ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF - Pemilikan Institusi - Penjual

iShares Trust - iShares U.S. Aerospace & Defense ETF
US ˙ BATS ˙ US4642887602

Pemilikan Institusi dan Dana - Penjual

Halaman ini menunjukkan institusi, dana dan pemegang saham utama yang telah mengurangkan pegangan atau menutup kedudukan mereka dalam tempoh pelaporan terakhir mereka. Baris merah menunjukkan kedudukan tertutup. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Naik taraf untuk membuka data premium.

Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)
Saham ΔSaham
(%)
Nilai
Dilaporkan
($1000)
Δ Nilai
(%)
Peruntukan Port
(%)
2025-08-13 13F Custom Index Systems, Llc 1,621 -13.82 306 6.27
2025-07-24 13F Capital Advisors, Ltd. LLC 8,280 -41.51 2 -50.00
2025-08-08 13F Good Life Advisors, LLC 2,659 -1.66 502 21.01
2025-08-11 13F Alteri Wealth LLC 1,411 -7.96 266 13.68
2025-08-28 NP ACMAX - Absolute Capital Defender Fund Class A Shares 0 -100.00 0 -100.00
2025-08-01 13F Milestone Asset Management Group, LLC 1,336 -0.52 252 22.44
2025-08-14 13F Benjamin Edwards Inc 7,903 -3.52 1,491 18.82
2025-08-14 13F Chicago Wealth Management, Inc. 75,455 -0.57 14,234 22.51
2025-05-05 13F Transce3nd, LLC 0 -100.00 0
2025-08-12 13F SRS Capital Advisors, Inc. 4 -98.17 1 -100.00
2025-08-14 13F Toroso Investments, LLC 0 -100.00 0
2025-08-14 13F Tudor Financial Inc. 19,498 -1.11 3,678 21.87
2025-07-30 13F Evermay Wealth Management Llc 598 -10.48 113 9.80
2025-07-18 13F SOA Wealth Advisors, LLC. 1,034 -96.80 195 3.17
2025-08-04 13F Assetmark, Inc 1,111 -22.52 210 -4.57
2025-08-14 13F Money Concepts Capital Corp 2,319 -2.40 438 20.39
2025-05-15 13F Moneta Group Investment Advisors Llc 0 -100.00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 3,931 -17.09 742 2.21
2025-08-04 13F Spire Wealth Management 18,383 -7.79 3,468 13.60
2025-08-14 13F Goldman Sachs Group Inc 332,968 -21.59 62,811 -3.39
2025-04-15 13F Transform Wealth, LLC 0 -100.00 0
2025-08-14 13F Synovus Financial Corp 1,477 -21.18 279 -2.80
2025-07-14 13F CRA Financial Services, LLC 3,631 -2.68 685 19.96
2025-08-14 13F/A Skopos Labs, Inc. 84 -5.62 16 15.38
2025-08-14 13F IHT Wealth Management, LLC 5,842 -6.11 1,102 15.76
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-05 13F Bank of New York Mellon Corp 3,890 -8.90 734 12.25
2025-08-06 13F AE Wealth Management LLC 6,584 -29.79 1,242 -13.52
2025-07-15 13F Burns Matteson Capital Management, LLC 2,041 -4.67 385 17.43
2025-04-17 13F Brown Miller Wealth Management, LLC 0 -100.00 0
2025-07-14 13F McMahon Financial Advisors, LLC 14,905 -7.27 2,812 14.27
2025-07-21 13F Syntax Research, Inc. 0 -100.00 0 -100.00
2025-08-12 13F Wisconsin Wealth Advisors, LLC 4,702 -12.94 887 7.38
2025-07-07 13F Nova Wealth Management, Inc. 3,411 -12.52 643 7.89
2025-08-13 13F Northern Trust Corp 3,133 -19.38 591 -0.51
2025-08-06 13F Golden State Wealth Management, LLC 84 -74.47 16 -70.00
2025-08-08 13F TD Capital Management LLC 0 -100.00 0
