Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares 1-3 Year International Treasury Bond ETF meliputi Summit Trail Advisors, Llc, Rock Creek Group, LP, Proficio Capital Partners LLC, Inlight Wealth Management, LLC, Octavia Wealth Advisors, LLC, Cerity Partners LLC, Kovitz Investment Group Partners, LLC, Retireful, LLC, New Capital Management LP, Wealthspire Advisors, LLC, Permanent Capital Management, LP, Cary Street Partners Financial Llc, Middleton & Co Inc/ma, West Paces Advisors Inc., One + One Wealth Management, Llc, Wealth Enhancement Advisory Services, Llc, Cascade Financial Partners, LLC, Monograph Wealth Advisors, Llc, Quartz Partners, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Colony Group, LLC | 10,782 | 76.67 | 825 | 92.31 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 150,208 | 1,319.33 | 11,500 | 1,443.62 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 53,183 | 4,072 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 257,563 | 1,008.27 | 19,719 | 1,106.06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2,904 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,258 | 119.65 | 172 | 137.50 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 94,468 | 7,232 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,113 | 85 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 21,588 | 56.64 | 1,653 | 70.31 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2,195,405 | 168,080 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 3,228 | 247 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 172,565 | 13,212 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18,022 | 1,380 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 6,489 | 497 | ||||||
| 2025-07-15 | 13F | Permanent Capital Management, LP | 15,149 | 1,160 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 41,353 | 150.59 | 3,166 | 172.61 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3,650 | 279 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6,597 | 80.00 | 501 | 84.87 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 34,437 | 2,636 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6,550 | 501 | ||||||
| 2025-07-07 | 13F | New Capital Management LP | 27,097 | 2,075 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 12,564 | 962 | ||||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 102,965 | 7,883 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 13,430 | 1,028 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3,413 | 261 | ||||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 13,693 | 1,048 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,643 | 660 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5,389 | 413 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 29,316 | 2,162 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 7,230 | 554 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3,339 | 256 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,130 | 87 | ||||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 81,067 | 6.65 | 6,206 | 16.02 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 34,437 | 71.04 | 2,636 | 86.03 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 5,398 | 413 | ||||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 1,086,164 | 83,157 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 67,813 | 5,192 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 3,000 | 230 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 65,251 | 2,670.74 | 4,996 | 2,927.27 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 14,670 | 1,123 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46,434 | 135.05 | 3,555 | 155.68 | ||||
| 2025-08-14 | 13F | Comerica Bank | 2,742 | 210 | ||||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 11,842 | 907 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 142,544 | 10,913 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14,099 | 40,182.86 | 1,079 | 53,850.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13,545 | 111.97 | 1,037 | 130.96 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,714 | 0 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4,771 | 365 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 25,420 | 1,946 | ||||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 149,417 | 11,439 |
