Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF termasuk Cornerstone Planning, LLC, Congress Wealth Management LLC / DE /, Atlantic Union Bankshares Corp, Hancock Whitney Corp, Greenline Partners, LLC, Beese Fulmer Investment Management, Inc., Sequoia Financial Advisors, LLC, Mosaic Family Wealth Partners, Llc, Pure Financial Advisors, Inc., ADG Wealth Management Group, LLC, SMI Advisory Services, LLC, Gts Securities Llc, McIlrath & Eck, LLC, Creative Capital Management Investments LLC, Avion Wealth, dan Boreal Capital Management LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-21 | 13F | Roman Butler Fullerton & Co | 227 | 3.18 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9,193 | 0.02 | 231 | 0.00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 292,050 | 0.40 | 7,354 | 0.52 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 102,436 | 65.78 | 2,579 | 65.96 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204,261 | 5,143 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 43,581 | 1.34 | 1,097 | 1.48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 63,198 | 187.98 | 1,591 | 188.75 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 37,809 | 7.40 | 952 | 7.57 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 662,035 | 1.01 | 16,670 | 1.13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32,922 | -8.37 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 3,287,717 | 8.07 | 82,686 | 8.50 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 4,549 | 12.30 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6,700 | 105.08 | 169 | 107.41 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 10,924 | 0.64 | 275 | 1.10 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 227,886 | 22.13 | 5,731 | 22.61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5,213,215 | 2,358.95 | 207 | -96.12 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 110,411 | 4.38 | 2,780 | 4.51 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 116,528 | 1.60 | 2,934 | 1.73 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 602 | |||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 55,233 | 1.40 | 1,391 | 1.53 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 10,768 | 0.44 | 271 | 0.74 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 149,731 | 6.58 | 3,770 | 6.71 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 14,552 | 72.40 | 366 | 72.64 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 76,737 | 1,932 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 244,486 | 1.95 | 6,156 | 2.07 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,416,720 | 0.47 | 60,853 | 0.59 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 89,020 | 20.49 | 2,242 | 20.61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10,720 | 0.50 | 270 | 0.37 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 32,256 | 33.15 | 812 | 33.33 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 6,044 | 43.15 | 152 | 43.40 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 61,703 | 19.25 | 1,554 | 19.37 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 75,656 | 0.63 | 1,905 | 0.79 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,401 | 4.87 | 589 | 4.99 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 6,709 | 70.93 | 169 | 71.43 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 23,542 | 6.32 | 593 | 6.47 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 185 | 0 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 231 | -9.41 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 715,929 | 17,934 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 22,950 | 0.61 | 578 | 0.70 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 563,681 | 1.54 | 14,194 | 1.66 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,628 | 34.42 | 91 | 35.82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32,480 | 21.06 | 818 | 21.22 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 157,670 | 3,970 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 117,346 | 0.08 | 2,955 | 0.20 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 500,539 | 2.35 | 12,604 | 2.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 355,174 | 1.81 | 8,943 | 1.93 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 74,915 | 12.87 | ||||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 73,942 | 2.32 | 1,862 | 2.42 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14,316 | 0.02 | 360 | 0.56 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 13,886 | 59.10 | 350 | 59.36 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 1,262,358 | 2.06 | 31,786 | 2.18 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 23,275 | 586 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 439,337 | 640.36 | 11,063 | 641.42 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,559 | 31.57 | 64 | 33.33 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 38,839 | 1.00 | 978 | 1.03 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 378,089 | 92.04 | 9,520 | 92.28 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6 | 0 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 25,866 | 0.09 | 651 | 0.46 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 14,174 | 0.52 | 357 | 0.56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3,785,559 | 0.00 | 95,320 | 0.12 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 39,772 | 0.87 | 998 | 0.61 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 68,672 | 6.04 | 1,729 | 6.20 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 332,080 | 8.21 | 8,362 | 8.33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 209,816 | 19.94 | 5,283 | 20.10 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 40,249 | 0.00 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 60,694 | 1.28 | 1,528 | 1.39 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,851 | 223 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 8,561 | -0.65 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 49,603 | 3.36 | 1,249 | 3.57 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 28,399 | 1 | ||||||
| 2025-08-13 | 13F | CLARET ASSET MANAGEMENT Corp | 9,875 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,425 | 145.53 | 1,194 | 146.19 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 117,042 | 2.08 | 2,947 | 2.22 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 40,233 | 0.16 | 1,013 | 0.30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 63,058 | 8.41 | 1,588 | 8.55 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,473 | 55.96 | 113 | 55.56 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 362,597 | 9,130 | -19.74 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,795,348 | 9.10 | 45 | 9.76 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 12,762 | 321 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,641 | 14.68 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 31,842 | 802 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 3,000 | 76 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 12,368 | 1.04 | 311 | 1.30 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 17,519 | 65.96 | 441 | 66.42 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 67,341 | 0.23 | 1,696 | 0.36 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 16,409 | 1.03 | 413 | 1.23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 450,061 | 27.36 | 11,333 | 27.51 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 201,229 | 2.96 | 5,067 | 3.07 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 44,419 | 1,118 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | 0.00 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,992 | 50 | ||||||
