Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI USA Quality GARP ETF inkluderar Resonant Capital Advisors, LLC, Mount Yale Investment Advisors, LLC, Cornerstone Advisors Asset Management, Inc, Carr Financial Group Corp, Creative Financial Designs Inc /adv, First Community Trust Na, Geneos Wealth Management Inc., Henderson Brothers Financial Partners, LLC, Wealth Enhancement Trust Services, Inc., Strategic Financial Concepts, LLC, Nelson, Van Denburg & Campbell Wealth Management Group, LLC, Impact Capital Partners LLC, Brown Advisory Inc, Moors & Cabot, Inc., Ritholtz Wealth Management, CI Private Wealth, LLC, RFG Advisory, LLC, Us Bancorp \de\, Brookstone Capital Management, och Boston Partners .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-04 | 13F | Archer Investment Corp | 122 | 8 | ||||||
| 2026-05-04 | 13F | Milestones Private Investment Advisors LLC | 60 571 | 4,36 | 3 875 | −1,97 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 38 971 | 172,47 | 2 493 | 155,85 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 12 646 | 206,42 | 809 | 187,54 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 236 134 | 14,74 | 15 105 | 7,78 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4 664 | 298 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 373 937 | 1,01 | 23 921 | −5,12 | ||||
| 2026-04-29 | 13F | Resonant Capital Advisors, LLC | 784 592 | 50 190 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 199 842 | 406,54 | 13 609 | 406,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 502 133 | 47,36 | 32 121 | 38,42 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 61 153 | 9,75 | 3 912 | 3,08 | ||||
| 2026-05-19 | 13F | Sonoma Allocations LLC | 22 981 | 40,57 | 1 498 | 30,94 | ||||
| 2026-05-13 | 13F | Calton & Associates, Inc. | 29 378 | 5,88 | 1 879 | −0,53 | ||||
| 2026-05-07 | 13F | D'Orazio & Associates, Inc. | 158 950 | 4,32 | 10 168 | −2,00 | ||||
| 2026-05-12 | 13F | Carr Financial Group Corp | 190 058 | 12 158 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 111 356 | 28,11 | 7 123 | 20,34 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 45 309 | 119,13 | 2 898 | 105,82 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 14 125 | 81,77 | 904 | 70,70 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 69 517 | 3,04 | 4 447 | −3,20 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 163 | 13,94 | 215 | 18,13 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 1 098 | 95,72 | 69 | 81,58 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 3 381 | 216 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17 385 | 193,17 | 1 112 | 175,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 798 228 | 200,06 | 51 063 | 181,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 63 437 | 74,72 | 4 058 | 64,16 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 4 099 | 262 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 871 | 56 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 756 958 | 72,96 | 48 423 | 62,47 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 16 841 | 32,99 | 1 077 | 24,94 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 070 | 2 553,85 | 132 | 2 540,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 612 564 | 25,32 | 39 186 | 17,72 | ||||
| 2026-04-09 | 13F | Key Client Fiduciary Advisors, LLC | 10 620 | 185,10 | 679 | 168,38 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 107 | 7 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 18 599 | 57,41 | 1 190 | 47,89 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 251 100 | 12,54 | 16 063 | 5,71 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 129 075 | 8 257 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 352 | 369,33 | 23 | 340,00 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 467 813 | 5,37 | 29 926 | −1,03 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 38 542 | 377,48 | 2 | |||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 240 831 | 2,37 | 15 406 | −3,84 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 14 453 | 40,73 | 925 | 32,19 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 22 283 | 18,75 | 1 425 | 11,59 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 80 861 | 1 176,22 | 5 247 | 1 081,76 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 8 600 | 55,80 | 550 | 46,67 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 102 971 | 3,53 | 6 587 | −2,75 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 409 425 | 24 721 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 6 000 | 409 | ||||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 56 717 | 3 628 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 546 192 | 52,03 | 34 940 | 42,81 | ||||
