ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF - Institutionelles Eigentümerschaft - Verkäufer

iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
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Institutionelle und Fonds-Eigentümerschaft - Verkäufer

Diese Seite zeigt Institutionen, Fonds und Großaktionäre, die im letzten Berichtszeitraum ihre Bestände verringert oder ihre Positionen geschlossen haben. Rote Zeilen zeigen geschlossene Positionen an.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
(%)
2026-02-05 13F Wealth Advisory Team LLC 25.090 -3,45 1.154 7,36
2026-04-27 13F CWS Financial Advisors, LLC 6.623 -2,13 311 0,00
2026-04-13 13F Gradient Investments LLC 72.449 -2,24 3.407 -0,03
2026-05-06 13F Topel & Distasi Wealth Management, LLC 27.552 -14,65 1.295 -12,74
2026-04-27 13F Taylor, Cottrill, Erickson & Associates, Inc. 0 -100,00 0
2026-05-14 13F Captrust Financial Advisors 25.690 -22,09 1.208 -20,38
2026-04-13 13F St Germain D J Co Inc 6.825 -0,13 321 1,91
2026-02-13 13F Resources Management Corp /ct/ /adv 0 -100,00 0
2026-05-13 13F Ameritas Investment Partners, Inc. 12.677 -9,66 596 -7,60
2026-05-13 13F SRS Capital Advisors, Inc. 2.819 -4,60 133 -2,22
2026-03-12 13F Farmers National Bank 10.164 -0,20 467 1,74
2026-04-24 13F 4Thought Financial Group Inc. 1.512 -7,30 71 -5,33
2026-05-15 13F Ameriflex Group, Inc. 249 -17,55 12 -15,38
2026-05-04 13F Summit Wealth Group, LLC 29.649 -2,87 1.394 -0,64
2026-04-17 13F Nottingham Advisors, Inc. 4.532 -1,80 213 0,47
2026-05-15 13F Larson Financial Group LLC 3.495 -25,24 164 -23,36
2026-05-04 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 262.528 -1,96 12.344 0,26
2026-04-29 13F Axxcess Wealth Management, Llc 0 -100,00 0
2026-05-13 13F Buckingham Strategic Partners 11.515 -22,66 540 -21,05
2026-01-14 13F ORG Partners LLC 37 -92,21 2 -95,24
2026-04-21 13F Pinnacle Associates Ltd 4.570 -3,75 215 -1,83
2026-04-29 13F Sunrise Financial Services, LLC 342 -90,59 16 -90,42
2026-04-23 13F Summit Wealth Group Llc / Co 6.706 -0,58 315 1,61
2026-04-20 13F Values Added Financial LLC 28.732 -2,72 1.351 -0,59
2026-05-15 13F XTX Topco Ltd 4.621 -31,40 217 -29,77
2026-04-10 13F Harbor Group, Inc. 6.059 -0,31 285 1,79
2026-05-04 13F Chicago Partners Investment Group LLC 36.731 -0,12 1.880 3,87
2026-04-08 13F Cambridge Financial Group, LLC 22.802 -15,34 1.072 -6,29
2026-05-08 13F Russell Investments Group, Ltd. 799 -7,20 38 -5,13
2026-04-14 13F Opal Wealth Advisors, LLC 15.226 -4,20 716 -2,05
2026-04-15 13F Ai Financial Services Llc 30.286 -3,93 1.424 -1,73
2026-04-15 13F Cranbrook Wealth Management, LLC 22.631 -0,36 1.064 1,92
2026-05-11 13F Pathstone Holdings, LLC 461.532 -0,48 21.701 1,78
2026-05-04 13F Savant Capital, LLC 97.610 -3,78 4.590 -1,61
2026-04-13 13F Garrett Investment Advisors LLC 19.724 -4,58 927 -2,42
2026-05-11 13F Fountainhead AM, LLC 81 -29,57 4 -40,00
2026-02-13 13F Clarity Asset Management, Inc. 0 -100,00 0 -100,00
2026-05-15 13F Advisory Services Network, LLC 105.860 -6,16 4.978 -4,05
2026-05-14 13F HighPoint Advisor Group LLC 4.997 -0,70 235 1,30
2026-04-14 13F Westend Capital Management LLC 447 -4,28 21 0,00
2026-04-24 13F Private Advisor Group, LLC 9.360 -9,31 440 -7,17