2025-05-14 13F Walleye Trading LLC Call 0 -100.00 0 -100.00
2025-07-31 13F Oppenheimer & Co Inc 37,141 -4.44 7,006 17.75
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 2,008 -4.34 379 17.76
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-08 13F Creative Planning 33,651 -1.89 6,348 20.87
2025-08-08 13F L & S Advisors Inc 1,783 -0.67 336 22.63
2025-07-16 13F Octavia Wealth Advisors, LLC 2,692 -1.61 508 21.29
2025-05-08 13F Essential Planning, LLC. 0 -100.00 0
2025-08-12 13F Holderness Investments Co 1,188 -41.42 224 -27.74
2025-08-11 13F Tidemark, LLC 1,989 -1.29 375 21.75
2025-08-07 13F Winthrop Capital Management, LLC 11,634 -5.77 2 100.00
2025-07-25 13F Muirfield Wealth Advisors Llc 3,610 -12.76 681 7.42
2025-08-14 13F CIBC World Markets Inc. 10,111 -0.81 1,907 22.24
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-07-16 13F Littlejohn Financial Services, Inc. 28,457 -10.34 5,368 10.48
2025-04-23 13F ASB Consultores, LLC 0 -100.00 0
2025-05-16 13F Coordinated Financial Services, Inc./CO 2,060 -15.26 315 -1.87
2025-08-12 13F Weaver Consulting Group 1,307 -9.42 247 11.82
2025-07-17 13F LexAurum Advisors, LLC 1,601 -75.26 302 -69.49
2025-07-31 13F Rational Advisors Llc 3,676 -24.02 693 -6.35
2025-08-07 13F Resources Investment Advisors, LLC. 2,144 -28.94 404 -12.36
2025-08-12 13F Quadcap Wealth Management, LLC 5,550 -1.53 1,047 21.35
2025-08-13 13F Raab & Moskowitz Asset Management LLC 6,804 -3.48 1,284 18.91
2025-08-19 13F National Asset Management, Inc. 4,975 -75.76 939 -68.56
2025-07-31 13F/A Interchange Capital Partners, LLC 3,215 -2.55 606 20.72
2025-08-15 13F SkyView Investment Advisors, LLC 0 -100.00 0
2025-08-12 13F BlackRock, Inc. 0 -100.00 0
2025-07-28 13F Ritholtz Wealth Management 2,419 -0.21 456 22.91
2025-07-30 13F D.a. Davidson & Co. 5,706 -55.40 1,076 -45.07
2025-07-23 13F Prime Capital Investment Advisors, LLC 20,505 -28.56 3,868 -11.97
2025-08-04 13F Bristlecone Advisors, LLC 23,718 -1.45 4,474 21.44
2025-03-05 13F Castle Rock Wealth Management, LLC 0 -100.00 0
2025-04-22 13F Jmac Enterprises Llc 0 -100.00 0
2025-07-24 13F Vivid Wealth Management, LLC 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 9,040 -2.32 1,705 20.41
2025-07-09 13F FOCUS Wealth Advisors, LLC 36,253 -0.38 6,839 22.74
2025-08-13 13F BlackDiamond Wealth Management Inc. 1,116 -18.48 206 -7.62
2025-05-13 13F Centerpoint Advisors, LLC 0 -100.00 0
2025-07-17 13F Bluesphere Advisors, LLC 27,574 -16.19 5,201 3.26
2025-05-07 13F Spectrum Wealth Counsel, LLC 19 -83.62 3 -87.50
2025-07-17 13F HB Wealth Management, LLC 1,071 -42.17 202 -28.62
2025-08-08 13F Gts Securities Llc 0 -100.00 0
2025-08-15 13F CI Private Wealth, LLC 5,984 -42.93 1,130 -29.60
2025-08-07 13F Allworth Financial LP 9,642 -8.68 1,819 12.64
2025-08-11 13F Synergy Investment Management, LLC 1,606 -13.47 303 6.34
2025-07-25 13F Fifth Third Wealth Advisors LLC 2,075 -3.26 391 19.21
2025-08-14 13F Jane Street Group, Llc Put 50,500 -1.94 9,526 20.83
