Institusi dan Kepemilikan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF termasuk Burns Matteson Capital Management, LLC, Gts Securities Llc, Advisors Preferred, LLC, SageView Advisory Group, LLC, dan Vanguard Advisers Inc .
Halaman ini menunjukkan perubahan struktur kepemilikan berdasarkan daftar institusi, dana, dan pemegang saham utama yang telah meningkatkan kepemilikannya atau membuka posisi baru pada periode pelaporan terakhir. Baris hijau menunjukkan posisi baru. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
Upgrade untuk membuka data premium.
| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 81.152 | 1,48 | 3.540 | 2,17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.258.841 | 0,21 | 54.907 | 0,88 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 31.089 | 3,93 | 1.356 | 4,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 70.653 | 98,24 | 3.082 | 99,55 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6.790 | 0,10 | 296 | 0,34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 519 | 76,53 | 23 | 83,33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 65.756 | 4,03 | 2.868 | 4,63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79.583 | 23,65 | 3.471 | 24,45 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 9.915 | 0,33 | 432 | 0,93 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2.220 | 15,93 | 97 | 17,07 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 46.540 | 1,42 | 2.030 | 2,06 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 24 | 84,62 | 1 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 20.168 | 15,92 | 880 | 16,73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.772 | 1,89 | 165 | 2,50 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5.045 | 6,14 | 220 | 7,32 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 908 | 0,44 | 40 | 0,00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 10.622 | 463 | ||||||
| 2026-04-06 | 13F | CX Institutional | 346 | 0,58 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.388 | 5,25 | 450 | 6,13 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3.751 | 0,32 | 164 | 0,62 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 55.271 | 192,76 | 2.411 | 194,62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 39.215 | 1.710 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22.720 | 59.689,47 | 991 | 99.000,00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7.741 | 0 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 47.778 | 2.084 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.031 | 45 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 127.187 | 0,07 | 5.548 | 0,73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.993 | 11,63 | 218 | 12,44 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 17.955 | 2,24 | 783 | 3,03 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 36.600 | 4,87 | 1.596 | 5,56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 32.138 | 70,85 | 1.402 | 71,90 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 12.343 | 36,49 | 538 | 37,60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 198 | 9 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 26.676 | 21,44 | 1.164 | 22,29 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100,00 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3.519 | 1.410,30 | 153 | 1.430,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19.601 | 0,90 | 860 | 2,14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5.308 | 235 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 19.163 | 0,43 | 836 | 1,09 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 12.653 | 3,92 | 552 | 4,55 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 372 | 100,00 | 16 | 100,00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 570 | 0,18 | 25 | 0,00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.415 | 0,28 | 62 | 0,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5.339 | 4,20 | 233 | 4,50 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 537 | 23 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.765 | 77 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 12.391 | 0,48 | 1 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 4.045 | 0,05 | 176 | 0,57 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4.991 | 0,26 | 218 | 0,93 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 3.596 | 157 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | Call | 50.000 | 4.085 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 72 | 24,14 | 3 | 50,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24.587 | 9,72 | 1.072 | 10,52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 987 | 2,92 | 43 | 4,88 |
