Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam iShares Trust - iShares Dow Jones U.S. ETF termasuk Summit Financial Consulting LLC, Pensionmark Financial Group, Llc, Cobblestone Capital Advisors Llc /ny/, Boreal Capital Management LLC, H&H Retirement Design & Management INC, BridgePort Financial Solutions, LLC, VeraBank, N.A., Avidian Wealth Solutions, LLC, Red Door Wealth Management, LLC, Smith Shellnut Wilson Llc /adv, Simplex Trading, Llc, Barnes Dennig Private Wealth Management LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,970 | 2.59 | 448 | 13.71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,715 | 0.12 | 259 | 10.73 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 1,450 | 38.10 | 219 | 53.52 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 1,545 | 233 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1,681 | 2.19 | 254 | 13.45 | ||||
| 2025-08-13 | 13F | Garner Asset Management Corp | 1,689 | 0.18 | 255 | 10.92 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6,654 | 1,004 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2,578 | 0.23 | 389 | 10.86 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 921 | 0.22 | 139 | 10.40 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 1,326 | 200 | ||||||
| 2025-08-06 | 13F | SP Asset Management LLC | 2,241 | 0.27 | 338 | 11.18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 21,066 | 0.54 | 3,178 | 11.47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 6,352 | 1.23 | 958 | 26.39 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4,850 | 0.02 | 732 | 10.76 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7,293 | 0.23 | 1,100 | 11.11 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,465 | 0.13 | 674 | 11.06 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,950 | 16.51 | 898 | 29.06 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 1,446 | 218 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 17,215 | 15.97 | 2,609 | 37.82 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1,363 | 208 | ||||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 16,329 | 2,464 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 1,446 | 218 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 482 | 4.56 | 73 | 16.13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,660 | 13.15 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 70,208 | 159.25 | 10,592 | 187.44 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4,225 | 14,989.29 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 11,012 | 1,392.14 | 1,661 | 1,561.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 15 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 1,380 | 208 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,166 | 33.98 | 478 | 48.60 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 25,302 | 0.29 | 3,817 | 11.19 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,818 | 1,427.20 | 546 | 1,505.88 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,385 | 1.91 | 209 | 7.22 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2,270 | 0.09 | 342 | 11.04 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 52,959 | 2.21 | 8,086 | 14.68 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41,707 | 7.68 | 6,293 | 19.37 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 2,322 | 350 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 1,400 | 211 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 4,620 | 1.36 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 27,366 | 21.07 | 4,129 | 34.20 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 134,741 | 0.90 | 20,329 | 11.85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 3,020 | 0.27 | 456 | 11.25 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4,535 | 8.99 | 700 | 23.67 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 14,016 | 18.87 | 2,115 | 31.80 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3,890 | 68.03 | 587 | 86.03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4,935 | 42.34 | 745 | 57.96 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 2,752 | 415 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 1,403 | 212 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 25,708 | 1.71 | 3,879 | 12.77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6,393 | 13.19 | 965 | 25.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 328,043 | 12.18 | 49,493 | 24.35 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2,711 | 409 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 7,943 | 62.87 | 1,198 | 80.69 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2,256 | 0.09 | 340 | 11.11 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 16,995 | 4.23 | 2,564 | 15.55 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 8,890 | 0.21 | 1,341 | 11.10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,096 | 5.41 | 920 | 16.77 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,279 | 13.23 | 646 | 25.49 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2,783 | 0.04 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 67,370 | 2.67 | 10,164 | 13.82 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2,666 | 402 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,308 | 0.72 | 650 | 11.51 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 13,888 | 0.06 | 2,095 | 10.91 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 2 | 0 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29,881 | 0.57 | 4,508 | 11.50 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 426 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 33,666 | 0.04 | 5,079 | 10.90 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17,040 | 11.71 | 2,571 | 23.80 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 2,389 | 0.25 | 360 | 11.11 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4,201 | 14.84 | 634 | 27.36 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 6,338 | 2.21 | 956 | 14.90 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1,939 | 2.76 | 293 | 14.06 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3,809 | 575 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4,041 | 0.25 | 610 | 11.13 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,163 | 0.31 | 628 | 11.35 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,560 | 1.96 | 0 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 1,615 | 2.87 | 244 | 14.08 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 50 | 8.70 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 6,530 | 0.74 | 889 | -4.21 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 100,896 | 15.90 | 15,223 | 28.49 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12,862 | 2.14 | 1,941 | 13.25 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22,998 | 0.59 | 3,470 | 11.51 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 35 | 5 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,248 | 18.98 | 1,546 | 31.91 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1,074 | 0.19 | 162 | 11.72 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7,380 | 2.57 | 1,113 | 13.69 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,901 | 7.40 | 438 | 19.07 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7,312 | 0.66 | 1 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1,412 | 213 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,171 | 0.55 | 1,685 | 11.44 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 2,270 | 348 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 59,159 | 3.09 | 8,925 | 14.29 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 2,726 | 411 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,589 | 0.22 | 541 | 11.09 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3,406 | 0.24 | 514 | 11.04 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,407 | 26.22 | 363 | 40.15 |
