Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares ESG Optimized MSCI USA ETF inkluderar Modern Wealth Management, LLC, Ryan Investment Management, Inc., TFC Financial Management, Midwest Trust Co, Glenmede Investment Management, LP, Curbstone Financial Management Corp, Kovitz Investment Group Partners, LLC, Associated Banc-corp, OLIO Financial Planning, Forza Wealth Management, LLC, Harbor Asset Planning, Inc., Princeton Global Asset Management LLC, Summit Financial, LLC, Boston Family Office Llc, Atlantic Union Bankshares Corp, Skopos Labs, Inc., Kathleen S. Wright Associates Inc., Angeles Wealth Management, Llc, Biltmore Family Office, LLC, och Private Wealth Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 206 215 | 48,28 | 26 138 | 63,62 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 2 196 | 0,50 | 282 | 12,80 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7 130 | 59,58 | 904 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 612 | 204 | ||||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 2 580 | 4,54 | 327 | 15,19 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 869 | 2,65 | 490 | 13,43 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 859 | 236 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 13 730 | 16,96 | 1 740 | 29,08 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 665 | 89,46 | 84 | 110,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 8 312 | 2,76 | 1 054 | 13,35 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 735 | 92,23 | 473 | 112,11 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 662 | 211 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 10 | 1 | ||||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2 415 | 28,05 | 304 | 41,40 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 96 | 12 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 9 849 | 0,01 | 1 248 | 10,34 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 717 | 3,28 | 598 | 13,93 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 4 254 | 0,05 | 539 | 10,45 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 17 220 | 0,18 | 2 183 | 10,54 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 43 247 | 1,10 | 5 482 | 11,56 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 331 | 295 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 915 | 0,77 | 116 | 10,58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 191 | 405 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 4 840 | 24,77 | 613 | 37,75 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 | 0 | ||||||
| 2025-08-06 | 13F | Agf Management Ltd | 4 900 | 13,95 | 621 | 25,96 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 645 | 8,77 | 82 | 19,12 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1 697 | 215 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 6 516 | 3,12 | 826 | 13,79 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 25 173 | 0,25 | 3 191 | 10,61 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 075 | 0,32 | 643 | 10,67 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 617 | 0,16 | 78 | 11,43 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 4 384 | 1,98 | 556 | 12,58 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29 351 | 1,58 | 3 720 | 12,08 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1 705 | 216 | ||||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3 082 | 7,80 | 391 | 18,90 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 45 | 6 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 97 580 | 1,31 | 12 368 | 11,79 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4 575 | 2,01 | 580 | 12,43 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3 624 | 5,66 | 459 | 16,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 388 825 | 20,29 | 49 284 | 32,73 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 1 696 | 215 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 986 | 9,36 | 252 | 20,67 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 477 637 | 1,69 | 60 541 | 12,20 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 397 | 0,90 | 684 | 11,40 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 8 690 | 1 101 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 540 | 68 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 3 270 | 0,21 | 414 | 10,70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 035 | 6,20 | 638 | 17,28 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 025 | 0 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 2 492 | 0,20 | 322 | 12,63 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 1 821 | 231 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 22 347 | 5,76 | 2 832 | 16,69 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 843 | 107 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 52 517 | 0,35 | 6 657 | 10,73 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 2 112 | 0,96 | 268 | 11,25 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 2 615 | 0,15 | 331 | 10,70 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 89 291 | 1,34 | 10 257 | −4,27 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3 494 | 2,49 | 443 | 13,04 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 708 | 6,35 | 1 231 | 17,37 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 106 435 | 1,24 | 13 491 | 11,70 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 4 717 | 31,03 | 598 | 44,55 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 12 543 | 1 590 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22 374 | 0,25 | 2 836 | 10,61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 173 532 | 4,92 | 21 983 | 15,71 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3 938 | 19,66 | 499 | 32,01 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 059 | 10,82 | 261 | 22,07 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 376 | 6,27 | 681 | 17,21 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 133 471 | 0,41 | 17 | 6,67 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 2 293 | 291 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 5 906 | 5,88 | 748 | 10,32 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 7 017 | 0,23 | 889 | 10,57 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 4 375 | 0,07 | 555 | 10,36 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 1 807 | 229 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 266 | 1,92 | 34 | 13,79 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13 887 | 0,12 | 1 760 | 10,48 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 31 004 | 3,06 | 3 930 | 13,72 