Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares Global Financials ETF termasuk LOM Asset Management Ltd, Kcm Investment Advisors Llc, FSM Wealth Advisors, LLC, MontVue Capital Management, Inc., Kestra Private Wealth Services, Llc, Wedmont Private Capital, Resources Investment Advisors, LLC., dan Atlantic Union Bankshares Corp .
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 | Integrated Wealth Concepts LLC | 2,755 | 11.40 | 305 | 20.08 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 88 | 46.67 | 10 | 50.00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2,042 | 228 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20,884 | 2.31 | 2,316 | 9.98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3,169 | 29.29 | 351 | 39.29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,463 | 9.59 | 162 | 18.25 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 74,100 | 8 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,091 | 1.30 | 121 | 9.09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 282,050 | 12.81 | 31,257 | 21.35 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 64,386 | 174.90 | 7,145 | 196.19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 27,620 | 57.85 | 3,061 | 69.81 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 42,054 | 54.76 | 4,660 | 66.49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 8,517 | 9.15 | 944 | 17.43 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 101,304 | 946.31 | 11,226 | 1,025.98 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 4,450 | 3.61 | 494 | 11.76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 291 | 0.69 | 32 | 18.52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,327 | 3.94 | 701 | 11.80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,185 | 18.65 | 1 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 6,680 | 6.68 | 740 | 14.73 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 42,054 | 54.76 | 4,660 | 66.49 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 9,801 | 12.38 | 1,086 | 20.94 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 112 | 1.82 | 12 | 9.09 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26 | 4.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 897 | 199.00 | 86 | 186.67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,276 | 4.33 | 141 | 12.80 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2,264 | 0.98 | 251 | 8.23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 18,226 | 1.23 | 2,019 | 8.84 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 308 | 9.22 | 34 | 17.24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2,741 | 6.24 | 304 | 14.34 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 2,375 | 263 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 72 | 1.41 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 73 | 8.96 | 8 | 33.33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 35,027 | 13.95 | 3,882 | 22.58 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5,576 | 618 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,735 | 99.62 | 4,847 | 114.71 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,644 | 27.91 | 1 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 16,468 | 9.98 | 1,825 | 18.29 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 129,625 | 2.03 | 14,365 | 9.76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,141 | 237 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2,360 | 262 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,055 | 103.67 | 117 | 118.87 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4,075 | 453 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,262 | 54.09 | 360 | 65.90 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 56,968 | 3.17 | 6,313 | 10.99 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 7,530 | 1 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 403 | 45 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 8,094 | 0.65 | 897 | 8.21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 210 | 14.13 | 23 | 27.78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,858 | 10.17 | 428 | 18.61 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1,877 | 208 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 406,602 | 2.59 | 45,060 | 10.35 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,012 | 223 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 10,757 | 54.60 | 1,192 | 66.48 | ||||
| 2025-07-31 | 13F | City State Bank | 1,425 | 16.33 | 158 | 24.60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 656 | 0.31 | 73 | 7.46 |
