Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds Dec 2032 Term Corporate ETF termasuk Advisors Capital Management, LLC, Atlantic Union Bankshares Corp, Hancock Whitney Corp, Wrapmanager Inc, Frisch Financial Group, Inc., Reliant Wealth Planning, Lbmc Investment Advisors, Llc, Rossmore Private Capital, Granite Harbor Advisors, Inc., Gryphon Financial Partners LLC, Colony Group, LLC, Belpointe Asset Management LLC, Kestra Private Wealth Services, Llc, Sonata Capital Group Inc, Nwam Llc, Accretive Wealth Partners, LLC, Brown Brothers Harriman & Co, Jupiter Wealth Management LLC, Hm Payson & Co, dan Annis Gardner Whiting Capital Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,675,128 | 3.42 | 67,641 | 4.64 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 32,548 | 0.02 | 823 | 1.11 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 126,582 | 11.17 | 3,201 | 12.48 | ||||
| 2025-08-08 | 13F | Summitry Llc | 1,053,450 | 23.39 | 26,636 | 24.84 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 160,433 | 2.59 | 4,057 | 3.79 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 56,010 | 4.97 | 1,416 | 6.15 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 657,139 | 20.96 | 16,616 | 22.39 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 41,744 | 1.75 | 1,055 | 2.93 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 55,983 | 9.91 | 1,416 | 11.24 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 15,544 | 1,072.25 | 388 | 1,112.50 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 26,567 | 672 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 28,265 | 1.00 | 706 | 2.77 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 45,000 | 0.69 | 1,138 | 1.88 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 218,176 | 8.66 | 5,517 | 9.95 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 278,413 | 0.82 | 7,040 | 2.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,177 | 29 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 224,932 | 16.49 | 5,687 | 17.87 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,261,556 | 6.42 | 107,753 | 7.68 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 4,090,943 | 9.52 | 102,192 | 10.81 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 16,612 | 420 | ||||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 88,004 | 2.77 | 2,225 | 3.97 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 5,100 | 130 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 40,939 | 10.50 | 1,035 | 11.89 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 32,890 | 52.96 | 832 | 54.75 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 68,529 | 20.73 | 1,733 | 22.14 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 130,682 | 7.13 | 3,304 | 8.40 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14,320 | 6.61 | 361 | 7.76 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 28,800 | 203.16 | 728 | 207.17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 262,135 | 10.20 | 6,628 | 11.51 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 132,456 | 3 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 103,231 | 2.87 | 3 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9,767 | 11.28 | 247 | 12.33 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 41,836 | 0.89 | 1,058 | 2.03 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 10,247 | 44.06 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 36,322 | 11.26 | 917 | 12.52 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12,273 | 40.55 | 310 | 42.20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 70,106 | 6.93 | 1,773 | 8.18 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 312,775 | 86.34 | 7,899 | 88.32 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 28,010 | 1.53 | 708 | 2.76 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 7,315 | 8.53 | 185 | 9.52 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 808,343 | 26.93 | 20,243 | 27.20 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 66,646 | 4.87 | 1,685 | 6.11 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18,434 | 7.07 | 466 | 8.37 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 247,692 | 8.35 | 6,263 | 9.63 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 219,947 | 5,561 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,630 | 319 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 13,560 | 3.09 | 343 | 4.27 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1,083 | 27 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10,515 | 266 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 216,387 | 6.60 | 5,408 | 8.38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,596,453 | 8.94 | 40,366 | 10.22 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 44,557 | 1,127 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 274 | 7 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 73,185 | 89.33 | 1,850 | 91.71 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 137,444 | 3,475 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 31,865 | 3.45 | 806 | 4.68 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 196,089 | 11.36 | 4,900 | 13.22 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 7,030 | 603.00 | 178 | 637.50 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 446,942 | 2.96 | 11,301 | 4.18 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 35,950 | 49.97 | 909 | 51.59 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 154,504 | 2.15 | 3,907 | 3.36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24,329 | 40.92 | 615 | 42.69 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 20,534 | 69.23 | 519 | 71.29 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 192,006 | 13.33 | 4,855 | 14.67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,710 | 307.86 | 144 | 323.53 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26,958 | 28.54 | 682 | 29.96 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12,889 | 1.08 | 326 | 2.20 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9,528 | 240 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 32,288 | 17.00 | 816 | 18.43 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 19,564 | 495 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,252,296 | 0.89 | 56,949 | 2.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 503,035 | 2.42 | 12,719 | 3.63 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 6,850 | 705.88 | 173 | 723.81 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 103,927 | 3.13 | 2,628 | 4.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 18,297 | 463 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 12,000 | 3.45 | 303 | 4.84 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 62,965 | 89.60 | 2 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 39,199 | 3.83 | 986 | 4.45 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 205,163 | 2.08 | 5,188 | 3.29 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7,984 | 202 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 41,618 | 1,052 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 203,710 | 5,151 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 55,257 | 15.10 | 1,397 | 16.43 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11,745 | 13.14 | 297 | 14.29 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 7,599 | 192 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 192,598 | 2.04 | 4,870 | 3.24 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 126,635 | 0.48 | 3,202 | 1.65 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 496 | 13 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 514,089 | 30.66 | 12,999 | 32.20 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 7,288 | 594.10 | 184 | 607.69 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 61,099 | 264.29 | 1,545 | 268.50 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 73,685 | 16.10 | 1,863 | 17.54 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 218,025 | 1.47 | 5,513 | 2.66 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 57,210 | 4.09 | 1,447 | 5.32 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 12,000 | 0 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 142,263 | 8.60 | 3,597 | 9.90 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 445,324 | 4.72 | 11,260 | 5.96 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2,752,018 | 10.64 | 69,585 | 11.94 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 8,040 | 203 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 58,851 | 1.44 | 1,488 | 2.69 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19,541 | 0.36 | 493 | 1.65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 79,248 | 6.58 | 2,004 | 7.80 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1,316,078 | 3.23 | 33,277 | 4.45 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 16,668 | 72.49 | 421 | 74.69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 9,203 | 233 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 30,280 | 19.43 | 766 | 20.85 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 36,041 | 911 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 758,407 | 16.65 | 19,176 | 18.03 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 297,883 | 7,532 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 20,903 | 24.93 | 529 | 26.32 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 317,816 | 6.33 | 8 | 14.29 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 155,922 | 2.75 | 3,942 | 3.96 | ||||
| 2025-07-31 | 13F | United Community Bank | 1,570 | 96.25 | 40 | 105.26 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 18,233 | 6.79 | 461 | 8.22 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 43,495 | 1,100 |
