Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares, Inc. - iShares MSCI Switzerland ETF, to m.in CSM Advisors, LLC, Insigneo Advisory Services, Llc, Forum Finance Group S.A., Empowered Funds, LLC, United Asset Strategies, Inc., Howe & Rusling Inc, Turtle Creek Wealth Advisors, LLC, RWM Asset Management, LLC, Mcguire Capital Advisors Inc, Harwood Advisory Group, LLC, Eukles Asset Management, Mount Yale Investment Advisors, LLC, i Western Wealth Management, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7 057 | 95,65 | 415 | 92,13 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1 313 | 9,23 | 77 | 6,94 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 29 501 | 2,62 | 1 735 | 0,64 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 13 719 | 1,69 | 807 | -0,25 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4 970 | 0,59 | 292 | -1,35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 18 156 | 6,42 | 1 068 | 4,40 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3 380 | 9,00 | 203 | 18,13 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 285 | 17 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 031 | 61 | ||||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 3 075 | 35,28 | 181 | 32,35 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 26 | 8,33 | 2 | 0,00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 3 966 | 8,69 | 233 | 6,88 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 4 663 | 34,89 | 274 | 32,37 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4 564 | 14,53 | 268 | 12,61 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 36 328 | 42,03 | 1 347 | -12,13 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 541 025 | 8,00 | 31 818 | 5,93 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 145 | 9 | ||||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 287 117 | 20,84 | 16 885 | 18,52 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 7 657 | 102,19 | 450 | 98,24 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 31 461 | 8,13 | 1 850 | 6,08 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 293 507 | 156,37 | 17 261 | 171,31 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1 061 526 | 6,17 | 62 428 | 4,13 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 453 328 | 1 467,96 | 27 | 2 500,00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2 107 897 | 6,16 | 123 965 | 4,12 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 131 595 | 4,06 | 7 739 | 2,07 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 2 277 | 0,66 | 134 | -1,48 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 21 | 1 | ||||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 4 917 | 289 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7 281 | 15,42 | 415 | 9,52 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15 054 | 12,39 | 885 | 10,21 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 4 476 | 263 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39 373 | 2,73 | 2 316 | 0,74 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 10 080 | 593 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 1 039 | 4 229,17 | 62 | 6 100,00 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 5 768 | 22,59 | 332 | 16,96 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 12 780 | 20,33 | 752 | 18,08 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 25 642 | 1 508 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 898 227 | 131,51 | 52 825 | 127,07 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 160 | 53,85 | 9 | 50,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 124 243 | 21,47 | 7 307 | 19,15 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 298 | 18 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 30 | 2 | ||||||
| 2026-04-16 | 13F | Polianta Ltd | 258 700 | 15 | ||||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 541 025 | 8,00 | 31 818 | 5,93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4 956 | 2,25 | 291 | 0,34 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 4 588 | 30,49 | 270 | 28,10 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 303 248 | 4,55 | 17 834 | 2,54 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 341 | 296,51 | 20 | 300,00 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 18 031 | 67,19 | 1 060 | 64,09 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 242 | 14 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 13 769 | 8,41 | 810 | 6,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 967 | 16 016,67 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 22 779 | 8,09 | 1 340 | 6,02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 46 340 | 3,00 | 2 725 | 1,04 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 37 | 2 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 76 | 10,14 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 125 028 | 501,99 | 7 353 | 490,52 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8 095 | 0 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1 093 | 32,97 | 64 | 30,61 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 64 732 | 2,37 | 3 881 | 2,37 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 322 546 | 2,11 | 18 969 | 0,15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 434 | 202 | ||||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 74 684 | 4 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 13 512 | 5,52 | 795 | 3,52 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 250 | 15 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 45 367 | 42,15 | 2 668 | 39,47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4 036 | 1,03 | 237 | -0,84 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 31 717 | 366,22 | 1 865 | 358,23 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 12 855 | 45,78 | 756 | 43,18 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 13 194 | 28,40 | 776 | 25,81 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 27 125 | 6,11 | 1 595 | 4,11 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 245 | 14 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 36 114 | 20,40 | 2 124 | 18,08 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 636 | 96 | ||||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 118 956 | 24,42 | 6 996 | 22,03 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 4 220 | 20,92 | 248 | 18,66 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 100 | 6 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 28 202 | 11,21 | 1 659 | 9,08 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 664 | 39 | ||||||
| 2026-04-07 | 13F | Boltwood Capital Management | 6 700 | 10,29 | 394 | 8,24 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 40 | 2 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1 126 | 793,65 | 67 | 857,14 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 4 515 | 25,59 | 266 | 23,26 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 6 253 | 0 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 70 664 | 10,09 | 4 191 | 8,97 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 3 864 | 227 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18 553 | 1,29 | 1 091 | -0,64 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 9 650 | 16,48 | 568 | 14,31 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 131 951 | 20,76 | 7 760 | 18,46 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3 093 | 13,01 | 182 | 10,37 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 1 904 | 10,06 | 112 | 7,77 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 225 706 | 1,59 | 13 274 | -0,35 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 76 | 10,14 | 4 | 0,00 |