2025-05-05 13F Lindbrook Capital, Llc 0 -100.00 0
2025-05-09 13F GeoWealth Management, LLC 0 -100.00 0
2025-07-30 13F Principle Wealth Partners Llc 26,332 -3.65 4,967 18.71
2025-08-05 13F Beckerman Institutional, LLC 7,938 -0.80 1 0.00
2025-08-14 13F Ieq Capital, Llc 2,225 -24.16 420 -6.68
2025-08-15 13F First Heartland Consultants, Inc. 2,879 -7.72 543 13.84
2025-05-12 13F Sandy Spring Bank 30 -80.26 5 -81.82
2025-07-24 13F Us Bancorp \de\ 10,285 -9.59 1,940 11.43
2025-09-04 13F ZynergyRetirementPlanningLLC 0 -100.00 0
2025-04-01 13F Confluence Investment Management Llc 0 -100.00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 3,817 -0.21 720 23.08
2025-07-28 13F Harbour Investments, Inc. 20,891 -1.18 3,941 21.76
2025-07-28 13F Mission Hills Financial Advisory, LLC 3,690 -2.30 696 20.42
2025-08-04 13F Atria Investments Llc 35,478 -4.36 6,693 17.84
2025-07-15 13F Heritage Oak Wealth Advisors Llc 10,188 -0.59 1,922 22.51
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-05-15 13F Two Sigma Investments, Lp 0 -100.00 0
2025-05-15 13F Syon Capital Llc 0 -100.00 0
2025-08-13 13F WCG Wealth Advisors LLC 19,921 -3.11 3,758 19.38
2025-08-14 13F DRW Securities, LLC 2,462 -3.90 464 18.37
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 3,857 -0.18 728 23.01
2025-08-14 13F Hilltop Holdings Inc. 4,466 -3.42 842 19.09
2025-07-31 13F Wealthfront Advisers Llc 11,670 -24.02 2,201 -6.38
2025-04-11 13F Elk River Wealth Management, LLC 0 -100.00 0
2025-05-14 13F Bedell Frazier Investment Counseling, LLC 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-17 13F San Luis Wealth Advisors LLC 0 -100.00 0
2025-04-11 13F Enclave Advisors LLC 0 -100.00 0
2025-08-05 13F Simplex Trading, Llc 9,514 -3.93 2 0.00
2025-08-05 13F American Capital Advisory, LLC 0 -100.00 0
2025-07-01 13F Harbor Investment Advisory, Llc 1,550 -4.91 292 17.27
2025-08-12 13F Picton Mahoney Asset Management 150 -40.00 0
2025-07-29 13F Angeles Wealth Management, Llc 0 -100.00 0
2025-07-25 13F NorthRock Partners, LLC 855 -0.23 161 22.90
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 720 -58.14 136 -48.67
2025-08-18 13F Wolverine Trading, Llc Call 14,400 -15.79 2,701 3.05
2025-07-21 13F Matauro, Llc 1,963 -23.17 370 -5.37
2025-07-25 13F Lodestar Private Asset Management Llc 10,081 -13.54 1,902 6.50
2025-07-18 13F Vigilare Wealth Management 1,295 -36.39 244 -21.54
2025-08-18 13F Wolverine Trading, Llc Put 14,100 -29.50 2,644 -13.71
2025-08-27 NP HDCAX - Rational Equity Armor Fund Class A Shares 3,676 -24.02 693 -6.35
2025-08-06 13F Wsfs Capital Management, Llc 11,476 -4.83 2,165 17.23
2025-07-17 13F Avondale Wealth Management 5,900 -7.81 1,113 13.59
2025-08-14 13F Atom Investors LP 0 -100.00 0
2025-07-24 13F Aurora Private Wealth, Inc. 1,470 -7.26 0
2025-08-01 13F Winebrenner Capital Management Llc 1,989 -4.51 375 17.92
2025-08-14 13F Pinnacle Family Advisors, LLC 0 -100.00 0
2025-07-30 13F Bogart Wealth, LLC 11 -86.90 2 -83.33
2025-08-14 13F Balyasny Asset Management Llc 0 -100.00 0