| 2026-04-22 | 13F | JNBA Financial Advisors | 366 | 2 187,50 | 23 | 2 200,00 | ||||
| 2026-04-22 | 13F | Lakeshore Capital Group, Inc. | 108 795 | 3,30 | 6 960 | −2,97 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 33 837 | 13 940,25 | 2 165 | 13 431,25 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 15 366 | 983 | ||||||
| 2026-04-16 | 13F | Stonebridge Wealth Management, LLC | 30 107 | 0,73 | 1 926 | −5,41 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 6 442 | 412 | ||||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 5 363 | 343 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 7 994 | 511 | ||||||
| 2026-04-17 | 13F | Certified Advisory Corp | 133 439 | 273,31 | 8 536 | 250,70 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 220 429 | 31,05 | 14 101 | 23,10 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6 441 | 43,55 | 412 | 35,08 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 224 439 | 14 357 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 344 709 | 4,49 | 22 051 | −1,85 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 160 | 10 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 5 095 | 31,65 | 326 | 23,57 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 169 050 | 6,69 | 10 815 | 0,22 | ||||
| 2026-05-11 | 13F | Boston Partners | 3 905 | 250 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 58 937 | 15,66 | 3 770 | 8,65 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 24 749 | 24,69 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 842 | 182 | ||||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 718 | 750 | ||||||
| 2026-05-01 | 13F | Avion Wealth | 54 | 58,82 | 0 | |||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 22 371 | 2,19 | 1 431 | 143 000,00 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 7 292 | 466 | ||||||
| 2026-04-10 | 13F | Sunflower Bank, N.A. | 3 707 | 237 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 14 341 | 1 049 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 3 253 | 208 | ||||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 51 119 | 102,83 | 3 270 | 90,56 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1 817 | 0,06 | 116 | −5,69 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 36 566 | 427,27 | 2 339 | 395,55 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 11 238 | 23,20 | 719 | 15,62 | ||||
| 2026-05-12 | 13F | Financial Network Wealth Management LLC | 151 137 | 2,36 | 10 | −10,00 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 3 934 | 252 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 2 225 | 20,34 | 142 | 13,60 | ||||
| 2026-05-11 | 13F | Adapt Wealth Advisors, Llc | 20 567 | 8,48 | 1 316 | 1,86 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 536 662 | 1,33 | 34 | −5,56 | ||||
| 2026-04-17 | 13F | Forefront Wealth Partners, LLC | 3 187 | 204 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 5 784 | 370 | ||||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 6 366 | 407 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 178 040 | 65,51 | 139 329 | 55,47 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 341 459 | 37,63 | 21 843 | 29,29 | ||||
| 2026-04-13 | 13F | Trust Co | 183 | 258,82 | 12 | 266,67 | ||||
| 2026-04-16 | 13F | Park National Corp /oh/ | 308 082 | 4,30 | 19 708 | −2,02 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13 253 | 19,94 | 848 | 12,63 | ||||
| 2026-05-15 | 13F | Gw Henssler & Associates Ltd | 99 535 | 65,79 | 6 367 | 55,75 | ||||
| 2026-05-14 | 13F | Cedar Wealth Management, LLC | 31 929 | 30,81 | 2 042 | 22,86 | ||||
| 2026-01-29 | 13F | Comerica Bank | 109 | 7 | ||||||
| 2026-04-10 | 13F | Impact Capital Partners LLC | 7 488 | 479 | ||||||
| 2026-05-04 | 13F | Henderson Brothers Financial Partners, LLC | 17 390 | 1 112 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22 914 | 1 466 | ||||||
| 2026-04-16 | 13F | First Community Trust Na | 36 380 | 2 327 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 4 785 | 16,00 | 0 | |||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 331 017 | 108,83 | 21 | 110,00 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 145 | 9 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 350 588 | 86,95 | 22 427 | 75,62 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 5 | 0 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 16 520 | 137 566,67 | 1 070 | |||||
| 2026-04-27 | 13F | New England Capital Financial Advisors LLC | 1 020 | 65 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 69 177 | 566,57 | 4 425 | 526,77 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 155 | 10 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3 543 | 227 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 23 358 | 14,63 | 1 494 | 7,71 |
