Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares U.S. Consumer Staples ETF termasuk Zurich Insurance Group Ltd/FI, Adams Wealth Management, CacheTech Inc., Kovitz Investment Group Partners, LLC, EWG Elevate Inc., MONECO Advisors, LLC, Gladstone Institutional Advisory LLC, Fifth Third Securities, Inc., Atlantic Union Bankshares Corp, Millstone Evans Group, LLC, Parkside Financial Bank & Trust, Nbc Securities, Inc., West Paces Advisors Inc., Armstrong Advisory Group, Inc, dan Russell Investments Group, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3,194 | 2.14 | 225 | 0.90 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 25,021 | 1,763 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 37,200 | 55.65 | 2,622 | 53.27 | ||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 4,816 | 339 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 45,787 | 37.96 | 3,211 | 37.06 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 111,100 | 7,907 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 261,865 | 15.70 | 18,456 | 13.94 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3,848 | 7.04 | 271 | 5.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73,292 | 213.15 | 5,166 | 208.36 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1,368 | 0.29 | 96 | -1.03 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 576 | 0.52 | 41 | -2.44 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 4,151 | 293 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3,736 | 21.58 | 263 | 20.09 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 9,630 | 679 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5,232 | 46.76 | 369 | 44.31 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,885 | 43.32 | 203 | 40.97 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 28,323 | 2.23 | 1,996 | 0.71 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,339 | 25.22 | 306 | 23.48 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 9,056 | 45.50 | 638 | 43.37 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 72,925 | 1.12 | 5,140 | -0.43 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 10,747 | 1.30 | 757 | -0.26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1,752 | 167.89 | 123 | 167.39 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 815 | 286.26 | 57 | 280.00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,372 | 308 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 48,161 | 3,394 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3,289 | 0.03 | 232 | -1.70 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1,432 | 0.49 | 101 | -0.99 | ||||
| 2025-08-14 | 13F | KKM Financial LLC | 10,682 | 753 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8,232 | 0.56 | 580 | -0.85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 287,896 | 24.53 | 20,291 | 22.64 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2,842 | 200 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 136,551 | 11.96 | 9,624 | 10.27 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 24,886 | 1,754 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 44,344 | 0.44 | 3,125 | -1.08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 288,797 | 11.40 | 20 | 11.11 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12,277 | 3.17 | 865 | 1.65 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 11,469 | 1.85 | 808 | 0.37 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 172,194 | 8.47 | 12,136 | 6.81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 648,945 | 1.72 | 45,738 | 0.17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,844 | 10.17 | 772 | 9.52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 18 | 1 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 65 | 1.56 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 11,291 | 792 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 119,680 | 0.15 | 8,435 | -1.37 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 8,267 | 3.73 | 583 | 2.11 | ||||
| 2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 449 | 13.38 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6,306 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 961,699 | 54.20 | 67,781 | 51.85 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 88,203 | 6,313 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 7,994 | 936.84 | 1 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 26,166 | 31.12 | 1,844 | 40.98 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3,370 | 238 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 24,207 | 1,706 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,476 | 5.51 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35,824 | 197.62 | 2,525 | 193.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 971 | -2.41 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 21,450 | 179.66 | 1,512 | 175.73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10,917 | 1.55 | 769 | 0.00 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 88,203 | 6,313 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6,529 | 106.74 | 460 | 104.44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21,744 | 12.95 | 1,533 | 11.26 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3,262 | 230 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 28,807 | 3.84 | 2,030 | 2.27 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 536,501 | 2.60 | 37,813 | 1.04 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 31,300 | 42.92 | 2,206 | 40.78 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 486 | 0.41 | 34 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12,412 | 0.38 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 467,813 | 2.98 | 32,971 | 1.41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26,761 | 5.39 | 1,886 | 3.80 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,416 | 5.69 | 241 | 3.90 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 6,798 | 0.41 | 479 | -1.03 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 50 | 4 | ||||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 811 | 57 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,957 | 3.68 | 631 | 2.10 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1,575,322 | 1.03 | 111,029 | -0.51 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,714 | 29.72 | 332 | 27.69 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 13,169 | 0.05 | 928 | -1.49 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 354 | 0.57 | 25 | -4.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,571 | 328.50 | 181 | 320.93 | ||||
| 2025-08-08 | 13F | Creative Planning | 23,866 | 0.50 | 1,682 | -1.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,623 | 185 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4,470 | 5.92 | 0 | |||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 15,935 | 1,123 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,570 | 111 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 186,389 | 1,977.68 | 13,137 | 1,946.11 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 8,587 | 605 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,420 | 29.76 | 171 | 27.82 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 527 | 0.38 | 37 | 8.82 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8,003 | 0.13 | 564 | -0.88 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10,609 | 748 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,272 | 3,036.00 | 411 | 2,835.71 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,549 | 3.97 | 391 | 3.99 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,488 | 325.16 | 457 | 319.27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 893 | 0.45 | 63 | -1.59 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 8,200 | 578 | ||||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 2,900 | 16.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 919,966 | 7.17 | 64,839 | 5.54 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18,008 | 43.35 | 1,269 | 41.16 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 1,312 | 245 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,207 | 1.16 | 649 | -0.46 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10,156 | 0.55 | 716 | -0.97 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 4,907 | 31.66 | 346 | 29.70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 12,665 | 347.68 | 893 | 341.58 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 7,274 | 0.51 | 513 | -0.97 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 161,300 | 18.26 | 11,368 | 16.45 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 849 | 23.76 | 60 | 20.41 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,580 | 224.11 | 957 | 220.07 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 123 | 9 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4,030 | 0.25 | 284 | -1.05 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 406 | 29 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 50,439 | 186.41 | 3,555 | 182.06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 25,189 | 13.71 | 1,775 | 11.99 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 143 | 10 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 110,200 | 37.06 | 7,767 | 34.97 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 17,297 | 0.03 | 1,219 | -1.46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 441,702 | 154.99 | 31,132 | 151.11 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 120 | 207.69 | 8 | 300.00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 6,750 | 476 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 20,416 | 1,876.38 | 1,439 | 1,869.86 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6,913 | 0.07 | 487 | -1.42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,893 | 45.82 | 486 | 56.45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,333 | 137.82 | 164 | 134.29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 63,735 | 1,294.03 | 4,492 | 1,273.70 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 6,478 | 4.55 | 457 | 2.93 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 90,332 | 1.08 | 6,367 | -0.45 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,813 | 0.01 | 551 | -1.61 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,895 | 11.72 | 627 | 10.02 | ||||
| 2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 11,147 | 4.72 | 786 | 3.15 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,335 | 0.60 | 94 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11,390 | 162,614.29 | 803 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,003 | 5.58 | 71 | 2.94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 137,128 | 9.49 | 9,670 | 7.83 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 45,816 | 9.36 | 3 | 50.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 196 | 0 |
