Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Select U.S. REIT ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Vanguard National Trust Co, Quantinno Capital Management LP, Fort Sheridan Advisors Llc, Good Harbor Advisors, Inc., Briggs Wealth Management, Inc, Armis Advisers, LLC, S.A. Mason LLC, Napier Financial, LLC, Crews Bank & Trust, und POM Investment Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 125.142 | 14,15 | 7.745 | 18,41 | ||||
| 2026-05-11 | 13F | Bailard, Inc. | 21.590 | 2,30 | 1.336 | 6,12 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 9.888 | 612 | ||||||
| 2026-05-15 | 13F | National Philanthropic Trust | 450.569 | 5,00 | 27.886 | 8,90 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 71 | 4 | ||||||
| 2026-04-21 | 13F | Oak Wealth Advisors LLC | 7.505 | 3,93 | 464 | 7,91 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 8.268 | 10,77 | 512 | 14,83 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 5.058 | 313 | ||||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 184 | 11 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 4.962 | 13,70 | 307 | 18,08 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 3.381 | 209 | ||||||
| 2026-04-08 | 13F | Post Resch Tallon Group Inc. | 6.250 | 4,34 | 388 | 8,40 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 191 | 223,73 | 12 | 266,67 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 84.449 | 5.227 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.522.970 | 2,62 | 92.749 | 4,73 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9.778 | 6,54 | 605 | 10,60 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 26.955 | 1,63 | 1.668 | 5,04 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 3.315 | 205 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 58.276 | 8,16 | 3.607 | 12,20 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 200 | 12 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 357 | 0,28 | 22 | 4,76 | ||||
| 2026-05-13 | 13F | NFP Retirement, Inc. | 78.787 | 15,66 | 4.876 | 19,98 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 7.327 | 3,84 | 456 | 3,87 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 14.940 | 232,15 | 925 | 244,78 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 700.801 | 11,88 | 43.373 | 16,04 | ||||
| 2026-04-27 | 13F | Proathlete Wealth Management Llc | 78 | 1,30 | 5 | 0,00 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 4.234 | 262 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 4.024 | 0,98 | 249 | 4,18 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 7.991 | 1,06 | 495 | 4,88 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 9.000 | 557 | ||||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 3.115 | 210 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 1.282 | 7,19 | 79 | 11,27 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 445.216 | 42,74 | 27.562 | 47,97 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 335 | 7,37 | 21 | 11,11 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 125.738 | 13,31 | 7.782 | 129.583,33 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 8.966 | 57,24 | 555 | 62,94 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 4.627 | 0,13 | 286 | 4,00 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 5.696 | 2,93 | 353 | 6,67 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 4.489 | 278 | ||||||
| 2026-05-13 | 13F | Crews Bank & Trust | 186 | 12 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 366.811 | 27,22 | 22.702 | 31,95 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 30.257 | 30,32 | 1.873 | 35,23 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 38.751 | 2,60 | 2.398 | 6,44 | ||||
| 2026-05-05 | 13F | UBS Group AG | 148.793 | 7,96 | 9.209 | 11,98 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 296 | 0,34 | 18 | 5,88 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.234 | 2.985,00 | 75 | 3.650,00 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 36.769 | 0,79 | 2.276 | 4,55 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 732.408 | 3,52 | 45.329 | 7,37 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 357.977 | 7,21 | 22.155 | 11,20 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 227.485 | 5,65 | 14.079 | 9,58 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13.998 | 157,65 | 849 | 162,04 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 537 | 0,19 | 33 | 6,45 | ||||
| 2026-05-01 | 13F | American Trust | 6.405 | 0,58 | 396 | 4,49 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 8.940 | 7,09 | 602 | 20,88 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 595 | 6,63 | 37 | 9,09 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7.691 | 0,43 | 459 | -2,76 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 773.812 | 0,73 | 47.891 | 4,48 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 5.719 | 354 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 8.312 | 57,93 | 514 | 63,69 | ||||
| 2026-04-17 | 13F | James J. Burns & Company, LLC | 13.341 | 0,47 | 826 | 4,17 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 21.096 | 3,61 | 1.306 | 7,50 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 10.623 | 0,76 | 657 | 4,45 | ||||
