Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Core Dividend ETF meliputi E Six Thirteen, Llc, San Luis Wealth Advisors LLC, Peoples Bank /oh, Iron Financial, LLC, NorthRock Partners, LLC, Capital Asset Advisory Services LLC, Axxcess Wealth Management, Llc, Foundations Investment Advisors, LLC, Citizens Financial Group Inc/ri, Orion Portfolio Solutions, LLC, RFG - Bristol Wealth Advisors, LLC, Collier Financial, Brooks, Moore & Associates, Inc., M3 Advisory Group, LLC, Pacific Sun Financial Corp, Farther Finance Advisors, LLC, Spire Wealth Management, Harbor Asset Planning, Inc., Mount Yale Investment Advisors, LLC, dan Ameritas Advisory Services, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 158,542 | 8 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,881 | 21.13 | 195 | 25.81 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 73,790 | 1.43 | 3,713 | 5.21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,980 | 100 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 50,555 | 22.92 | 2,544 | 27.47 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 32,602 | 1,641 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,592 | 0.25 | 80 | 3.90 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7,465 | 376 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 237,358 | 5.36 | 11,944 | 9.27 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 4,095 | 206 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 429,967 | 196.17 | 21,636 | 207.18 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 82,823 | 30.21 | 4,168 | 35.03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,117 | 25.26 | 408 | 29.94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,685 | 6.43 | 336 | 10.53 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 117,357 | 12.04 | 5,905 | 16.19 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 4,010 | 202 | ||||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 69,785 | 12.35 | 3,512 | 16.53 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 824 | 42 | ||||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 13,802 | 0.59 | 695 | 4.36 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 708,560 | 16.55 | 35,655 | 20.87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36,878 | 454.64 | 1,855 | 476.09 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,254,861 | 14.25 | 113,465 | 18.49 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 56,981 | 0.58 | 2,867 | 4.33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12,501 | 629 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 90 | 42.86 | 5 | 33.33 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 6,181 | 0.06 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,319 | 469 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 13,332 | 99.55 | 671 | 106.79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | 0 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,281 | 305 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 17,188 | 1.14 | 865 | 4.85 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10,415 | 4.15 | 524 | 8.04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34,357 | 9.01 | 1,729 | 13.02 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 5,226 | 3.18 | 263 | 6.94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,976 | 1.36 | 250 | 5.04 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 17,547 | 883 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,990 | 150 | ||||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 5,470 | 274 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 13,988 | 713 | ||||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 27,677 | 116.79 | 1,393 | 124.88 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 6,146 | 309 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,100 | 37.50 | 55 | 44.74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,100 | 1.03 | 880 | 7.06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 38,352 | 8.51 | 1,930 | 12.54 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 183,013 | 3.50 | 9,209 | 7.34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 54,289 | 129.94 | 2,732 | 138.52 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 179,341 | 216.29 | 9,024 | 228.03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 630,300 | 53.54 | 31,717 | 59.23 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 18,192 | 0.07 | 915 | 3.74 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4,906 | 0.59 | 247 | 4.24 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 34 | 2 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 12,400 | 40.72 | 624 | 45.90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,415 | 172 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,791 | 124.40 | 795 | 132.84 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 21,318 | 1,073 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1,347 | 68 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 375 | 19 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 804 | 28.85 | 40 | 33.33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,028 | 52 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 4,727 | 238 | ||||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 1,560,380 | 78,518 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 130,774 | 54.26 | 6,581 | 59.98 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1,248 | 63 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 6,501 | 20.66 | 327 | 25.29 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 17,107 | 861 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,092 | 335.05 | 1,112 | 351.63 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 80,815 | 160.36 | 4,067 | 169.99 | ||||
| 2025-07-17 | 13F | KWB Wealth | 4,924 | 0.33 | 239 | 2.59 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 512,957 | 25,812 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187,364 | 6.56 | 9 | 12.50 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 38,051 | 9.12 | 1,915 | 13.19 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5,955 | 15.79 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13,988 | 704 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26,904 | 41.99 | 1,354 | 47.23 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 75,450 | 0.23 | 3,797 | 3.94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 19,783 | 12.99 | 996 | 17.20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,707 | 7.39 | 740 | 11.45 | ||||
| 2025-04-15 | 13F | Collier Financial | 5,692 | 276 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 8,632 | 60.86 | 433 | 66.15 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 27,273 | 9.91 | 1,392 | 24.73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 249 | 13 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 98,487 | 3.06 | 4,956 | 6.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 51,190 | 5.77 | 2,576 | 9.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 453,781 | 0.42 | 22,834 | 4.15 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 34 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,266 | 53.31 | 1 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 252 | 47.37 | 13 | 50.00 |
