Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI Intl Value Factor ETF meliputi TLT Family Holdco ULC, Systelligence, LLC, IHT Wealth Management, LLC, Duncan Williams Asset Management, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, PMG Wealth Management, Inc., EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Commons Capital, Llc, WealthPlan Investment Management, LLC, Meridian Financial Partners LLC, JBF Capital, Inc., Vise Technologies, Inc., EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Verity Asset Management, Inc., J.w. Cole Advisors, Inc., Invenio Wealth Partners Llc, Fullcircle Wealth Llc, Accelerate Investment Advisors LLC, Choate Investment Advisors, dan Becker Capital Management Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Custom Index Systems, Llc | 49,452 | 63.65 | 1,626 | 77.70 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 72,192 | 0.00 | 2,470 | 12.89 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 338,038 | 26.99 | 11,118 | 37.80 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 7,999 | 3.28 | 263 | 12.39 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 125,195 | 23.98 | 4,118 | 34.54 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7,174 | 236 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 808,775 | 0.34 | 26,601 | 8.88 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 29,045 | 4.78 | 955 | 13.69 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 7,423 | 5.02 | 244 | 14.02 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 35,877 | 15.39 | 1,180 | 25.16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 692,273 | 64.53 | 22,769 | 78.54 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 85,601 | 2,815 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 10,253 | 13.34 | 337 | 22.99 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 24,966 | 0.40 | 821 | 9.03 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,538 | 141.32 | 610 | 162.50 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 23,269 | 55.89 | 766 | 67.76 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 95,225 | 11.31 | 3,132 | 20.75 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 205,122 | 974.95 | 7 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 113,674 | 31.19 | 3,739 | 42.35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 153,148 | 43.68 | 5,037 | 55.94 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 54,100 | 9.52 | 1,779 | 18.84 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 160,957 | 12.35 | 5,294 | 21.90 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 302,477 | 1.45 | 9,948 | 10.09 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 413,433 | 0.60 | 13,598 | 9.16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 117,546 | 8.02 | 3,866 | 17.22 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 30,424 | 50.94 | 1,001 | 63.93 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 52,099 | 57.88 | 1,714 | 71.30 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 24,322 | 19.71 | 800 | 29.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 778,423 | 37.22 | 25,602 | 48.91 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 49,428 | 13.02 | 1,626 | 8.48 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4,151 | 2.29 | 137 | 11.48 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 116,839 | 0.70 | 3,843 | 9.27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 103 | 3 | ||||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 61,207 | 2 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 24,656 | 10.54 | 811 | 19.82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 193,994 | 1.44 | 6,380 | 10.08 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 5,478 | 180 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1,131 | 37 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 51,975 | 0.38 | 1,709 | 8.92 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 185,789 | 2,452.05 | 6,111 | 2,677.27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 50,534 | 52.01 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 599 | 31.36 | 20 | 46.15 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 98,409 | 59.69 | 3,237 | 73.33 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2,092 | 209,100.00 | 69 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5,152 | 2.20 | 169 | 24.26 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 23,825 | 7.11 | 784 | 16.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 52,064 | 0.28 | 1,712 | 6.93 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 28,955 | 952 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 491 | 0 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67,459 | 106.90 | 2,219 | 124.49 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 54,008 | 1,776 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 48,834 | 3.14 | 1,606 | 11.92 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13,868 | 19.25 | 456 | 29.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 229,515 | 6.15 | 7,549 | 15.18 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 17,355 | 11.25 | 571 | 20.76 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7,128 | 0.35 | 234 | 8.84 | ||||
| 2025-08-08 | 13F | JBF Capital, Inc. | 60,000 | 1,973 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 9,708 | 19.45 | 319 | 29.67 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 63,565 | 2.15 | 2,091 | 10.82 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14,536 | 2.50 | 478 | 11.42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 73,317 | 20.97 | 2,411 | 31.32 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 69,182 | 17.14 | 2,275 | 27.09 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 86,872 | 2,857 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10,321 | 7.02 | 339 | 16.10 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 310,429 | 3.26 | 10,210 | 12.05 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 128 | 4 | ||||||
| 2025-07-29 | 13F | Commons Capital, Llc | 74,786 | 2,460 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 672,133 | 29.15 | 22,106 | 40.14 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 154,961 | 5,097 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 45 | 2.27 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 23,653 | 2.17 | 778 | 10.84 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 23,497 | 1.08 | 773 | 9.66 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 14,065 | 7.43 | 463 | 16.67 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 84 | 0 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 24,201 | 46.39 | 796 | 58.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 138,344 | 0.84 | 4,550 | 9.43 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 591,834 | 9.61 | 19,465 | 18.94 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 27,291 | 4.76 | 898 | 13.69 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 237 | 2.16 | 8 | 0.00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 62,342 | 33.37 | 2,050 | 44.77 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 21,245 | 699 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,679 | 253 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 82,883 | 3 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,140 | 57.00 | 103 | 90.74 | ||||
