Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF eröffnet haben, gehören Crestmont Private Wealth LLC, Moulton Wealth Management, Inc, Summitpoint Capital Management, Ambassador Advisors, LLC, Mission Wealth Management, Lp, Mraz, Amerine & Associates, Inc., Cambridge Financial Group, LLC, Ellis Investment Partners, LLC, Cascade Investment Group, Inc., Quantinno Capital Management LP, River Street Advisors LLC, Johnson Investment Counsel Inc, DAVENPORT & Co LLC, Mlp3, Llc, O'Brien Wealth Partners LLC, Foundations Investment Advisors, LLC, StoneX Group Inc., Miracle Mile Advisors, LLC, Essex Savings Bank, und Tower Bridge Advisors .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Stifel Financial Corp | 454.690 | 1,80 | 10.419 | 1,99 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 4.278 | 23,32 | 98 | 24,05 | ||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 26.652 | 0,86 | 611 | 0,99 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 288.723 | 111,61 | 6.616 | 111,98 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 48.868 | 0,55 | 1.120 | 0,72 | ||||
| 2026-04-29 | 13F | Duncker Streett & Co Inc | 35.182 | 44,53 | 806 | 44,96 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 10.853 | 249 | ||||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 8.980 | 1,85 | 205 | 1,99 | ||||
| 2026-05-12 | 13F | Cannon Financial Strategists, Inc. | 63.153 | 0,57 | 1.447 | 0,77 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 5.304 | 122 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 83.031 | 6,12 | 1.899 | 6,15 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 18.833 | 7,00 | 432 | 7,21 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 215.198 | 0,71 | 4.931 | 0,88 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 8.934 | 1,32 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 86.466 | 258,93 | 1.981 | 259,53 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 160.508 | 17,73 | 3.678 | 17,96 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.674 | 0,66 | 38 | 0,00 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 112.612 | 2,91 | 2.581 | 3,08 | ||||
| 2026-04-08 | 13F | Cambridge Financial Group, LLC | 25.179 | 577 | ||||||
| 2026-04-29 | 13F | Unified Investment Management | 11.323 | 29,21 | 259 | 29,50 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 695.613 | 5,46 | 15.940 | 5,64 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 671.388 | 7,47 | 15.385 | 7,65 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 154.418 | 3.538 | ||||||
| 2026-05-01 | 13F | Rossmore Private Capital | 48.147 | 6,15 | 1.103 | 6,36 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 58.864 | 1.349 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 1.922 | 44 | ||||||
| 2026-04-23 | 13F | Scissortail Wealth Management, LLC | 613.073 | 16,54 | 14.049 | 16,75 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 3.953 | 0,66 | 91 | 1,12 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 72.602 | 3,14 | 1.664 | 3,29 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.365.037 | 554,33 | 31.280 | 555,47 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 19.788 | 453 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 529.198 | 15,72 | 12.127 | 15,92 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 16.386 | 34,90 | 375 | 35,38 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 12.483 | 0 | ||||||
| 2026-04-22 | 13F | Beacon Financial Planning, Inc | 28.522 | 68,98 | 654 | 69,17 | ||||
| 2026-05-13 | 13F | Cascade Investment Group, Inc. | 21.612 | 495 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 14.288 | 327 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 819 | 0,74 | 19 | 0,00 | ||||
| 2026-04-21 | 13F | Moseley Investment Management Inc | 842.161 | 2,35 | 19.298 | 2,53 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 28.854 | 661 | ||||||
| 2026-05-04 | 13F | Element Wealth, LLC | 38.811 | 4,29 | 889 | 4,47 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 776.694 | 1,27 | 17.775 | 1,32 | ||||
| 2026-04-23 | 13F | Willis Johnson & Associates, Inc. | 12.925 | 0,65 | 296 | 1,02 | ||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 53.832 | 17,22 | 1.234 | 17,43 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 30.332 | 38,09 | 695 | 33,14 | ||||
| 2026-05-01 | 13F | Hills Bank & Trust Co | 13.868 | 1,15 | 318 | 1,28 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 1.751 | 40 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 14.877 | 1,20 | 340 | 0,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4.153.434 | 4,52 | 95.176 | 4,70 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 1.595.643 | 8,70 | 36.564 | 8,89 | ||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 79.035 | 24,20 | 1.811 | 24,47 | ||||
| 2026-05-05 | 13F | Dudley Capital Management, Llc | 16.225 | 77,81 | 372 | 78,37 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 26.462 | 166,65 | 606 | 166,96 | ||||
| 2026-04-22 | 13F | Churchill Financial Advisors, LLC | 25.961 | 2,03 | 595 | 2,06 | ||||
| 2026-05-05 | 13F | Mraz, Amerine & Associates, Inc. | 26.985 | 618 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 10.730 | 246 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13.801 | 531,62 | 316 | 544,90 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 98.217 | 3,95 | 2.251 | 4,12 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 2.096 | 0,62 | 48 | 2,13 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 33.775 | 33,63 | 774 | 33,74 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 57.666 | 2,41 | 1.321 | 2,56 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.394.873 | 6,45 | 54.879 | 6,63 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26.156 | 599 | ||||||
| 2026-05-01 | 13F | Connecticut Wealth Management, LLC | 1.799.794 | 35,58 | 41.242 | 35,82 | ||||
| 2026-05-11 | 13F | Fourth Dimension Wealth, LLC | 86.893 | 6,18 | 1.991 | 6,41 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 51 | 1 | ||||||
| 2026-04-15 | 13F | NorthAvenue LLC | 2.098 | 51,92 | 48 | 54,84 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 906.070 | 27,75 | 20.763 | 27,55 | ||||
| 2026-04-16 | 13F | Sunbeam Capital Management, LLC | 88.703 | 0,58 | 2.033 | 0,74 | ||||
| 2026-05-14 | 13F | Baltimore-Washington Financial Advisors, Inc. | 485.330 | 7,43 | 11.121 | 7,63 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.090 | 25 | ||||||
| 2026-04-24 | 13F | United Community Bank | 5.935 | 136 | ||||||
| 2026-04-22 | 13F | Accretive Wealth Partners, LLC | 153.244 | 3,38 | 3.512 | 3,57 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 31.679 | 6,26 | 726 | 6,46 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 9.731 | 223 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 660.616 | 138,09 | 15.138 | 138,51 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 175 | 0,57 | 0 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 19.659 | 450 | ||||||
| 2026-04-17 | 13F | Essex Savings Bank | 9.522 | 218 | ||||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 38.858 | 106,59 | 890 | 106,98 | ||||
| 2026-04-16 | 13F | Phillips Financial Management, Llc | 108.310 | 22,67 | 2.482 | 22,88 | ||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 530.035 | 14,75 | 12.146 | 14,94 | ||||
| 2026-05-11 | 13F | Madden Advisory Services, Inc. | 39.171 | 52,02 | 898 | 52,29 | ||||
| 2026-05-21 | 13F | Raab & Moskowitz Asset Management LLC | 33.373 | 79,98 | 765 | 80,19 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 2.195 | 50 | ||||||
| 2026-05-12 | 13F | Guidance Point Advisors, LLC | 10.249 | 5,36 | 235 | 5,41 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 476.200 | 6,19 | 10.912 | 6,39 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 34.770 | 15,50 | 797 | 15,70 | ||||
| 2026-04-21 | 13F | River Street Advisors LLC | 16.000 | 367 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 24.513 | 12,05 | 562 | 12,20 | ||||
| 2026-05-12 | 13F | Creative Planning | 88.661 | 3,62 | 2.032 | 3,78 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 12.752 | 292 | ||||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 2.009 | 54,42 | 46 | 58,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 132.855 | 187,14 | 3.044 | 187,71 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 777.651 | 2,96 | 17.769 | 2,76 | ||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 529 | 90,29 | ||||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 3.750 | 50,00 | 86 | 49,12 | ||||
| 2026-04-09 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.140.456 | 7,67 | 26.134 | 7,86 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 20.201 | 0,58 | 463 | 0,65 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 186 | 4 | ||||||
| 2026-05-11 | 13F | SCS Capital Management LLC | 51.719 | 51,08 | 1.185 | 51,34 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 75.337 | 10,41 | 1.726 | 10,64 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 88.026 | 2,92 | 2.017 | 3,12 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 92.603 | 0,03 | 2.122 | 0,24 | ||||
| 2026-04-13 | 13F | Stockman Wealth Management, Inc. | 194.445 | 11,22 | 4.456 | 11,40 | ||||
| 2026-04-22 | 13F | Horizon Advisory Services, Inc. | 878.276 | 2,07 | 20.126 | 2,25 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 103.622 | 3,33 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 427.655 | 1,87 | 9.800 | 2,05 | ||||
| 2026-04-30 | 13F | Alessandra Capital Management, LLC | 15.500 | 47,62 | 355 | 47,92 | ||||
| 2026-05-12 | 13F | Tower Bridge Advisors | 8.750 | 201 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 1.859.979 | 10,30 | 42.614 | 10,47 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 24.007 | 550 | ||||||
