Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in iShares Trust - iShares Dow Jones U.S. ETF eröffnet haben, gehören Tiaa-cref Individual & Institutional Services, Llc, Vontobel Holding Ltd., Summit Wealth Group Llc / Co, Reflection Asset Management, Smith Chas P & Associates Pa Cpas, Ubs Asset Management Americas Inc, Hamrick Investment Counsel, llc, Vanguard Advisers Inc, Ashton Thomas Private Wealth, LLC, und TIAA Wealth Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | GWM Advisors LLC | 5.079 | 1,07 | 5 | -99,40 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 9.794 | 3,19 | 1.691 | 7,98 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 354 | 372,00 | 56 | 366,67 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 2.714 | 0,07 | 430 | -4,23 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 16.321 | 50,17 | 2.586 | 43,51 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4.495 | 712 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8 | 1 | ||||||
| 2026-05-11 | 13F | Hamrick Investment Counsel, llc | 1.769 | 280 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 3.432 | 0,20 | 544 | -4,23 | ||||
| 2026-04-10 | 13F | Sage Investment Advisers LLC | 12.091 | 0,17 | 1.930 | -3,55 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3.613 | 0,22 | 572 | -4,19 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 30 | 100,00 | 5 | 100,00 | ||||
| 2026-05-12 | 13F | Smith Chas P & Associates Pa Cpas | 1.800 | 285 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.787 | 283 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 96.343 | 6,02 | 15.266 | 1,31 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 16.700 | 1,05 | 2.646 | -3,43 | ||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 77 | 4,05 | 12 | 0,00 | ||||
| 2026-04-29 | 13F | Hubbell Strickland Wealth Management, LLC | 2.277 | 0,09 | 361 | -4,51 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 249.037 | 27,50 | 39.460 | 21,84 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 2.183 | 2.197,89 | 346 | 2.200,00 | ||||
| 2026-05-12 | 13F | Chung Wu Investment Group, LLC | 7.220 | 38,31 | 1.144 | 32,25 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5.421 | 15,19 | 865 | 10,90 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 5.666 | 11,84 | 939 | 11,92 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 29.537 | 8.150,56 | 4.680 | 7.832,20 | ||||
| 2026-05-12 | 13F | Centric Wealth Management | 5.854 | 0,14 | 1.022 | 3,55 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 52 | 8 | ||||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 6.341 | 0,22 | 1.005 | -4,29 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12.986 | 2.058 | ||||||
| 2026-05-04 | 13F | Westside Investment Management, Inc. | 4.440 | 36,83 | 704 | 30,67 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.391 | 0,22 | 231 | 2,22 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 2.578 | 0,23 | 389 | 10,86 | ||||
| 2026-05-06 | 13F | SP Asset Management LLC | 2.258 | 0,22 | 358 | -4,29 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 2.560 | 406 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 206 | 33 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 4.430 | 1,58 | 702 | -3,04 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 523 | 0,19 | 83 | -4,65 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 88 | 8,64 | 14 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 77.895 | 1,32 | 12.342 | -3,18 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 987 | 0,30 | 156 | -4,29 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 105.487 | 202,55 | 16.714 | 189,12 | ||||
| 2026-05-08 | 13F | Vontobel Holding Ltd. | 2.838 | 450 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28.750 | 1,00 | 4.555 | -3,48 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 200 | 32 | ||||||
| 2026-04-24 | 13F | Financial Life Planners | 510 | 81 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 742 | 0,13 | 118 | -4,10 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 6.624 | 1.050 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 30.109 | 89,22 | 4.992 | 93,11 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 4.765 | 4,50 | 755 | -0,13 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 24.204 | 0,30 | 3.835 | -4,15 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12.363 | 149,51 | 1.959 | 138,49 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7.562 | 19,50 | 1.168 | 11,25 | ||||
| 2026-01-29 | 13F | Comerica Bank | 31.105 | 0,11 | 5.158 | 2,16 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.150 | 182 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 2.887 | 4,26 | 457 | |||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 2.912 | 461 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 25.189 | 0,60 | 3.876 | -6,65 | ||||
| 2026-04-29 | 13F | Garner Asset Management Corp | 1.700 | 0,18 | 269 | -4,27 | ||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 3.043 | 0,23 | 518 | 2,98 | ||||
| 2026-05-15 | 13F | Fmr Llc | 35.994 | 6,10 | 5.703 | 1,39 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 3.966 | 0,99 | 628 | -3,53 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 1.574 | 0,19 | 249 | -4,23 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | |||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 78.622 | 24,15 | 12.461 | 18,63 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 19.542 | 38,53 | 3.096 | 32,36 | ||||
| 2026-05-04 | 13F | Legacy Capital Group California, Inc. | 6.341 | 0,22 | 1.005 | -4,29 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 4.276 | 1,23 | 678 | -3,29 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1.996 | 7,08 | 316 | 2,27 | ||||
| 2026-05-12 | 13F | Creative Planning | 37.974 | 3,17 | 6.017 | -1,39 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 7.349 | 0,22 | 1.164 | -4,20 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 24.473 | 23,35 | 4 | 0,00 | ||||
| 2026-04-13 | 13F | Arkansas Financial Group, Inc. | 27.983 | 7,45 | 4.608 | 6,72 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 674 | 107 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 13.473 | 7,05 | 2.135 | 2,30 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 8.143 | 11,55 | 1.290 | 6,61 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 1.687 | 0,12 | 267 | -4,30 | ||||
| 2026-05-14 | 13F | Galvin, Gaustad & Stein, LLC | 1.499 | 0,27 | 238 | -4,05 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3.482 | 10,68 | 552 | 5,76 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 6.420 | 1.017 | ||||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 96 | 15 | ||||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 2.051 | 63,95 | 325 | 56,52 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 6.204 | 0,03 | 1.027 | -0,19 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 160 | 25 | ||||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 3.864 | 26,73 | 612 | 21,19 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 10.057 | 3,29 | 1.594 | -1,30 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 1.836 | 0,22 | 291 | -4,29 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 20.036 | 2,82 | 3.175 | -1,76 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 40.297 | 2,87 | 6.385 | -1,68 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1 | 0 | ||||||
| 2026-03-02 | 13F | Reflection Asset Management | 1.844 | 309 | ||||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 1.082 | 0,19 | 172 | -4,47 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 7.637 | 10,20 | 1.266 | 12,53 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 8.696 | 67,26 | 1.388 | 61,02 |
