Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF termasuk NDOW - Anydrus Advantage ETF, Retireful, LLC, Cornerstone Planning, LLC, Mariner, LLC, Kestra Private Wealth Services, Llc, Schmidt P J Investment Management Inc, Liberty Wealth Management Llc, Wealthspire Advisors, LLC, Modera Wealth Management, LLC, Connecticut Wealth Management, LLC, Exchange Capital Management, Inc., Prime Capital Investment Advisors, LLC, Merit Financial Group, LLC, Hamel Associates, Inc., Precision Wealth Strategies, LLC, Woodley Farra Manion Portfolio Management Inc, Black Maple Capital Management LP, Hills Bank & Trust Co, dan CIBC Private Wealth Group, 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 | Mml Investors Services, Llc | 54,525 | 290.83 | 1 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 37,064 | 30.18 | 829 | 30.81 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 90,992 | 13.40 | 2,035 | 13.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 597,469 | 1.30 | 13 | 0.00 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 791,883 | 1.73 | 17,706 | 2.23 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,470,514 | 2.11 | 55,241 | 2.61 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 32,422 | 2,136.00 | 1 | -96.87 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 486,873 | 72.00 | 10,886 | 72.85 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 205,412 | 3.61 | 4,593 | 4.13 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 123,858 | 119.97 | 2,769 | 121.17 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 94,995 | 3.92 | 2,120 | 4.44 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 16,480 | 56.19 | 368 | 57.26 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 9,561 | 0.29 | 214 | 0.47 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 83,044 | 14.31 | 1,857 | 14.85 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 99,009 | 0.22 | 2,214 | 0.68 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 12,298 | 275 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 122,891 | 12.31 | 2,748 | 12.86 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 515,238 | 18.29 | 11,521 | 18.87 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 18,914 | 41.01 | 423 | 44.03 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 51,720 | 0.66 | 1,156 | 1.14 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 124,988 | 9.00 | 2,795 | 9.53 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 104,079 | 0.19 | 2,327 | 0.69 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 174,695 | 6.38 | 3,906 | 6.93 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 260,580 | 2.93 | 5,827 | 3.43 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 10,396 | 0.33 | 232 | 0.87 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12,421 | 0.62 | 278 | 1.09 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 90,433 | 26.81 | 2,007 | 26.94 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 74,568 | 25.77 | 1,667 | 26.38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 40,000 | 894 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 12,358 | 276 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 120,926 | 2,649 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9,910 | 0.18 | 220 | 1.85 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 88,970 | 15.22 | 1,989 | 15.77 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 230,265 | 1.56 | 5 | 0.00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 52,356 | 19.91 | 1,171 | 20.49 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 750,016 | 8.81 | 16,770 | 9.35 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,358 | 0.09 | 75 | 1.35 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 353,920 | 11.41 | 7,875 | 11,311.59 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 10,205 | 228 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15,820 | 354 | ||||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 10,590 | 237 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 802,629 | 2.31 | 17,947 | 2.81 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 23,562 | 1.00 | 527 | 1.35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,432 | 233 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 69,763 | 0.85 | 1,560 | 1.30 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 14,275 | 46.10 | 319 | 47.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14,856 | 18.28 | 332 | 19.00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 11,862 | 265 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 244,218 | 28.26 | 5,461 | 28.90 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 189,726 | 13.83 | 4,242 | 14.40 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 633,631 | 5.43 | 14,168 | 5.95 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 38,294 | 1.99 | 856 | 2.51 | ||||
