Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Morningstar U.S. Equity ETF eröffnet haben, gehören Win Advisors, Inc, Arkadios Wealth Advisors, Ubs Asset Management Americas Inc, Quantinno Capital Management LP, Diversify Wealth Management, Llc, Keynote Financial Services Llc, Vanguard Advisers Inc, Western Wealth Management, LLC, Key FInancial Inc, GAMMA Investing LLC, und Rhl Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-24 | 13F | Key FInancial Inc | 228 | 20 | ||||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 13.123 | 18,92 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.705 | 0,24 | 153 | -4,37 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 990 | 89 | ||||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 3.953 | 0,23 | 355 | -4,57 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 7.510 | 0,03 | 675 | -4,80 | ||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 3.433 | 308 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 3.758 | 3,19 | 329 | -4,08 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 32.158 | 11,49 | 3.035 | 13,88 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1.528 | 103,19 | 137 | 95,71 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 174.034 | 1,16 | 15.195 | -6,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 249.260 | 1,13 | 22.398 | -3,71 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 167 | 15 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 1.754 | 158 | ||||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 3.273 | 0,09 | 294 | -4,55 | ||||
| 2026-05-15 | 13F | Fmr Llc | 24.703 | 5,07 | 2.220 | 0,05 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 10.647 | 957 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6.713 | 0,01 | 603 | -4,74 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 16.819 | 1.511 | ||||||
| 2026-05-11 | 13F | Financial Perspectives, Inc | 275 | 0,36 | 25 | -4,00 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 50.314 | 69,16 | 5 | 100,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 95.912 | 3,11 | 8.619 | -1,83 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 35.294 | 5,89 | 3.172 | 0,83 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 151.818 | 107,43 | 13.643 | 97,50 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 16.283 | 5,09 | 1.463 | 0,07 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 20.007 | 15,64 | 1.888 | 18,15 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 4.173 | 0,12 | 375 | -4,83 | ||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 228 | 0,44 | 20 | -4,76 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 10.337 | 194,25 | 929 | 180,36 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 23.564 | 27,32 | 2.118 | 21,25 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 39.083 | 8,03 | 3.512 | 2,84 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 121 | 11 | ||||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 5.498 | 0,02 | 494 | -4,63 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.880 | 283 | ||||||
| 2026-04-21 | 13F | Chapin Davis, Inc. | 6.190 | 0,02 | 556 | -4,79 | ||||
| 2026-05-04 | 13F | Wealth Forward, LLC | 99.857 | 1,62 | 8.973 | -3,25 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 218.649 | 4,94 | 19.648 | -0,09 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 10.856 | 0,34 | 976 | -4,51 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3.616 | 1,80 | 325 | -2,99 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 11.859 | 1.119 | ||||||
| 2026-04-24 | 13F | Center for Wealth Management Advisory | 93.439 | 1,05 | 8.396 | -3,78 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 6.200 | 557 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 548.477 | 5,50 | 49.286 | 0,45 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.840 | 165 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 114.117 | 13,03 | 10.255 | 7,62 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 29.035 | 11,35 | 2.609 | 6,01 | ||||
| 2026-05-07 | 13F | Commonwealth Financial Services, LLC | 44.255 | 2,58 | 3.977 | -2,33 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 500 | 45 | ||||||
| 2026-05-13 | 13F | Keynote Financial Services Llc | 2.540 | 228 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 2.632 | 0,23 | 237 | -4,45 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 9.507 | 2,30 | 854 | -2,62 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3.233 | 1,09 | 291 | -3,65 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 971 | 222,59 | 87 | 210,71 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 117.728 | 163,23 | 10.579 | 150,63 | ||||
| 2026-04-30 | 13F | Landaas & Co /wi /adv | 4.400 | 0,14 | 395 | -4,59 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 4.110 | 0,22 | 369 | -4,65 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 4.672 | 0,04 | 420 | -4,77 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.970 | 1.432,69 | 716 | 1.361,22 | ||||
| 2026-05-07 | 13F | MidAtlantic Capital Management, Inc. | 4.195 | 14,40 | 377 | 8,67 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 24.556 | 2.207 | ||||||
| 2026-04-22 | 13F | Capital Management Associates, Inc | 8.818 | 1,72 | 792 | -3,18 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 5.703 | 0,19 | 1 | |||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 168.688 | 1,93 | 15.291 | -3,53 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 1.689 | 0,30 | 152 | -5,03 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3.892 | 350 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 2.435 | 0,25 | 219 | -4,80 | ||||
| 2026-05-07 | 13F | Pacific Sun Financial Corp | 7.820 | 1,30 | 703 | -3,57 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.433 | 129 | ||||||
| 2026-05-01 | 13F | American Trust | 17.801 | 8,51 | 1.600 | 3,29 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 717 | 0,14 | 64 | -4,48 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 993 | 89 | ||||||
| 2026-05-01 | 13F | Win Advisors, Inc | 165.387 | 14.862 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.433 | 129 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 4.951 | 0,22 | 445 | -4,72 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10.739 | 2,33 | 965 | -2,63 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6.216 | 36,44 | 559 | 29,77 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 45 | 4 |
