Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Fallen Angels USD Bond ETF, to m.in Annex Advisory Services, LLC, ATX Financial Planning, LLC, Gateway Wealth Partners, LLC, Investment Management Trust, LLC, Two Sigma Securities, Llc, Summit Financial, LLC, Storen Legacy Partners, LLC, Philadelphia Investment Partners, LLC, Y.D. More Investments Ltd, RMG Wealth Management LLC, Wellington Grp LLC, Merkkuri Wealth Advisors LLC, SageView Advisory Group, LLC, Albion Financial Group /ut, SHP Wealth Management, i SBI Securities Co., Ltd. .
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.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Cedar Point Capital Partners, LLC | 13 975 | 5,27 | 373 | 3,04 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 12 325 | 4,81 | 329 | 2,49 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 9 446 | 0,97 | 252 | -1,18 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1 | 0 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 332 516 | 97,37 | 8 885 | 93,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 7 519 795 | 3,47 | 200 929 | 1,28 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 7 | 0 | ||||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 88 396 | 62,16 | 2 362 | 57,19 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 54 689 | 4,20 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 11 000 | 294 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 95 320 | 98,11 | 2 547 | 93,91 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 276 | 8 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 127 200 | 3,05 | 3 399 | 0,86 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 33 887 | 5,06 | 905 | 2,84 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 162 810 | 203,34 | 4 350 | 196,93 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 7 754 | 0,41 | 207 | -1,43 | ||||
| 2026-05-13 | 13F | D L Carlson Investment Group Inc | 97 837 | 5,75 | 2 614 | 3,52 | ||||
| 2026-05-04 | 13F | Y.D. More Investments Ltd | 2 000 | 53 | ||||||
| 2026-05-22 | 13F | Wellington Grp LLC | 979 | 26 | ||||||
| 2026-04-20 | 13F | Banque Cantonale Vaudoise | 8 822 | 91,70 | 236 | 87,30 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 37 463 | 10,16 | 1 001 | 7,87 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 61 490 | 4 899,19 | 1 643 | 4 878,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 28 284 | 5,73 | 756 | 3,42 | ||||
| 2026-04-24 | 13F | Investment Management Trust, LLC | 20 281 | 542 | ||||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 7 852 | 1,62 | 210 | -0,48 | ||||
| 2026-01-30 | 13F | First Citizens Investor Services, Inc. | 18 742 | 15,01 | 512 | 13,05 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 42 | 2,44 | 1 | 0,00 | ||||
| 2026-04-17 | 13F | Novare Capital Management Llc | 94 114 | 15,37 | 2 515 | 12,89 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 179 502 | 9,48 | 4 796 | 7,15 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 8 718 | 0,02 | 233 | -2,11 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 6 477 | 6,15 | 173 | 4,22 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 3 151 | 0,16 | 84 | -1,18 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 539 | 14 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 14 862 | 0,81 | 397 | -1,24 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 300 | 29,31 | 8 | 33,33 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 93 430 | 1,15 | 2 496 | -0,99 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8 965 | 240 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 28 718 | 767 | ||||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 29 577 | 15,48 | 790 | 11,11 | ||||
| 2026-04-24 | 13F | Saxony Capital Management, LLC | 7 605 | 0,11 | 203 | -1,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 3 622 871 | 5,30 | 96 803 | 3,06 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 431 | 12 | ||||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2 533 | 68 | ||||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 184 138 | 5,71 | 4 920 | 3,47 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 76 294 | 6,23 | 2 039 | 3,98 | ||||
| 2026-05-15 | 13F | Fmr Llc | 8 047 | 69,98 | 215 | 66,67 | ||||
| 2026-04-08 | 13F | M.e. Allison & Co., Inc. | 45 181 | 0,06 | 1 207 | -2,03 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 15 071 | 23,33 | 403 | 20,72 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 42 239 | 0,65 | 1 129 | -1,48 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 22 245 | 193,70 | 594 | 188,35 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 37 078 | 5,99 | 991 | 3,66 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 11 668 | 13,89 | 312 | 11,47 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 3 448 | 92 | ||||||
