Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Global Tech ETF, to m.in Banco Santander, S.A., Oak Barrel Wealth Advisory LLC, Dv Equities, Llc, Farmers National Bank, Summit Wealth Group Llc / Co, Exencial Wealth Advisors, Llc, Platform Technology Partners, Uhlmann Price Securities, Llc, Napier Financial, LLC, Marin Bay Wealth Advisors, LLC, Sava Infond d.o.o., Ferguson Wellman Capital Management, Inc, Tiaa-cref Individual & Institutional Services, Llc, Junk Investment Group, LLC, SkyOak Wealth, LLC, Insigneo Advisory Services, Llc, Mesirow Financial Investment Management, Inc., Strategic Financial Concepts, LLC, Gateway Wealth Partners, LLC, i Natixis .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 2 203 | 220 | ||||||
| 2026-04-29 | 13F/A | Perryman Financial Advisory Inc /ad | 12 768 | 24,61 | 1 276 | 18,70 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 2 103 | 7,35 | 201 | -1,95 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 12 463 | 0,03 | 1 246 | -4,82 | ||||
| 2026-05-14 | 13F | Zacks Investment Management | 3 579 | 0,08 | 358 | -4,80 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 266 | 28 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14 545 | 12,24 | 1 527 | 14,21 | ||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 34 604 | 9,09 | 3 459 | 3,87 | ||||
| 2026-03-12 | 13F | Farmers National Bank | 6 650 | 698 | ||||||
| 2026-05-12 | 13F | Bellwether Advisors, LLC | 64 450 | 0,39 | 6 443 | -4,41 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 2 397 | 5,50 | 240 | 0,42 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 6 376 | 637 | ||||||
| 2026-05-15 | 13F | Trexquant Investment LP | 3 176 | 17,63 | 318 | 12,01 | ||||
| 2026-05-01 | 13F | Global Assets Advisory, LLC | 1 064 | 151 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 77 548 | 15,00 | 7 752 | 9,49 | ||||
| 2026-04-24 | 13F | Bayban | 285 | 28 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 6 | 400,00 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 144 278 | 165,87 | 15 149 | 170,47 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 3 207 | 2,39 | 321 | -2,44 | ||||
| 2026-05-04 | 13F | Summit Wealth Group, LLC | 100 149 | 3,04 | 10 012 | -1,89 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 85 024 | 1 208,67 | 8 500 | 1 146,33 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 261 491 | 16,46 | 26 141 | 10,88 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 3 265 | 2,03 | 326 | -2,98 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 6 016 | 601 | ||||||
| 2026-05-07 | 13F | Allium Financial Advisors, Llc | 7 352 | 0,91 | 735 | -3,92 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2 452 | 245 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 49 375 | 100,74 | 4 936 | 91,17 | ||||
| 2026-05-05 | 13F | Napier Financial, LLC | 4 800 | 480 | ||||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 1 152 840 | 64,16 | 110 396 | 48,27 | ||||
| 2026-05-06 | 13F | Bessemer Group Inc | 16 518 | 36,34 | 2 | 0,00 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 654 | 0,46 | 65 | -4,41 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 15 434 | 1 543 | ||||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 387 | 39 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 27 738 | 7,67 | 2 773 | 2,48 | ||||
| 2026-05-04 | 13F | Northland Securities, Inc. | 32 246 | 4,03 | 3 224 | -0,95 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 8 945 | 2,89 | 894 | -1,97 | ||||
| 2026-05-01 | 13F | Sovran Advisors, LLC | 2 660 | 0,49 | 320 | 12,32 | ||||
| 2026-05-15 | 13F | Kcm Investment Advisors Llc | 5 526 | 20,03 | 552 | 14,29 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 150 | 15 | ||||||
| 2026-05-04 | 13F | Savant Capital, LLC | 3 872 | 1,87 | 387 | -3,01 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 250 135 | 222,20 | 25 006 | 206,77 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 41 699 | 4,09 | 4 166 | -0,97 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 54 548 | 9,19 | 5 453 | 3,97 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 11 | 1 | ||||||
| 2026-04-06 | 13F | CX Institutional | 2 204 | 129,58 | 0 | |||||
| 2026-05-19 | 13F | Mascagni Wealth Management, Inc. | 8 837 | 302,60 | 883 | 283,91 | ||||
| 2026-03-31 | 13F | Sankala Group LLC | 43 | 4 200,00 | 4 | |||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 13 666 | 0,71 | 1 366 | -4,07 | ||||
| 2026-05-14 | 13F | Schroder Investment Management Group | 266 525 | 5 964,28 | 25 522 | 5 436,23 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 208 262 | 7,47 | 20 820 | 2,32 | ||||
| 2026-05-11 | 13F | Phoenix Holdings Ltd. | 4 005 100 | 400 390 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 11 811 | 2,28 | 1 181 | -2,64 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 2 049 | 205 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 8 114 | 443,83 | 852 | 453,25 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 2 265 | 226 | ||||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 297 216 | 29 713 | ||||||