| 2026-05-01 | 13F | Castle Wealth Management Llc | 3.350 | 207 | ||||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 8.576 | 0,20 | 581 | 13,04 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 696 | 43 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 5.343 | 8,29 | 331 | 12,24 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 10.551 | 0,33 | 653 | 3,99 | ||||
| 2026-04-24 | 13F | Innova Wealth Partners | 73.824 | 1.084,79 | 4.569 | 1.131,27 | ||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 58.738 | 2,40 | 3.635 | 6,22 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 115 | 0,88 | 7 | -14,29 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 556.029 | 7,61 | 34.412 | 11,61 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 681.007 | 0,11 | 42.148 | 3,84 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 230.613 | 17,06 | 14.273 | 21,41 | ||||
| 2026-05-04 | 13F | Brewster Financial Planning LLC | 176.916 | 4,52 | 10.949 | 8,42 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 26.424 | 16,07 | 1.635 | 20,40 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 201.180 | 32,47 | 12.451 | 37,40 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 68.180 | 6,05 | 4.069 | 6,05 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 111.176 | 3,72 | 6.881 | 7,58 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 63.720 | 21,29 | 3.944 | 25,81 | ||||
| 2026-04-27 | 13F | Nvwm, Llc | 3.507 | 217 | ||||||
| 2026-04-06 | 13F | CX Institutional | 1.483 | 31,59 | 0 | |||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1.836 | 0,05 | 114 | 3,67 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.175.756 | 1,24 | 134.658 | 5,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.184 | 28,98 | 73 | 35,19 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 4.982 | 2,26 | 308 | 6,21 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 16.757 | 1.037 | ||||||
| 2026-05-04 | 13F | AMG National Trust Bank | 333.721 | 1,40 | 20.654 | 5,17 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 1.092 | 0,37 | 68 | 4,69 | ||||
| 2026-04-29 | 13F | Orin Green Financial, LLC | 3.276 | 203 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 28.635 | 4,87 | 2 | 0,00 | ||||
| 2026-04-28 | 13F | Strata Wealth Advisors, LLC | 18.150 | 28,93 | 1.123 | 33,85 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.368.140 | 0,07 | 84.674 | 3,79 | ||||
| 2026-04-28 | 13F | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 6.044 | 0,10 | 374 | 3,89 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 23 | 1 | ||||||
| 2026-04-23 | 13F | Fairway Wealth LLC | 8.755 | 0,07 | 542 | 3,64 | ||||
| 2026-04-29 | 13F | Garde Capital, Inc. | 87.898 | 1,24 | 5.440 | 5,02 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 31.808 | 8,46 | 1.969 | 12,52 | ||||
| 2026-05-06 | 13F | Dorsey Wright & Associates | 10.439 | 646 | ||||||
| 2026-05-04 | 13F | Redwood Park Advisors LLC | 314 | 0,32 | 19 | 5,56 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 4.000 | 18.996 | 14,81 | |||||
| 2026-04-30 | 13F | William Howard & Co Financial Advisors Inc | 160.831 | 0,35 | 9.954 | 4,08 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 63.933 | 5,35 | 3.957 | 9,28 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 13.283 | 0,17 | 822 | 3,92 | ||||
| 2026-04-28 | 13F | Robertson Stephens Wealth Management, LLC | 3.916 | 0,03 | 242 | 3,86 | ||||
| 2026-05-15 | 13F | Briggs Wealth Management, Inc | 3.296 | 204 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 1.355 | 0,07 | 84 | 3,75 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 3.895 | 1,94 | 241 | 6,17 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 1.592 | 60,48 | 99 | 66,10 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 168.678 | 0,35 | 10.065 | -2,82 | ||||
| 2026-04-14 | 13F | Amicus Financial Advisors, LLC | 4.652 | 0,09 | 288 | 3,61 | ||||
| 2026-05-15 | 13F | Note Advisors, LLC | 3.652 | 1,11 | 226 | 2,26 | ||||
| 2026-04-15 | 13F | PW Nova Financial Services LLC | 35.091 | 1,86 | 2.172 | 5,59 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 4.512 | 0,11 | 279 | 4,10 | ||||
| 2026-05-11 | 13F | PCA Investment Advisory Services Inc. | 16.982 | 31,23 | 1.051 | 36,14 | ||||
| 2026-04-17 | 13F | Brown, Lisle/cummings, Inc. | 472 | 0,21 | 29 | 3,57 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 30.071 | 0,67 | 1.853 | 2,15 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 31.408 | 21,64 | 1.944 | 26,17 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 89.767 | 0,26 | 5.556 | 3,99 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 29.243 | 1.810 | ||||||
| 2026-04-27 | 13F | S.A. Mason LLC | 1.658 | 103 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.326 | 1 | ||||||
| 2026-05-05 | 13F | Good Harbor Advisors, Inc. | 3.307 | 205 | ||||||
| 2026-01-12 | 13F | AllSquare Wealth Management LLC | 200 | 0,50 | 12 | 0,00 | ||||
| 2026-05-15 | 13F | Peapack Gladstone Financial Corp | 18.798 | 0,24 | 1 | 0,00 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.446 | 151 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 26.929 | 133,05 | 1.778 | 153,13 |
