Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Morningstar Growth ETF eröffnet haben, gehören Phoenix Holdings Ltd., Aqr Capital Management Llc, Merited Wealth, LLC, Wbh Advisory Inc, Diversify Wealth Management, Llc, Arlington Financial Advisors, LLC, SageView Advisory Group, LLC, MCF Advisors LLC, Vanguard Advisers Inc, und Motiv8 Investments 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 10.895 | 19,36 | 1.040 | 9,59 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 24.936 | 8,44 | 2.381 | -0,50 | ||||
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 7.822 | 2,62 | 747 | -5,93 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 8.647 | 0,01 | 826 | -8,23 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 10.149 | 20,19 | 969 | 10,36 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 12.486 | 0,21 | 1.192 | -8,24 | ||||
| 2026-04-13 | 13F/A | Sunburst Financial Group, LLC | 59.359 | 5,75 | 5.668 | -2,95 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 2.966 | 0,03 | 283 | -8,12 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 15.535 | 0,16 | 1.483 | -8,06 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 27.808 | 2.655 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 40.420 | 9,09 | 3.859 | 0,13 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 112 | 11 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 424.568 | 6,29 | 38.924 | -6,33 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 71.239 | 81,14 | 6.802 | 66,24 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 15.038 | 94,29 | 1.436 | 78,26 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 40.804 | 20,39 | 3.896 | 10,47 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 28.783 | 1,42 | 2.748 | -6,91 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 57.931 | 0,57 | 5.531 | -7,69 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 10.931 | 4,84 | 1.044 | -3,07 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 105.945 | 38,38 | 10 | 42,86 | ||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.545 | 1,64 | 148 | -6,96 | ||||
| 2026-04-24 | 13F | Livet Wealth, LLC | 8.582 | 0,62 | 819 | -7,67 | ||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 1.377 | 0,73 | 131 | -7,75 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 2.564 | 248 | ||||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 13.635 | 0,46 | 1.302 | -7,86 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 64.379 | 4,59 | 6.147 | -4,01 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11.845 | 0,03 | 1.232 | -0,24 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 3.854 | 56,10 | 368 | 43,36 | ||||
| 2026-04-28 | 13F | GM Advisory Group, Inc. | 356.056 | 6,85 | 33.996 | -1,94 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 597.556 | 31,17 | 57.055 | 20,37 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 10.156 | 77,93 | 970 | 63,41 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 122.151 | 4,49 | 11.663 | -4,10 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 64.467 | 11,15 | 6.156 | 2,00 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 2.365 | 258 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 15.009 | 1,11 | 1.433 | -7,19 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 596.099 | 12,80 | 56.916 | 3,52 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 26.866 | 2.565 | ||||||
| 2026-04-29 | 13F | Proactive Wealth Strategies LLC | 18.468 | 97,67 | 1.763 | 81,38 | ||||
| 2026-05-06 | 13F | Atlantic Trust, LLC | 557.871 | 12,51 | 53.265 | 3,26 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 6.395 | 611 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 26.260 | 11,41 | 2.507 | 2,24 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 180 | 2.471,43 | 17 | |||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10.948 | 9,25 | 1.045 | 0,29 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 30.073 | 31,61 | 2.871 | 20,78 | ||||
| 2026-04-03 | 13F | Investors Research Corp | 90.847 | 11,46 | 8.674 | 2,30 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 200.000 | 11 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 8.341 | 106,82 | 796 | 89,98 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 16.569 | 0,30 | 1.582 | -7,92 | ||||
| 2026-05-06 | 13F | SK Wealth Management, LLC | 4.865 | 0,10 | 473 | -7,99 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 3.311 | 316 | ||||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 2.152 | 0,05 | 205 | -8,07 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 26.336 | 2.515 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 7.538 | 10,93 | 720 | 1,84 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 15.208 | 675,92 | 1.452 | 615,27 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 26 | 2 | ||||||
| 2026-05-12 | 13F | M&t Bank Corp | 3.000 | 286 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 3.297 | 7,82 | 315 | -1,26 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 16.685 | 660,14 | 1.593 | 592,61 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 286 | 175,00 | 27 | -6,90 | ||||
| 2026-04-30 | 13F | Madison Wealth Partners, Inc | 41.085 | 2,35 | 3.923 | -6,08 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4.334 | 10,56 | 414 | 1,47 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 6.736 | 59,96 | 643 | 46,80 | ||||
| 2026-04-10 | 13F | MKT Advisors LLC | 5.809 | 0,02 | 567 | -6,74 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 2.787 | 20,81 | 266 | 10,83 | ||||
| 2026-04-15 | 13F | Optivise Advisory Services LLC | 6.077 | 7,39 | 580 | -1,36 | ||||