| 2026-05-15 | 13F | Ashford Capital Management Inc | 294 018 | 23,00 | 7 856 | 20,40 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 389 487 | 4,20 | 37 127 | 1,99 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 94 015 | 50,59 | 2 512 | 47,42 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 39 737 | 122,85 | 1 062 | 118,31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 15 | 0,00 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 12 705 | 339 | ||||||
| 2026-04-22 | 13F | DDFG, Inc | 52 524 | 5,93 | 1 403 | 3,70 | ||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 9 780 | 1,85 | 259 | -1,53 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 94 081 | 4,75 | 2 514 | 2,53 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13 601 | 327,17 | 359 | 317,44 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 9 223 | 246 | ||||||
| 2026-04-22 | 13F | Wealth Advisory Solutions, LLC | 53 313 | 5,68 | 1 425 | 3,41 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 410 | 11 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 596 100 | 0,30 | 15 928 | -1,83 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 57 | 1,79 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 13 768 | 10,64 | 368 | 8,26 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 15 350 | 410 | ||||||
| 2026-04-17 | 13F | First Citizens Asset Management, Inc. | 22 790 | 4,76 | 609 | 2,53 | ||||
| 2026-05-05 | 13F | Sherry Group, Inc. | 80 027 | 0,41 | 2 138 | -1,84 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 25 416 | 48,36 | 679 | 45,40 | ||||
| 2026-05-12 | 13F | ESG Planning | 17 026 | 0,92 | 455 | -1,30 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 132 916 | 4,95 | 3 559 | 1,92 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 23 865 | 152,97 | 638 | 147,86 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 42 506 | 54,30 | 1 160 | 51,63 | ||||
| 2026-04-23 | 13F | Impact Partnership Wealth, LLC | 156 997 | 34,85 | 4 195 | 31,97 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 63 514 | 17,93 | 1 697 | 15,44 | ||||
| 2026-04-16 | 13F | Intergy Private Wealth, LLC | 9 685 | 5,08 | 259 | 2,79 | ||||
| 2026-05-14 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 39 194 | 99,44 | 1 047 | 95,34 | ||||
| 2026-04-21 | 13F | Meridian Financial, LLC | 24 261 | 24,95 | 648 | 22,26 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 3 636 | 25,47 | 97 | 22,78 | ||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 135 496 | 63,57 | 3 620 | 60,11 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 72 599 | 1 940 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 3 275 | 12 029,63 | 88 | -6,45 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 63 087 | 375,34 | 1 705 | 366,85 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 2 573 | 67,95 | 69 | 65,85 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1 858 | 7,65 | 50 | 4,26 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 27 630 | 738 | ||||||
| 2026-05-13 | 13F | Marex Group plc | 239 710 | 31,17 | 6 405 | 28,41 | ||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 219 | -1,79 | ||||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 12 643 | 2,52 | 338 | 0,30 | ||||
| 2026-05-18 | 13F | Wilson & Boucher Capital Management, LLC | 27 500 | 0,73 | 735 | -1,48 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 150 432 | 7,73 | 4 020 | 5,43 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 11 268 | 17,24 | 308 | 15,41 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 672 | 2 630 | ||||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 11 064 | 8,74 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 3 038 602 | 81 191 | ||||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 20 620 | 0,62 | 551 | -1,61 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 16 938 | 66,75 | 453 | 63,18 | ||||
| 2026-04-30 | 13F | Manning & Napier Advisors Llc | 101 560 | 2,53 | 2 714 | 0,18 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 15 757 | 35,97 | 421 | 33,23 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 8 144 | 0,33 | 218 | -1,81 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 42 470 | 1,61 | 1 135 | -0,61 | ||||
| 2026-05-05 | 13F | State of New Jersey Common Pension Fund D | 525 000 | 50,00 | 14 028 | 46,81 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 9 083 | 8,51 | 243 | 6,14 | ||||
