Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Global Clean Energy ETF inkluderar Bank Of Montreal /can/, Arizona PSPRS Trust, Financial Services Advisory Inc, XNAV - FundX Aggressive ETF, BLVD Private Wealth, LLC, Cantor Fitzgerald, L. P., Wiley Bros.-aintree Capital, Llc, Lewis Asset Management, LLC, Glenmede Investment Management, LP, First Pacific Financial, Robbins Farley Llc, Mount Yale Investment Advisors, LLC, Strategic Wealth Partners, Ltd., Boreal Capital Management LLC, Family Legacy Financial Solutions, LLC, Atlantic Union Bankshares Corp, och Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2 393 | 1,14 | 31 | 14,81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 812 | 84,65 | 63 | 110,00 | ||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 310 500 | 3,50 | 4 071 | 2 668,71 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 66 695 | 874 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 96 771 | 10,93 | 1 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 201 | 1,01 | 3 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 39 489 | 87,94 | 518 | 116,32 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 22 175 | 291 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 23 128 | 3,77 | 303 | 19,29 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 158 544 | 0,34 | 2 079 | 15,19 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 10 269 | 1,09 | 135 | 15,52 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 838 116 | 16,11 | 10 988 | 33,31 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 257 | 30 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 93 141 | 1 221 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12 903 | 10,25 | 169 | 27,07 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 2 450 | 32 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 325 | 0,93 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25 998 | 40,32 | 341 | 61,14 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 23 187 | 304 | ||||||
| 2025-08-14 | 13F | Headinvest, Llc | 10 232 | 0,01 | 134 | 15,52 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 112 342 | 80,47 | 1 473 | 107,32 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 524 379 | 32,46 | 6 875 | 52,08 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 107 634 | 2 403,70 | 8 | −83,67 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 316 | 1,28 | 4 | 33,33 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16 007 | 210 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 10 573 | 3,46 | 139 | 18,97 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10 286 | 135 | ||||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 10 000 | 131 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 200 | 29 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49 270 | 64,23 | 646 | 88,60 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 925 | 76,19 | 12 | 140,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13 545 | 3,51 | 178 | 18,79 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 007 | 0,30 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19 549 | 28,81 | 256 | 47,98 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 38 352 | 2,62 | 503 | 17,84 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 6 989 | 0,60 | 96 | 17,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2 135 | 28 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20 841 | 20,62 | 273 | 38,58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 150 000 | 1 966 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 121 | 0,83 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 108 029 | 1,73 | 1 416 | 16,83 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 40 436 | 530 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 118 772 | 6,80 | 1 356 | 7,19 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 15 512 | 308 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 285 | 1,06 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Allianz Se | 761 908 | 4,97 | 9 989 | 20,51 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 10 284 | 135 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24 465 | 23,50 | 321 | 41,59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 108 613 | 51,53 | 14 534 | 73,96 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 68 627 | 13,05 | 900 | 29,73 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 256 674 | 19,56 | 3 355 | 37,78 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | Put | 24 300 | 318 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | Put | 1 000 000 | 13 110 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12 890 | 3,10 | 169 | 18,31 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 88 643 | 77,47 | 1 162 | 103,86 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 87 280 | 29,13 | 1 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 20 500 | 1,03 | 269 | 16,02 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13 010 | 0,08 | 171 | 14,86 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 60 109 | 0,18 | 788 | 15,04 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 84 280 | 4,14 | 1 105 | 19,48 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 594 279 | 7 791 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 47 640 | 9,16 | 625 | 25,30 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 37 471 | 340 545,45 | 0 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 12 | 9,09 | 0 | |||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 200 332 | 2 626 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 760 | 10 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4 897 | 5,84 | 64 | 23,08 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 14 762 | 0,09 | 194 | 14,88 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 18 050 | 237 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1 927 | 25 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 806 658 | 33,76 | 10 576 | 53,59 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 32 620 | 0,01 | 428 | 14,78 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 122 957 | 1,06 | 1 612 | 15,98 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 768 | 76 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 12 097 | 14,15 | 159 | 30,58 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 293 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 650 | 74 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 70 | 1 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 257 | 3 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 11 474 | 0,60 | 150 | 15,38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 276 | 161 | ||||||
| 2025-08-14 | 13F | Arosa Capital Management LP | Call | 300 000 | 3 933 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27 048 | 0,42 | 355 | 15,31 | ||||
| 2025-08-14 | 13F | Arosa Capital Management LP | 32 945 | 432 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 16 284 | 2,89 | 213 | 18,33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 18 027 | 11,85 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 133 752 | 18,74 | 1 753 | 36,31 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 8 330 | 3,09 | 109 | 18,48 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 8 031 | 2 708,04 | 105 | 3 400,00 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 383 900 | 16,58 | 5 033 | 33,83 | |||
| 2025-07-18 | 13F | First Pacific Financial | 3 059 | 40 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55 169 | 7,69 | 723 | 23,59 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 61 400 | 51,60 | 805 | 74,03 | |||
| 2025-08-08 | 13F | Smithfield Trust Co | 43 267 | 7,11 | 1 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 14 053 | 0,72 | 184 | 15,72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 448 | 85 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 126 367 | 1 657 | ||||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 44 400 | 168,28 | 582 | 207,94 | ||||
| 2025-08-12 | 13F | Main Management LLC | 1 216 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 752 | 7,28 | 10 | 12,50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15 226 | 0,01 | 209 | 20,23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 56 176 | 3,95 | 736 | 19,29 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 7 768 | 1,54 | 102 | 16,09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 456 | 9,04 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 32 255 | 18,48 | 368 | 19,09 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 56 915 | 21,65 | 746 | 39,77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29 439 | 66,78 | 386 | 91,54 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 144 172 | 14,12 | 1 890 | 31,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 123 500 | 14,88 | 1 619 | 31,95 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 478 | 42,98 | 229 | 64,75 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 566 | 8,45 | 29 | 7,41 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 61 279 | 253,40 | 803 | 305,56 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 150 | 197 | |||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 17 654 | 1,09 | 231 | 16,08 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 19 786 | 46,14 | 259 | 68,18 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 16 601 | 3,98 | 218 | 19,23 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 11 208 | 147 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 575 | 1,05 | 8 | 16,67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 935 | 12,49 | 52 | 30,77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 88 500 | 17,19 | 1 160 | 34,57 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 897 | 498,00 | 12 | 1 000,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 54 276 | 56,06 | 712 | 79,09 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 61 183 | 17,25 | 802 | 34,79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 203 | 0,27 | 29 | 12,00 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 11 958 | 13,70 | 157 | 30,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 46 920 | 1,59 | 615 | 16,70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 322 | 822,78 | 44 | 975,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 465 | 0,87 | 6 | 20,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6 000 | 100,00 | 79 | 129,41 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 13 401 | 8,77 | 176 | 25,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 105 285 | 1 380 | ||||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 70 300 | 922 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 584 | 8 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 810 | 0,19 | 76 | 15,15 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 482 918 | 35,22 | 6 331 | 55,25 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 10 582 | 1,11 | 143 | 20,17 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11 685 | 1,48 | 153 | 16,79 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 5 550 | 0 | ||||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 39 675 | 10,94 | 536 | 26,48 |
