Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Currency Hedged MSCI EAFE ETF eröffnet haben, gehören Tulsa Wealth Advisors, INC, Tiaa-cref Individual & Institutional Services, Llc, Advyzon Investment Management, LLC, Beacon Pointe Advisors, LLC, Summitpoint Capital Management, Envision Financial Transparency, LLC, SB Capital Management Inc, Immaculate Wealth Management LLC, 71 West Capital Partners, Catalytic Wealth RIA, LLC, SMART Wealth LLC, Diversify Wealth Management, Llc, Emergent Wealth Advisors, LLC, Guardian Capital, LLC, OpenArc Corporate Advisory, LLC, SHP Wealth Management, National Wealth Management Group, LLC, RAM Investment Partners, LLC, Daymark Wealth Partners, Llc, und Vanguard National Trust Co .
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 | Mach-1 Financial Group, Inc. | 11.980 | 27,88 | 509 | 31,52 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 12.739 | 462 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 211.689 | 6,24 | 8.996 | 9,15 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 7.445 | 264 | ||||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 101.277 | 4,18 | 4 | 0,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 26.292 | 17,50 | 1.087 | 17,51 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 296 | 13 | ||||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 279 | 12 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 3.074.762 | 13,34 | 130.662 | 16,45 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 0 | 0 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 5.929.029 | 4,81 | 251.954 | 7,69 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 6.734 | 286 | ||||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 256.973 | 2,39 | 10.920 | 5,21 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25.129 | 67.816,22 | 1.068 | 106.600,00 | ||||
| 2026-04-21 | 13F | Retirement Planning Group, Llc / Ny | 57.323 | 2,96 | 2.436 | 5,78 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 32.459 | 14,04 | 1.380 | 17,15 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 34.460 | 35,58 | 1.464 | 39,30 | ||||
| 2026-04-23 | 13F | Bigelow Investment Advisors, LLC | 140.130 | 19,48 | 5.955 | 22,76 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 192.344 | 0,42 | 8.174 | 3,18 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8.870 | 367 | ||||||
| 2026-05-11 | 13F | Collier Financial | 298 | 0,34 | 13 | 0,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 729 | 0 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 21.005 | 1,41 | 893 | 4,21 | ||||
| 2026-05-11 | 13F | Integrity Alliance, Llc. | 28.319 | 5,42 | 1.203 | 8,28 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 7.462 | 325 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 65.873 | 2.799 | ||||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 6.440 | 1,07 | 274 | 3,80 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 15.698 | 1 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 7.346 | 0,93 | 325 | 4,52 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 300 | 13 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 7.084 | 301 | ||||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 100.067 | 4.139 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 5.897 | 251 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5.507 | 234 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 16.807 | 289,05 | 714 | 301,12 | ||||
| 2026-05-11 | 13F | Guardian Capital, LLC | 7.210 | 306 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 17.152 | 85,07 | 709 | 111,01 | ||||
| 2026-04-29 | 13F | Cvfg Llc | 100.564 | 3,27 | 4.273 | 6,11 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 616.666 | 35,61 | 26.205 | 39,34 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 984.500 | 42 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 47.879 | 7,51 | 2.035 | 10,42 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 1.186 | 39,86 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 1.033.324 | 9,29 | 43.911 | 12,29 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 11.296 | 63,28 | 480 | 67,83 | ||||
| 2026-05-06 | 13F | ProVise Management Group, LLC | 16.233 | 9,29 | 690 | 12,21 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 78.634 | 5,40 | 3.342 | 8,30 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 5.390 | 229 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 220.549 | 3,58 | 9.373 | 6,43 | ||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 7.178 | 0,07 | 305 | 3,04 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 626 | 27 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 36.687 | 22,22 | 1.559 | 25,62 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 116.371 | 3,81 | 4.945 | 6,67 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 5.320 | 29,98 | 0 | |||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 38.650 | 271,21 | 1.642 | 281,86 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 149.851 | 7,16 | 6.368 | 10,10 | ||||
| 2026-05-12 | 13F | Turning Point Benefit Group, Inc. | 10.769 | 127,96 | 356 | 82,05 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 64.455 | 2,90 | 2.739 | 5,75 | ||||
| 2026-05-12 | 13F | WESCAP Management Group, Inc. | 350.321 | 2,02 | 14.887 | 4,82 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 101.330 | 4.306 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 333.680 | 32,18 | 13.754 | 31,74 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 66.436 | 8,87 | 2.823 | 11,85 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 6.281 | 267 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 16.141 | 62,45 | 686 | 67,07 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 8.398 | 3,83 | 357 | 6,59 | ||||
| 2026-05-14 | 13F | Vermillion & White Wealth Management Group, LLC | 153.475 | 22.142,75 | 5.570 | 19.789,29 | ||||
| 2026-04-21 | 13F | Shepherd Street Advisors LLC | 58.218 | 18,83 | 2.474 | 22,06 | ||||
| 2026-05-11 | 13F | Meridian Wealth Advisors, LLC | 17.221 | 13,86 | 732 | 16,96 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 524.043 | 22.269 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.078 | 79,68 | 131 | 85,71 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 149.704 | 2.326,32 | 6.362 | 2.394,51 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3.982 | 169 | ||||||
| 2026-04-24 | 13F | Cyr Financial Inc. | 248.421 | 7,61 | 10.557 | 10,56 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 79.600 | 3.383 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 19.466 | 2,83 | 827 | 5,75 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 79.597 | 3.446 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 122.184 | 3,19 | 5.192 | 6,02 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 40.237 | 1.710 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | 153.040 | 67,90 | 6.503 | 72,54 | ||||
| 2026-04-27 | 13F | Prasad Wealth Partners, LLC | 441.387 | 1,25 | 18.757 | 4,03 | ||||
| 2026-04-20 | 13F | Darrow Company, Inc. | 223.202 | 0,40 | 9.485 | 3,15 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 188.497 | 19,36 | 8.010 | 22,65 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 5.285 | 163,07 | 225 | 169,88 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 48.127 | 87,53 | 2.045 | 92,74 | ||||
| 2026-04-23 | 13F | Lighthouse Wealth Management Inc. | 344.555 | 3,60 | 14.642 | 6,44 | ||||
| 2026-05-12 | 13F | Partners Capital Investment Group, Llp | 3.579.217 | 3,98 | 152.099 | 6,83 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 4.879 | 207 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 23.318 | 8,71 | 991 | 11,61 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 597 | 25 | ||||||
| 2026-05-05 | 13F | PFG Advisors | 12.228 | 5,11 | 520 | 7,90 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 34.680 | 3,35 | 1.474 | 6,20 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 15.809 | 50,56 | 672 | 54,61 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 937.602 | 7,01 | 39.843 | 9,95 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 23 | 1 | ||||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 8.898 | 378 | ||||||
| 2026-05-06 | 13F | 71 West Capital Partners | 17.022 | 723 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.445 | 52,91 | 60 | 59,46 | ||||
| 2026-04-17 | 13F | Verde Capital Management | 831.540 | 7,36 | 35.336 | 10,31 | ||||
| 2026-05-08 | 13F | Perspective Wealth Advisors Llc | 261.821 | 12,18 | 11.126 | 15,27 | ||||
| 2026-04-06 | 13F | CX Institutional | 273.350 | 19,88 | 12 | 22,22 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 161.958 | 12,94 | 6.882 | 16,03 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 166.967 | 90,48 | 7.095 | 95,72 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 61.355 | 0,04 | 3 | 0,00 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 28.344 | 32,54 | 1 | |||||
| 2026-02-09 | 13F | Financial Advisory Corp /ut/ /adv | 16.437 | 2,34 | 1 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 3.781.496 | 4,17 | 160.695 | 7,03 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 453 | 19 | ||||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 295.941 | 13,81 | 12.576 | 16,93 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 70.634 | 2.921 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 15.906 | 676 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 96.276 | 21,80 | 4.091 | 24,92 | ||||
| 2026-05-06 | 13F | Crescent Grove Advisors, LLC | 218.230 | 7,53 | 9.274 | 10,47 | ||||
| 2026-02-20 | 13F | SB Capital Management Inc | 44.393 | 1.836 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 49.439 | 21,78 | 2.101 | 25,07 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 7.900 | 336 | ||||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 237 | 0,85 | 10 | 11,11 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 224.995 | 21,72 | 9.306 | 27,10 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 221.510 | 0,04 | 9.413 | 2,80 | ||||
| 2026-04-20 | 13F | YANKCOM Partnership | 580 | 25 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 237.809 | 10.106 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 305.201 | 12.970 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 68.574 | 11.483,45 | 2.914 | 12.041,67 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 518.815 | 22.047 | ||||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 58.532 | 38,04 | 2.487 | 41,87 | ||||
| 2026-04-23 | 13F | SMART Wealth LLC | 7.613 | 324 | ||||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 6.270 | 266 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 9.002 | 598,37 | 383 | 620,75 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 118.144 | 49,28 | 5.021 | 53,38 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 4.896 | 202 | ||||||
| 2026-04-21 | 13F | OneAscent Wealth Management LLC | 18.228 | 16,35 | 775 | 19,63 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 13.580 | 29,64 | 577 | 33,26 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 120.199 | 0,12 | 5.108 | 2,86 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 28.961 | 1.231 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 4.767 | 203 | ||||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 20.493 | 2,21 | 871 | 4,95 | ||||
| 2026-05-11 | 13F | Commerce Bank | 5.606 | 238 | ||||||
| 2026-05-08 | 13F | Bokf, Na | 481.203 | 9,34 | 20.449 | 12,34 | ||||
| 2026-04-16 | 13F | IVC Wealth Advisors LLC | 128.985 | 20,99 | 5.481 | 24,31 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 79.228 | 3,57 | 3.367 | 6,42 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.591.882 | 216,87 | 195.132 | 225,57 | ||||
| 2026-05-01 | 13F | BCR Wealth Strategies, LLC | 26.748 | 19,72 | 1 | |||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 59.136 | 3 | ||||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 427.085 | 18.149 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 645.820 | 44,14 | 27 | 50,00 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 17.029 | 46,78 | 724 | 50,94 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 97 | 4 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 142.517 | 4,79 | 6.056 | 7,66 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 50.458 | 17,16 | 2.144 | 20,38 | ||||
| 2026-05-29 | 13F | Immaculate Wealth Management LLC | 27.321 | 1.161 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 20.695 | 429,15 | 879 | 445,96 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 2.794 | 7,63 | 119 | 10,28 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 28.117 | 20,27 | 1.195 | 23,60 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 49.723 | 3,52 | 2.113 | 6,34 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 27.951 | 0,58 | 1.188 | 3,31 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 10.565 | 4,97 | 449 | 7,69 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 173 | 7 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 140.329 | 0,59 | 5.964 | 3,34 | ||||
| 2026-04-13 | 13F | Trust Co | 48 | 2 | ||||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 52.444 | 3,36 | 2.229 | 6,20 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.409.864 | 4,67 | 59.912 | 7,54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 64.291 | 3,82 | 2.732 | 6,68 | ||||
| 2026-05-11 | 13F | Capital Square, LLC | 4.582 | 202 |
