Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares U.S. Industrials ETF, omfatter Summit Financial Consulting LLC, NewEdge Wealth, LLC, Lifestyle Asset Management, Inc., WealthCare Asset Management, LLC, Kiley Juergens Wealth Management, Llc, Fisher Asset Management, LLC, Gerald Baker Financial Group LLC, IMC-Chicago, LLC, Centerline Wealth Advisors, LLC, Buckingham Strategic Partners, Gateway Wealth Partners, LLC, Summit Financial, LLC, Integrated Wealth Concepts LLC, Phillip James Consulting Co., Missouri Trust & Investment Co, Cassaday & Co Wealth Management LLC, Annis Gardner Whiting Capital Advisors, LLC, Reflection Asset Management, TD Capital Management LLC, og Golden State Equity Partners .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisory Services Network, LLC | 7.244 | 16,35 | 1.069 | 15,84 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 4.743 | 0,02 | 700 | -0,43 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 24.020 | 21,11 | 3.544 | 20,59 | ||||
| 2026-04-16 | 13F | McClarren Financial Advisors, Inc. | 1.646 | 1.012,16 | 243 | -0,41 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 3.615 | 0,03 | 533 | -0,37 | ||||
| 2026-05-15 | 13F | Nikulski Financial, Inc. | 7.208 | 39,96 | 1.063 | 39,32 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.395 | 23,14 | 357 | 23,96 | ||||
| 2026-04-20 | 13F | Minichmacgregor Wealth Management, Llc | 83.451 | 11,53 | 12.312 | 11,06 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 40 | 33,33 | 6 | 25,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 11.514 | 0,08 | 1.706 | 1,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 35.576 | 4,98 | 5.249 | 4,52 | ||||
| 2026-04-24 | 13F | Financial Life Planners | 0 | 0 | ||||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 2.917 | 0,07 | 430 | -0,23 | ||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 219.197 | 2,04 | 34.442 | 3,68 | ||||
| 2026-05-01 | 13F | SFE Investment Counsel | 2.280 | 1,42 | 336 | 0,90 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1.084 | 153,27 | 162 | 155,56 | ||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 2.523 | 372 | ||||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 385.643 | 16,15 | 56.898 | 15,66 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.412 | 8,12 | ||||||
| 2026-04-06 | 13F | CX Institutional | 27.016 | 12,41 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 41.635 | 3.899,52 | 6.143 | 3.888,31 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.307 | 15,35 | 342 | 17,18 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3.540 | 14,94 | 522 | 14,47 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.138 | 0,05 | 315 | -0,32 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 101.942 | 3,53 | 15.041 | 3,08 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 24.302 | 3,90 | 3.581 | 3,32 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 42.705 | 9,51 | 6.121 | 5,94 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2.596 | 44,22 | 383 | 43,98 | ||||
| 2026-04-24 | 13F | Essex LLC | 11.440 | 1,76 | 1.688 | 1,32 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 10.930 | 1.613 | ||||||
| 2026-04-21 | 13F | Grey Fox Wealth Advisors, LLC | 2.120 | 0,19 | 313 | -0,32 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 110.306 | 6,03 | 16.275 | 5,57 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 3.967 | 9,40 | 585 | 8,94 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 62.848 | 11,30 | 9.273 | 10,83 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 4.230 | 4,78 | 624 | 4,35 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.312 | 341 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 1.642 | 0,18 | 242 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 18.521 | 0,13 | 2.733 | -0,29 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.103 | 0,05 | 310 | -0,32 | ||||
| 2026-04-29 | 13F | Odyssey Capital Advisors, Inc. | 33.497 | 1,97 | 4.942 | 1,54 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 2.088 | 18,03 | 308 | 17,56 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 43.785 | 36,05 | 6.460 | 35,49 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1.488 | 220 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 6.654 | 4,16 | 982 | |||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 4.849 | 0,92 | 715 | 0,56 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 4.414 | 0,05 | 651 | -0,31 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 3.857 | 56,47 | 569 | 55,89 | ||||
| 2026-05-05 | 13F | Three Seasons Wealth, LLC | 31.293 | 4.617 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 5.543 | 0,02 | 818 | -0,49 | ||||
| 2026-04-28 | 13F | Kiley Juergens Wealth Management, Llc | 2.384 | 352 | ||||||
| 2026-05-11 | 13F | Phillip James Consulting Co. | 1.002 | 118 | ||||||
| 2026-05-12 | 13F | Creative Planning | 19.290 | 0,70 | 2.846 | 0,25 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 268 | 22,94 | 40 | 21,88 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 19.551 | 209,25 | 2.885 | 208,12 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 4.695 | 0,06 | 693 | -0,43 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 17.257 | 17,76 | 2.546 | 17,27 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 1.762 | 0,17 | 276 | 5,77 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 16.337 | 2.410 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 2.550 | 34,64 | 378 | 36,59 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 21.700 | 3.202 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 23.600 | 3.482 | |||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 1.799 | 265 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 42.954 | 5,65 | 6.337 | 5,20 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 12.047 | 0,18 | 1.777 | -0,22 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 4.456 | 0,70 | 657 | 0,31 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 94.980 | 124,74 | 14 | 133,33 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1.653 | 244 | ||||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 30 | 4 | ||||||
