Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF termasuk GenTrust, LLC, National Bank Of Canada /fi/, Raymond James Financial Inc, Tcfg Wealth Management, Llc, Union Bancaire Privee, UBP SA, Bartlett & Co. Wealth Management Llc, Strategic Wealth Partners, Ltd., Jones Financial Companies Lllp, dan Fulcrum Asset Management LLP .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Ameriprise Financial Inc | 127,630 | 22.41 | 3,300 | 19.75 | ||||
2025-08-04 | 13F | Assetmark, Inc | 18,944 | 69.90 | 490 | 65.76 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 3,396 | 2.04 | 88 | -1.14 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 234,889 | 200.94 | 6,072 | 193.85 | ||||
2025-07-31 | 13F | GenTrust, LLC | 42,760 | 1,105 | ||||||
2025-08-12 | 13F | Fca Corp /tx | 11,193 | 8.88 | 289 | 6.25 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 10,182 | 7.01 | 263 | 4.78 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,610 | 93 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 51,156 | 30.82 | 1,322 | 27.73 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 647,638 | 16,741 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,831 | 4.16 | 73 | 1.39 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 79,965 | 2.54 | 2,067 | 0.15 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 71,318 | 1.63 | 1,881 | 10.98 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 468 | 12 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,974 | 31.48 | 310 | 28.22 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 22,180 | 28.93 | 573 | 25.93 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 282 | 1.81 | 7 | 0.00 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 59,486 | 22.27 | 1,538 | 19.43 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 195,133 | 8.35 | 5,044 | 5.81 | ||||
2025-04-24 | 13F | Fulcrum Asset Management LLP | Put | 0 | 2,213 | |||||
2025-08-15 | 13F | Morgan Stanley | 240,214 | 2.21 | 6,210 | -0.18 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 495 | 13 | ||||||
2025-06-27 | NP | DAAVX - Dunham Dynamic Macro Fund Class A | 113,800 | 11,280.00 | 2,756 | 10,500.00 | ||||
2025-08-14 | 13F | Mariner, LLC | 9,269 | 240 | ||||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 566 | 2.54 | 15 | 0.00 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 168,007 | 100.79 | 4,343 | 96.12 | ||||
2025-08-08 | 13F | Creative Planning | 12,502 | 323 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 56,100 | 509.78 | 1,450 | 496.71 | |||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 15,100 | 357.58 | 390 | 348.28 | |||
2025-08-14 | 13F | Gotham Asset Management, LLC | 14,391 | 13.31 | 296 | 7.64 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 8,366 | 216 | ||||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 271,061 | 1.71 | 7,007 | -0.68 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 59,518 | 30.51 | 1,539 | 27.42 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 26,168 | 40.86 | 676 | 37.68 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 36,809 | 17.96 | 952 | 15.27 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,161 | 30 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92,223 | 0.14 | 2,384 | -2.22 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 14,088 | 364 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 51 | 1 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 42,781 | 136.20 | 1,106 | 130.42 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 62,100 | 314.00 | 1,605 | 310.49 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 66,886 | 14.89 | 1,729 | 12.27 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1,530 | 34 | ||||||
2025-08-08 | 13F | Wealth Alliance | 99,059 | 2,561 | ||||||
2025-06-27 | NP | PASIX - PACE Alternative Strategies Investments Class A | 90,720 | 8.03 | 2,197 | 0.05 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 22,085 | 0.56 | 571 | -1.89 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 12,936 | 17.48 | 334 | 14.78 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 21,112 | 546 | ||||||
2025-05-15 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 60,388 | 8.31 | 1,561 | 5.83 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 372 | 10 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 133,848 | 0.62 | 3,388 | -3.78 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8,166 | 211 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 442 | 3,057.14 | 11 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 53,265 | 6.87 | 1,377 | 4.32 |