2025-08-13 13F Capital Analysts, Inc. 131 -7.09 0
2025-08-14 13F Citadel Advisors Llc Put 99,100 -7.99 18,694 13.38
2025-08-12 13F NWF Advisory Services Inc. 1,377 -18.95 211 -14.63
2025-07-29 13F Stephens Inc /ar/ 7,060 -0.77 1,332 22.22
2025-08-14 13F Citadel Advisors Llc Call 65,900 -3.80 12,431 18.54
2025-08-08 13F Financial Gravity Companies, Inc. 0 -100.00 0
2025-07-15 13F Axis Wealth Partners, LLC 1,780 -3.63 336 18.79
2025-05-13 13F Tocqueville Asset Management L.p. 0 -100.00 0 -100.00
2025-07-21 13F Ameritas Advisory Services, LLC 3,667 -53.86 692 -40.22
2025-07-28 13F Twin Tree Management, LP Put 11,800 -93.85 2,226 -92.43
2025-08-14 13F Tandem Financial, LLC 13,540 -1.37 2,554 21.56
2025-07-29 13F Ifrah Financial Services, Inc. 2,119 -0.70 400 22.39
2025-07-22 13F Global Assets Advisory, LLC 8,103 -64.25 1,499 -55.04
2025-05-06 13F Advisors Preferred, LLC 0 -100.00 0
2025-08-14 13F EP Wealth Advisors, Inc. 14,940 -4.91 2,818 17.17
2025-07-25 13F Atria Wealth Solutions, Inc. 16,881 -47.55 3,175 -35.56
2025-07-17 13F SeaBridge Investment Advisors LLC 6,460 -25.56 1,219 -8.28
2025-08-14 13F J. Goldman & Co LP 0 -100.00 0
2025-08-19 13F Advisory Services Network, LLC 77,182 -18.29 15,174 4.92
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-12 13F Centric Wealth Management 1,601 -0.06 315 28.16
2025-08-07 13F Kestra Private Wealth Services, Llc 17,420 -11.59 3,286 8.95
2025-07-14 13F Acropolis Investment Management, LLC 0 -100.00 0
2025-08-14 13F Arete Wealth Advisors, LLC 3,613 -2.64 1
2025-05-09 13F McClarren Financial Advisors, Inc. 0 -100.00 0
2025-07-24 13F Coordinated Financial Services, Inc. 2,061 -17.92 389 6.59
2025-08-07 13F PFG Advisors 0 -100.00 0
2025-08-05 13F Milestone Asset Management, Llc 3,373 -14.48 636 5.47
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 20,600 -20.16 3,886 -1.62
2025-07-17 13F Albion Financial Group /ut 28 -90.67 5 -88.89
2025-05-28 13F Wealth Management Associates, Inc. 0 -100.00 0 -100.00
2025-05-15 13F Gwn Securities Inc. 0 -100.00 0
2025-08-06 13F New Millennium Group LLC 0 -100.00 0
2025-08-14 13F Murphy & Mullick Capital Management Corp 431 -18.83 81 0.00
2025-07-15 13F BigSur Wealth Management LLC 27,953 -2.78 5,273 19.79
2025-04-30 13F Adapt Wealth Advisors, Llc 0 -100.00 0
2025-07-16 13F Cadent Capital Advisors, LLC 103,004 -3.83 19,431 18.49
2025-08-18 13F Geneos Wealth Management Inc. 26,326 -4.63 4,966 17.51
2025-07-16 13F Swisher Financial Concepts, Inc. 1,480 -10.95 279 9.84
2025-07-30 13F Onyx Bridge Wealth Group LLC 4,343 -0.21 819 22.97
2025-08-08 13F WASHINGTON TRUST Co 0 -100.00 0
2025-07-22 13F Diligent Investors, LLC 0 -100.00 0
2025-05-15 13F Vident Advisory, LLC 0 -100.00 0
2025-07-21 13F Ameriflex Group, Inc. 674 -63.76 124 -56.34
2025-08-14 13F KKM Financial LLC 5,012 -0.99 945 22.09
2025-08-06 13F Richard Bernstein Advisors LLC 26,186 -44.50 4,940 -31.62
2025-07-10 13F Secure Asset Management, LLC 4,112 -56.48 776 -46.40