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 2 178 | 274 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1 760 | 0,06 | 223 | 10,40 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 040 107 | 4,28 | 131 834 | 15,07 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 544 | 5,22 | 69 | 15,25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 29 994 | 3 802 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 90 082 | 14,76 | 11 418 | 26,62 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 614 | 205 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 386 | 0 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 122 | 5,17 | 15 | 15,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14 433 | 110,98 | 1 829 | 132,99 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 144 | 0,70 | 18 | 12,50 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 7 144 | 906 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 52 934 | 8,63 | 7 | 20,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 074 | 0,24 | 263 | 10,55 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 524 | 700 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 306 480 | 67,45 | 39 | 80,95 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 565 | 88,10 | 180 | 77,23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 2 046 | 0,05 | 259 | 10,68 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 16 369 | 8,63 | 2 323 | 34,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 845 | 0,05 | 234 | 10,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 229 | 24,34 | 409 | 37,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 117 | 12,26 | 775 | 24,00 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 6 800 | 21,43 | 781 | 14,85 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 9 742 | 2,15 | 1 235 | 12,69 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2 503 | 0,16 | 317 | 10,45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25 451 | 19,53 | 3 228 | 32,84 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 555 | 13,46 | 704 | 25,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55 226 | 9,47 | 7 000 | 20,80 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 714 | 2 536,92 | 208 | 2 871,43 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1 664 | 211 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3 052 | 2,90 | 387 | 13,53 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 426 341 | 11,56 | 54 | 25,58 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 182 517 | 24,85 | 23 134 | 37,77 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 971 | 10,34 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16 400 | 62,78 | 2 079 | 79,60 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 937 | 0,25 | 499 | 10,64 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 58 174 | 95,66 | 7 374 | 115,90 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 8 478 | 11,64 | 1 075 | 23,17 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 1 600 | 0 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17 959 | 1,42 | 2 276 | 11,90 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 662 | 100,17 | 591 | 120,97 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 975 | 0,62 | 124 | 10,81 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 4 410 | 0,16 | 559 | 10,50 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 787 | 95,09 | 226 | 115,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27 974 | 9,34 | 3 525 | 20,64 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5 014 | 0,02 | 635 | 10,43 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 2 035 | 0,20 | 258 | 9,83 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 542 | 5,26 | 1 463 | 16,20 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 37 899 | 4,14 | 4 846 | 16,43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8 514 | 1,42 | 1 105 | 15,95 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 432 | 10,49 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 2 629 | 333 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 10 129 | 1,51 | 1 284 | 11,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 21 595 | 2,14 | 2 737 | 12,73 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 9 426 | 0,21 | 1 195 | 10,56 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 30 054 | 36,74 | 3 809 | 50,91 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 1 632 | 207 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 172 | 0,88 | 275 | 11,34 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 131 | 5,18 | 270 | 16,38 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1 607 | 204 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 27 502 | 8,24 | 3 486 | 19,47 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 4 116 | 522 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65 079 | 25,49 | 8 249 | 38,48 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 186 | 24 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3 333 | 29,89 | 422 | 43,54 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 995 | 0,15 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2 484 | 0,20 | 315 | 10,56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22 678 | 43,80 | 2 874 | 58,70 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 416 | 7,81 | 306 | 19,07 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 31 257 | 2,88 | 3 962 | 13,53 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 1 992 | 252 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 10 636 | 0,16 | 1 348 | 10,58 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 9 062 | 3,28 | 1 149 | 14,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 42 615 | 13,01 | 5 | 25,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30 047 | 1,83 | 3 808 | 12,36 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5 430 | 1 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 145 | 33,98 | 591 | 26,82 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 7 018 | 6,38 | 896 | 28,04 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 171 | 0,65 | 529 | 10,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 306 532 | 1,31 | 38 853 | 11,79 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 2 505 | 1,25 | 318 | 11,62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 588 010 | 2,66 | 74 530 | 13,27 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 832 | 105 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14 890 | 15,21 | 1 887 | 27,16 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 11 539 | 32,37 | 1 463 | 46,05 |
