Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares International Small-Cap Equity Factor ETF, to m.in TRB Wealth Management, LLC, SOUTH STATE Corp, Benjamin Edwards Inc, Stillwater Private Wealth, LLC, Mariner, LLC, Vantus Wealth LLC, Wedbush Securities Inc, Harbor Investment Advisory, Llc, SageView Advisory Group, LLC, Jones Financial Companies Lllp, Advisory Services Network, LLC, Clarity Asset Management, Inc., Pnc Financial Services Group, Inc., i Vanguard Advisers Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F | Vantus Wealth LLC | 5 304 | 220 | ||||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 10 803 | 0,94 | 479 | 5,74 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132 959 | 27,07 | 5 556 | 28,02 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 44 337 | 1,91 | 1 853 | 2,66 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9 251 | 1,78 | 387 | 2,39 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-05-12 | 13F | Creative Planning | 9 333 | 9,58 | 390 | 10,48 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14 575 | 1,17 | 609 | 2,01 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 163 270 | 6 823 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 91 202 | 3 811 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 57 542 | 2,10 | 2 449 | 4,75 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 179 253 | 19,32 | 7 491 | 20,21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 383 573 | 17,55 | 16 030 | 18,44 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 5 930 | 3,54 | 248 | 4,22 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 22 637 | 52,81 | 946 | 53,91 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 17 571 | 3,87 | 734 | 4,71 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 165 457 | 135,05 | 6 914 | 136,86 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 29 781 | 0,86 | 1 245 | 1,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 452 | 5 550,00 | 19 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 140 | 6 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 62 | 3 | ||||||
| 2026-05-11 | 13F | Montis Financial, LLC | 26 102 | 0,12 | 1 091 | 0,83 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 41 | 2 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 257 086 | 23,15 | 11 | 25,00 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 180 890 | 4,33 | 7 559 | 5,12 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4 791 | 0 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 9 251 | 1,78 | 387 | 2,39 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 58 374 | 4,69 | 2 484 | 7,44 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 85 631 | 2,66 | 3 579 | 3,44 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 34 941 | 12,51 | 1 460 | 13,35 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14 750 | 616 | ||||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 34 347 | 1 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6 075 | 254 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 146 005 | 5,06 | 6 102 | 5,85 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 121 055 | 0,08 | 5 059 | 0,82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4 581 | 34,77 | 191 | 36,43 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 31 468 | 32,92 | 1 315 | 33,91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 407 626 | 0,89 | 17 035 | 1,64 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 142 736 | 265,22 | 5 965 | 267,92 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 96 616 | 2,42 | 4 008 | 133 466,67 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 210 | 9 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10 000 | 418 | ||||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 222 638 | 4,26 | 9 807 | 8,47 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 38 631 | 0,50 | 1 602 | 1,39 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 12 934 | 62,06 | 541 | 63,14 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 6 428 | 4,38 | 269 | 5,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 53 983 | 426,87 | 2 256 | 430,59 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 10 073 | 0,29 | 421 | 0,96 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 1 958 627 | 2,66 | 81 851 | 3,43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 585 | 24 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 148 548 | 36,71 | 6 208 | 37,72 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 181 789 | 7,61 | 7 597 | 8,41 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 72 081 | 86,39 | 3 012 | 87,78 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 17 391 | 4,45 | 727 | 5,22 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 647 545 | 5,03 | 27 061 | 5,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12 011 | 502 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 61 363 | 11,06 | 2 564 | 11,92 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 382 319 | 15 977 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 18 606 | 0,27 | 778 | 1,04 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5 572 | 0,16 | 233 | 0,87 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8 530 | 52,54 | 356 | 54,11 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 13 615 | 9,44 | 569 | 10,08 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 56 531 | 35,79 | 2 362 | 36,85 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 39 806 | 1 663 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1 783 | 112,01 | 74 | 117,65 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 4 690 | 196 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 70 595 | 8,97 | 2 950 | 9,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 15 071 | 630 | ||||||
| 2026-05-12 | 13F | Dynamic Financial Group | 8 118 | 44,78 | 339 | 46,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 711 625 | 14,65 | 29 739 | 15,51 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 9 188 | 20,74 | 384 | 21,52 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 547 | 23 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 40 135 | 2,78 | 1 677 | 3,58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 26 946 | 7,34 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 36 038 | 2,19 | 1 506 | 3,01 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 746 | 31 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 13 432 | 25,91 | 561 | 26,92 |