2025-07-07 13F Roxbury Financial LLC 4,125 -0.89 778 20.81
2025-08-14 13F Aqr Capital Management Llc 0 -100.00 0
2025-08-14 13F Bank Of America Corp /de/ 3,001,848 -7.43 566,269 14.06
2025-08-14 13F Quantitative Investment Management, LLC 0 -100.00 0
2025-05-15 13F Cubist Systematic Strategies, LLC 0 -100.00 0 -100.00
2025-08-14 13F MGB Wealth Management, LLC 3,524 -18.14 664 0.61
2025-07-17 13F Oakworth Capital, Inc. 0 -100.00 0
2025-08-06 13F Wedbush Securities Inc 3,968 -3.01 1
2025-08-14 13F Matrix Private Capital Group Llc 75 -25.00 14 -6.67
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-04-28 13F Clarity Capital Partners LLC 0 -100.00 0
2025-08-05 13F EPG Wealth Management LLC 5,353 -3.57 1,010 18.85
2025-08-07 13F Cypress Capital Management LLC (WY) 260 -2.26 49 22.50
2025-08-13 13F Lido Advisors, LLC 20,951 -1.43 3,952 21.45
2025-04-28 13F Swmg, Llc 0 -100.00 0 -100.00
2025-08-12 13F Inscription Capital, LLC 0 -100.00 0
2025-08-14 13F Harris Associates L P 0 -100.00 0
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-14 13F Graney & King, LLC 0 -100.00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 5,582 -12.90 1,053 7.24
2025-08-14 13F Millennium Management Llc 3,655 -78.16 689 -73.10
2025-07-28 13F BRYN MAWR TRUST Co 3,543 -5.37 668 16.58
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 12,812 -0.11 2,417 22.95
2025-08-11 13F TD Waterhouse Canada Inc. 25,414 -5.89 4,688 13.15
2025-08-06 13F Csenge Advisory Group 15,107 -0.55 2,678 17.88
2025-07-17 13F Fifth Third Securities, Inc. 25,127 -6.54 4,740 15.14
2025-08-11 13F ARS Investment Partners, LLC 16,666 -10.40 3,144 16.28
2025-04-02 13F/A Industrial Alliance Investment Management Inc. 0 -100.00 0
2025-04-16 13F Spectrum Asset Management, Inc. (NB/CA) 0 -100.00 0
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-28 13F RMR Capital Management, LLC 3,213 -33.78 606 -18.33
2025-08-12 13F Jpmorgan Chase & Co 164,352 -19.03 31,003 -0.23
2025-08-14 13F Perbak Capital Partners LLP 0 -100.00 0
2025-07-09 13F Procyon Private Wealth Partners, LLC 1,159 -63.22 219 -54.77
2025-07-08 13F Morris Retirement Advisors, LLC 34,294 -0.03 6,469 23.20
2025-07-29 13F Interactive Financial Advisors 20,348 -0.82 3,839 22.19
2025-08-14 13F Warren Averett Asset Management, LLC 17,523 -49.88 3,305 -38.25
2025-05-16 13F McIlrath & Eck, LLC 0 -100.00 0
2025-07-25 13F Ellis Investment Partners, LLC 4,276 -10.53 807 10.26
2025-07-25 13F SPC Financial, Inc. 126,831 -3.16 23,925 19.32
2025-07-23 13F Hager Investment Management Services, Llc 186 -24.39 35 -5.41
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-07-10 13F Ferguson Wellman Capital Management, Inc 80,011 -3.25 15,093 19.21
2025-07-14 13F AdvisorNet Financial, Inc 2,156 -2.36 407 20.12
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-07-31 13F/A Avion Wealth 504 -34.29 0
2025-07-16 13F Owen LaRue, LLC 9,002 -3.19 1,698 19.33
2025-08-27 13F/A Squarepoint Ops LLC Call 1,100 -63.33 208 -54.90
