Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares International Treasury Bond ETF meliputi Raymond James Financial Inc, Patriot Financial Group Insurance Agency, LLC, GeoWealth Management, LLC, Summit Trail Advisors, Llc, Quadrature Capital Ltd, Pensionmark Financial Group, Llc, Neuberger Berman Group LLC, Argonautica Private Wealth Management, Inc, Change Path, LLC, Fortis Group Advisors, LLC, Betterment LLC, Colony Group, LLC, LCR - Leuthold Core ETF, Vance Wealth, Inc., Quartz Partners, LLC, Permanent Capital Management, LP, Ieq Capital, Llc, Client First Investment Management LLC, Natixis Advisors, L.p., dan VERITY Wealth Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 5 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 223,982 | 41.97 | 9,654 | 55.21 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 524,161 | 313.27 | 22,591 | 351.91 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 2,410 | 104 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 84,670 | 15.98 | 3,627 | 25.85 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 15,491 | 668 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,395 | 1 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 112,274 | 4,839 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 31,477 | 189.07 | 1,357 | 216.08 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 8,699 | 57.82 | 375 | 72.35 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 57 | 2 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7,271 | 17.35 | 313 | 28.28 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 4,508 | 194 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 26,416 | 1.76 | 1,139 | 11.24 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9,333 | 402 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 36,626 | 228,812.50 | 1,579 | |||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 10,157 | 438 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25,100 | 1,082 | ||||||
| 2025-07-23 | 13F | DMG Group, LLC | 13,761 | 593 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 839 | 49.29 | 36 | 63.64 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 52,920 | 43.57 | 2,281 | 56.92 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 243 | 36.52 | 10 | 42.86 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 88,273 | 3,805 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 24,012 | 1,035 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 8,887 | 383 | ||||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 162,596 | 21.24 | 7,008 | 32.56 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 130,571 | 5,628 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45,843 | 440.16 | 1,976 | 491.32 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,657 | 690 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 183,866 | 72.04 | 7,925 | 88.08 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 41,504 | 1,789 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 289,269 | 43.24 | 12,467 | 56.62 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 600 | 20.00 | 0 | |||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 29,432 | 23.39 | 1,269 | 19.40 | ||||
| 2025-07-15 | 13F | Permanent Capital Management, LP | 13,872 | 598 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 14,088 | 607 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8,992 | 388 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 89,606 | 0.17 | 3,862 | 9.53 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,105,025 | 30.20 | 47,627 | 42.35 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 8,835 | 381 | ||||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 21,386 | 922 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 162,275 | 4.85 | 6,994 | 14.64 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 18,561 | 769 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 18,353 | 298.11 | 790 | 336.46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93,527 | 77.73 | 4,031 | 94.31 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 16,875 | 727 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 72,974 | 23.14 | 3,145 | 34.63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 296,136 | 12,763 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 6,822 | 294 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,022 | 3.86 | 39 | 2.63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 113,556 | 4,894 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 134,359 | 5,803 | ||||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 5,445 | 235 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 28,037 | 203.60 | 1,208 | 231.87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 171,611 | 56.63 | 7,396 | 71.24 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 9,601 | 414 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 4,668 | 201 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 11,540 | 497 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4,788 | 206 | ||||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 15,970 | 688 | ||||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 592 | 26 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 317,604 | 203.94 | 13,689 | 232.31 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17,924 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15,372 | 489.87 | 662 | 549.02 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29 | 190.00 | 1 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273,417 | 431.03 | 11,784 | 480.78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 19,617 | 845 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4,560 | 71.24 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,552 | 97.86 | 972 | 116.26 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 172,309 | 0.52 | 7,427 | 9.92 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 60,644 | 2.60 | 2,614 | 12.15 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 63,229 | 2,725 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10,129 | 0 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 20,681 | 31.58 | 891 | 43.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1,845 | 145.35 | 80 | 172.41 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4,988 | 39.76 | 215 | 51.77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,328 | 402 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13,792 | 114,833.33 | 594 | |||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 64,096 | 2,763 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 49,484 | 2,133 | ||||||
| 2025-08-13 | 13F | ARGI Investment Services, LLC | 61,453 | 17.51 | 2,649 | 28.48 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 13,518 | 2,658.78 | 583 | 2,963.16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,648,399 | 16,296.41 | 243,446 | 17,840.01 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 30,099 | 1.37 | 1,297 | 10.85 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 134,056 | 860.77 | 5,778 | 950.36 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 260 | 11 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29,037 | 16.99 | 1 | |||||
| 2025-08-13 | 13F | Avos Capital Management, LLC | 151,369 | 23.62 | 6,524 | 35.18 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13,194 | 569 | ||||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 405,259 | 17,467 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4,919 | 5.67 | 212 | 15.85 |
