Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares U.S. Financial Services ETF meliputi Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF, Two Sigma Investments, Lp, Harbor Asset Planning, Inc., Florida Financial Advisors, Llc, Orrstown Financial Services Inc, Warren Averett Asset Management, LLC, Hartland & Co., LLC, Fiduciary Alliance LLC, Benchmark Financial Wealth Advisors, LLC, Adell Harriman & Carpenter Inc, Royal Capital Wealth Management, LLC, Crescent Grove Advisors, LLC, Glenmede Investment Management, LP, Evolution Wealth Management Inc., West Paces Advisors Inc., Annis Gardner Whiting Capital Advisors, LLC, dan Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wbh Advisory Inc | 8,988 | 151.69 | 769 | 174.64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13,697 | 33.86 | 1,173 | 45.95 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 340 | 0.29 | 29 | 11.54 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 298,829 | 4.94 | 25,580 | 14.36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 32,970 | 13.25 | 2,796 | 23.62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 19,200 | 35.21 | 1,644 | 47.35 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,300 | 175.61 | 967 | 200.31 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7,398 | 139.34 | 633 | 161.57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,934 | 91.05 | 508 | 108.64 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 2,725 | 233 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 158,887 | 0.86 | 13,601 | 9.91 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 21,149 | 2.25 | 1,810 | 11.45 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 | 2 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 950 | 0 | ||||||
| 2025-07-17 | 13F | Consolidated Capital Management, Llc | 6,060 | 3.64 | 519 | 12.85 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 115,807 | 1.98 | 9,913 | 11.14 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44,347 | 2.17 | 3,796 | 11.35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 104,178 | 3.56 | 8,918 | 12.86 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8,898 | 182.21 | 762 | 208.10 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 5,340 | 0.64 | 457 | 9.86 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 383 | 41.85 | 33 | 52.38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21,043 | 53.73 | 1,801 | 67.53 | ||||
| 2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 2,400 | 205 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1,000 | 53.85 | 85 | 70.00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2,379 | 204 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 3,812 | 3.93 | 326 | 13.19 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 922 | 1.65 | 79 | 9.86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 30,900 | 45.07 | 2,645 | 58.10 | |||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,877 | 15.59 | 760 | 25.87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 163,185 | 5.09 | 13,969 | 14.52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51,300 | 14.25 | 4,391 | 24.53 | |||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 417 | 36 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 104,856 | 5.50 | 8,974 | 14.98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25,008 | 23.45 | 2 | 100.00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 3,659 | 20.56 | 313 | 31.51 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,923 | 62.54 | 955 | 81.02 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,418 | 53.63 | 121 | 68.06 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20,457 | 13.64 | 1,751 | 23.92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11,225 | 1.41 | 961 | 10.47 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 8,103 | 692.86 | 630 | 687.50 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 33,509 | 9.78 | 2,868 | 19.65 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 623 | 0.16 | 53 | 10.42 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,835 | 0.04 | 243 | 9.01 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 306 | 26 | ||||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 2,400 | 205 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 505,496 | 4.24 | 43,270 | 13.60 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 900 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,061,357 | 11.34 | 90,852 | 21.34 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2,722 | 233 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 493,269 | 0.53 | 42,224 | 9.56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 548 | 3.79 | 47 | 12.20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18,831 | 3.47 | 1,612 | 12.74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 30,116 | 1.23 | 2,578 | 10.32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,514 | 215 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8,694 | 3.82 | 744 | 13.24 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 13,362 | 4.45 | 1,144 | 13.84 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 23,707 | 3.80 | 2,029 | 13.10 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 6,286 | 11.22 | 537 | 21.22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 32,405 | 17.10 | 2,774 | 27.61 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,368 | 267.70 | 203 | 304.00 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4,604 | 394 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,471 | 5.95 | 297 | 15.56 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 900 | 77 | ||||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 305,036 | 42.17 | 26,111 | 54.92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 26,384 | 0.97 | 2,258 | 10.04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 28,084 | 43.76 | 2,444 | 59.32 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 37,544 | 2.91 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 522 | 1,173.17 | 45 | 1,366.67 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 4,913 | 1.53 | 421 | 10.53 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 63,160 | 4.21 | 5,406 | 13.57 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 130,064 | 2.95 | 11,133 | 12.18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 529 | 0.19 | 45 | 9.76 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5,859 | 0.03 | 502 | 8.91 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 714 | 0.28 | 61 | 10.91 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,268 | 8.52 | 194 | 18.29 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2,928 | 0.38 | 251 | 9.17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3,085 | 264 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 53,900 | 4,614 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6,166 | 0.28 | 528 | 9.11 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,941 | 1.52 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6,431 | 550 | ||||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 2,849 | 0.21 | 244 | 8.97 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5,035 | 4.87 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9,245 | 0.08 | 791 | 9.10 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 3,938 | 41.15 | 337 | 53.88 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,903 | 0.16 | 163 | 8.72 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 300 | 26 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2,731 | 5.81 | 234 | 15.35 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 3,683 | 315 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,891 | 0.03 | 247 | 9.29 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 363 | 31 | ||||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 319,466 | 18.51 | 27,554 | 37.94 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2,848 | 244 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9,411 | 2.74 | 806 | 11.96 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 72,676 | 8.24 | 6,221 | 17.94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,514 | 0.06 | 309 | 11.55 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 64,126 | 2.02 | 5,489 | 11.18 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10,554 | 1.47 | 903 | 10.66 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 645 | 0.31 | 55 | 10.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24,927 | 1.93 | 2,133 | 11.04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,655 | 0.02 | 398 | 9.04 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,008 | 44.95 | 343 | 58.06 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1,006 | 186.61 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 25,847 | 12.65 | 2,213 | 22.75 | ||||
| 2025-06-30 | NP | Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF | 123,177 | 9,571 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,372 | 64.71 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4,491 | 0.20 | 384 | 9.09 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 44,626 | 26.33 | 3,820 | 37.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 68,204 | 7.78 | 5,838 | 17.46 |
