Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares USD Green Bond ETF eröffnet haben, gehören Mariner, LLC, CIBC Bancorp USA Inc., TD Waterhouse Canada Inc., Silver Grove Financial Group, Inc., Ashton Thomas Private Wealth, LLC, Western Wealth Management, LLC, Evolution Wealth Management Inc., und Cassaday & Co Wealth Management LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Mariner, LLC | 12.104 | 575 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 1.213.301 | 20,33 | 57.597 | 19,16 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 4.691 | 126,18 | 222 | 123,23 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 69.716 | 0,08 | 3.310 | -0,90 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 187.588 | 11,26 | 8.905 | 10,18 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 27.196 | 2,06 | 1.291 | 1,10 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 10.717 | 5,88 | 509 | 4,74 | ||||
| 2026-04-30 | 13F | LRI Investments, LLC | 6.158 | 1,35 | 292 | 0,34 | ||||
| 2026-05-12 | 13F | Creative Planning | 189.974 | 6,74 | 9.018 | 5,71 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.834 | 87 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 9.900 | 50,94 | 470 | 49,36 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1.495 | 0,74 | 71 | -1,41 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 64.283 | 2,35 | 3.052 | 1,36 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 15.680 | 49,02 | 744 | 47,62 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 42 | 2,44 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 2.442 | 115 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 4.882 | 0,72 | 232 | -0,43 | ||||
| 2026-05-14 | 13F | Plum Street Advisors, LLC | 46.930 | 0,50 | 2.228 | -0,49 | ||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 29.304 | 79,34 | 1.391 | 77,65 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 12.125 | 576 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 6.942 | 0,13 | 330 | -0,90 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 109 | 3,81 | 5 | 0,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 318 | 15 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 256.841 | 2,53 | 12.193 | 1,54 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2 | 0 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 242 | 13,08 | 11 | 10,00 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.500 | 260 | ||||||
| 2026-04-23 | 13F | Midwest Financial Partners Investments, Inc. | 19.003 | 7,78 | 902 | 6,75 | ||||
| 2026-04-20 | 13F | Cardinal Point Capital Management, ULC | 13.838 | 2,99 | 657 | 1,86 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 7.920 | 376 | ||||||
| 2026-04-29 | 13F | Impact Investors, Inc | 169.667 | 11,05 | 8.054 | 9,98 | ||||
| 2026-05-15 | 13F | Silver Grove Financial Group, Inc. | 1.361 | 65 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 418.909 | 21,42 | 19.886 | 20,25 | ||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 367 | 0,82 | 17 | 0,00 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 31.218 | 2,29 | 1.482 | 1,30 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 12.281 | 0,24 | 583 | -0,68 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 16.840 | 5,69 | 799 | 4,72 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 46.842 | 0,31 | 2.224 | -0,67 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 114 | 5 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 18.740 | 6,74 | 890 | 5,71 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 22.874 | 4,97 | 1.086 | 3,93 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 14.906 | 8,93 | 708 | 7,94 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 18.675 | 32,17 | 887 | 30,87 | ||||
| 2026-05-11 | 13F | Seeds Investor Llc | 139.828 | 8,21 | 6.673 | 7,72 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 17.942 | 4,95 | 852 | 3,91 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 15.005 | 124,02 | 707 | 120,25 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 84 | 4 | -25,00 | |||||
| 2026-04-22 | 13F | DORVAL Corp | 6.378 | 11,15 | 303 | 9,82 | ||||
| 2026-05-13 | 13F | Northwest & Ethical Investments L.P. | 1.028 | -0,96 | ||||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 26.426 | 22,63 | 1.252 | 21,20 | ||||
| 2026-05-14 | 13F | Betterment LLC | 1.381.155 | 2,64 | 66 | 1,56 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 6.152 | 51,15 | 295 | 50,77 | ||||
| 2026-04-20 | 13F | Morton Brown Family Wealth, LLC | 4.877 | 31,63 | 232 | 30,51 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 645 | 0,78 | 31 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 13.066 | 1,50 | 618 | 0,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 82.594 | 10,14 | 3.921 | 9,07 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 97 | 5 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 100.108 | 2,41 | 4.752 | 1,41 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 4.479 | 213 | ||||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 10 | 0 | ||||||
| 2026-05-12 | 13F | Omega Financial Group, LLC | 18.795 | 1,56 | 892 | 0,56 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 214 | 10 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.811 | 2,43 | 228 | 1,33 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 4.280 | 0,68 | 203 | 0,00 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 6.152 | 292 | ||||||
| 2026-05-12 | 13F | KilterHowling LLC | 7.841 | 38,24 | 372 | 37,27 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 385 | 18 | ||||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 2.809 | 84,08 | 133 | 82,19 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6.982 | 8,40 | 331 | 7,47 | ||||
| 2026-04-08 | 13F | Birchbrook, Inc. | 500 | 7,30 | 24 | 4,55 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6.873 | 42,30 | 326 | 41,13 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 1.131 | 6,10 | 54 | 3,92 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 75.443 | 25,80 | 3.581 | 24,60 | ||||
| 2026-04-30 | 13F | Torren Management, LLC | 6.660 | 2,79 | 316 | 1,94 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 439 | 0,69 | 21 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 37.388 | 2,88 | 1.792 | 179.100,00 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 11.847 | 23,21 | 562 | 22,17 | ||||
| 2026-04-22 | 13F | Invera Wealth Advisors, LLC | 25.277 | 6,15 | 1.200 | 5,08 |