2025-07-31 13F Arrien Investments, Inc. 45,510 -1.76 8,585 21.04
2025-08-13 13F JT Stratford LLC 2,649 -19.43 500 -0.80
2025-04-29 13F Fairway Wealth LLC 0 -100.00 0
2025-08-27 13F/A Squarepoint Ops LLC Put 1,100 -63.33 208 -54.90
2025-07-22 13F Belpointe Asset Management LLC 4,787 -2.09 903 20.72
2025-07-18 13F Marks Wealth, LLC 0 -100.00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 41,125 -32.22 8 -22.22
2025-07-15 13F Wealth Effects Llc 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 14,311 -0.70 2,700 28.89
2025-08-12 13F CIBC Private Wealth Group, LLC 6,460 -41.94 1,219 -20.29
2025-08-06 13F Hallmark Capital Management Inc 0 -100.00 0
2025-07-29 13F Private Trust Co Na 3,076 -0.77 580 22.36
2025-08-12 13F Absolute Capital Management, LLC 7,518 -31.95 1,418 -16.14
2025-08-05 13F Meixler Investment Management, Ltd. 0 -100.00 0
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-08-13 13F Great Diamond Partners, LLC 13,059 -6.56 2,463 15.15
2025-04-23 13F AssuredPartners Investment Advisors, LLC 0 -100.00 0
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-05-15 13F Bank Of America Corp /de/ Call 0 -100.00 0 -100.00
2025-05-15 13F CAPROCK Group, Inc. 6,874 -3.95 1,052 1.15
2025-07-28 13F 5th Street Advisors, LLC 29,729 -17.38 5,608 1.80
2025-08-05 13F SS&H Financial Advisors, Inc. 9,675 -23.67 1,825 182,400.00
2025-07-16 13F Highline Wealth Partners Llc 321 -65.41 61 -57.75
2025-07-10 13F Burns J W & Co Inc/ny 7,597 -5.18 1,433 16.88
2025-08-05 13F Dunhill Financial, LLC 135 -2.17 26 19.05
2025-08-19 13F Newbridge Financial Services Group, Inc. 547 -6.81 103 15.73
2025-07-24 13F Total Wealth Planning & Management, Inc. 5,609 -2.44 1,058 20.23
2025-07-24 13F Game Plan Financial Advisors, LLC 15,200 -3.34 2,867 19.11
2025-08-06 13F Nvwm, Llc 3,826 -54.03 722 -43.41
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-05-12 13F Traynor Capital Management, Inc. 0 -100.00 0
2025-05-12 13F Traynor Capital Management, Inc. Call 0 -100.00 0
2025-07-30 13F Rehmann Capital Advisory Group 5,165 -3.42 974 19.07
2025-08-01 13F Schmidt P J Investment Management Inc 3,383 -6.73 638 14.95
2025-08-14 13F Susquehanna International Group, Llp 36,223 -53.26 6,833 -42.41
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-07-15 13F Financial Partners Group, Inc 21,268 -2.22 4,012 20.52
2025-07-30 13F Brookstone Capital Management 3,452 -19.21 651 -0.46
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 5,341 -3.96 1,008 18.33
2025-04-15 13F MADDEN SECURITIES Corp 0 -100.00 0 -100.00
2025-08-08 13F Symphony Financial Services, Inc. 2,617 -0.23 494 22.94
2025-08-04 13F Integrity Alliance, Llc. 3,211 -63.84 606 -55.48
2025-07-22 13F USAdvisors Wealth Management, LLC 1,087 -23.88 0
2025-07-16 13F/A CX Institutional 94 -96.72 0
2025-08-06 13F Adviser Investments LLC 1,945 -88.72 367 -86.13
2025-07-29 13F Dumont & Blake Investment Advisors Llc 10,756 -0.82 2,029 22.17
2025-08-14 13F Coastal Bridge Advisors, LLC 1,729 -9.99 326 10.88
