Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares Global Comm Services ETF termasuk Midwest Trust Co, Northern Trust Corp, Cascade Financial Partners, LLC, Sequoia Financial Advisors, LLC, Vivaldi Capital Management, LLC, Gotham Asset Management, LLC, Alliancebernstein L.p., Arkadios Wealth Advisors, Moors & Cabot, Inc., Wiley Bros.-aintree Capital, Llc, Parkside Financial Bank & Trust, dan Kayne Anderson Rudnick Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Wbh Advisory Inc | 4,254 | 70.30 | 478 | 97.11 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15,455 | 1,736 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,331 | 25.97 | 599 | 46.10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2,510 | 282 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 36,252 | 1.59 | 4,072 | 17.59 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,470 | 1,302 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 41,874 | 50.59 | 5 | 100.00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15,652 | 3.27 | 1,758 | 19.59 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1,932 | 217 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 80,951 | 0.04 | 9,092 | 15.82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 32,911 | 92.66 | 3,697 | 123.05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 295,753 | 427.49 | 33,219 | 510.74 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 462 | 52 | ||||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 35,723 | 7.20 | 4,012 | 24.10 | ||||
| 2025-08-13 | 13F | Pictet Asset Management Holding SA | 288,000 | 333.08 | 32,155 | 398.30 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,205 | 0.17 | 135 | 16.38 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 3,000 | 337 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1,914 | 215 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 18,011 | 4.65 | 2,023 | 21.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14,838 | 0.19 | 1,667 | 16.02 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 2,489 | 4.06 | 280 | 20.26 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 2,825 | 10.57 | 318 | 28.23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11,285 | 1.81 | 1,268 | 17.86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25,183 | 21.15 | 2,829 | 40.28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 77 | 9 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 6,881 | 0.01 | 773 | 15.74 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,490 | 4.71 | 280 | 21.30 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 81,399 | 0.21 | 9,143 | 16.02 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,135 | 240 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 77,629 | 8.03 | 8,719 | 25.06 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 130 | 15 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,576 | 30.48 | 514 | 50.88 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,065 | 8.45 | 120 | 25.26 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 3,988 | 5.39 | 448 | 21.80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,804 | 203 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 23,808 | 16.34 | 2,674 | 34.71 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 952 | 19.75 | 107 | 37.66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 194,359 | 3.35 | 21,830 | 19.65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 | 2 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,161 | 10,705.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 2,037 | 229 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1,869 | 210 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,389 | 4.31 | 1 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,403 | 270 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,800 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,270 | 104.84 | 143 | 136.67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9,555 | 3.96 | 1,073 | 20.43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2,564 | 1.67 | 288 | 18.03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 92 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 66,129 | 14.81 | 7,428 | 32.91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12,726 | 3.09 | 1,429 | 19.38 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,090 | 55.93 | 792 | 79.37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 152 | 17 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,989 | 40.28 | 1,796 | 62.44 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30,022 | 611.08 | 3,372 | 724.45 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 399,185 | 25.28 | 44,836 | 45.04 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,451 | 22.06 | 237 | 21.65 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6,250 | 702 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 1,900 | 209 | ||||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 700,747 | 78,708 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,953 | 444 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 1,900 | 213 |
