51 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 300 | 20,34 | 769 | 33,57 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 1 909 881 | 60 333 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10 809 | 891,65 | 342 | 1 000,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 821 | 41,89 | 500 | 57,73 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7 616 | 241 | ||||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 15 942 | 504 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 64 063 | 3,18 | 2 | 100,00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6 685 | 211 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 698 | 22 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 766 490 | 40,01 | 24 244 | 55,45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 655 | 24,55 | 274 | 38,58 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 424 | 45 | ||||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 10 856 | 343 | ||||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 485 884 | 15 369 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 168 | 2,44 | 5 | 25,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 439 | 46 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 516 | 5,16 | 333 | 16,90 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8 198 | 278,84 | 258 | 322,95 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 15 295 | 35,90 | 484 | 50,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 033 | 56,99 | 96 | 72,73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 907 | 17,21 | 60 | 30,43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 751 | 5,63 | 24 | 35,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 076 | 321,96 | 34 | 580,00 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 96 | 3 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 168 168 | 5 344 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 60 844 | 77,96 | 2 | |||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 360 087 | 29,10 | 74 650 | 43,34 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 6 635 | 210 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 20 300 | 642 | |||||
| 2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 568 | 24,56 | 18 | 30,77 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 12 310 | 35,27 | 389 | 50,19 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 839 | 27 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 10 100 | 18,82 | 319 | 31,82 | |||
| 2025-08-08 | 13F | Creative Planning | 52 105 | 19,91 | 1 648 | 33,23 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 270 | 9 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 75 428 | 93,67 | 2 386 | 147,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 128 | 225 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 523 | 277,71 | 206 | 320,41 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6 590 | 208 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 7 280 | 230 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 14 545 | 37,61 | 460 | 52,82 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 19 308 | 4,32 | 611 | 15,75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 169 | 4,94 | 37 | 16,13 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 79 | 0 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 140 | 4 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 272 | 517 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 987 | 3,48 | 348 | 14,90 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 416 | 235 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 591 | 16,30 | 50 | 31,58 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 98 877 | 50,17 | 3 127 | 66,77 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 110 000 | 52,97 | 3 479 | 69,87 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 801 884 | 91,54 | 25 364 | 112,64 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 485 074 | 72,28 | 15 343 | 91,27 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 975 | 221 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 33 466 | 1 059 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 237 367 | 23 355,24 | 7 508 | 26 710,71 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 333 737 | 90,25 | 11 | 150,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 120 | 13,21 | ||||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 127 435 | 3,66 | 4 031 | 15,08 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 140 | 4 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 291 229 | 0,68 | 9 212 | 11,78 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 510 | 861,69 | 79 | 1 216,67 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 273 | 9 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 10 500 | 332 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 595 130 | 82 084 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 13 900 | 49,46 | 439 | 63,81 | |||
| 2025-08-13 | 13F | Northern Trust Corp | 9 511 | 301 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 88 672 | 2 805 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 244 320 | 0,83 | 7 728 | 11,94 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 348 | 11 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 672 430 | 21 269 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 785 | 0,73 | 56 | 12,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 473 | 5 858,35 | 1 027 | 6 746,67 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 400 | 202 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51 139 | 529,25 | 1 511 | 553,68 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12 336 | 17,63 | 390 | 30,87 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 586 420 | 7,67 | 18 548 | 19,54 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 102 | 70,00 | 3 | 200,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 613 | 44,02 | 51 | 64,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 562 616 | 17 796 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 25 900 | 22,75 | 819 | 36,27 | |||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 187 379 | 52,39 | 6 | 66,67 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 36 878 | 1 166 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 850 | 217 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 288 | 2,83 | 262 | 14,41 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 708 478 | 11,38 | 148 929 | 23,65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 71 164 | 199,27 | 2 251 | 213,81 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 10 516 | 5,16 | 333 | 16,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 13 500 | 23,85 | 427 | 37,74 | |||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 875 | 249 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 841 | 1 | ||||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 8 134 | 257 |