| 2026-04-13 | 13F | Mlp3, Llc | 12.495 | 286 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 165.722 | 85,31 | 3.798 | 85,67 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.079.412 | 2,62 | 93.480 | 2,80 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 461.906 | 11,59 | 10.566 | 11,23 | ||||
| 2026-04-15 | 13F | Blue Square Asset Management, Llc | 11.391 | 4,27 | 261 | 4,82 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 1.024.244 | 556,37 | 23.471 | 557,61 | ||||
| 2026-04-13 | 13F | Clayton Financial Group LLC | 2.028 | 3,73 | 46 | 4,55 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 16.072 | 7,88 | 368 | 8,24 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 7.137 | 0,01 | 164 | 0,00 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 486.109 | 45,27 | 11.139 | 45,53 | ||||
| 2026-04-21 | 13F | Delta Wealth Advisors LLC | 615.926 | 25,03 | 14.114 | 25,24 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 328.379 | 2,88 | 7.525 | 3,05 | ||||
| 2026-05-22 | 13F/A | Summitry Llc | 1.529.668 | 0,46 | 35.052 | 0,63 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.606.656 | 1,31 | 36.817 | 1,49 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19.861 | 455 | ||||||
| 2026-05-08 | 13F | Crestmont Private Wealth LLC | 93.894 | 2.152 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 8.911 | 204 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 694.323 | 2,82 | 15.910 | 3,00 | ||||
| 2026-05-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 19.560 | 9,22 | 448 | 9,54 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 553 | 13 | ||||||
| 2026-01-20 | 13F | Austin Private Wealth, LLC | 62.239 | 0,39 | 1.424 | 0,07 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 5.929 | 136 | ||||||
| 2026-04-10 | 13F | Novem Group | 13.810 | 0,64 | 316 | 0,96 | ||||
| 2026-05-07 | 13F | Grant Street Asset Management, Inc. | 23.494 | 0,64 | 538 | 0,94 | ||||
| 2026-05-11 | 13F | Portland Global Advisors LLC | 157.733 | 13,44 | 3.614 | 13,65 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 11.055 | 253 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 920.103 | 6,08 | 21.047 | 5,85 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 70.680 | 1.617 | ||||||
| 2026-04-16 | 13F | Asset Advisors Investment Management, LLC | 484.205 | 2,12 | 11.096 | 2,31 | ||||
| 2026-05-15 | 13F | Mission Wealth Management, Lp | 28.474 | 652 | ||||||
| 2026-04-09 | 13F | Lantz Financial LLC | 135.293 | 15,08 | 3.100 | 15,28 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 215.696 | 26,51 | 4.943 | 26,72 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 341.869 | 9,30 | 7.834 | 9,48 | ||||
| 2026-04-08 | 13F | Moulton Wealth Management, Inc | 93.125 | 2.128 | ||||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 78.961 | 10,38 | 1.809 | 10,57 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 73.460 | 18,55 | 1.683 | 18,77 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 79.812 | 17,51 | 1.823 | 17,39 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 15.238 | 0,01 | 349 | 0,29 | ||||
| 2026-05-11 | 13F | High Note Wealth, LLC | 49.207 | 6,12 | 1.128 | 6,32 | ||||
| 2026-05-12 | 13F | Liberty Wealth Management Llc | 13.843 | 0,55 | 317 | 0,96 | ||||
| 2026-04-28 | 13F | Northstar Group, Inc. | 86.495 | 2,13 | 1.982 | 2,32 | ||||
| 2026-05-29 | 13F | Asset Dedication, LLC | 346.921 | 27,90 | 7.950 | 28,13 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 550 | 13 | ||||||
| 2026-05-04 | 13F | Autumn Glory Partners, LLC | 13.199 | 0,22 | 302 | 0,33 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 85.564 | 213,00 | 1.961 | 213,60 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 532.095 | 12,66 | 12.172 | 121.610,00 | ||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 20.407 | 0,65 | 468 | 0,86 | ||||
| 2026-04-17 | 13F | Trinity Wealth Management, LLC | 264.712 | 2,45 | 6.066 | 2,62 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 228.236 | 30,59 | 5.230 | 30,85 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 669.629 | 19,06 | 15.345 | 127.766,67 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 175.119 | 4.013 | ||||||
| 2026-05-05 | 13F | Midwest Professional Planners, LTD. | 364.820 | 12,74 | 8.360 | 12,93 | ||||
| 2026-05-07 | 13F | Koss-Olinger Consulting, LLC | 29.715 | 0,20 | 681 | 0,29 | ||||
| 2026-05-04 | 13F | TFR Capital, LLC. | 105.204 | 4,85 | 2.411 | 5,01 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 23.566 | 10,99 | 540 | 11,34 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 28.456 | 0,07 | 651 | -0,31 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 397.664 | 1,60 | 9.097 | 1,27 | ||||
| 2026-05-14 | 13F | Lbmc Investment Advisors, Llc | 23.920 | 57,47 | 548 | 57,93 |