2025-07-03 13F TrueWealth Advisors, LLC 1,461 -14.06 276 5.77
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-13 13F Capital Fund Management S.a. Call 24,100 -8.71 4,546 12.50
2025-08-14 13F Harwood Advisory Group, LLC 9,671 -3.91 1,824 24.68
2025-05-12 13F Richard W. Paul & Associates, LLC 0 -100.00 0
2025-08-18 13F Castleark Management Llc 0 -100.00 0
2025-05-15 13F Main Management LLC 0 -100.00 0
2025-04-14 13F Greystone Financial Group, LLC 0 -100.00 0
2025-08-14 13F Chilton Investment Co Llc 0 -100.00 0
2025-08-11 13F NewEdge Wealth, LLC 15,141 -44.27 2,982 -28.30
2025-08-11 13F Howard Wealth Management, Llc 6,802 -1.75 1,283 21.15
2025-08-05 13F Verity Asset Management, Inc. 1,643 -2.90 310 19.31
2025-08-13 13F Philadelphia Trust Co 18,424 -0.31 3 50.00
2025-07-11 13F Seacrest Wealth Management, Llc 6,670 -3.38 1,258 19.13
2025-08-13 13F Fisher Asset Management, LLC 11,586 -12.41 2,186 7.90
2025-08-14 13F Barometer Capital Management Inc. 720 -69.10 136 -62.08
2025-04-16 13F Union Bancaire Privee, UBP SA 0 -100.00 0
2025-04-01 13F Modus Advisors, LLC 0 -100.00 0
2025-08-13 13F Consultiva Wealth Management, Corp. 400 -20.00 75 -1.32
2025-08-14 13F Banque Transatlantique SA 0 -100.00 0
2025-08-11 13F United Capital Financial Advisers, Llc 1,446 -3.66 273 18.78
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100.00 0
2025-08-14 13F Aster Capital Management (DIFC) Ltd 6,542 -25.29 1,234 -8.93
2025-07-15 13F SJS Investment Consulting Inc. 0 -100.00 0
2025-08-07 13F Commerce Bank 3,578 -26.65 675 -9.65
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 6,900 -6.69 1,302 14.93
2025-08-13 13F Mackenzie Financial Corp 1,650 -16.24 311 3.32
2025-08-07 13F/A Ellerson Group Inc /adv 4,794 -1.28 904 21.67
2025-08-13 13F Scotia Capital Inc. 22,835 -1.69 4,307 21.09
2025-07-15 13F Patriot Investment Management Inc. 4,439 -2.31 837 20.43
2025-07-29 13F Regions Financial Corp 13,219 -0.11 2,494 23.11
2025-08-14 13F Comerica Bank 5,056 -16.91 954 2.36
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 11,090 -2.54 2,077 19.16
2025-08-12 13F Coldstream Capital Management Inc 6,425 -2.56 1,212 20.12
2025-05-23 13F SWAN Capital LLC 0 -100.00 0
2025-07-25 13F We Are One Seven, LLC 7,940 -0.66 1,498 22.40
2025-08-07 13F Apeiron RIA LLC 3,607 -10.52 680 10.21
2025-07-17 13F Smith Anglin Financial, LLC 8,397 -0.59 1,584 22.51
2025-08-04 13F MeadowBrook Investment Advisors LLC 0 -100.00 0
2025-08-08 13F Wealth Quarterback LLC 4,917 -20.53 927 -2.11
2025-07-21 13F Segment Wealth Management, LLC 1,640 -9.89 309 11.15
2025-08-13 13F JBR Co Financial Management Inc 11,407 -9.05 2,152 12.03
2025-07-17 13F Janney Capital Management LLC 108,569 -2.65 20 17.65
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-07-31 13F Moloney Securities Asset Management, LLC 1,658 -19.44 313 -0.95
2025-04-17 13F Qrg Capital Management, Inc. 0 -100.00 0
Other Listings
MX:ITA
PE:ITA
GB:0JJD
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista