Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Fallen Angels USD Bond ETF eröffnet haben, gehören Annex Advisory Services, LLC, ATX Financial Planning, LLC, Gateway Wealth Partners, LLC, Investment Management Trust, LLC, Two Sigma Securities, Llc, Summit Financial, LLC, Storen Legacy Partners, LLC, Philadelphia Investment Partners, LLC, Y.D. More Investments Ltd, RMG Wealth Management LLC, Wellington Grp LLC, Merkkuri Wealth Advisors LLC, SageView Advisory Group, LLC, Albion Financial Group /ut, SHP Wealth Management, und SBI Securities Co., Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 13.975 | 5,27 | 373 | 3,04 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 12.325 | 4,81 | 329 | 2,49 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 9.446 | 0,97 | 252 | -1,18 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 332.516 | 97,37 | 8.885 | 93,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7.519.795 | 3,47 | 200.929 | 1,28 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 7 | 0 | ||||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 88.396 | 62,16 | 2.362 | 57,19 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 54.689 | 4,20 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 11.000 | 294 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 95.320 | 98,11 | 2.547 | 93,91 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 276 | 8 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 127.200 | 3,05 | 3.399 | 0,86 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 33.887 | 5,06 | 905 | 2,84 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 162.810 | 203,34 | 4.350 | 196,93 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7.754 | 0,41 | 207 | -1,43 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 97.837 | 5,75 | 2.614 | 3,52 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 2.000 | 53 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 979 | 26 | ||||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 8.822 | 91,70 | 236 | 87,30 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 37.463 | 10,16 | 1.001 | 7,87 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 61.490 | 4.899,19 | 1.643 | 4.878,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 28.284 | 5,73 | 756 | 3,42 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 20.281 | 542 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 7.852 | 1,62 | 210 | -0,48 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 18.742 | 15,01 | 512 | 13,05 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 42 | 2,44 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 94.114 | 15,37 | 2.515 | 12,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 179.502 | 9,48 | 4.796 | 7,15 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8.718 | 0,02 | 233 | -2,11 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6.477 | 6,15 | 173 | 4,22 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 3.151 | 0,16 | 84 | -1,18 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 539 | 14 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 14.862 | 0,81 | 397 | -1,24 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 300 | 29,31 | 8 | 33,33 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 93.430 | 1,15 | 2.496 | -0,99 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8.965 | 240 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28.718 | 767 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 29.577 | 15,48 | 790 | 11,11 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 7.605 | 0,11 | 203 | -1,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3.622.871 | 5,30 | 96.803 | 3,06 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 431 | 12 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2.533 | 68 | ||||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 184.138 | 5,71 | 4.920 | 3,47 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 76.294 | 6,23 | 2.039 | 3,98 | ||||
| 2026-05-15 | 13F | Fmr Llc | 8.047 | 69,98 | 215 | 66,67 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 45.181 | 0,06 | 1.207 | -2,03 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 15.071 | 23,33 | 403 | 20,72 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 42.239 | 0,65 | 1.129 | -1,48 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 22.245 | 193,70 | 594 | 188,35 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 37.078 | 5,99 | 991 | 3,66 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 11.668 | 13,89 | 312 | 11,47 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 3.448 | 92 | ||||||
| 2026-05-15 | 13F | Ashford Capital Management Inc | 294.018 | 23,00 | 7.856 | 20,40 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.389.487 | 4,20 | 37.127 | 1,99 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 94.015 | 50,59 | 2.512 | 47,42 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 39.737 | 122,85 | 1.062 | 118,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 15 | 0,00 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 12.705 | 339 | ||||||
| 2026-04-22 | 13F | DDFG, Inc | 52.524 | 5,93 | 1.403 | 3,70 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 9.780 | 1,85 | 259 | -1,53 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 94.081 | 4,75 | 2.514 | 2,53 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13.601 | 327,17 | 359 | 317,44 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 9.223 | 246 | ||||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 53.313 | 5,68 | 1.425 | 3,41 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 410 | 11 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 596.100 | 0,30 | 15.928 | -1,83 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 57 | 1,79 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 13.768 | 10,64 | 368 | 8,26 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 15.350 | 410 | ||||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 22.790 | 4,76 | 609 | 2,53 | ||||
| 2026-05-05 | 13F | Sherry Group, Inc. | 80.027 | 0,41 | 2.138 | -1,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 25.416 | 48,36 | 679 | 45,40 | ||||
