Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF eröffnet haben, gehören Beacon Financial Planning, Inc, Magnus Financial Group LLC, Cerity Partners LLC, AssuredPartners Investment Advisors, LLC, Ellis Investment Partners, LLC, Summit Asset Management, LLC, Warren Averett Asset Management, LLC, Two Sigma Securities, Llc, Spartan Wealth Advisory Services LLC, OneAscent Financial Services LLC, Bank of New York Mellon Corp, Intentional Wealth Strategies, LLC, Fifth Third Bancorp, Napier Financial, LLC, 3 Factor Indexing, Llc, Lloyd Advisory Services, LLC., und Western 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8.684 | 2,73 | 199 | 2,05 | ||||
| 2026-04-27 | 13F | TABR Capital Management, LLC | 243.961 | 4,13 | 5.599 | 3,53 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 102.226 | 214,19 | 2.346 | 212,80 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18.953 | 6,21 | 435 | 5,60 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 9.853 | 0,15 | 226 | -0,44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.664.369 | 1,00 | 38.197 | 0,43 | ||||
| 2026-05-11 | 13F | Arrow Financial Corp | 1.349.454 | 10,98 | 30.970 | 10,35 | ||||
| 2026-04-20 | 13F | Golden Reserve Retirement LLC | 28.472 | 133,59 | 653 | 132,38 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 30.223 | 0,86 | 694 | 0,29 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 10.377 | 18,57 | 238 | 18,41 | ||||
| 2026-05-12 | 13F | Focused Alpha, Llc | 39.438 | 8,37 | 905 | 7,87 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 132.908 | 6,07 | 3.050 | 5,46 | ||||
| 2026-04-16 | 13F | Johnson Bixby & Associates, LLC | 15.027 | 0,43 | 345 | -0,29 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 34.659 | 15,77 | 795 | 15,22 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 23.252 | 534 | ||||||
| 2026-05-08 | 13F | New England Private Wealth Advisors LLC | 9.918 | 1,00 | 228 | 0,44 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 366 | 1,10 | 8 | 0,00 | ||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 23.644 | 543 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 418 | 0,72 | 10 | 0,00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 76.544 | 44,70 | 1.757 | 43,93 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 20.641 | 25,97 | 474 | 25,13 | ||||
| 2026-05-12 | 13F | Straightline Group Llc | 911.742 | 11,42 | 20.924 | 10,67 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 186.431 | 3,06 | 4.279 | 2,47 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 27.640 | 0,09 | 634 | -0,47 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 11.231 | 3,51 | 257 | 2,40 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 25.135 | 45,00 | 577 | 44,00 | ||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 38.272 | 878 | ||||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 77.234 | 0,31 | 1.773 | -0,28 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 12.139 | 32,91 | 279 | 31,75 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 28.927 | 6,34 | 664 | 5,73 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 80.538 | 24,60 | 1.848 | 23,94 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.639 | 3,00 | 84 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4.767 | 109 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 34.455 | 30,66 | 791 | 29,93 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 126.633 | 133,10 | 2.906 | 131,92 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.045.407 | 8,96 | 46.942 | 8,35 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 52.707 | 8,89 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 1.474 | 34 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 68.881 | 33,33 | 1.581 | 32,55 | ||||
| 2026-05-14 | 13F | Cowa, Llc | 1.109.389 | 14,15 | 25.460 | 17,04 | ||||
| 2026-04-17 | 13F | Michael S. Ryan, Inc. | 223.377 | 2,99 | 5.127 | 2,40 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 18.070 | 413 | ||||||
| 2026-04-10 | 13F | Brucke Financial, Inc. | 84.447 | 40,73 | 1.938 | 40,03 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 284.878 | 5,03 | 6.538 | 4,42 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 87 | 2 | ||||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 8.981 | 206 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 327 | 8 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 28.250 | 8,80 | 648 | 8,18 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 85.436 | 30,56 | 1.961 | 29,80 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 398.864 | 7,96 | 9.154 | 7,34 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 175 | 1,16 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 10.849 | 249 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4.665 | 9,38 | 107 | 9,18 | ||||
| 2026-02-17 | 13F | High Falls Advisors, Inc | 14.462 | 14,41 | 334 | 12,88 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 13.155 | 302 | ||||||
| 2026-05-06 | 13F | Intentional Wealth Strategies, LLC | 8.414 | 193 | ||||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 20.063 | 0,22 | 459 | -0,65 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 10.599 | 1,00 | 243 | 0,83 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 21.387 | 0,24 | 491 | -0,41 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 118.181 | 0,55 | 2.712 | 0,00 | ||||
| 2026-04-28 | 13F | Walser Wealth Management Company, A Ltd Liability Co | 101.324 | 224,94 | 2.325 | 223,37 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 41.203 | 44,95 | 946 | 44,05 | ||||
| 2026-04-16 | 13F | Ironwood Financial, llc | 130.962 | 4,55 | 3.006 | 3,91 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 29.036 | 3,49 | 666 | 2,94 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 418.276 | 55,65 | 9.599 | 54,77 | ||||
| 2026-04-06 | 13F | CX Institutional | 929 | 0,98 | 0 | |||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 11.345 | 21,99 | 260 | 21,50 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 93.505 | 4,62 | 2.146 | 4,03 | ||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 571.769 | 9,01 | 13.122 | 8,40 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.049 | 93 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 914 | 21 | ||||||
| 2026-04-28 | 13F | Timber Creek Capital Management LLC | 40.983 | 0,88 | 941 | 0,32 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 17.425 | 400 | ||||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 283.464 | 118,19 | 6.506 | 116,98 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 15.714 | 56,97 | 0 | |||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 77.130 | 50,05 | 1.770 | 49,24 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 14.529 | 1,03 | 335 | -0,30 | ||||
| 2026-04-16 | 13F | Evexia Wealth Llc | 163.565 | 16,57 | 3.741 | 15,61 | ||||
| 2026-05-08 | 13F | Summit Asset Management, LLC | 15.896 | 365 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 207 | -8,85 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 20.293 | 37,05 | 463 | 35,78 | ||||
| 2026-05-26 | 13F | Ruggaard & Associates LLC | 528.264 | 0,76 | 12.124 | 0,19 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 54.502 | 0,08 | 1.251 | -0,48 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 51.600 | 21,48 | 1.191 | 19,84 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 1.123.830 | 1,59 | 25.792 | 1,02 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 10.930 | 0,33 | 251 | -0,40 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 241 | |||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 389.445 | 2,39 | 8.938 | 1,81 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 31.463 | 17,84 | 722 | 17,21 | ||||
| 2026-04-24 | 13F | APCM Wealth Management for Individuals | 9.025 | 1,00 | 207 | 0,49 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 20.951 | 27,57 | 481 | 26,65 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 330.591 | 8,79 | 7.587 | 8,18 | ||||
| 2026-05-11 | 13F | Wrapmanager Inc | 35.842 | 0,83 | 823 | 0,24 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 366 | 8 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 25.852 | 30,77 | 593 | 30,04 | ||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 21.911 | 10,22 | 506 | 8,84 | ||||
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 21.039 | 14,13 | 483 | 13,41 | ||||
| 2026-05-06 | 13F | Spartan Wealth Advisory Services LLC | 9.952 | 228 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 154.299 | 7,02 | 3.561 | 118.600,00 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 2.852 | 0,32 | 65 | 0,00 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 192.313 | 92,48 | 4.414 | 91,45 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 8.717 | 200 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 172.807 | 16,59 | 3.966 | 15,94 | ||||
| 2026-05-14 | 13F | 3 Factor Indexing, Llc | 398 | 9 | ||||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 45.416 | 392,21 | 1.042 | 391,51 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 8.748 | 0,78 | 201 | 0,00 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 30.946 | 180,94 | 710 | 179,53 | ||||
| 2026-04-22 | 13F | M3 Advisory Group, LLC | 9.374 | 0,14 | 215 | -0,46 |
