Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w iShares Trust - iShares ESG Advanced MSCI USA ETF, to m.in Apella Capital, LLC, Hartland & Co., LLC, Concurrent Investment Advisors, LLC, Navigation Group, LLC, Brookstone Capital Management, Gts Financial, Llc, Win Advisors, Inc, Fft Wealth Management Llc, Vantus Wealth LLC, ArborFi Advisors, LLC, Schmidt P J Investment Management Inc, Advyzon Investment Management, LLC, Acropolis Investment Management, LLC, Fifth Third Bancorp, Western Wealth Management, LLC, CIBC Private Wealth Group, LLC, Vanguard Advisers Inc, EFG International AG, Litman Gregory Asset Management LLC, i Kennebec Savings Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Aire Advisors, Llc | 3 932 | 0,20 | 217 | -3,56 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 520 923 | 3,99 | 27 770 | -3,72 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3 760 | 0,03 | 208 | -4,17 | ||||
| 2026-01-14 | 13F | Clarius Group, LLC | 22 657 | 0,02 | 1 305 | 0,46 | ||||
| 2026-04-17 | 13F | Kennebec Savings Bank | 260 | 14 | ||||||
| 2026-05-04 | 13F | One Wealth Capital Management, Llc | 9 974 | 2,04 | 625 | 11,21 | ||||
| 2026-05-11 | 13F | Alpha Financial Advisors, LLC | 6 019 | 0,22 | 332 | -3,77 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 36 746 | 47,16 | 2 028 | 41,13 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 4 622 | 3,45 | 255 | -0,78 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 9 369 | 8,69 | 517 | 4,23 | ||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 31 046 | 0,57 | 1 714 | -3,60 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 60 | 3 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11 008 | 43,54 | 691 | 52,88 | ||||
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 4 086 | -31,20 | 201 | -15,25 | ||||
| 2026-04-20 | 13F | Values Added Financial LLC | 34 897 | 26,42 | 1 926 | 21,21 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 209 | 12 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 261 | 5,24 | 14 | 0,00 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 1 600 | 88 | ||||||
| 2026-05-15 | 13F | EFG International AG | 615 | 34 | ||||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 35 689 | 9,62 | 1 970 | 5,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 970 064 | 8,03 | 53 548 | 3,57 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 8 232 | 3,65 | 454 | -0,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 786 661 | 4,49 | 153 824 | 0,17 | ||||
| 2026-05-11 | 13F | GenWealth Group, Inc. | 64 975 | 2,22 | 3 587 | -4,53 | ||||
| 2026-04-08 | 13F | Warner Financial, Inc | 4 922 | 0,22 | 272 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 10 559 | 36,12 | 583 | 30,49 | ||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 23 | 1 | ||||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 12 821 | 44,19 | 708 | 38,09 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 3 400 | 188 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 13 881 | 0,31 | 799 | 0,76 | ||||
| 2026-04-20 | 13F | Hoxton Planning & Management, LLC | 7 405 | 19,44 | 409 | 14,61 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1 060 | 59 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1 915 | 106 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 1 023 | 3,96 | 56 | 0,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 14 304 | 0,25 | 790 | -3,90 | ||||
| 2026-04-24 | 13F | Optas, LLC | 58 260 | 72,50 | 3 216 | 65,38 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 4 922 | 283 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 9 290 | 1,26 | 513 | -3,03 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 93 966 | 52,28 | 5 187 | 45,96 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 133 772 | 13,26 | 7 384 | 8,59 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 22 714 | 0,35 | 1 254 | -3,84 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 50 602 | 1,80 | 2 793 | -2,41 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 290 020 | 0,86 | 16 009 | -3,31 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7 532 | 4,31 | 416 | 0,00 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 5 035 | 23,62 | 278 | 18,38 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 3 631 | 0,25 | 200 | -3,85 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 6 494 | 9,05 | 358 | 4,68 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 932 | 51 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1 187 | 68 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 229 221 | 14 225 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 15 376 | 2,16 | 849 | -2,08 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 103 795 | 0,24 | 5 729 | -3,91 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 6 954 | 1 398,71 | 442 | 1 537,04 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 933 | 107 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 137 108 | 13,63 | 7 568 | 8,94 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 12 558 | 78,15 | 693 | 71,11 | ||||
| 2026-05-14 | 13F | Endeavor Private Wealth, Inc. | 7 934 | 46,84 | 438 | 40,51 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 6 514 | 6,25 | 360 | 1,70 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 95 906 | 175,27 | 5 294 | 163,91 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 38 471 | 60,93 | 2 124 | 54,29 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 3 674 | 0,16 | 203 | -4,27 | ||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 93 408 | 12,23 | 5 156 | 7,60 | ||||
| 2026-05-11 | 13F | National Wealth Management Group, LLC | 21 190 | 23,93 | 1 170 | 18,80 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 69 421 | 1,31 | 3 832 | -2,86 | ||||
| 2026-04-29 | 13F | Schmidt P J Investment Management Inc | 3 832 | 212 | ||||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 2 809 | 48,00 | 156 | 43,12 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 4 975 | 7,31 | 275 | 3,01 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 12 552 | 2,22 | 693 | -2,12 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 2 670 | 144 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 62 838 | 176,71 | 3 469 | 165,34 | ||||
| 2026-04-21 | 13F | Highland Financial Advisors, LLC | 48 204 | 11,97 | 2 661 | 7,34 | ||||
| 2026-05-14 | 13F | Davis Wealth Advisors, LLC | 32 523 | 0,84 | 1 795 | -3,34 | ||||
