Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF inkluderar Sterling Financial Group, Inc., Summit Investment Advisory Services, LLC, High Note Wealth, LLC, Orion Portfolio Solutions, LLC, PFG Advisors, Koshinski Asset Management, Inc., Creative Planning, Avidian Wealth Solutions, LLC, Mercer Global Advisors Inc /adv, Captrust Financial Advisors, Prospera Financial Services Inc, Creative Financial Designs Inc /adv, North Star Investment Management Corp., Tableaux Llc, Us Bancorp \de\, Strategic Wealth Designers, GPS Wealth Strategies Group, LLC, och Boreal Capital Management 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 138 721 | 66,83 | 3 223 | 66,94 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 177 871 | 3,56 | 4 132 | 4,32 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 49 204 | 1,68 | 1 143 | 1,78 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 724 261 | 116,28 | 16 825 | 116,39 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 000 | 46 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 12 551 | 16,49 | 292 | 16,40 | ||||
| 2025-08-08 | 13F | Creative Planning | 12 580 | 292 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 869 | 62,13 | 20 | 66,67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143 670 | 5,82 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 15 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 309 | 0,46 | 30 | 0,00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 79 140 | 0,62 | 1 838 | 0,66 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 69 930 | 9,74 | 1 624 | 9,80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 202 776 | 0,66 | 4 710 | 0,71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 930 | 1,64 | 254 | 2,02 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 1 210 761 | 28 126 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 913 | 254 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 822 | 39,82 | 135 | 40,63 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 80 035 | 2,27 | 1 859 | 2,31 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 49 319 | 460,44 | 1 146 | 461,27 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 231 997 | 12,39 | 5 389 | 12,43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33 020 | 1,60 | 767 | 1,72 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 26 056 | 0,03 | 605 | 0,17 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 25 850 | 12,67 | 600 | 12,78 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 685 592 | 25,98 | 15 912 | 25,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 262 625 | 1,79 | 6 101 | 1,82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 202 734 | 44,27 | 4 710 | 44,32 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 517 294 | 66,17 | 12 017 | 66,24 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 | 0 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 67 198 | 12,33 | 1 561 | 12,38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 144 299 | 10,97 | 3 352 | 11,03 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14 719 | 2,06 | 342 | 2,10 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 598 347 | 36,55 | 13 900 | 36,61 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 34 441 | 0,33 | 800 | 0,38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 064 628 | 23,99 | 24 731 | 24,04 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 55 710 | 14,50 | 1 294 | 14,61 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 435 | 289 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 31 575 | 37,55 | 733 | 38,56 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 99 793 | 12,11 | 2 318 | 12,20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 316 269 | 8,25 | 7 347 | 8,28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 69 235 | 1 608 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 60 020 | 7,53 | 1 394 | 7,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 126 076 | 25,35 | 2 929 | 25,40 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 9 313 | 0,22 | 216 | 0,47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15 309 | 30,89 | 356 | 31,00 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 415 775 | 15,57 | 9 658 | 15,62 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 29 845 | 41,77 | 693 | 42,01 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 345 | 9,07 | 54 | 10,20 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 006 | 279 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 1 363 | 248 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 117 099 | 9,50 | 25 950 | 9,55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 373 758 | 2 046,31 | 8 682 | 2 049,01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209 350 | 1,44 | 4 864 | 1,48 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 067 | 211 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 304 244 | 4,38 | 7 043 | 4,84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 146 582 | 2,46 | 49 865 | 2,50 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 37 902 | 57,09 | 880 | 57,14 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 228 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 78 255 | 1 817 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 209 534 | 11,40 | 4 867 | 11,45 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 249 860 | 15,78 | 5 804 | 15,85 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 34 327 | 14,29 | 794 | 13,12 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 43 540 | 1,38 | 1 011 | 1,40 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 20 379 | 23,66 | 473 | 23,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 285 | 6,60 | 332 | 6,43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 271 980 | 3,15 | 6 325 | 3,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 93 990 | 2,56 | 2 183 | 2,63 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 53 070 | 15,60 | 1 233 | 15,68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 328 597 | 33,01 | 7 633 | 33,07 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 20 321 | 50,06 | 472 | 50,32 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 20 566 | 1,70 | 478 | 1,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 733 946 | 35,34 | 17 050 | 35,40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 136 632 | 1,61 | 3 174 | 1,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 223 | 12,05 | 307 | 12,04 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 22 128 | 514 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 69 536 | 0,08 | 1 615 | 0,12 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 6 734 | 19,46 | 156 | 20,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 574 | 129 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 151 | 0,45 | 73 | 1,39 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 37 325 | 0,47 | 867 | 0,58 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 766 062 | 4,25 | 17 796 | 4,30 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 150 167 | 3 488 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 349 866 | 2,54 | 8 127 | 2,59 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 854 318 | 13,11 | 19 846 | 13,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 167 957 | 6,99 | 27 | 8,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 297 431 | 6 909 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 959 | 46 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 400 | 9 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 32 650 | 27,29 | 758 | 27,39 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11 000 | 52,35 | 256 | 52,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 568 962 | 25,49 | 13 217 | 25,54 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 649 | 8,39 | 503 | 8,42 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21 610 | 40,35 | 502 | 40,62 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 38 802 | 12,52 | 899 | 12,25 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 10 089 | 0,56 | 234 | 0,43 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 9 494 | 2,27 | 221 | 2,33 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 83 323 | 17,66 | 1 936 | 17,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 798 372 | 0,87 | 18 546 | 0,92 |