| 2026-05-12 | 13F | ESG Planning | 17.026 | 0,92 | 455 | -1,30 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 132.916 | 4,95 | 3.559 | 1,92 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 23.865 | 152,97 | 638 | 147,86 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 42.506 | 54,30 | 1.160 | 51,63 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 156.997 | 34,85 | 4.195 | 31,97 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 63.514 | 17,93 | 1.697 | 15,44 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 9.685 | 5,08 | 259 | 2,79 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 39.194 | 99,44 | 1.047 | 95,34 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 24.261 | 24,95 | 648 | 22,26 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3.636 | 25,47 | 97 | 22,78 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 135.496 | 63,57 | 3.620 | 60,11 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 72.599 | 1.940 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3.275 | 12.029,63 | 88 | -6,45 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 63.087 | 375,34 | 1.705 | 366,85 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 2.573 | 67,95 | 69 | 65,85 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.858 | 7,65 | 50 | 4,26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27.630 | 738 | ||||||
| 2026-05-13 | 13F | Marex Group plc | 239.710 | 31,17 | 6.405 | 28,41 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 219 | -1,79 | ||||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 12.643 | 2,52 | 338 | 0,30 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 27.500 | 0,73 | 735 | -1,48 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 150.432 | 7,73 | 4.020 | 5,43 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 11.268 | 17,24 | 308 | 15,41 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2.672 | 2.630 | ||||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 11.064 | 8,74 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3.038.602 | 81.191 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 20.620 | 0,62 | 551 | -1,61 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 16.938 | 66,75 | 453 | 63,18 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 101.560 | 2,53 | 2.714 | 0,18 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 15.757 | 35,97 | 421 | 33,23 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 8.144 | 0,33 | 218 | -1,81 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 42.470 | 1,61 | 1.135 | -0,61 | ||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 525.000 | 50,00 | 14.028 | 46,81 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 9.083 | 8,51 | 243 | 6,14 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1.220 | 1,08 | 33 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 29.439 | 0,32 | 787 | -1,87 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 35.049 | 3,21 | 937 | 0,97 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15.316 | 83,73 | 409 | 80,18 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 753 | 18,58 | 21 | 17,65 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 56.007 | 50,96 | 1.497 | 47,83 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 295 | 8 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 192.570 | 109,65 | 5.145 | 105,23 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 7.706 | 206 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 359.635 | 5,21 | 9.609 | 2,98 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 28.738 | 2,21 | 768 | 0,00 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 117.914 | 2,85 | 3.151 | 0,67 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 243.797 | 25,57 | 6.514 | 22,91 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 0 | 0 | ||||||
| 2026-04-10 | 13F | Novem Group | 659.177 | 4,70 | 17.613 | 2,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.013 | 73,16 | 28 | 68,75 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 93.204 | 4,28 | 2.490 | 2,05 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 97.342 | 2.601 | ||||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 16.290 | 20,31 | 435 | 17,89 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.417 | 0,93 | 38 | -2,63 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 46.210 | 2,16 | 1.235 | 0,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 21.205 | 567 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 15.492 | 94,09 | 414 | 90,32 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 124.483 | 1,71 | 3.326 | -0,45 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 18.410 | 1,85 | 492 | -0,41 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 581.555 | 59,83 | 16 | 66,67 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 167.214 | 15,68 | 4.468 | 13,20 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 | 0 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 128.206 | 157,90 | 3.390 | 149,82 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 7.988 | 6,91 | 0 | |||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 89.915 | 77,47 | 2.403 | 73,68 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 14 | 0 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 17.246 | 6,58 | 469 | 6,12 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 45.990 | 7,08 | 1.229 | 4,86 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 24.280 | 28,38 | 649 | 25,58 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14.563 | 1,14 | 389 | -1,02 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 28.149 | 4,87 | 752 | 2,73 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 10.910 | 1,74 | 292 | -0,34 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 268.800 | 9,45 | 7.182 | 7,13 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 16.450 | 39,21 | 440 | 36,34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 36.804 | 55,43 | 1.005 | 55,42 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.105 | 421,23 | 30 | 480,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 16.068 | 0,02 | 429 | -2,05 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 1.157 | 31 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 79.636 | 10,03 | 2.128 | 7,70 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 98.890 | 1,92 | 2.642 | -0,23 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 76.998 | 2.057 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 38.086 | 17,21 | 1.018 | 14,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 378.397 | 13,05 | 10.111 | 10,65 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 60.462 | 5,32 | 1.616 | 3,06 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 11.766 | 4,44 | 314 | |||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 9.471 | 253 | 4.960,00 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6.431 | 0,09 | 172 | -2,29 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 273.741 | 2,13 | 7.314 | -0,03 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 40 | 1 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 41.828 | 0,07 | 1.118 | -2,10 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1.631 | 14,14 | 44 | 10,26 |