| 2026-04-24 | 13F | Capital Asset Advisory Services LLC | 5 263 | 6,78 | 327 | 12,37 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2 370 895 | 1,73 | 130 873 | -2,48 | ||||
| 2026-05-15 | 13F | Aufman Associates Inc | 18 188 | 9,67 | 1 004 | 5,14 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 5 646 | 2,51 | 312 | -1,89 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 3 107 | 0,62 | 172 | -3,39 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 45 746 | 2 525 | ||||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 662 | 1 041,38 | 37 | -5,26 | ||||
| 2026-05-01 | 13F | Win Advisors, Inc | 8 323 | 459 | ||||||
| 2026-04-03 | 13F | Investors Research Corp | 839 | 52,82 | 46 | 48,39 | ||||
| 2026-05-06 | 13F | Keystone Financial Services | 9 736 | 0,20 | 537 | -3,94 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 820 | 4,12 | 211 | -0,47 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 8 802 | 0,56 | 486 | -5,83 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13 767 | 93,52 | 741 | 80,93 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 104 099 | 1,47 | 5 746 | -2,73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 129 642 | 8,12 | 7 156 | 3,65 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3 701 | 204 | ||||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 42 555 | 3,86 | 2 349 | -0,42 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 25 813 | 20,53 | 1 425 | 142 300,00 | ||||
| 2026-05-19 | 13F | Gts Financial, Llc | 9 521 | 444 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 16 250 | 218,44 | 897 | 206,14 | ||||
| 2026-05-07 | 13F | Amara Financial, Llc. | 35 691 | 34,53 | 1 970 | 29,01 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 3 500 | 105,88 | 193 | 97,94 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 299 | 1,01 | 17 | -5,88 | ||||
| 2026-05-14 | 13F | Fft Wealth Management Llc | 4 988 | 275 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 11 881 | 22,38 | 656 | 17,38 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 9 906 | 547 | ||||||
| 2026-04-24 | 13F | RKL Wealth Management LLC | 21 690 | 0,22 | 1 197 | -3,93 | ||||
| 2026-04-09 | 13F | VERITY Wealth Advisors | 26 236 | 0,79 | 1 448 | -3,34 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 18 361 | 1,92 | 1 014 | -2,31 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 795 | 11,19 | 44 | 4,88 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 4 888 | 9,77 | 270 | 5,08 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 407 | 23 | ||||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 7 219 | 14,03 | 398 | 9,34 | ||||
| 2026-05-05 | 13F | Navigation Group, LLC | 10 470 | 578 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 7 902 | 80,66 | 436 | 73,71 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 310 256 | 1,56 | 17 | 0,00 | ||||
| 2026-04-21 | 13F | Trilogy Capital Inc. | 5 282 | 19,58 | 292 | 14,57 | ||||
| 2026-05-14 | 13F | Catalytic Wealth RIA, LLC | 29 445 | 8,84 | 1 625 | 4,37 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 53 617 | 1,86 | 2 960 | -2,34 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 383 | 235,96 | 21 | 250,00 | ||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 1 761 | 75,75 | 97 | 70,18 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 1 920 | 0,21 | 106 | -4,55 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 26 550 | 6,64 | 1 466 | 2,23 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 29 247 | 44,01 | 1 614 | 38,07 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 20 769 | 1,46 | 1 146 | -4,18 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 12 120 | 698 | ||||||
| 2026-04-29 | 13F | ArborFi Advisors, LLC | 4 223 | 233 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 9 662 | 98,32 | 533 | 90,36 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 8 087 | 26,66 | 446 | 21,53 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 3 937 | 3,61 | 217 | -0,46 | ||||
| 2026-04-20 | 13F | Skyline Advisors, Inc. | 37 594 | 7,66 | 2 075 | 3,23 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 34 476 | 0,04 | 1 903 | -4,08 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 55 706 | 56,83 | 3 102 | 51,64 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 78 747 | 1,58 | 4 347 | -2,62 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 6 927 | 0,22 | 382 | -3,78 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 232 254 | 1,60 | 12 820 | -2,59 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 19 269 | 261,59 | 1 | |||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 16 871 | 4,14 | 931 | -0,11 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 39 030 | 17,57 | 2 154 | 12,72 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 126 785 | 6,48 | 6 999 | 2,09 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 23 918 | 6,13 | 1 332 | 2,62 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 998 | 1,94 | 55 | -1,79 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 9 108 | 14,08 | 503 | 9,37 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 33 150 | 14,20 | 1 830 | 9,46 | ||||
| 2026-05-05 | 13F | Sofi Wealth, Llc | 73 467 | 24,84 | 4 055 | 19,69 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 5 850 | 0,95 | 323 | -3,30 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 33 | 2 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 106 085 | 25,98 | 5 856 | 20,77 | ||||
| 2026-04-08 | 13F | Archer Investment Management, LLC | 85 845 | 976,97 | 4 739 | 934,50 | ||||
| 2026-05-12 | 13F | Ally Invest Advisors Inc. | 51 564 | 0,92 | 2 846 | -3,23 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 371 876 | 3,90 | 20 528 | -1,20 | ||||
| 2026-05-14 | 13F | Wealth Alliance | 14 615 | 0,27 | 807 | -3,93 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 96 470 | 0,59 | 5 | 0,00 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 71 447 | 8,99 | 3 944 | 4,48 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 3 625 | 1,48 | 200 | -2,44 | ||||
| 2026-05-06 | 13F | Eq Llc | 7 128 | 10,44 | 393 | 5,93 | ||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 16 665 | 3,05 | 920 | -1,29 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 830 543 | 7,09 | 47 823 | 7,59 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 1 456 | 0,07 | 80 | -3,61 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 21 487 | 6,55 | 1 186 | 2,15 |
