Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF meliputi Wealth Advisory Team LLC, Two Sigma Securities, Llc, Higgins & Schmidt Wealth Strategies LLC, Equita Financial Network, Inc., Atlantic Trust, LLC, Twin Peaks Wealth Advisors, LLC, dan Scarborough Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4,288 | 4.51 | 108 | 4.90 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 68,743 | 2 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 23,898 | 81.96 | 602 | 83.23 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22,959 | 37.80 | 578 | 38.70 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 7,026 | 7.93 | 177 | 8.64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8,970 | 175.75 | 226 | 177.78 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14,446 | 0.89 | 364 | 1.68 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 3,980 | 1.09 | 100 | 2.04 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 382,178 | 0.20 | 9,619 | 0.92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19,081 | 16.62 | 480 | 17.65 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 172 | 0.58 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61,700 | 387.59 | 1,553 | 391.14 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 457,113 | 91.30 | 11,421 | 91.27 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 81,593 | 2.59 | 2,054 | 3.32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41,358 | 0.07 | 1,041 | 0.78 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 42,163 | 0.73 | 1,061 | 1.43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 33,961 | 0.43 | 1 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 445,745 | 3.82 | 11,219 | 4.58 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 204,568 | 4.00 | 5,149 | 4.74 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 54,241 | 1.09 | 1,365 | 1.87 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 20,193 | 18.01 | 508 | 18.97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 308 | 2,100.00 | 8 | |||||
| 2025-08-01 | 13F | Motco | 4,408 | 31.50 | 111 | 32.53 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 18,194 | 1.11 | 458 | 1.78 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 27,650 | 8.86 | 696 | 9.62 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 430,701 | 2.24 | 10,841 | 3.14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 177,521 | 2.08 | 4,468 | 2.83 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 12,520 | 0.14 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 226,945 | 4.48 | 5,712 | 5.23 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,565 | 8.20 | 241 | 9.09 | ||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 26,000 | 13.02 | 654 | 0.77 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 341,472 | 2.28 | 8,595 | 3.02 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 392,712 | 2.41 | 9,885 | 3.15 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 1,758 | 3.78 | 44 | 4.76 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 88 | 1,000.00 | 2 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 18,812 | 6.19 | 474 | 7.01 | ||||
| 2025-07-09 | 13F | Exchange Bank | 21,166 | 1.58 | 533 | 2.31 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 38,563 | 8.27 | 971 | 8.99 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 28,382 | 0.83 | 714 | 1.56 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 64,261 | 5.85 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 0 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 356,898 | 8.63 | 8,983 | 9.42 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 167 | 4 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 8,659 | 218 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 56,096 | 12.05 | 1,412 | 12.79 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 10,861 | 0.11 | 273 | 2.25 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 19,321 | 1.63 | 486 | 2.32 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12,691 | 14.58 | 319 | 15.58 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 4,916 | 0.63 | 124 | 2.50 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 479,307 | 1.93 | 12,064 | 2.66 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 42,298 | 41.69 | 1,065 | 42.63 | ||||
| 2025-08-14 | 13F | Fmr Llc | 90 | 23.29 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13,233 | 0.08 | 333 | 0.91 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 361,197 | 4.39 | 9,091 | 5.15 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 78,959 | 2.66 | 1,987 | 3.38 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 227 | 11.82 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 45,667 | 65.88 | 1,149 | 67.25 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 513,122 | 1.95 | 12,915 | 2.69 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1,139 | 84.30 | 29 | 86.67 | ||||