| 2026-04-22 | 13F | Muirfield Wealth Advisors Llc | 6.356 | 9,89 | 938 | 9,33 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 54.010 | 7,75 | 8 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.511 | 223 | ||||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 4.510 | 10,27 | 665 | 9,74 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 204.004 | 8,67 | 30.099 | 8,21 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 2.115 | 312 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.879 | 208,03 | 277 | 207,78 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3.988 | 21,18 | 588 | 20,74 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 45.325 | 1,40 | 6.687 | 0,97 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 1.575 | 233 | ||||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 38.388 | 4,71 | 5.664 | 4,25 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | 2.109 | 311 | ||||||
| 2026-05-05 | 13F | Rollins Financial Advisors, LLC | 8.848 | 22,77 | 1.305 | 22,31 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 25.468 | 9,09 | 3.758 | 8,62 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 2.023 | 18,58 | 299 | 18,25 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 679 | 0,15 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 7.789 | 1.149 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5.537 | 2,10 | 817 | 1,62 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 7.587 | 1.119 | ||||||
| 2026-05-11 | 13F | TD Capital Management LLC | 156 | 23 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 245 | 36 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 25.651 | 13,92 | 3.785 | 13,43 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8.894 | 0,06 | 1.312 | -4,02 | ||||
| 2026-05-13 | 13F | Scotia Capital Inc. | 12.073 | 0,43 | 1.781 | 0,06 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 12.874 | 40,12 | 1.908 | 42,31 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 5.800 | 190,00 | 856 | 188,85 | |||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 368 | 54 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 3.900 | 575 | |||||
| 2026-04-17 | 13F | Paragon Financial Partners, Inc. | 2.665 | 0,04 | 421 | 6,60 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.257 | 1.071 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3.037 | 0,46 | 448 | 0,22 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 30 | 4 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 5.037 | 15,69 | 743 | 15,19 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 3.412 | 503 | ||||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 24 | 3 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 31.569 | 26,10 | 4.658 | 25,56 | ||||
| 2026-05-12 | 13F | M&t Bank Corp | 1.722 | 254 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 1.503 | 222 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 5.692 | 840 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6.525 | 5,75 | 963 | 5,25 | ||||
| 2026-05-29 | 13F/A | Ramiah Investment Group | 0 | 0 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 7.242 | 5,85 | 1.068 | 5,43 | ||||
| 2026-04-17 | 13F | Matthew Goff Investment Advisor, LLC | 1.549 | 228 | ||||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 331 | 0,30 | 49 | 0,00 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4.150 | 19,56 | 612 | 19,07 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 3.699 | 0,03 | 546 | -0,37 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 100 | 13 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 2.042 | 6,30 | 301 | 5,99 | ||||
| 2026-04-09 | 13F | Adirondack Capital Advisors, LLC | 22.310 | 18,47 | 3.292 | 17,96 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3 | 0 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 31.901 | 0,24 | 4.707 | -0,19 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 6.329 | 282,65 | 934 | 280,82 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 5.512 | 0,38 | 813 | 0,00 | ||||
| 2026-05-12 | 13F | Laurel Wealth Advisors LLC | 13.685 | 4,23 | 2.152 | 10,64 | ||||
| 2026-05-05 | 13F | PFG Advisors | 1.498 | 221 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 7.682 | 0,01 | 1.133 | -0,44 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.483 | 219 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 9.930 | 0,17 | 1.465 | -0,20 | ||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 1.707 | 0,23 | 252 | -0,40 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 1.526 | 225 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 50 | 7 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 59.790 | 16,49 | 8.649 | 13,73 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 6.123 | 5,24 | 903 | 4,76 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 14.446 | 2,42 | 2.131 | 2,01 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 724 | 107 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 378 | 56 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 3.542 | 523 | ||||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 2.114 | 7,15 | 312 | 6,51 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 1.368 | 202 | ||||||
| 2026-05-07 | 13F | Navellier & Associates Inc | 4.890 | 721 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 400 | 59 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.018 | 0,05 | 298 | -0,34 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 28.067 | 7,33 | 4.141 | 6,89 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 47.186 | 6.962 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 7.067 | 3,05 | 1.047 | 4,70 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 14.067 | 2 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 339 | 52 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 312.509 | 0,23 | 46.108 | -0,19 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 38.915 | 17,87 | 5.741 | 17,35 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 59.996 | 17,89 | 8.852 | 17,39 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 1.523 | 0,07 | 225 | -0,44 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 52.690 | 5,76 | 7.774 | 5,31 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 1.585 | 0,06 | 234 | -0,43 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 1.477 | 5,65 | 218 | 4,83 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 226.294 | 6,67 | 33.388 | 6,21 |
