Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares Global Clean Energy ETF termasuk Bank Of Montreal /can/, Arizona PSPRS Trust, Financial Services Advisory Inc, XNAV - FundX Aggressive ETF, BLVD Private Wealth, LLC, Cantor Fitzgerald, L. P., Wiley Bros.-aintree Capital, Llc, Lewis Asset Management, LLC, Glenmede Investment Management, LP, First Pacific Financial, Robbins Farley Llc, Mount Yale Investment Advisors, LLC, Strategic Wealth Partners, Ltd., Boreal Capital Management LLC, Family Legacy Financial Solutions, LLC, Atlantic Union Bankshares Corp, dan Kilter 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2,393 | 1.14 | 31 | 14.81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,812 | 84.65 | 63 | 110.00 | ||||
| 2025-08-14 | 13F | Erste Asset Management GmbH | 310,500 | 3.50 | 4,071 | 2,668.71 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 66,695 | 874 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 96,771 | 10.93 | 1 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 201 | 1.01 | 3 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 39,489 | 87.94 | 518 | 116.32 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 22,175 | 291 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 23,128 | 3.77 | 303 | 19.29 | ||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 158,544 | 0.34 | 2,079 | 15.19 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 10,269 | 1.09 | 135 | 15.52 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 838,116 | 16.11 | 10,988 | 33.31 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2,257 | 30 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 93,141 | 1,221 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 12,903 | 10.25 | 169 | 27.07 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 2,450 | 32 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 325 | 0.93 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 25,998 | 40.32 | 341 | 61.14 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 23,187 | 304 | ||||||
| 2025-08-14 | 13F | Headinvest, Llc | 10,232 | 0.01 | 134 | 15.52 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 112,342 | 80.47 | 1,473 | 107.32 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 524,379 | 32.46 | 6,875 | 52.08 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 107,634 | 2,403.70 | 8 | -83.67 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 316 | 1.28 | 4 | 33.33 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 16,007 | 210 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 10,573 | 3.46 | 139 | 18.97 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 10,286 | 135 | ||||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 10,000 | 131 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,200 | 29 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 49,270 | 64.23 | 646 | 88.60 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 925 | 76.19 | 12 | 140.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13,545 | 3.51 | 178 | 18.79 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,007 | 0.30 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 19,549 | 28.81 | 256 | 47.98 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 38,352 | 2.62 | 503 | 17.84 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 6,989 | 0.60 | 96 | 17.28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,135 | 28 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 20,841 | 20.62 | 273 | 38.58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 150,000 | 1,966 | |||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 121 | 0.83 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 108,029 | 1.73 | 1,416 | 16.83 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 40,436 | 530 | ||||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 118,772 | 6.80 | 1,356 | 7.19 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 15,512 | 308 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 285 | 1.06 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Allianz Se | 761,908 | 4.97 | 9,989 | 20.51 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 10,284 | 135 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24,465 | 23.50 | 321 | 41.59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,108,613 | 51.53 | 14,534 | 73.96 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 68,627 | 13.05 | 900 | 29.73 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 256,674 | 19.56 | 3,355 | 37.78 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | Put | 24,300 | 318 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | Put | 1,000,000 | 13,110 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 12,890 | 3.10 | 169 | 18.31 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 88,643 | 77.47 | 1,162 | 103.86 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 87,280 | 29.13 | 1 | |||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 20,500 | 1.03 | 269 | 16.02 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,010 | 0.08 | 171 | 14.86 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 60,109 | 0.18 | 788 | 15.04 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 84,280 | 4.14 | 1,105 | 19.48 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 594,279 | 7,791 | ||||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 47,640 | 9.16 | 625 | 25.30 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 37,471 | 340,545.45 | 0 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 12 | 9.09 | 0 | |||||
| 2025-08-14 | 13F | Arizona PSPRS Trust | 200,332 | 2,626 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 760 | 10 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4,897 | 5.84 | 64 | 23.08 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 14,762 | 0.09 | 194 | 14.88 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 18,050 | 237 | ||||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1,927 | 25 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 806,658 | 33.76 | 10,576 | 53.59 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 32,620 | 0.01 | 428 | 14.78 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 122,957 | 1.06 | 1,612 | 15.98 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5,768 | 76 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 12,097 | 14.15 | 159 | 30.58 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 293 | 0 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5,650 | 74 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 70 | 1 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 257 | 3 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 11,474 | 0.60 | 150 | 15.38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,276 | 161 | ||||||
| 2025-08-14 | 13F | Arosa Capital Management LP | Call | 300,000 | 3,933 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 27,048 | 0.42 | 355 | 15.31 | ||||
| 2025-08-14 | 13F | Arosa Capital Management LP | 32,945 | 432 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 16,284 | 2.89 | 213 | 18.33 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 18,027 | 11.85 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 133,752 | 18.74 | 1,753 | 36.31 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 8,330 | 3.09 | 109 | 18.48 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 8,031 | 2,708.04 | 105 | 3,400.00 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 383,900 | 16.58 | 5,033 | 33.83 | |||
| 2025-07-18 | 13F | First Pacific Financial | 3,059 | 40 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 55,169 | 7.69 | 723 | 23.59 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 61,400 | 51.60 | 805 | 74.03 | |||
| 2025-08-08 | 13F | Smithfield Trust Co | 43,267 | 7.11 | 1 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 14,053 | 0.72 | 184 | 15.72 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,448 | 85 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 126,367 | 1,657 | ||||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 44,400 | 168.28 | 582 | 207.94 | ||||
| 2025-08-12 | 13F | Main Management LLC | 1,216 | 0 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 752 | 7.28 | 10 | 12.50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 15,226 | 0.01 | 209 | 20.23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 56,176 | 3.95 | 736 | 19.29 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 7,768 | 1.54 | 102 | 16.09 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10,456 | 9.04 | 0 | |||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 32,255 | 18.48 | 368 | 19.09 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 56,915 | 21.65 | 746 | 39.77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29,439 | 66.78 | 386 | 91.54 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 144,172 | 14.12 | 1,890 | 31.07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 123,500 | 14.88 | 1,619 | 31.95 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,478 | 42.98 | 229 | 64.75 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,566 | 8.45 | 29 | 7.41 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 61,279 | 253.40 | 803 | 305.56 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | Put | 150 | 197 | |||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 17,654 | 1.09 | 231 | 16.08 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 19,786 | 46.14 | 259 | 68.18 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 16,601 | 3.98 | 218 | 19.23 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 11,208 | 147 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 575 | 1.05 | 8 | 16.67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,935 | 12.49 | 52 | 30.77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 88,500 | 17.19 | 1,160 | 34.57 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 897 | 498.00 | 12 | 1,000.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 54,276 | 56.06 | 712 | 79.09 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 61,183 | 17.25 | 802 | 34.79 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,203 | 0.27 | 29 | 12.00 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 11,958 | 13.70 | 157 | 30.00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 46,920 | 1.59 | 615 | 16.70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,322 | 822.78 | 44 | 975.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 465 | 0.87 | 6 | 20.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 6,000 | 100.00 | 79 | 129.41 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 13,401 | 8.77 | 176 | 25.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 105,285 | 1,380 | ||||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 70,300 | 922 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 584 | 8 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,810 | 0.19 | 76 | 15.15 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 482,918 | 35.22 | 6,331 | 55.25 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 10,582 | 1.11 | 143 | 20.17 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11,685 | 1.48 | 153 | 16.79 | ||||
| 2025-08-13 | 13F | ExodusPoint Capital Management, LP | 5,550 | 0 | ||||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 39,675 | 10.94 | 536 | 26.48 |
