Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Dow Jones U.S. ETF, omfatter Tiaa-cref Individual & Institutional Services, Llc, Vontobel Holding Ltd., Summit Wealth Group Llc / Co, Reflection Asset Management, Smith Chas P & Associates Pa Cpas, Ubs Asset Management Americas Inc, Hamrick Investment Counsel, llc, Vanguard Advisers Inc, Ashton Thomas Private Wealth, LLC, og TIAA Wealth Investment Management LLC .
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 | GWM Advisors LLC | 5.079 | 1,07 | 5 | -99,40 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 9.794 | 3,19 | 1.691 | 7,98 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 354 | 372,00 | 56 | 366,67 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.714 | 0,07 | 430 | -4,23 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 16.321 | 50,17 | 2.586 | 43,51 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.495 | 712 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8 | 1 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 1.769 | 280 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.432 | 0,20 | 544 | -4,23 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 12.091 | 0,17 | 1.930 | -3,55 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.613 | 0,22 | 572 | -4,19 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 30 | 100,00 | 5 | 100,00 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 1.800 | 285 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.787 | 283 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 96.343 | 6,02 | 15.266 | 1,31 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16.700 | 1,05 | 2.646 | -3,43 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 77 | 4,05 | 12 | 0,00 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 2.277 | 0,09 | 361 | -4,51 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 249.037 | 27,50 | 39.460 | 21,84 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.183 | 2.197,89 | 346 | 2.200,00 | ||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 7.220 | 38,31 | 1.144 | 32,25 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.421 | 15,19 | 865 | 10,90 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 5.666 | 11,84 | 939 | 11,92 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 29.537 | 8.150,56 | 4.680 | 7.832,20 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 5.854 | 0,14 | 1.022 | 3,55 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 52 | 8 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 6.341 | 0,22 | 1.005 | -4,29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12.986 | 2.058 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 4.440 | 36,83 | 704 | 30,67 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.391 | 0,22 | 231 | 2,22 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 2.578 | 0,23 | 389 | 10,86 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 2.258 | 0,22 | 358 | -4,29 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.560 | 406 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 206 | 33 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4.430 | 1,58 | 702 | -3,04 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 523 | 0,19 | 83 | -4,65 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 88 | 8,64 | 14 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 77.895 | 1,32 | 12.342 | -3,18 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 987 | 0,30 | 156 | -4,29 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 105.487 | 202,55 | 16.714 | 189,12 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 2.838 | 450 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28.750 | 1,00 | 4.555 | -3,48 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 200 | 32 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 510 | 81 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 742 | 0,13 | 118 | -4,10 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 6.624 | 1.050 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 30.109 | 89,22 | 4.992 | 93,11 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.765 | 4,50 | 755 | -0,13 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 24.204 | 0,30 | 3.835 | -4,15 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12.363 | 149,51 | 1.959 | 138,49 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.562 | 19,50 | 1.168 | 11,25 | ||||
| 2026-01-29 | 13F | Comerica Bank | 31.105 | 0,11 | 5.158 | 2,16 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.150 | 182 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2.887 | 4,26 | 457 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2.912 | 461 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 25.189 | 0,60 | 3.876 | -6,65 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 1.700 | 0,18 | 269 | -4,27 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.043 | 0,23 | 518 | 2,98 | ||||
| 2026-05-15 | 13F | Fmr Llc | 35.994 | 6,10 | 5.703 | 1,39 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3.966 | 0,99 | 628 | -3,53 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1.574 | 0,19 | 249 | -4,23 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 78.622 | 24,15 | 12.461 | 18,63 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 19.542 | 38,53 | 3.096 | 32,36 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 6.341 | 0,22 | 1.005 | -4,29 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 4.276 | 1,23 | 678 | -3,29 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.996 | 7,08 | 316 | 2,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 37.974 | 3,17 | 6.017 | -1,39 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 7.349 | 0,22 | 1.164 | -4,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 24.473 | 23,35 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 27.983 | 7,45 | 4.608 | 6,72 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 674 | 107 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 13.473 | 7,05 | 2.135 | 2,30 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 8.143 | 11,55 | 1.290 | 6,61 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 1.687 | 0,12 | 267 | -4,30 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 1.499 | 0,27 | 238 | -4,05 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.482 | 10,68 | 552 | 5,76 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.420 | 1.017 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 96 | 15 | ||||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 2.051 | 63,95 | 325 | 56,52 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6.204 | 0,03 | 1.027 | -0,19 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 160 | 25 | ||||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 3.864 | 26,73 | 612 | 21,19 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 10.057 | 3,29 | 1.594 | -1,30 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 1.836 | 0,22 | 291 | -4,29 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 20.036 | 2,82 | 3.175 | -1,76 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 40.297 | 2,87 | 6.385 | -1,68 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 1.844 | 309 | ||||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 1.082 | 0,19 | 172 | -4,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 7.637 | 10,20 | 1.266 | 12,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8.696 | 67,26 | 1.388 | 61,02 |
