Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Morningstar U.S. Equity ETF meliputi Exchange Traded Concepts, Llc, Modern Wealth Management, LLC, Tableaux Llc, Edge Financial Advisors LLC, AlphaCore Capital LLC, DAVENPORT & Co LLC, dan Silvercrest Asset Management Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 269,313 | 5.93 | 23,098 | 17.58 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 614 | 0.33 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 109,584 | 1.39 | 9,400 | 12.57 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 6,595 | 44.95 | 566 | 60.97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 526,156 | 1.58 | 45,134 | 12.79 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,918 | 0.31 | 422 | 11.38 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 494,207 | 3.56 | 42,417 | 15.05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 485 | 0.21 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2,500 | 214 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 81,612 | 76.97 | 7,001 | 96.52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 45,275 | 3.03 | 3,884 | 14.37 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 105,849 | 9,080 | ||||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2,364 | 203 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,782 | 10.42 | 324 | 22.73 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34,179 | 994.08 | 2,932 | 1,116.60 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 11,800 | 1,012 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6,541 | 0.05 | 561 | 11.09 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 273 | 0.37 | 23 | 9.52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15,638 | 0.16 | 1,341 | 11.19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4,153 | 0.17 | 356 | 11.25 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 18,205 | 106.34 | 1,562 | 129.22 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24,000 | 24 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 11,247 | 0.02 | 965 | 11.06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 7,818 | 0.26 | 671 | 11.30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 384,122 | 0.03 | 32,950 | 11.06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,408 | 2.93 | 721 | 14.26 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 272,912 | 23,410 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19,946 | 7.10 | 1,541 | 1.99 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9,346 | 5.16 | 802 | 16.76 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 64,536 | 0.07 | 5,536 | 11.10 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,528 | 303 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36,581 | 175.71 | 3,138 | 206.05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2,350 | 202 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 71,150 | 7.31 | 6,103 | 19.15 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14,050 | 3.65 | 1,205 | 15.09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,610 | 0.27 | 224 | 10.95 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,408 | 626.19 | 378 | 721.74 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,158 | 0.22 | 357 | 11.25 | ||||
| 2025-09-03 | 13F | American Trust | 17,226 | 1,478 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 371 | 0.27 | 32 | 10.71 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 2,536 | 218 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 7,040 | 0.23 | 604 | 11.25 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 30,777 | 2,640 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 16,356 | 11.67 | 1,403 | 24.05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 399 | 1.79 | 34 | 9.68 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,426 | 122 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,666 | 0.04 | 400 | 11.11 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,575 | 0.23 | 1 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 3,920 | 0.28 | 336 | 11.26 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4,118 | 8,479.17 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,281 | 0.02 | 2,426 | 11.03 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 2,694 | 0.04 | 231 | 11.06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 19,972 | 287.81 | 1,713 | 331.49 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 11,984 | 12.25 | 1,028 | 24.64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,872 | 61.80 | 160 | 80.68 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 2,624 | 225 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5,848 | 3.18 | 502 | 14.65 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 226 | 0.44 | 19 | 11.76 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1,718 | 147 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4,076 | 0.30 | 350 | 11.15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,877 | 25.47 | 161 | 40.00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4,693 | 402 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 4,910 | 0.29 | 421 | 11.38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13,463 | 1.90 | 1,155 | 13.14 |
