Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares U.S. Equity Factor ETF inkluderar Two Sigma Investments, Lp, Vise Technologies, Inc., Summit Wealth Group Llc / Co, Edge Financial Advisors LLC, RMR Wealth Builders, Newbridge Financial Services Group, Inc., Foundations Investment Advisors, LLC, Wealthfront Advisers Llc, Ieq Capital, Llc, Fort Point Capital Partners LLC, Wsfs Capital Management, Llc, GDS Wealth Management, JNBA Financial Advisors, Hantz Financial Services, Inc., Skopos Labs, Inc., Briaud Financial Planning, Inc, Asset Dedication, LLC, och Strategic Wealth Designers .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 835 | 3,06 | 374 | 14,37 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 67 877 | 0,18 | 4 353 | 10,99 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 8 878 | 0,60 | 586 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 067 110 | 0,59 | 68 434 | 11,45 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 12 800 | 821 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6 480 | 0,03 | 375 | −3,85 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 1 978 894 | 0,10 | 126 035 | 10,82 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 508 281 | 3,81 | 32 596 | 15,02 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 3 239 | 208 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 485 100 | 0,48 | 31 109 | 11,33 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 395 | 346 | ||||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 100 637 | 0,26 | 6 454 | 11,09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16 384 | 6,72 | 1 051 | 18,24 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4 158 | 0,17 | 267 | 10,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 11 868 | 11,21 | 761 | 23,34 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 85 928 | 1,04 | 5 511 | 11,54 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 3 127 | 201 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 212 946 | 2,24 | 13 833 | 14,74 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 742 913 | 9,35 | 111 773 | 21,16 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 148 | 9,63 | 9 | 28,57 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 39 249 | 2,41 | 2 517 | 13,48 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 23 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 119 819 | 2,18 | 7 684 | 13,22 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 133 226 | 1,26 | 8 544 | 12,20 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 115 469 | 205,77 | 7 405 | 238,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 541 548 | 4,24 | 34 730 | 15,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 990 663 | 5,92 | 127 661 | 17,36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 496 049 | 9,90 | 31 812 | 21,77 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 218 849 | 2,25 | 14 035 | 13,29 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4 143 | 266 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 776 204 | 2,98 | 49 777 | 14,10 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 79 122 | 5 074 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 151 700 | 9 729 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 27 856 | 30,53 | 1 786 | 44,62 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 86 236 | 4,18 | 5 530 | 15,45 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 184 701 | 14,24 | 11 845 | 26,58 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 13 550 | 869 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 317 | 0,32 | 20 | 11,11 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 64 957 | 25,34 | 4 166 | 38,88 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 344 | 11,69 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 23 381 | 34,79 | 1 499 | 49,45 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 51 042 | 0,34 | 3 273 | 11,18 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 63 421 | 99,04 | 4 067 | 120,55 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 5 840 | 7,45 | 375 | 19,11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 582 939 | 258,47 | 37 369 | 297,04 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 141 058 | 0,41 | 9 046 | 11,25 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8 663 | 43,81 | 556 | 59,48 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 56 094 | 3 597 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 4 958 | 0,14 | 318 | 10,84 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 147 701 | 7,42 | 9 472 | 19,02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 359 | 0,30 | 151 | 11,03 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 303 | 0,30 | 148 | 11,36 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 296 021 | 35,29 | 18 984 | 49,90 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 155 356 | 34,14 | 9 963 | 48,66 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 747 | 240 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 164 | 2,37 | 70 | 7,69 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 287 401 | 19,04 | 18 431 | 31,89 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 3 821 219 | 2,55 | 245 055 | 13,62 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 864 | 376 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 615 | 104 | ||||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 2 099 726 | 11,45 | 134 655 | 23,48 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 648 | 0,15 | 42 | 10,81 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 113 322 | 3,76 | 7 267 | 14,97 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3 401 663 | 0,32 | 218 149 | 11,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 93 533 | 0,27 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 102 633 | 14,67 | 6 582 | 27,07 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 51 | 0 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8 393 | 538 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 770 165 | 146,78 | 49 391 | 173,43 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 109 882 | 3,56 | 6 998 | 14,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9 793 | 53,93 | 628 | 70,65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 14 316 | 3,02 | 918 | 14,18 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 24 380 | 1 564 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 121 446 | 21,75 | 7 788 | 34,90 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 6 934 | 445 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 478 100 | 9,49 | 30 661 | 21,31 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 588 | 5,14 | 358 | 16,61 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 443 | 22,38 | 28 | 40,00 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 19 185 | 1,23 | 1 230 | 12,23 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 219 049 | 68,66 | 14 048 | 86,87 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 229 860 | 10,58 | 14 741 | 22,52 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 257 225 | 7,58 | 14 888 | 3,17 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 150 | 0 | ||||||
| 2025-08-14 | 13F | Obsido Oy | 140 452 | 4,57 | 9 007 | 15,86 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 26 | 2 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4 537 | 0,27 | 291 | 11,11 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 91 986 | 74,79 | 5 899 | 93,66 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 10 240 | 0,18 | 657 | 11,56 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 170 | 267 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 11 218 | 81,17 | 719 | 100,84 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 731 834 | 4,95 | 46 932 | 16,28 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 697 614 | 2,44 | 44 738 | 13,50 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 32 885 | 2 109 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 150 | 10 |