| 2025-07-21 | 13F | Impact Investors, Inc | 300,236 | 11.04 | 7,557 | 11.84 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 203,488 | 7.32 | 5 | 25.00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 8,558 | 215 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 10,028 | 1.69 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 70,000 | 40.00 | 1,762 | 40.99 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5,501 | 7.32 | 138 | 7.81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 116,674 | 8.09 | 3 | 0.00 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 910 | 11.11 | 23 | 10.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 41,985 | 5.63 | 1,057 | 6.34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 34,041 | 1.09 | 857 | 1.78 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 115,992 | 0.99 | 2,904 | 1.18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 943,705 | 1.61 | 23,752 | 2.34 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 23,055 | 11.38 | 580 | 12.19 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 501 | 17.88 | 13 | 20.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 117,111 | 51.21 | 2,948 | 52.30 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 38,488 | 21.43 | 969 | 22.22 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 100,727 | 1.95 | 2,535 | 2.67 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 15,576 | 24.53 | 392 | 25.64 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 233,048 | 81.65 | 5,866 | 82.94 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 81,727 | 3.61 | 2,057 | 4.36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 22,121 | 79.00 | 557 | 80.52 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 72,898 | 0.58 | 1,835 | 1.27 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 11,154 | 0.80 | 281 | 1.45 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 78,002 | 3.48 | 1,963 | 4.25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,438 | 0.46 | 263 | 1.16 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 16,182 | 34.28 | 407 | 35.22 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 87,615 | 7.41 | 2,205 | 8.19 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,628 | 39.62 | 268 | 40.53 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 416,825 | 0.12 | 10,491 | 0.84 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14,538 | 366 | ||||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 266,074 | 6,652 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 21,977 | 0.53 | 553 | 1.28 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 9,074 | 0.61 | 228 | 1.33 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 9,667 | 15.98 | 243 | 16.83 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 27,470 | 0.52 | 691 | 1.32 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 469,430 | 25.97 | 11,816 | 26.88 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5,577 | 13.52 | 140 | 14.75 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 8,957 | 0.06 | 225 | 0.90 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 8,224 | 1.09 | 207 | 1.48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 779,912 | 3.82 | 20,292 | 8.07 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19,684 | 12.44 | 495 | 13.27 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1,448 | 1.12 | 36 | 2.86 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 48,563 | 6.50 | 1,222 | 7.29 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 3,918 | 9.78 | 99 | 10.11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 23,337 | 0.21 | 587 | 1.03 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15,429 | 388 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11,546 | 11.79 | 289 | 12.94 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 120,767 | 5.99 | 3,040 | 6.44 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 69,075 | 2.49 | 1,739 | 3.21 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14,164 | 1.08 | 357 | 1.71 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 400 | 10 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 24,484 | 3.44 | 616 | 4.23 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 12,439 | 8.94 | 311 | 9.89 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15,982 | 0.01 | 402 | 0.75 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 12,302 | 1.05 | 310 | 1.64 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 3,144 | 79 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 13,927 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42,752 | 5.05 | 1,076 | 5.80 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 142,972 | 1.48 | 3,599 | 2.22 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 15,601 | 0.09 | 393 | 0.77 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 162,491 | 11.85 | 4,090 | 12.64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265,393 | 1.58 | 6,680 | 2.31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 226,647 | 3.12 | 5,671 | 3.98 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 17,828 | 0.12 | 449 | 0.90 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 39,453 | 57,078.26 | 993 | 99,200.00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 73,618 | 35.21 | 1,853 | 36.18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 775 | 1.17 | 20 | 0.00 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 156,788 | 4.76 | 3,931 | 4.83 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 133,360 | 2.85 | 3,357 | 3.58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,341 | 13.97 | 59 | 13.73 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,260 | 32.26 | 132 | 33.33 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 20,673 | 0.74 | 520 | 1.56 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,117,604 | 3.03 | 28,130 | 3.77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16,872 | 13.68 | 425 | 14.59 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9,994 | 0.39 | 252 | 1.21 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 35,322 | 6.90 | 889 | 7.76 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85,993 | 7.89 | 2,164 | 8.69 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 22,151 | 558 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 372,356 | 13.33 | 9,372 | 14.15 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 46,641 | 7.04 | 1,174 | 7.81 |
