Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares U.S. Energy ETF meliputi Banco Santander, S.A., Zurich Insurance Group Ltd/FI, Politan Capital Management LP, Vivaldi Capital Management, LLC, Twin Peaks Wealth Advisors, LLC, Glenmede Trust Co Na, RMG Wealth Management LLC, Hantz Financial Services, Inc., Atlantic Union Bankshares Corp, GAMMA Investing LLC, Armstrong Advisory Group, Inc, Skopos Labs, Inc., dan Mascagni Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 242,090 | 19.23 | 10,947 | 9.36 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 360 | 0.28 | 16 | -5.88 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 79,500 | 3,647 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5,280 | 19.30 | 239 | 9.17 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8,486 | 131.48 | 384 | 112.78 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13,028 | 589 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 753 | 0.67 | 34 | -5.56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,500 | 10.35 | 565 | 1.25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 279 | 28.57 | 13 | 20.00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 163 | 7 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 16,447 | 0.36 | 744 | -7.93 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 5,785 | 262 | ||||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 25 | 1 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 66,649 | 137.19 | 3,014 | 117.55 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6,356 | 287 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2,306 | 0.22 | 104 | -7.96 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 10,103 | 0.06 | 457 | -8.25 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44,061 | 0.35 | 1,993 | -7.95 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 919 | 9.14 | 42 | 0.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,045 | 20.21 | 183 | 10.30 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53,984 | 249.84 | 2,441 | 221.18 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,894 | 0.02 | 221 | -8.30 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 40,455 | 6.94 | 1,829 | -1.88 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 382,778 | 4.16 | 17,310 | -4.45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 260,536 | 6.02 | 12 | -8.33 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 13,964 | 1.89 | 631 | -6.52 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 217,548 | 936.49 | 9,838 | 851.35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 113,236 | 1.65 | 5,121 | -6.76 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 22,817 | 43.70 | 1,032 | 31.84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23,906 | 5.48 | 1,109 | -0.81 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 470 | 0.64 | 21 | -8.70 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 922,662 | 48.18 | 41,723 | 35.92 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 29,433 | 19.38 | 1,331 | 9.47 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,575 | 173.91 | 71 | 153.57 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 62,485 | 2,826 | ||||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 129,917 | 15.27 | 5,875 | 5.72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 22,182 | 12.11 | 962 | 12.65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 209 | 9 | ||||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 4,965 | 0.34 | 225 | -8.20 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,331 | -15.02 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 53,781 | 12.51 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Politan Capital Management LP | 17,209 | 778 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44,381 | 7.27 | 2,007 | -1.62 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 123,388 | 126.11 | 6 | 150.00 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 8,263 | 2.15 | 374 | -6.28 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5,325 | 0.95 | 241 | -7.69 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 650 | 32 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 194,521 | 8,796 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5,041 | 7.26 | 228 | -1.73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 68,249 | 242.25 | 3,087 | 213.94 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12,658 | 8.62 | 572 | -0.35 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 543 | 0.56 | 25 | -7.69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,635 | 1,303.47 | 164 | 1,266.67 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1,084 | 49 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,320 | 17.96 | 60 | 22.92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 340 | 15 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,294 | 110.00 | 239 | 92.74 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 4,510 | 204 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 125 | 0.81 | 6 | -16.67 | ||||
| 2025-08-08 | 13F | Creative Planning | 27,981 | 2.29 | 1,265 | -6.16 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1,719 | 0.64 | 78 | -8.33 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 431 | 0 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 150 | 7 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7,610 | 2.95 | 344 | -5.49 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 97,453 | 15.08 | 4,407 | 5.56 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8,759 | 396 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 5,883 | 0.27 | 266 | -7.96 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,384 | 0.21 | 153 | -7.83 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,000 | 45 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,021 | 13.28 | 453 | 3.90 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 23,597 | 4.75 | 1,091 | 10.89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 71,874 | 18.28 | 3,263 | 10.24 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,017 | 19.93 | 46 | 12.20 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 270 | 12 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 36,832 | 0.63 | 1,666 | -7.71 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 140 | 1,455.56 | 6 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 500 | 23 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 876 | 92.11 | 40 | 77.27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 8,100 | 366 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 181 | 8 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38,032 | 76.35 | 1,720 | 61.71 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 11,020 | 498 | ||||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 82,709 | 1.75 | 3,740 | -6.66 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 35,103 | 15.13 | 1,587 | 5.59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 13,449 | 16.83 | 608 | 7.23 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8,146 | 368 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1,476 | 0.68 | 67 | -8.33 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 845 | 0.60 | 38 | -7.32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,848 | 75.31 | 174 | 74.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 200 | 1.01 | 9 | 0.00 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 27,242 | 0.52 | 1,263 | 11.57 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 310 | 14 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 59,987 | 2.84 | 2,713 | -5.67 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15,472 | 0.27 | 700 | -8.03 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 573 | 3.62 | 28 | 12.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 4,131 | 0.56 | 187 | -7.92 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 44,819 | 6.98 | 2,027 | -1.89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,218 | 281 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124,896 | 2.25 | 5,654 | -6.19 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,747 | 5.62 | 79 | -2.47 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 6,959 | 18.90 | 315 | 9.03 |
