Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Morningstar Value ETF meliputi Permian Investment Partners, LP, Permian Investment Partners, LP, Compass Rose Asset Management, LP, Aristides Capital LLC, Robertson Stephens Wealth Management, LLC, Monograph Wealth Advisors, Llc, Financial Engines Advisors L.L.C., Merit Financial Group, LLC, Edge Financial Advisors LLC, Duncan Williams Asset Management, LLC, Cruiser Capital Advisors, Llc, Two Sigma Investments, Lp, EP Wealth Advisors, Inc., Mercer Global Advisors Inc /adv, Principal Securities, Inc., Twin Peaks Wealth Advisors, LLC, Gladwyn Financial Advisors, Inc., O'shaughnessy Asset Management, Llc, dan N.E.W. 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 37,475 | 1.65 | 3,125 | 4.10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4,175 | 81.29 | 348 | 86.10 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10,016 | 835 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 88,532 | 2.38 | 7 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 59,733 | 8.10 | 4,981 | 10.69 | ||||
| 2025-08-07 | 13F | Compass Rose Asset Management, LP | Put | 500,000 | 40,325 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,770 | 565 | ||||||
| 2025-07-24 | 13F | Verde Servicos Internacionais S.A. | 800 | 0 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 542 | 46 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12,412 | 20.47 | 1,035 | 23.36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 929 | 0.76 | 77 | 2.67 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 8,089 | 28.32 | 675 | 31.38 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,199 | 100 | ||||||
| 2025-08-13 | 13F | Aristides Capital LLC | Put | 100,000 | 8,065 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11,813 | 50.24 | 985 | 54.87 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 8,915 | 743 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 89,184 | 0.69 | 7,437 | 3.09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,625 | 3.32 | 469 | 5.87 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6 | 0 | ||||||
| 2025-08-14 | 13F | OnyxPoint Global Management LP | Put | 968,400 | 78,101 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 31,526 | 414.63 | 2,629 | 427.71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,132 | 0.44 | 110 | 20.88 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | Call | 304,100 | 24.02 | 24,526 | 26.79 | |||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 135,984 | 2.10 | 11,340 | 4.54 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | Put | 1,818,900 | 89.06 | 146,694 | 93.27 | |||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 64,957 | 6.77 | 5,417 | 9.30 | ||||
| 2025-08-14 | 13F | Cruiser Capital Advisors, Llc | 3,500 | 28,273 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3,208 | 0.50 | 268 | 2.69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 410,991 | 1.97 | 34,273 | 4.40 | ||||
| 2025-08-07 | 13F | Marathon Trading Investment Management LLC | Put | 30,000 | 2,420 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,256 | 6.54 | 272 | 9.27 | ||||
| 2025-08-11 | 13F | Anb Bank | 14,548 | 2.16 | 1,213 | 4.66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 812,173 | 2.54 | 67,727 | 4.98 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 3,180 | 0.47 | 265 | 3.11 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 10,825 | 34.02 | 903 | 37.29 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9,878 | 0.34 | 824 | 2.75 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15,783 | 3.27 | 1,316 | 5.79 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 16,480 | 0.01 | 1,374 | 2.38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 65 | 1.56 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | Put | 25,045,000 | 0.38 | 2,019,879 | 2.62 | |||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 15,233 | 4.14 | 1,270 | 6.63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 140,745 | 4.87 | 12 | 10.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 79,691 | 50.79 | 7 | 50.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,910 | 184.23 | 660 | 191.59 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 2,770 | 231 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 25,961 | 0.07 | 2,165 | 2.46 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 700,341 | 1.56 | 58 | 3.57 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,105 | 9.74 | 426 | 12.43 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 904,531 | 2.86 | 75,429 | 5.31 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 50,509 | 0.49 | 4,212 | 2.88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 280,679 | 22.69 | 23,406 | 25.60 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3,982 | 332 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 231,524 | 2.78 | 19,308 | 5.24 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 11,964 | 17.43 | 998 | 20.27 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 290,457 | 0.38 | 24,221 | 2.78 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 4,531 | 38.82 | 378 | 42.26 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,898 | 0.03 | 742 | 2.49 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 103,665 | 381.71 | 8,645 | 393.38 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 3,328 | 0.51 | 277 | 2.97 | ||||
| 2025-08-14 | 13F | Permian Investment Partners, LP | Call | 1,500,000 | 120,975 | |||||
| 2025-08-14 | 13F | Permian Investment Partners, LP | Put | 1,000,000 | 80,650 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 359 | 1.99 | 30 | 3.57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,742 | 229 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 3,300 | 275 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 841,410 | 0.11 | 70,165 | 2.49 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6,395 | 21.83 | 533 | 24.82 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,936 | 245 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 113,090 | 14.15 | 9,431 | 16.87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12,463 | 1,039 | ||||||
| 2025-07-29 | 13F | Commons Capital, Llc | Put | 806 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4,392 | 0.48 | 0 | |||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | Call | 10,000,000 | 25.00 | 806 | 27.73 | |||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,634 | 5.52 | 303 | 8.21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 23,383 | 0.73 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 45 | 4 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 30 | 3 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 702,675 | 1.67 | 58,596 | 4.09 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7,842 | 654 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 17 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 59,044 | 0.06 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,683 | 0.49 | 316 | 9.38 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,036 | 7.35 | 1,170 | 9.96 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | Put | 609,200 | 204.60 | 49,132 | 211.39 | |||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 203,897 | 6.42 | 17,003 | 8.95 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 58,445 | 1.74 | 4,874 | 4.17 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,377 | 1,783 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 15,283 | 15.84 | 1,245 | 16.48 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,485 | 8.36 | 457 | 10.92 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2,488 | 0.44 | 207 | 2.99 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16,967 | 64.74 | 1,415 | 68.74 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9,196 | 2.13 | 767 | 4.50 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 6,750 | 569 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 22,300 | 2 | ||||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 12,970 | 1.99 | 1,082 | 4.44 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 99,800 | 372.99 | 8,049 | 383.65 | |||
| 2025-07-24 | 13F | IFP Advisors, Inc | 102 | 628.57 | 9 | 700.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 141,788 | 0.37 | 11,823 | 2.67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4,601 | 316.38 | 384 | 325.56 |
