Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF inkluderar Burns Matteson Capital Management, LLC, Gts Securities Llc, Advisors Preferred, LLC, SageView Advisory Group, LLC, och Vanguard Advisers Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 81 152 | 1,48 | 3 540 | 2,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 258 841 | 0,21 | 54 907 | 0,88 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 31 089 | 3,93 | 1 356 | 4,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 70 653 | 98,24 | 3 082 | 99,55 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6 790 | 0,10 | 296 | 0,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 519 | 76,53 | 23 | 83,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 65 756 | 4,03 | 2 868 | 4,63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79 583 | 23,65 | 3 471 | 24,45 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 9 915 | 0,33 | 432 | 0,93 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2 220 | 15,93 | 97 | 17,07 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 46 540 | 1,42 | 2 030 | 2,06 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 24 | 84,62 | 1 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 20 168 | 15,92 | 880 | 16,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 772 | 1,89 | 165 | 2,50 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5 045 | 6,14 | 220 | 7,32 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 908 | 0,44 | 40 | 0,00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 10 622 | 463 | ||||||
| 2026-04-06 | 13F | CX Institutional | 346 | 0,58 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10 388 | 5,25 | 450 | 6,13 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3 751 | 0,32 | 164 | 0,62 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 55 271 | 192,76 | 2 411 | 194,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 39 215 | 1 710 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22 720 | 59 689,47 | 991 | 99 000,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7 741 | 0 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 47 778 | 2 084 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 031 | 45 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 127 187 | 0,07 | 5 548 | 0,73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 993 | 11,63 | 218 | 12,44 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 17 955 | 2,24 | 783 | 3,03 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 36 600 | 4,87 | 1 596 | 5,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 32 138 | 70,85 | 1 402 | 71,90 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 12 343 | 36,49 | 538 | 37,60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 198 | 9 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 26 676 | 21,44 | 1 164 | 22,29 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3 519 | 1 410,30 | 153 | 1 430,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19 601 | 0,90 | 860 | 2,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5 308 | 235 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 19 163 | 0,43 | 836 | 1,09 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 12 653 | 3,92 | 552 | 4,55 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 372 | 100,00 | 16 | 100,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 570 | 0,18 | 25 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1 415 | 0,28 | 62 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5 339 | 4,20 | 233 | 4,50 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 537 | 23 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 765 | 77 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 12 391 | 0,48 | 1 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 4 045 | 0,05 | 176 | 0,57 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4 991 | 0,26 | 218 | 0,93 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 3 596 | 157 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | Call | 50 000 | 4 085 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 72 | 24,14 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24 587 | 9,72 | 1 072 | 10,52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 987 | 2,92 | 43 | 4,88 |
