Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares Mortgage Real Estate ETF, to m.in Golden State Equity Partners, Antonelli Financial Advisors, LLC, Quantinno Capital Management LP, EFG International AG, Ashton Thomas Securities, Llc, Sunrise Financial Services, LLC, Tucker Asset Management Llc, Litman Gregory Asset Management LLC, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 713 | 37 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 33 954 | 729 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 49 942 | 8,35 | 1 072 | 4,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 584 319 | 6,24 | 12 545 | 2,84 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 42 643 | 6,42 | 1 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 14 720 | 7,63 | 316 | 184,68 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 591 640 | 12 703 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 36 655 | 7,01 | 787 | 3,56 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 8 051 | 173 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 125 268 | 17,87 | 2 690 | 14,09 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 49 647 | 2,70 | 1 066 | -0,65 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 14 160 | 10,23 | 304 | 7,04 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 987 477 | 21,88 | 21 201 | 17,98 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 786 | 17 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 340 439 | 12,02 | 7 309 | 8,44 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 1 204 | 26 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1 097 500 | 23 563 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 155 508 | 17,28 | 3 339 | 13,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13 394 | 288 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 42 717 | 917 | ||||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 95 623 | 1,56 | 2 053 | -1,68 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 9 353 | 13,58 | 201 | 9,89 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 25 | 1 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 208 793 | 0,29 | 4 483 | -2,92 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25 809 | 55,15 | 1 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 114 911 | 46,30 | 2 467 | 41,62 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 24 | 4,35 | 1 | |||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 12 601 | 0,91 | 271 | -2,17 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 30 881 | 28,92 | 663 | 24,86 | ||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 47 214 | 2,40 | 1 014 | -0,88 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 20 250 | 4,69 | 435 | 1,17 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 24 508 | 13,81 | 526 | 10,27 | ||||
| 2026-05-15 | 13F | Bayview Asset Management, Llc | Put | 100 000 | 2 147 | |||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 20 403 | 438 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 96 700 | 43,05 | 2 076 | 38,49 | |||
| 2026-05-12 | 13F | Stifel Financial Corp | 48 384 | 1,06 | 1 039 | -2,17 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 131 605 | 5,69 | 2 826 | 2,32 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1 300 | 0,85 | 29 | 0,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 2 000 | 43 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 39 912 | 0,71 | 1 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21 299 | 457 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 95 800 | 589,21 | 2 057 | 567,53 | |||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 159 | 0,63 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1 658 | 36 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 18 551 | 0,27 | 398 | -2,93 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 18 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 158 744 | 468,47 | 3 408 | 450,57 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 288 470 | 2,33 | 6 193 | -0,94 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 26 993 | 580 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6 114 | 493,59 | 131 | 490,91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 30 100 | 27,00 | 646 | 23,05 | |||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 828 | 18 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 25 221 | 3,03 | 541 | -0,18 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 666 652 | 93,42 | 14 313 | 87,24 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2 000 | 43 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 4 241 | 91 | ||||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 10 385 | 223 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 62 575 | 1 343 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 9 977 | 214 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 114 396 | 16,73 | 2 456 | 13,02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 91 186 | 1,23 | 1 958 | -2,00 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 42 478 | 0,02 | 912 | -3,08 |