| 2025-08-14 | 13F | Black Maple Capital Management LP | 10,000 | 224 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4,563 | 13.45 | 102 | 14.61 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 488,906 | 2.05 | 10,932 | 2.55 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 292,634 | 5.64 | 6,543 | 6.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 145,592 | 48.75 | 3,255 | 49.24 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 29,674 | 11.12 | 664 | 11.62 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 767,440 | 3.48 | 17,160 | 3.98 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 268,521 | 69.55 | 6,004 | 70.42 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 94,839 | 10.76 | 2,121 | 11.29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 227,324 | 4.87 | 5,083 | 5.39 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2,671,393 | 8.41 | 59,732 | 8.94 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 58,987 | 43.31 | 1,319 | 44.04 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 983,561 | 42.14 | 21,992 | 42.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,359,691 | 12.41 | 30,403 | 12.96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 184,355 | 17.07 | 4,122 | 17.67 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 20,716 | 3.13 | 463 | 3.81 | ||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 177,372 | 200.00 | 3,980 | 206.15 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 3,207 | 4.36 | 72 | 4.41 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,736 | 15.95 | 240 | 16.50 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 41,917 | 3.10 | 937 | 3.65 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 131,807 | 2,947 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 340,157 | 50.73 | 7,606 | 51.46 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 21,503 | 10.47 | 481 | 10.85 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 21,610 | 483 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 22,260 | 6.03 | 498 | 6.42 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 292,439 | 14.51 | 6,539 | 15.07 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 18,544 | 1.00 | 415 | 1.47 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12,315 | 275 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4,529 | 101 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 274,200 | 8.69 | 6,135 | 9.22 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 22,183 | 15.02 | 493 | 15.46 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 40,506 | 12.62 | 906 | 13.13 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 12,918 | 0.23 | 289 | 0.70 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 9,299 | 3.06 | 208 | 3.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 153,765 | 7.95 | 3,438 | 8.49 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 180,163 | 35.98 | 4 | 100.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 150,110 | 63.69 | 3,356 | 64.51 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1,549 | 46.96 | 35 | 47.83 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 435,921 | 44.39 | 9,747 | 45.11 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 14,725 | 3.15 | 329 | 3.79 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 250,233 | 1.25 | 5,595 | 1.75 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 11,105 | 248 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 87,123 | 37.47 | 1,948 | 38.16 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 50,617 | 18.64 | 1,132 | 19.18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 43,588 | 12.15 | 1 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 449 | 10 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 205,773 | 16.58 | 4,601 | 17.16 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 12,142 | 31.04 | 271 | 31.55 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 131,807 | 2,947 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,263,583 | 9.61 | 50,614 | 10.15 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 151,843 | 162.95 | 3,395 | 164.41 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 146,699 | 6.90 | 3,280 | 7.36 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 517,987 | 3.72 | 11,525 | 3.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 544,355 | 7.74 | 12,172 | 8.27 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 422,078 | 2.33 | 9,438 | 2.83 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 251,720 | 19.79 | 5,628 | 20.39 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 353 | 4.14 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31,190 | 0.34 | 697 | 0.87 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 566,440 | 102.17 | 12,666 | 103.16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 124,018 | 86.80 | 2,773 | 87.75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,922 | 244 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 384,268 | 4.74 | 8,592 | 5.27 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 55,618 | 4.08 | 1,244 | 4.63 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15,850 | 20.59 | 354 | 21.23 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 21 | 5.00 | 0 | |||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 22,903 | 0.32 | 512 | 0.79 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 12,268 | 5.40 | 274 | 6.20 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 841,186 | 1.84 | 18,809 | 2.34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,294 | 59.67 | 74 | 62.22 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 14,720 | 33.88 | 329 | 34.84 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 11,179 | 250 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 187,490 | 27.56 | 4 | 33.33 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 38,664 | 180.30 | 860 | 184.77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,105 | 100.54 | 25 | 100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,558 | 8.29 | 1 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 42,875 | 7.01 | 959 | 7.52 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 677,243 | 28.24 | 15,143 | 28.88 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 339,810 | 4.26 | 7,598 | 4.79 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17,107 | 6.51 | 383 | 7.00 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 17,004 | 0.38 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 11,672 | 29.66 | 261 | 30.00 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 13,058 | 292 |
