Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Morningstar Small-Cap Value ETF meliputi Exchange Traded Concepts, Llc, rebel Financial LLC, Pensionmark Financial Group, Llc, Atlantic Union Bankshares Corp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 162,873 | 9.37 | 9,999 | 13.23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17,329 | 1,064 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40,516 | 2,487 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 10,652 | 153.14 | 654 | 162.25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 47,268 | 1.27 | 2,902 | 4.84 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 5,307 | 3.59 | 326 | 7.26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 187,790 | 24.83 | 11,528 | 29.22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,735 | 0.21 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 130,493 | 19.87 | 8,011 | 24.09 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 43,430 | 1.07 | 2,666 | 4.63 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 5,561 | 33.84 | 341 | 38.62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 6,021 | 2.61 | 371 | 6.63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7,255 | 98.33 | 445 | 106.02 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 51,568 | 6,039.05 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6,793 | 23.20 | 417 | 27.91 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45,910 | 2,868 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 136 | 8 | ||||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 189,512 | 1.71 | 11,634 | 5.29 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5,038 | 12.63 | 310 | 16.60 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 281,895 | 6.10 | 17,306 | 9.84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 19,318 | 3.80 | 1,186 | 7.43 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9,311 | 8.57 | 572 | 12.40 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 395,792 | 67.70 | 24,298 | 73.61 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3,676 | 0.11 | 226 | 3.69 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 5,639 | 0.50 | 346 | 4.22 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3,356 | 206 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 40,506 | 5.05 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 62,117 | 9.02 | 3,813 | 12.88 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,741 | 0.49 | 352 | 4.14 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 450 | 29 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 158,315 | 43.38 | 9,718 | 48.43 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9,670 | 5.51 | 594 | 9.21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 92 | 5.75 | 6 | 0.00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 317,150 | 19,470 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 27,555 | 2.15 | 1,692 | 5.75 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,621 | 8.31 | 161 | 12.59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204 | 13 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 60,270 | 540.76 | 3,700 | 564.09 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 56,034 | 2.76 | 3,440 | 6.37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35,563 | 1.93 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 50,332 | 49.57 | 3,227 | 61.75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,854 | 0.06 | 630 | 8.06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9,190 | 56.03 | 563 | 61.32 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4,355 | 7.50 | 267 | 11.25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 79 | 1.28 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 43,078 | 35.94 | 2,645 | 40.71 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7,780 | 17.10 | 478 | 21.37 | ||||
| 2025-08-14 | 13F | Comerica Bank | 17,740 | 2.67 | 1,089 | 6.35 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 870 | 67.63 | 53 | 76.67 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17,322 | 44.62 | 1,063 | 49.72 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,955 | 20.47 | 304 | 25.10 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 189,512 | 1.71 | 12 | 0.00 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 6,379 | 392 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 4,324 | 2.95 | 265 | 6.43 |