2026-05-13 13F Freestone Capital Holdings, LLC 20.270 -37,07 953 -35,61
2026-05-15 13F Cape Investment Advisory, Inc. 0 -100,00 0
2026-04-17 13F Presilium Private Wealth, Llc 10.113 -1,95 476 0,21
2026-05-12 13F Baker Avenue Asset Management, LP 4.872 -1,75 229 0,44
2026-01-14 13F Clarius Group, LLC 67.619 -1,55 3.109 0,42
2026-04-23 13F Moss Adams Wealth Advisors LLC 17.434 -7,89 820 -5,86
2026-04-20 13F Higgins & Schmidt Wealth Strategies LLC 6.305 -1,82 296 0,34
2026-05-06 13F ProVise Management Group, LLC 4.368 -0,75 205 1,49
2026-04-28 13F Mokosak Advisory Group, LLC 9.971 -4,24 469 -2,09
2026-05-08 13F Addison Advisors LLC 38.378 -0,27 1.805 1,98
2026-05-15 13F Fairview Capital Investment Management, Llc 5.050 -3,81 237 -1,66
2026-05-07 13F Francis Financial, Inc. 53.017 -1,78 2.493 0,40
2026-04-22 13F Truefg, Llc 9.508 -4,45 447 -2,19
2026-05-01 13F Concord Wealth Partners 0 -100,00 0
2026-04-01 13F Bangor Savings Bank 11.908 -7,37 560 -5,41
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 88.999 -40,53 4.234 -41,05
2026-05-14 13F Atomi Financial Group, Inc. 20.235 -1,85 951 0,42
2026-05-14 13F Sand Hill Global Advisors, LLC 472.402 -0,46 22.212 1,79
2026-05-15 13F CI Private Wealth, LLC 73.550 -3,90 3.458 -1,73
2026-04-02 13F Horizons Wealth Management 2.014 -21,91 95 -20,34
2026-04-02 13F MJT & Associates Financial Advisory Group, Inc. 983 -12,00 46 -9,80
2026-05-08 13F Cornerstone Financial Management LLC 7.654 -10,00 360 -8,18
2026-05-14 13F Allworth Financial LP 45.166 -0,16 2.124 2,07
2026-04-30 13F Manning & Napier Advisors Llc 2.518 -12,84 118 -10,61
2026-05-13 13F Brinker Capital Investments, LLC 7.588 -4,29 357 -2,20
2026-05-07 13F Key Capital Management, INC 0 -100,00 0
2026-05-14 13F We Are One Seven, LLC 10.981 -0,38 516 1,98
2026-05-15 13F Warren Averett Asset Management, LLC 29.914 -1,22 1.407 1,01
2026-04-23 13F Equita Financial Network, Inc. 7.882 -3,11 371 -1,07
2026-05-15 13F Aufman Associates Inc 22.063 -0,88 1.037 1,37
2026-04-20 13F Morton Brown Family Wealth, LLC 5.562 -7,65 262 -5,43
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-05-05 13F Capital Investment Advisory Services, LLC 4 -99,99 0 -100,00
2026-05-01 13F American Trust 14.342 -7,42 674 -40,09
2026-05-14 13F Acorns Advisers, LLC 641.249 -1,17 30 3,45
2026-04-30 13F Mascoma Wealth Management LLC 24.457 -8,30 1.150 -6,28
2026-04-17 13F Bell Investment Advisors, Inc 25.838 -10,55 1.215 -8,58
2026-05-12 13F Wescott Financial Advisory Group, LLC 48.922 -0,74 2.300 1,50
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2026-04-29 13F American Capital Advisory, LLC 3.618 -0,28 170 2,41
2026-05-14 13F Dorsey & Whitney Trust CO LLC 23.496 -7,84 1.105 -5,80
2026-04-13 13F GoalVest Advisory LLC 0 -100,00 0
2026-01-30 13F Urban Wealth Management, LLC 0 -100,00 0 -100,00
2026-04-22 13F JNBA Financial Advisors 5.827 -3,37 274 -1,44
2026-04-14 13F Moller Financial Services 5.233 -27,50 246 -25,68
2026-05-15 13F Brown Advisory Inc 13.797 -3,22 649 -1,07
2026-01-27 13F RTD Financial Advisors, Inc. 0 -100,00 0
2026-04-10 13F Armstrong Advisory Group, Inc 437 -3,96 21 0,00
2026-05-04 13F Brewster Financial Planning LLC 16.543 -0,85 778 1,30
2026-04-15 13F LongView Wealth Management 4.600 -57,67 231 -56,17