| 2026-05-12 | 13F | Richardson Capital Management LLC | 3 529 | 382,10 | 353 | 363,16 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 195 945 | 0,22 | 20 | -5,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 421 | 42 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 24 648 | 7,74 | 2 464 | 2,58 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 6 640 | 664 | ||||||
| 2026-05-14 | 13F | HighPoint Advisor Group LLC | 7 654 | 6,72 | 765 | 1,59 | ||||
| 2026-05-14 | 13F | Cambria Investment Management, L.P. | 98 671 | 12,20 | 9 864 | 6,83 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 7 760 | 109,39 | 776 | 99,23 | ||||
| 2026-05-15 | 13F | EFG International AG | 1 686 | 462,00 | 169 | 441,94 | ||||
| 2026-05-07 | 13F | Hanover Advisors Inc | 14 104 | 1,71 | 1 410 | -3,23 | ||||
| 2026-05-13 | 13F | Lunt Capital Management, Inc. | 7 471 | 0,88 | 747 | -3,99 | ||||
| 2026-04-30 | 13F | SkyOak Wealth, LLC | 2 488 | 249 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10 413 | 122,31 | 1 041 | 111,81 | ||||
| 2026-01-30 | 13F | Caldwell Securities, Inc | 12 | 100,00 | 1 | |||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 3 605 | 0,14 | 360 | -4,51 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 2 396 | 240 | ||||||
| 2026-04-22 | 13F | James Hambro & Partners | 13 425 | 17,25 | 1 343 | 11,73 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 866 | 724,76 | 87 | -4,44 | ||||
| 2026-05-15 | 13F | Larch Capital Partners Llc | 35 972 | 3,07 | 3 596 | -1,86 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 994 | 16,53 | 99 | 11,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 32 580 | 0,08 | 3 421 | 1,82 | ||||
| 2026-05-15 | 13F | FIL Ltd | 1 139 268 | 51,76 | 113 893 | 43,71 | ||||
| 2026-04-24 | 13F | Acorn Financial Advisory Services Inc /adv | 2 349 | 0,51 | 235 | -4,49 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 5 240 | 3,05 | 524 | -1,88 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 1 759 | 8,65 | 0 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2 120 | 212 | ||||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 7 168 | 0,01 | 717 | -4,79 | ||||
| 2026-05-12 | 13F | Curio Wealth, Llc | 2 | 0 | ||||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 111 351 | 0,04 | 11 132 | -4,75 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 36 071 | 461,33 | 3 606 | 435,01 | ||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 2 213 | 6,04 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 3 760 | 9,97 | 376 | 4,75 | ||||
| 2026-04-15 | 13F | DecisionMap Wealth Management, LLC | 2 792 | 10,71 | 279 | 5,68 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 67 541 | 7 092 | ||||||
| 2026-05-08 | 13F | LaSalle St. Investment Advisors, LLC | 3 629 | 0,17 | 363 | |||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 45 516 | 266,36 | 4 550 | 248,93 | ||||
| 2026-05-14 | 13F | Natixis | 1 985 | 193 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 1 173 | 67,33 | 117 | 60,27 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 795 | 80 | ||||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 200 | 34,23 | 20 | 26,67 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 40 770 | 1,39 | 4 076 | -3,48 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 7 598 | 5,84 | 760 | 0,80 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 567 654 | 0,72 | 56 748 | -4,10 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 3 035 | 12,91 | 303 | 7,45 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 24 595 | 26,80 | 2 459 | 20,73 | ||||
| 2026-04-21 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5 634 | 152,99 | 563 | 141,63 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 2 130 | 213 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 6 104 | 610 | ||||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 2 519 | 2,15 | 252 | -2,71 | ||||
| 2026-04-21 | 13F | Columbus Macro, LLC | 18 339 | 0,60 | 1 833 | -4,23 | ||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 11 014 | 1,81 | 1 101 | -3,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 6 202 | 5,31 | 620 | 0,32 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 418 524 | 0,90 | 42 | -4,65 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 14 403 | 10,60 | 1 422 | 3,95 | ||||
| 2026-05-05 | 13F | PFG Advisors | 20 536 | 30,62 | 2 053 | 24,42 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 5 982 | 0,02 | 598 | -4,78 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 6 205 | 15,27 | 620 | 9,73 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5 934 | 16,63 | 593 | 11,05 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 6 703 | 35,72 | 670 | 29,34 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 29 761 | 11,48 | 3 085 | 10,06 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2 136 | 6,69 | 217 | 3,33 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 36 907 | 247,79 | 3 690 | 231,15 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 71 378 | 1,38 | 7 136 | -3,48 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 15 963 | 159,22 | 1 596 | 146,90 | ||||
