Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares U.S. Insurance ETF meliputi Colony Group, LLC, Jmac Enterprises Llc, Outlook Wealth Advisors, LLC, Lee Johnson Capital Management, Llc, Bramshill Investments, LLC, Elevate Capital Advisors, LLC, Efficient Advisors, LLC, CoreCap Advisors, LLC, Strategic Blueprint, LLC, Foresight Capital Management Advisors, Inc., Dohj, Llc, Redwood Financial Network Corp, Baker Avenue Asset Management, LP, Bulwark Capital Corp, Harbor Asset Planning, Inc., Exchange Traded Concepts, Llc, Newbridge Financial Services Group, Inc., Oliver Lagore Vanvalin Investment Group, dan Capital Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | SP Asset Management LLC | 19,505 | 0.10 | 2,623 | -2.35 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 38,582 | 0.63 | 5,188 | -1.82 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 26,354 | 25.59 | 3,544 | 22.55 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 1,881 | 0 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 218,926 | 94.11 | 29,437 | 89.38 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 3,260 | 1.56 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,975 | 88.71 | 1,207 | 84.12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 26,783 | 9.08 | 3,601 | 6.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 94,246 | 64.02 | 12,672 | 60.04 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 123,116 | 6.67 | 16,554 | 4.08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,038 | 37.40 | 408 | 34.21 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 63,563 | 3.25 | 8,547 | 0.73 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 1,185 | 159 | ||||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 6,805 | 2.62 | 915 | 0.22 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,027 | 34.95 | 934 | 31.59 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,179 | 562 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,976 | 6.98 | 266 | 4.33 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,816 | 1,723 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,615 | 28.64 | 755 | 25.46 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 31,547 | 4,242 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 4,615 | 12.84 | 621 | 10.12 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 31,776 | 4,273 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 143,014 | 16.51 | 19,231 | 13.68 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 23,537 | 1.00 | 3,165 | -1.46 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 1,704 | 9.72 | 229 | 7.01 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 185,155 | 15.86 | 24,896 | 13.04 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1,911 | 4.65 | 257 | 1.99 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 33,847 | 20.77 | 4,551 | 17.84 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4,991 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 22,362 | 3.39 | 3,007 | 0.87 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 379 | 51 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 89,592 | 35.94 | 12,047 | 32.64 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 667 | 1.99 | 90 | -1.11 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 1,658 | 223 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 11,755 | 1.86 | 1,581 | -0.63 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,175 | 5.90 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 69,142 | 26.20 | 9,297 | 23.13 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1,633 | 220 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 161 | 7.33 | 22 | 5.00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5,041 | 7.85 | 678 | 5.12 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 154 | 48.08 | 21 | 42.86 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 2,140 | 279 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9,065 | 185.87 | 1,219 | 179.36 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 26,406 | 0.98 | 3,551 | -1.47 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 80 | 11 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | 0 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 1,652 | 222 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13,972 | 2.79 | 1,879 | 0.27 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 71,539 | 20.78 | 9,859 | 31.60 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 3,722 | 7.82 | 500 | 5.26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18,067 | 6.45 | 2,429 | 3.89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 553 | 84.33 | 74 | 80.49 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,049 | 60.07 | 3 | 100.00 | ||||
| 2025-08-13 | 13F | Martin & Co Inc /tn/ | 27,079 | 0.31 | 3,641 | -2.15 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 41,990 | 11.30 | 5,646 | 18.32 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 48,550 | 1.05 | 6,528 | -1.39 | ||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 38,338 | 13.61 | 5,155 | 10.84 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 64,165 | 3.32 | 8,628 | 0.81 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 1,754 | 7.74 | 236 | 4.91 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 7,674 | 1,032 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 306 | 41 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 149 | 20 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13 | 2 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 106,596 | 8.94 | 13,588 | 0.76 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4,504 | 606 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,185 | 563 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 19,655 | 77.63 | 2,643 | 73.36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 285 | 38 | ||||||
| 2025-08-08 | 13F | Creative Planning | 1,933 | 21.50 | 260 | 18.26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 731 | 98 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1,491 | 1.22 | 201 | -0.99 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 7,308 | 2.65 | 983 | 0.10 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 11,679 | 1,570 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,138 | 422 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 85,600 | 11,510 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,933 | 260 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 7,500 | 1,008 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 149 | 73.26 | 20 | 81.82 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1,657 | 223 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 177 | 704.55 | 24 | 666.67 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 3,385 | 0.21 | 455 | -2.15 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 36,444 | 0.32 | 4,900 | 3.16 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,988 | 3.10 | 671 | 0.60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,905 | 9.04 | 256 | 6.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 129,238 | 58.62 | 17,377 | 54.76 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9,654 | 53.46 | 1,298 | 49.88 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 10,568 | 65.64 | 1,421 | 61.66 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 6,351 | 854 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 71,910 | 7.33 | 9,669 | 4.71 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 2,330 | 12.24 | 313 | 9.44 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15,648 | 13.59 | 2,104 | 10.85 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 218,944 | 48.78 | 29 | 45.00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,403 | 55.20 | 189 | 51.61 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12,398 | 1.24 | 1,667 | -1.19 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 132,205 | 11.62 | 17,776 | 8.90 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 20 | 3 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 349 | 0.29 | 47 | -2.13 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 9,779 | 1,315 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 2,232 | 300 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 9,350 | 0.14 | 1,257 | -2.26 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 5,125 | 689 |