| 2025-04-23 | 13F | Sabal Trust CO | 149,145 | 13.70 | 3,751 | 14.16 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 694,392 | 3.36 | 17,485 | 3.48 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 39,349 | 7.13 | 991 | 7.26 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 203,550 | 3.20 | 5,125 | 3.33 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 244,755 | 6,156 | ||||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 342,207 | 4.90 | 8,617 | 5.02 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 21,514 | 59.37 | 542 | 59.59 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 56,782 | 6.42 | 1,430 | 6.56 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 654,858 | 13.87 | 16,489 | 14.01 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 25,742 | 0.21 | 648 | 0.62 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 138,179 | 53.33 | 3,480 | 53.53 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 22,824 | 48.29 | 575 | 48.32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 935,787 | 6.01 | 23,563 | 6.13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,570 | 201.78 | 90 | 206.90 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 149,018 | 3,752 | ||||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 12,811 | 1.03 | 323 | 1.26 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 19,269 | 0.16 | 485 | 0.41 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 17,934 | 0.18 | 452 | 0.22 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 8,039 | 0.47 | 202 | 0.50 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 23,412 | 0.43 | 590 | 0.51 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 84,311 | 1.73 | 2,123 | 1.82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 71,346 | 42.29 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 20,873 | 0.18 | 526 | 0.19 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 21,488 | 541 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,401,901 | 3.59 | 60,480 | 3.71 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 9,451 | 0.06 | 237 | 0.42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 832,177 | 20,954 | -6.77 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 180,936 | 39.55 | 4,556 | 39.72 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 116,676 | 10.32 | 2,934 | 10.55 | ||||
| 2025-07-17 | 13F | Virginia Wealth Management Group, Inc. | 179,185 | 2.56 | 4,512 | 2.69 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 1,008,412 | 4.63 | 25,392 | 4.75 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 39,551 | 0.02 | 996 | 0.10 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 260,361 | 20.13 | 6,556 | 20.28 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 59,196 | 1.21 | 1,491 | 1.36 | ||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 39,515 | 0.29 | 995 | 0.40 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8,359 | 1.90 | 210 | 1.94 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 154 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,407 | 61 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 7,308 | 12.66 | 184 | 12.88 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 71,347 | 4.18 | 1,797 | 4.30 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 92,339 | 0.01 | 2,325 | 0.13 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 46,905 | 8.12 | 1,181 | 8.25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 22,334 | 1.84 | 562 | 2.00 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 83,954 | 5.28 | 2,114 | 5.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 2,005 | 0.10 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 27,115 | 3.83 | 683 | 3.96 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 17,415 | 1.96 | 439 | 2.10 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 25,426 | 24.64 | 640 | 24.76 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 51,607 | 16.45 | 1,299 | 16.61 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 436,312 | 1.63 | 10,986 | 1.75 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 516 | 2.59 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 513,564 | 12,932 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 17,869 | 0.04 | 450 | 0.00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 33,332 | 4.65 | 839 | 4.74 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 83,184 | 1.16 | 2,095 | 1.26 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 58,321 | 0.85 | 1,469 | 0.96 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 8,494 | 2.91 | 214 | 2.90 | ||||
| 2025-06-23 | NP | LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF | 71,440 | 38.46 | 1,797 | 38.44 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 316,053 | 2.65 | 7,958 | 2.78 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 225 | -3.85 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 50,329 | 4.72 | 1,266 | 5.15 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 30,900 | 15.73 | 778 | 15.95 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 13,000 | 2.36 | 327 | 2.51 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 481,109 | 14.13 | 12,114 | 14.73 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 194,181 | 9.71 | 4,889 | 9.84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 49,648 | 66.92 | 1,249 | 66.98 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1,088,851 | 4.30 | 27,417 | 4.43 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 284 | 10.94 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 232,391 | 14.77 | 5,852 | 14.91 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 364,816 | 1.57 | 9,186 | 1.69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 31,850 | 4.81 | 802 | 4.84 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 159,673 | 34.15 | 4,021 | 34.31 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 81,928 | 0.04 | 2,063 | 0.15 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 22,875 | 1.99 | 576 | 1.95 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 48,906 | 0.07 | 1,231 | 0.16 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 262 | 7 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 263,554 | 575.71 | 6,636 | 577.14 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 217 | 0.00 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 18,598 | 9.45 | 468 | 9.37 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 52,535 | 5.58 | 1,323 | 5.68 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 20,497 | 516 | ||||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 135,082 | 3,401 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,982 | 1.20 | ||||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 92,089 | 70.82 | 2,319 | 71.07 |