| 2025-08-07 | 13F | Nwam Llc | 17,050 | 14.54 | 566 | 25.28 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 21,233 | 0.04 | 698 | 8.55 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 12,811 | 1.53 | 421 | 10.21 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28,323 | 105.11 | 1 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 26 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 606,588 | 9,998.02 | 19,951 | 10,861.54 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 96,305 | 5.66 | 3,167 | 14.66 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 8,255 | 272 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10,061 | 44.24 | 331 | 56.40 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 798 | 5.70 | 26 | 18.18 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 408,500 | 13,436 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 96,305 | 3,167 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 352,895 | 2,961.73 | 11,607 | 3,225.50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19,498 | 1.68 | 641 | 10.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 14,649 | 4.98 | 0 | |||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 7,793 | 256 | ||||||
| 2025-08-11 | 13F | Theory Financial Llc | 8,377 | 2.48 | 276 | 11.34 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 88,682 | 9.14 | 2,917 | 18.44 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 26,940 | 0.17 | 886 | 8.71 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 8,567 | 282 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 8,052 | 265 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15,545 | 110.04 | 511 | 128.13 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6,513 | 214 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 99 | 0 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 8,552 | 281 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 103,317 | 5.34 | 3,398 | 14.33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 7,060 | 0.73 | 232 | 9.43 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 162,903 | 0.17 | 5,358 | 8.68 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,788 | 59 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 63,634 | 25.07 | 2,093 | 35.67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 165,699 | 31.16 | 5,450 | 42.31 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 14,338 | 71.18 | 435 | 91.19 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 177,249 | 1.90 | 5,830 | 10.57 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 12,050 | 401 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 245,405 | 33.08 | 8,068 | 44.34 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1,057 | 35 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 13,619 | 4.75 | 448 | 13.45 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 23 | 1 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 15,151 | 8.01 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1,391 | 46 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,883 | 161 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 637 | 2.25 | 21 | 11.11 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 23,852 | 0.56 | 784 | 9.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 98,503 | 22.30 | 3,240 | 31.61 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 79,741 | 2,623 | ||||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 24,364 | 5.14 | 801 | 14.10 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5,365 | 176 | ||||||
| 2025-07-25 | 13F | Hemington Wealth Management | 46,045 | 0.12 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 84,464 | 23.00 | 2,778 | 33.49 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8,948 | 6.28 | 294 | 15.29 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 33,565 | 63.18 | 1,104 | 73.16 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 550 | 18 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8,206 | 270 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 349,012 | 191.62 | 11,476 | 216.40 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,601 | 11.49 | 53 | 20.93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35,617 | 112.50 | 1,171 | 157.93 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 223 | 7 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 18,744 | 27.29 | 616 | 38.12 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 700,825 | 1.83 | 23,050 | 10.50 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 18,124 | 16.21 | 596 | 26.27 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 134,637 | 0.30 | 4,428 | 8.85 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,315 | 36 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 15,823 | 2.24 | 520 | 10.87 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 18,751 | 617 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 20,441 | 2.16 | 672 | 10.89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 98,410 | 416.45 | 3,237 | 460.83 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 21,638 | 73.63 | 712 | 88.59 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 19,388 | 638 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 47,067 | 2.00 | 1,468 | 13.01 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 207,542 | 6,826 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 19,687 | 1.00 | 648 | 9.66 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 64,335 | 2,116 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 184,435 | 1.23 | 6,066 | 9.85 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 72,393 | 1.09 | 2,381 | 9.72 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2,461 | 85 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 16,801 | 553 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263,649 | 148.23 | 8,671 | 169.37 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 62,086 | 151.31 | 2,042 | 172.99 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 6 | -68.75 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,571 | 1.78 | 85 | 10.53 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4,678,576 | 18.67 | 153,878 | 28.77 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 304,441 | 10 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 59 | 2 | ||||||
| 2025-08-07 | 13F | Tacita Capital Inc | 84,810 | 1.22 | 2,789 | 9.85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 915,728 | 12.46 | 30,118 | 22.03 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 101,900 | 0.00 | 3,351 | 8.52 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 42,197 | 2.76 | 1,388 | 11.50 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1,845 | 61 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 109 | 34.57 | 4 | 50.00 |