| 2026-04-28 | 13F | Fortune 45 LLC | 6.942 | 0,10 | 663 | -8,31 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 23.722 | 0,40 | 2.265 | -7,85 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 22.643 | 39,00 | 2.162 | 27,57 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 6.536 | 0,05 | 624 | -8,10 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.754 | 263 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 355 | 34 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 11.730 | 400,00 | 1.120 | 358,61 | ||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 27.290 | 65,38 | 2.606 | 51,81 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 155.875 | 52,32 | 15.086 | 39,69 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 52.038 | 23,00 | 4.969 | 12,88 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 6.159 | 0,03 | 588 | -8,12 | ||||
| 2026-04-27 | 13F | Arcadia Wealth Management, LLC | 52.162 | 9,17 | 4.980 | 0,20 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 25.292 | 23,99 | 2.339 | 10,18 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 158 | 51,92 | 15 | 50,00 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 5.129 | 490 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 1.129 | 0,09 | 108 | -8,55 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 4.736 | 8,05 | 452 | -0,88 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 1.003 | 0,20 | 104 | 0,00 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 15.944 | 2,82 | 1.522 | -5,64 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 5.328 | 17,41 | 509 | 7,63 | ||||
| 2026-05-12 | 13F | Creative Planning | 41.411 | 4,14 | 3.954 | -4,42 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 13.507 | 0,01 | 1.290 | -8,26 | ||||
| 2026-04-08 | 13F | Asempa Wealth Advisors | 24.256 | 0,17 | 2.346 | -6,91 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 114 | 11 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 2.622 | 30,77 | 273 | 25,93 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 127.673 | 1,74 | 12.190 | -6,63 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 11.857 | 37,49 | 1.132 | 26,20 | ||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 21.835 | 0,01 | 2.085 | -8,23 | ||||
| 2026-05-11 | 13F | Valpey Financial Services, LLC | 4.568 | 0,07 | 436 | -8,02 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 10.367 | 16,21 | 1.079 | 15,91 | ||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 2.523 | 0,12 | 241 | -8,40 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 342.334 | 3,41 | 32.683 | -5,10 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 15.345 | 1,21 | 1.465 | -7,10 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 11.225 | 16,84 | 1.072 | 7,21 | ||||
| 2026-05-19 | 13F | Paragon Private Wealth Management, LLC | 13.868 | 26,36 | 1.324 | 16,04 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 14.848 | 21,79 | 1.418 | 11,75 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 19.386 | 0,56 | 1.851 | -7,68 | ||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 301 | 0,33 | 29 | -9,68 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 2.950 | 0,10 | 282 | -8,17 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 2.196 | 6,04 | 210 | -2,79 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 3.024 | 289 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 11.599 | 46,84 | 1.207 | 46,54 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 53.390 | 0,45 | 5.098 | -7,81 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1.647 | 268,46 | 0 | |||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 684 | 18,54 | 65 | 8,33 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 70.370 | 0,68 | 6.719 | -7,61 | ||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 4.427 | 1,54 | 423 | -6,84 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 24.219 | 14,90 | 2 | 0,00 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 2.946 | 0,10 | 281 | -8,17 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 15 | 0 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 106.700 | 77,24 | 10.188 | 62,65 | ||||
| 2026-05-15 | 13F | Fmr Llc | 38.383 | 21,46 | 3.665 | 11,47 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 5.679 | 3.449,38 | 542 | 3.287,50 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 9.746 | 10,20 | 1.086 | 17,93 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 8.056 | 42,63 | 769 | 31,01 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 17.533 | 16,65 | 1.824 | 16,40 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 11.096 | 0,87 | 1.059 | -7,43 | ||||
| 2026-04-20 | 13F | White Pine Investment CO | 73.024 | 6,77 | 7 | -14,29 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 41.524 | 3.965 | ||||||
| 2026-05-06 | 13F | Cornerstone Financial Group, LLC /NE/ | 5.037 | 0,10 | 557 | 6,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-13 | 13F | Mariner, LLC | 142.348 | 2,88 | 13.591 | -5,59 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 353.858 | 59,80 | 33.786 | 46,65 | ||||
| 2026-04-13 | 13F | Sherman Wealth Management LLC | 2.643 | 0,08 | 252 | -8,03 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 2.252 | 215 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 950 | 99 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.470 | 0,04 | 236 | -8,20 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 12.505 | 0,10 | 1.194 | -8,16 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 438 | 0,23 | 42 | -8,89 | ||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 14.746 | 4,19 | 1.484 | 0,61 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 2.800 | 0,11 | 267 | -8,25 |