| 2026-05-01 | 13F | Strategic Investment Solutions, Inc. /IL | 1 220 | 1,08 | 33 | 0,00 | ||||
| 2026-04-28 | 13F | Fundamentun, Llc | 29 439 | 0,32 | 787 | -1,87 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 35 049 | 3,21 | 937 | 0,97 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 316 | 83,73 | 409 | 80,18 | ||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 753 | 18,58 | 21 | 17,65 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 56 007 | 50,96 | 1 497 | 47,83 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 295 | 8 | ||||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 192 570 | 109,65 | 5 145 | 105,23 | ||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 7 706 | 206 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 359 635 | 5,21 | 9 609 | 2,98 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 28 738 | 2,21 | 768 | 0,00 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 117 914 | 2,85 | 3 151 | 0,67 | ||||
| 2026-04-17 | 13F | Capital Wealth Management, Llc | 243 797 | 25,57 | 6 514 | 22,91 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 0 | 0 | ||||||
| 2026-04-10 | 13F | Novem Group | 659 177 | 4,70 | 17 613 | 2,47 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 013 | 73,16 | 28 | 68,75 | ||||
| 2026-04-22 | 13F | Parcion Private Wealth LLC | 93 204 | 4,28 | 2 490 | 2,05 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 97 342 | 2 601 | ||||||
| 2026-04-30 | 13F | Mmbg Investment Advisors Co. | 16 290 | 20,31 | 435 | 17,89 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1 417 | 0,93 | 38 | -2,63 | ||||
| 2026-05-11 | 13F | Insight Advisors, LLC/ PA | 46 210 | 2,16 | 1 235 | 0,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 21 205 | 567 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 15 492 | 94,09 | 414 | 90,32 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 124 483 | 1,71 | 3 326 | -0,45 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 18 410 | 1,85 | 492 | -0,41 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 581 555 | 59,83 | 16 | 66,67 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 167 214 | 15,68 | 4 468 | 13,20 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 2 | 0 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 128 206 | 157,90 | 3 390 | 149,82 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 7 988 | 6,91 | 0 | |||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 89 915 | 77,47 | 2 403 | 73,68 | ||||
| 2026-04-27 | 13F | Albion Financial Group /ut | 14 | 0 | ||||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 17 246 | 6,58 | 469 | 6,12 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 45 990 | 7,08 | 1 229 | 4,86 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 24 280 | 28,38 | 649 | 25,58 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14 563 | 1,14 | 389 | -1,02 | ||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 28 149 | 4,87 | 752 | 2,73 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 10 910 | 1,74 | 292 | -0,34 | ||||
| 2026-04-21 | 13F | HF Advisory Group, LLC | 268 800 | 9,45 | 7 182 | 7,13 | ||||
| 2026-05-08 | 13F | Zinnia Wealth Advisory, LLC | 16 450 | 39,21 | 440 | 36,34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 36 804 | 55,43 | 1 005 | 55,42 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 105 | 421,23 | 30 | 480,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 16 068 | 0,02 | 429 | -2,05 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 1 157 | 31 | ||||||
| 2026-05-05 | 13F | Mount Lucas Management LP | 79 636 | 10,03 | 2 128 | 7,70 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 98 890 | 1,92 | 2 642 | -0,23 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 76 998 | 2 057 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 38 086 | 17,21 | 1 018 | 14,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 378 397 | 13,05 | 10 111 | 10,65 | ||||
| 2026-05-12 | 13F | Absolute Capital Management, LLC | 60 462 | 5,32 | 1 616 | 3,06 | ||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 11 766 | 4,44 | 314 | |||||
| 2026-04-29 | 13F | Live Oak Investment Partners | 9 471 | 253 | 4 960,00 | |||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 6 431 | 0,09 | 172 | -2,29 | ||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 273 741 | 2,13 | 7 314 | -0,03 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 40 | 1 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 41 828 | 0,07 | 1 118 | -2,10 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 1 631 | 14,14 | 44 | 10,26 |