2026-01-12 13F Shira Ridge Wealth Management 0 -100,00 0
2026-05-06 13F Dunhill Financial, LLC 12.883 -7,89 606 -5,91
2026-05-06 13F Trailhead Planners LLC 9.527 -5,29 448 -3,25
2026-04-08 13F Dynamic Advisor Solutions LLC 8.373 -0,97 394 1,29
2026-04-21 13F Wesbanco Bank Inc 58.777 -2,35 2.764 -0,14
2026-04-22 13F Invera Wealth Advisors, LLC 34.530 -58,91 1.624 -57,99
2026-05-13 13F Balanced Rock Investment Advisor 19.385 -7,68 911 -5,60
2026-04-21 13F Grimes & Company, Inc. 47.121 -8,14 2.216 -6,06
2026-04-23 13F Laurel Wealth Planning LLC 58.353 -1,80 2.744 0,40
2026-05-15 13F Fiduciary Trust Co 854.219 -0,84 40.165 1,41
2026-05-15 13F Ameriprise Financial Inc 481.842 -16,04 22.655 -14,14
2026-05-13 13F AE Wealth Management LLC 287 -49,38 13 -50,00
2026-04-14 13F BSW Wealth Partners 26.760 -11,07 1.258 -9,04
2026-01-09 13F Montecito Bank & Trust 0 -100,00 0
2026-01-21 13F Tarbox Family Office, Inc. 0 -100,00 0
2026-04-21 13F Northland Capital Management LLC 17.391 -3,89 818 -1,80
2026-05-11 13F Portland Global Advisors LLC 16.850 -1,17 792 1,15
2026-04-27 13F Truist Financial Corp 75.039 -58,97 3.528 -58,04
2026-05-07 13F Planning Alternatives Ltd /adv 26.814 -7,85 1.261 -5,76
2026-05-05 13F Putnam Fl Investment Management Co 176.801 -12,00 8.313 -10,00
2026-02-20 13F Kovitz Investment Group Partners, LLC 0 -100,00 0
2026-04-24 13F Charter Oak Capital Management, LLC 52.932 -7,38 2.489 -5,29
2026-04-28 13F Flagship Harbor Advisors, Llc 0 -100,00 0
2026-04-10 13F Integris Wealth Management, LLC 70.944 -2,84 3.336 -0,66
2026-05-12 13F Tiaa Trust, National Association 34.053 -98,42 1.601 -98,39
2026-05-14 13F Plum Street Advisors, LLC 80.395 -1,01 3.780 1,23
2026-05-14 13F Raymond James Financial Inc 155.570 -1,84 7.315 0,37
2026-04-14 13F OLIO Financial Planning 11.143 -1,58 524 0,58
2026-05-05 13F Sanctuary Advisors, LLC 4.360 -43,39 205 -42,09
2026-04-08 13F Birchbrook, Inc. 1.250 -46,21 59 -45,28
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-05-11 13F Commonwealth Retirement Investments LLC 0 -100,00 0
2026-05-01 13F Mowery & Schoenfeld Wealth Management, LLC 0 -100,00 0
2026-02-11 13F Hughes Financial Services, LLC 0 -100,00 0
2026-04-17 13F AdvisorNet Financial, Inc 3.830 -20,79 180 -18,92
2026-05-13 13F Alesco Advisors Llc 142.291 -4,01 6.691 -1,83
2026-05-08 13F Valeo Financial Advisors, LLC 0 -100,00 0
2026-05-07 13F Amara Financial, Llc. 0 -100,00 0
2026-04-13 13F IFP Advisors, Inc 860 -5,49 40 -2,44
2026-05-08 13F Vontobel Holding Ltd. 800.000 -3,61 37.616 -1,43
2026-04-17 13F Halbert Hargrove Global Advisors, Llc 3.740 -15,37 176 -13,79
2026-05-29 13F/A Ramiah Investment Group 6.130 -14,40 288 -12,46
2026-04-22 13F Spire Wealth Management 0 -100,00 0
2026-05-15 13F United Capital Financial Advisers, Llc 7.506 -34,79 353 -33,46
2026-05-15 13F GWM Advisors LLC 14.696 -26,11 15 -98,47
2026-04-17 13F Viewpoint Capital Management LLC 0 -100,00 0
2026-04-20 13F McKinley Carter Wealth Services, Inc. 6.405 -26,17 301 -24,37
2026-05-01 13F Diversify Advisory Services, LLC 0 -100,00 0
2026-05-15 13F MAI Capital Management 7.801 -0,26 367 1,95
2026-04-30 13F Cambridge Investment Research Advisors, Inc. 178.049 -3,97 8 0,00
2026-05-12 13F Omega Financial Group, LLC 50.571 -9,42 2.378 -7,37