| 2026-02-02 | 13F | Long Run Wealth Advisors, LLC | 34 280 | 5,60 | 3 599 | 7,43 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 52 692 | 31,98 | 5 268 | 25,64 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 17 511 | 10,65 | 1 751 | 5,36 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 329 | 33 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 18 592 | 3,63 | 1 859 | -1,33 | ||||
| 2026-05-22 | 13F | Wellington Grp LLC | 399 | 40 | ||||||
| 2026-04-08 | 13F | Clarus Wealth Advisors | 21 440 | 2 209 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 2 927 | 293 | ||||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 15 923 | 0,63 | 1 592 | -4,21 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8 850 | 0,28 | 885 | -4,54 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 9 455 | 7,93 | 945 | 2,83 | ||||
| 2026-05-01 | 13F | Ferguson Wellman Capital Management, Inc | 3 434 | 343 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 10 969 | 27,83 | 1 183 | 28,45 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 3 846 | 3,72 | 384 | -1,29 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 5 539 | 2,97 | 554 | -1,95 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 138 103 | 9,28 | 13 459 | 1,42 | ||||
| 2026-05-15 | 13F | Fmr Llc | 31 394 | 5,35 | 3 138 | -0,22 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 600 | 60 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 6 000 | 614 | ||||||
| 2026-04-15 | 13F | Zullo Investment Group, Inc. | 2 833 | 0,71 | 283 | -4,07 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 27 101 | 149,48 | 2 709 | 137,63 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 30 289 | 30,36 | 3 028 | 24,15 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 3 517 | 15,96 | 352 | 10,38 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1 376 | 138 | ||||||
| 2026-05-11 | 13F | Sava Infond d.o.o. | 3 600 | 360 | ||||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 1 794 | 214 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 9 221 | 6,68 | 922 | 1,54 | ||||
| 2026-04-16 | 13F | Sheets Smith Wealth Management | 15 022 | 1,25 | 1 502 | -3,60 | ||||
| 2026-04-22 | 13F | Goodman Advisory Group, LLC | 5 342 | 534 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 41 875 | 1,05 | 4 186 | -3,77 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 45 747 | 4 573 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 509 739 | 2,64 | 51 026 | -2,10 | ||||
| 2026-05-05 | 13F | Excalibur Management Corp | 3 867 | 0,26 | 387 | -4,69 | ||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 1 261 | 10,32 | 126 | 5,88 | ||||
| 2026-02-17 | 13F | Dv Equities, Llc | 50 000 | 5 250 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 17 640 | 53,26 | 1 764 | 45,94 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 11 158 | 5,92 | 1 115 | 0,81 | ||||
| 2026-05-20 | 13F/A | J. Mark Nickell & Co. | 32 213 | 6,00 | 3 220 | 0,94 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 3 312 | 331 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 570 | 60 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 1 350 | 135 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 77 001 | 10,18 | 7 698 | 4,89 | ||||
| 2026-05-11 | 13F | Marin Bay Wealth Advisors, LLC | 3 698 | 370 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 16 868 | 2,33 | 1 686 | -2,54 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 9 828 | 3,45 | 983 | -1,50 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 37 392 | 0,86 | 3 738 | -3,96 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 6 074 | 607 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 0 | 0 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 10 949 | 19,78 | 1 | |||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 12 783 | 4,59 | 1 278 | -0,47 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 3 077 924 | 0,81 | 307 700 | -4,02 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 1 101 320 | 24,05 | 110 099 | 18,10 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 6 480 | 20,85 | 648 | 14,92 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 101 862 | 2,73 | 10 183 | -2,19 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 5 770 | 1 187,95 | 582 | 1 165,22 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 289 | 29 | ||||||
| 2026-05-06 | 13F | Clifford Swan Investment Counsel Llc | 2 375 | 0,08 | 237 | -4,82 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 628 | 63 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 97 124 | 138,63 | 9 633 | 125,76 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 2 359 | 2,03 | 236 | -2,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 936 | 5,47 | 494 | 0,41 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 8 586 | 17,52 | 858 | 11,86 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 169 052 | 0,66 | 16 900 | -4,16 | ||||
| 2026-05-12 | 13F | Rathbone Brothers plc | 100 850 | 1,05 | 10 082 | -3,80 |
