Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Basic Materials ETF inkluderar RWM Asset Management, LLC, Principal Financial Group Inc, WealthCare Asset Management, LLC, Gerald Baker Financial Group LLC, Summit Financial Consulting LLC, Discovery Capital Management, Llc / Ct, Sherman Porfolios, Llc, Buck Wealth Strategies, LLC, Blue Line Capital, LLC / IL, Lifestyle Asset Management, Inc., Evergreen Wealth Solutions, LLC, Rps Advisory Solutions Llc, HBW Advisory Services LLC, Accent Capital Management, LLC, Expressive Wealth LLC, Scientech Research LLC, Fisher Asset Management, LLC, BTS Asset Management, Inc., Toroso Investments, LLC, och Integrated Advisors Network 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3 532 | 621 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 2 601 | 1,32 | 458 | 15,70 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 79 439 | 13 975 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 1 379 | 254 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1 247 | 31,68 | 219 | 51,03 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 101 287 | 485,47 | 17 818 | 569,10 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 1 402 | 6,86 | 216 | 6,97 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 425 | 260,17 | 75 | 311,11 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 2 414 | 449 | ||||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 49 908 | 8 780 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3 941 | 76,57 | 693 | 102,04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 1 685 | 296 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 690 | 297 | ||||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 8 117 | 0,28 | 1 428 | 14,53 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 1 215 | 214 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2 068 | 0,05 | 364 | 14,15 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 272 927 | 5,29 | 48 013 | 20,31 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 1 300 | 18,18 | 229 | 34,91 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 1 736 | 305 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 100 | 42,86 | 18 | 70,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 1 233 | 217 | ||||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 19 660 | 751,08 | 3 459 | 874,08 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4 529 | 21,26 | 797 | 38,43 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2 002 | 0,05 | 352 | 14,29 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3 543 | 69,77 | 623 | 94,08 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 605 | 8,81 | 106 | 24,71 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 1 654 | 0,24 | 291 | 14,57 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 232 | 41 | ||||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 5 088 | 895 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2 873 | 22,36 | 505 | 39,89 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2 083 | 366 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 1 239 | 218 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 637 | 8,27 | 288 | |||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 1 708 | 300 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1 310 079 | 68 742,83 | 224 417 | 76 492,49 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 2 563 | 451 | ||||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1 233 | 217 | ||||||
| 2026-05-15 | 13F | Scientech Research LLC | 2 350 | 413 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 191 | 1,06 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 28 505 | 41,82 | 5 020 | 62,20 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2 291 | 11,59 | 403 | 27,53 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 4 412 | 53,84 | 776 | 75,96 | ||||
| 2026-05-12 | 13F | Creative Planning | 1 701 | 299 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 23 024 | 4 050 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 1 173 | 206 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 24 956 | 1,19 | 4 390 | 15,62 | ||||
| 2026-05-05 | 13F | UBS Group AG | 80 945 | 1,60 | 14 240 | 16,09 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 21 424 | 403,98 | 4 | |||||
| 2026-05-12 | 13F | ESG Planning | 1 238 | 218 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 1 316 | 232 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1 328 | 0 | ||||||
| 2026-05-14 | 13F | Natixis | 615 | 107 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 171 | 30 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8 416 | 23,89 | 1 480 | 41,63 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 1 452 | 0,28 | 255 | 14,86 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6 985 | 78,83 | 1 229 | 104,49 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 27 485 | 4 835 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 75 | 13 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2 731 | 0,04 | 480 | 14,29 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4 343 | 8,57 | 776 | 19,02 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 321 | 1,90 | 56 | 16,67 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2 624 | 2,10 | 462 | 16,71 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 23 415 | 44,72 | 4 119 | 65,42 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 2 414 | 449 | ||||||
| 2026-05-15 | 13F | EFG International AG | 400 | 70 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 1 282 | 226 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 115 | 20 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 1 459 | 0,07 | 257 | 14,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 021 | 180 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 5 300 | 932 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 13 714 | 12,31 | 2 111 | 16,69 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 1 291 | 227 | ||||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 57 480 | 10 112 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 3 641 | 641 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6 411 | 4,14 | 1 128 | 19,01 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 1 147 | 202 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1 310 | 230 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8 675 | 8,42 | 1 526 | 23,96 | ||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 3 947 | 694 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 374 722 | 176,48 | 65 921 | 215,93 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 20 | 4 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 20 | 4 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 76 123 | 12,90 | 13 392 | 29,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 706 | 476 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6 255 | 963 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2 161 | 6,19 | 380 | 21,41 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 3 826 | 673 | ||||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 10 986 | 1 933 | ||||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 5 088 | 895 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 13 200 | 2 322 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 13 650 | 884,85 | 2 401 | 1 027,23 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 1 542 | 271 | ||||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 2 609 | 459 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 732 | 54,76 | 129 | 77,78 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6 488 | 58,79 | 1 141 | 81,40 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 4 426 | 738,26 | 779 | 860,49 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 55 | 10 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 1 325 | 233 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 39 821 | 85,62 | 7 005 | 112,14 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 777 | 25,32 | 137 | 43,16 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3 616 | 10,38 | 636 | 26,19 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 1 168 | 205 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2 601 | 458 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 4 080 | 54,78 | 21 | −95,06 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 2 105 | 0,05 | 370 | 14,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 3 700 | 27,59 | 651 | 45,74 | |||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 767 520 | 64,20 | 135 022 | 87,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 4 700 | 827 | |||||
| 2026-05-21 | 13F | BankChampaign, National Association | 100 | 270,37 | 18 | 13,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 100 203 | 34,56 | 17 628 | 53,76 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5 297 | 43,39 | 905 | 59,33 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 225 | 40 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 718 | 0,14 | 126 | 14,55 | ||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 11 829 | 207,65 | 2 081 | 251,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1 108 | 39,55 | 195 | 59,02 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2 300 | 10,15 | 405 | 25,86 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 4 861 | 855 | ||||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 1 858 | 33,29 | 327 | 52,34 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 1 298 | 228 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 58 | 10 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1 141 | 201 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 206 | 36 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5 014 | 0,54 | 882 | 14,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 5 816 | 1 023 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 170 329 | 67,64 | 29 964 | 91,55 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 2 189 | 0,27 | 385 | 14,58 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 21 689 | 3 816 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3 769 | 1,59 | 1 | |||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 2 273 | 0,18 | 400 | 14,33 | ||||
| 2026-05-15 | 13F | Discovery Capital Management, Llc / Ct | 11 650 | 2 049 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 7 495 | 54,82 | 1 320 | 76,34 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 74 110 | 191,77 | 13 037 | 233,43 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 18 576 | 3 268 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13 679 | 6,20 | 2 406 | 21,33 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 73 | 12 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 14 491 | 6 608,80 | 2 549 | 7 624,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2 570 | 0,16 | 396 | 3,95 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 15 094 | 113,13 | 2 655 | 143,58 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 65 800 | 11 576 |