2026-05-13 13F Cetera Investment Advisers 112.794 -1,27 5.304 0,95
2026-05-15 13F Advisor Group Holdings, Inc. 51.869 -11,81 2.439 -9,83
2026-05-07 13F Washington Trust Bank 8.594 -0,41 404 2,02
2026-05-07 13F Sage Financial Group Inc 45.152 -1,27 2.123 1,00
2026-05-12 13F M&t Bank Corp 621.612 -9,48 29.228 -7,43
2026-04-10 13F Sound Stewardship, LLC 19.768 -2,22 930 0,00
2026-04-24 13F Vision Capital Management, Inc. 60.406 -16,19 2.840 -14,30
2026-05-15 13F Mission Wealth Management, Lp 166.502 -1,56 7.829 0,66
2026-04-20 13F Pathfinder Wealth Consulting, Inc. 6.715 -0,09 316 1,94
2026-04-24 13F rebel Financial LLC 53.515 -3,49 2.516 -1,29
2026-04-14 13F Wealthcare Advisory Partners LLC 37.795 -4,75 1.777 -2,58
2026-02-10 13F Spinnaker Trust 0 -100,00 0
2026-04-24 13F APCM Wealth Management for Individuals 119.313 -0,61 5.610 1,65
2026-04-30 13F Sequoia Financial Advisors, LLC 39.942 -4,68 1.878 -2,49
2026-04-13 13F Affinity Capital Advisors, LLC 12.487 -0,14 587 2,26
2026-05-11 13F Shepherd Financial Partners LLC 14.397 -8,37 677 -6,37
2026-04-09 13F Acropolis Investment Management, LLC 17.670 -1,31 831 0,85
2026-04-13 13F Richard P Slaughter Associates Inc 7.170 -13,79 337 -11,78
2026-04-27 13F Financial Services Advisory Inc 21.822 -51,42 1.026 -50,31
2026-05-11 13F Commerce Bank 17.721 -5,14 833 -2,91
2026-02-12 13F Grey Fox Wealth Advisors, LLC 0 -100,00 0
2026-04-17 13F Krilogy Financial LLC 4.381 -0,16 220 2,33
2026-02-12 13F Litman Gregory Asset Management LLC 134.653 -5,20 6.191 -3,30
2026-04-14 13F Xena Financial Planning, LLC 6.440 -23,41 303 -21,76
2026-02-11 13F Parallel Advisors, LLC 21.443 -1,47 986 0,41
2026-04-28 13F Stratos Wealth Partners, LTD. 16.819 -3,68 791 -1,50
2026-05-11 13F Wrapmanager Inc 42.821 -22,80 2.013 -21,06
2026-04-08 13F Bond & Devick Financial Network, Inc. 16.860 -1,44 793 0,76
2026-05-04 13F Mml Investors Services, Llc 23.415 -24,36 1.101 -22,70
2026-05-13 13F/A Jpmorgan Chase & Co 62.534 -1,61 2.852 -2,43
2026-04-14 13F eCIO, Inc. 69.010 -3,48 3.245 -1,31
2026-04-16 13F Evolve Private Wealth, Llc 28.966 -2,05 1.362 0,15
2026-05-15 13F Qube Research & Technologies Ltd 465 -49,89 22 -50,00
2026-05-11 13F Bailard, Inc. 179.698 -0,43 8.449 1,82
2026-04-17 13F Morris Financial Concepts, Inc. 11.615 -2,12 546 0,18
2026-01-13 13F Stephens Consulting, LLC 1.980 -3,13 91 -1,09
2026-01-21 13F Aaron Wealth Advisors LLC 0 -100,00 0
2026-04-13 13F Trust Co 6.822 -10,48 321 -8,57
2026-04-08 13F Miracle Mile Advisors, LLC 64.267 -8,05 3.022 -5,98
2026-05-29 13F Asset Dedication, LLC 42.913 -2,69 2.018 -0,49
2026-05-14 13F Financial Engines Advisors L.L.C. 150.977 -0,57 7.099 1,68
2026-05-01 13F Citizens Financial Group Inc/ri 54.584 -1,12 2.567 1,10
2026-04-13 13F Foster Group, Inc. 9.817 -4,47 462 -2,33
2026-05-14 13F EP Wealth Advisors, Inc. 223.883 -2,61 10.527 -0,42
2026-04-20 13F Brandywine Oak Private Wealth Llc 12.804 -1,57 602 0,67
2026-04-28 13F Whittier Trust Co 6.201 -80,13 296 -80,23
2026-05-11 13F Haverford Trust Co 59.542 -0,73 2.800 1,52
2026-04-30 13F Accredited Investors Inc. 299.191 -0,58 14.068 1,66
2026-04-14 13F SigFig Wealth Management, LLC 0 -100,00 0
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