Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Equity Factor ETF inkluderar Annex Advisory Services, LLC, Exchange Traded Concepts, Llc, Diversify Wealth Management, Llc, Kohmann Bosshard Financial Services, LLC, Frontier Asset Management, LLC, Strategic Blueprint, LLC, Joule Financial, LLC, BetterWealth, LLC, Russell Investments Group, Ltd., Holos Integrated Wealth LLC, Vanguard Advisers Inc, MidFirst Bank, Golden State Equity Partners, JDM Financial Group LLC, Nbc Securities, Inc., och Bnp Paribas Arbitrage, Sa .
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 | Equitable Holdings, Inc. | 10 096 | 2,29 | 700 | 2,19 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3 748 | 247 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 264 | 17 | ||||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 533 205 | 49,10 | 35 192 | 41,74 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 67 527 | 95,99 | 4 485 | 87,50 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 319 | 0,31 | 22 | 4,76 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 217 819 | 26,12 | 14 376 | 19,89 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 139 568 | 19,74 | 9 211 | 13,83 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 289 | 19 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 8 218 | 19,07 | 542 | 13,15 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4 288 | 1,32 | 283 | −3,41 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 4 273 | 0,26 | 282 | −4,41 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5 218 | 0,02 | 344 | −4,97 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2 584 | 75,54 | 171 | 66,67 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 186 667 | 12 320 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 102 384 | 0,18 | 6 757 | −4,76 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 210 990 | 7,92 | 13 925 | 2,59 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 145 241 | 7,26 | 9 361 | −0,44 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 126 | 8 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12 456 | 822 | ||||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 3 990 874 | 2,00 | 263 398 | −3,44 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6 108 | 36,25 | 403 | 29,58 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 2 891 969 | 14,33 | 190 870 | 8,68 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 213 | 344 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 26 081 | 0,08 | 1 721 | −4,86 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10 194 | 79,41 | 673 | 70,56 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 357 549 | 14,47 | 23 598 | 8,82 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 10 932 | 23,88 | 722 | 17,81 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 10 322 | 0,57 | 681 | −4,35 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 320 | 21 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 595 | 0,17 | 39 | −4,88 | ||||
| 2026-05-15 | 13F | Fmr Llc | 124 795 | 606,09 | 8 236 | 571,23 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 49 322 | 3,34 | 3 255 | −1,75 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1 600 | 107 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 550 | 0,36 | 37 | −5,26 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 5 771 | 46,66 | 381 | 39,19 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5 757 | 380 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 17 132 | 1 131 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 159 621 | 0,89 | 10 535 | −4,10 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 12 737 | 22,87 | 841 | 16,83 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 760 | 2,45 | 314 | −2,48 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 52 646 | 3 762 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4 405 | 291 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 5 445 | 0,26 | 359 | −4,77 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 72 588 | 5,67 | 4 791 | 0,44 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 114 447 | 11,72 | 7 553 | 6,19 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 676 047 | 217,46 | 44 619 | 201,79 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 38 374 | 1,51 | 2 533 | −3,51 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 63 770 | 27,24 | 4 209 | 20,95 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1 980 357 | 6,18 | 135 912 | 4,96 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 879 070 | 10,67 | 190 019 | 5,20 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 250 341 | 16,94 | 16 636 | 11,91 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1 051 355 | 22,70 | 69 831 | 17,38 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 6 355 | 0,02 | 419 | −4,99 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 16 454 | 2,67 | 1 086 | −2,43 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 4 979 | 0,14 | 329 | −4,93 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 321 | 0,31 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1 361 862 | 89 883 | ||||||
| 2026-05-15 | 13F | Obsido Oy | 167 169 | 4,52 | 11 033 | −0,64 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 10 362 | 20,52 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 89 076 | 13,46 | 5 879 | 7,85 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 23 461 | 8,42 | 1 548 | 3,06 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 226 286 | 7,02 | 15 | 0,00 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2 571 | 170 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 165 052 | 0,21 | 10 894 | −4,74 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3 626 489 | 1,88 | 239 348 | −3,15 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 974 | 64 | ||||||
| 2026-05-12 | 13F | Creative Planning | 22 456 | 1,68 | 1 482 | −3,33 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6 415 | 0,03 | 423 | −4,94 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 25 966 | 108,36 | 1 714 | 98,03 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 134 | 9 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 7 594 | 5,02 | 501 | −0,20 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 26 305 | 66,90 | 29 | −97,44 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 35 | 2 | ||||||
| 2026-04-14 | 13F | Joule Financial, LLC | 4 287 | 283 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 23 897 | 65,93 | 1 577 | 57,86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18 366 | 57,15 | 1 212 | 49,45 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 058 | 0,03 | 202 | −5,19 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 10 675 | 0,73 | 705 | −4,22 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 131 877 | 1,92 | 8 704 | 108 687,50 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1 128 442 | 5,66 | 74 477 | 0,44 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2 191 | 0,27 | 145 | −4,64 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 452 | 30 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1 654 | 224,95 | 109 | 211,43 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 929 | 61 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 658 586 | 9,39 | 43 467 | 3,99 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 43 876 | 17,62 | 2 896 | 11,82 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 2 346 333 | 5,66 | 162 906 | 6,20 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 70 651 | 5,34 | 4 663 | 0,13 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3 289 | 217 | ||||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 8 064 | 532 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 4 696 | 1,32 | 310 | −3,74 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 69 854 | 1,87 | 4 610 | −3,15 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 84 353 | 1,25 | 5 567 | −3,75 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 9 022 | 1,18 | 595 | −3,88 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 964 191 | 69,37 | 63 637 | 61,01 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 27 905 | 30,15 | 1 790 | 20,23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 28 | 2 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 3 756 | 248 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 3 928 | 0,03 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 48 312 | 69,14 | 3 | 200,00 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 8 743 | 577 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 5 459 | 360 |
