Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares North American Natural Resources ETF inkluderar Independent Advisor Alliance, VisionPoint Advisory Group, LLC, Colony Group, LLC, Quadrature Capital Ltd, och Crewe Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 17 640 | 2,53 | 781 | −0,26 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 47 029 | 3,43 | 2 081 | −1,70 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 636 | 2,09 | 205 | −0,49 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 618 | 27 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 121 541 | 0,36 | 5 378 | −2,32 | ||||
| 2025-08-08 | 13F | Creative Planning | 7 540 | 11,42 | 334 | 8,47 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 14 971 | 662 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4 859 | 3,40 | 215 | 0,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 65 | 1,56 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 309 | 7,74 | 58 | 3,64 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 491 | 3,02 | 907 | 0,22 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14 937 | 0,84 | 638 | 3,07 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 30 | 0 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 34 017 | 1,47 | 1 546 | 17,30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 897 | 0,78 | 394 | −0,51 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 15 635 | 4,69 | 668 | −1,62 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 4 767 | 0,10 | 211 | −2,78 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 919 | 0,16 | 85 | −3,45 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 41 391 | 185,28 | 1 832 | 177,85 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 269 | 0,75 | 12 | −8,33 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 12 549 | 3,75 | 555 | 0,91 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 160 | 166,67 | 7 | 250,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 997 | 0,20 | 44 | −2,22 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 100 147 | 1,47 | 48 682 | −1,25 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 39 821 | 4,76 | 1 762 | 1,97 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 33 390 | 2,63 | 1 478 | −0,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 539 | 31,54 | 68 | 38,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82 660 | 9,71 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 200 453 | 3,72 | 8 865 | 0,88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 261 660 | 4,85 | 11 578 | 2,04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 258 479 | 2,01 | 11 | 0,00 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 9 599 | 1,81 | 425 | −0,93 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 | 1 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 30 309 | 4,29 | 1 341 | 1,51 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 7 482 | 1,80 | 331 | −0,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79 846 | 4,98 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 51 874 | 22,79 | 2 295 | 19,53 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 316 622 | 3,35 | 14 011 | 0,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15 698 | 5,80 | 695 | 2,97 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 134 740 | 4 324,96 | 3 | −97,83 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 143 714 | 2,39 | 6 359 | −0,36 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 6 563 | 0,58 | 290 | −2,03 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 150 | 7 | ||||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 8 889 | 0,60 | 393 | −2,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 440 | 0,27 | 196 | 3,70 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 859 | 879 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 40 736 | 1 803 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16 458 | 8,42 | 1 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 189 | 8 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 766 | 1 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 328 | 0,31 | 15 | 0,00 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 8 195 | 481,21 | 363 | 467,19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 47 897 | 574,99 | 2 119 | 558,07 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 508 | 154,00 | 22 | 144,44 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 6 388 | 638,50 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 270 411 | 0,20 | 11 966 | −2,49 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 23 852 | 9,27 | 1 055 | 6,35 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 12 864 | 104,29 | 569 | 98,95 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 42 421 | 1 929 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11 853 | 715,20 | 524 | 706,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28 503 | 6,29 | 1 261 | 3,45 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 6 349 | 281 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 240 453 | 1 411,62 | 10 915 | 1 409,54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 555 | 467 |
