Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF incluem Chicago Wealth Management, Inc., Proficio Capital Partners LLC, Navis Wealth Advisors, LLC, Philadelphia Investment Partners, LLC, VisionPoint Advisory Group, LLC, Legacy Wealth Partners, LLC, Beaumont Capital Management, LLC, Gateway Wealth Partners, LLC, Pictet Asset Management Holding SA, Waystone Advisors Llc, TCFG Investment Advisors, LLC, Ignite Planners, LLC, Ehrlich Financial Group, Sanchez Gaunt Capital Management, LLC, Parkwoods Wealth Partners, LLC, Rossby Financial, LCC, Fulcrum Asset Management LLP, Forum Finance Group S.A., Merkkuri Wealth Advisors LLC, e Axiom Investment Management LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-13 | 13F | Parkwoods Wealth Partners, LLC | 6,679 | 226 | ||||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 1,387,976 | 234,752.12 | 46,927 | 335,092.86 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 104,135 | 57.22 | 3,521 | 113.59 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 29,115 | 0.15 | 984 | 36.10 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 495 | 17 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 200 | 7 | ||||||
| 2026-04-24 | 13F | Tcfg Wealth Management, Llc | 8,343 | 289 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 53,090 | 78.42 | 1,822 | 146.08 | ||||
| 2026-04-09 | 13F | Aletheian Wealth Advisors LLC | 61,689 | 0.68 | 2,086 | 26.75 | ||||
| 2026-05-04 | 13F | Nwam Llc | 200,180 | 1.79 | 6,768 | 36.07 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 15,500 | 524 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 34,911 | 1,180 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 164,280 | 340.97 | 5,555 | 499.24 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 403,748 | 84.40 | 13,651 | 150.46 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1,322 | 3,124.39 | 45 | 4,300.00 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 37,415 | 1 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1,093 | 692.03 | 37 | 1,100.00 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 67,088 | 11.76 | 2,268 | 51.81 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6,569 | 222 | ||||||
| 2026-05-12 | 13F | Creative Planning | 14,000 | 19.96 | 473 | 63.10 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 35,328 | 1,194 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 79 | 3 | ||||||
| 2026-04-14 | 13F | Sanchez Gaunt Capital Management, LLC | 7,016 | 237 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 19,086 | 27.97 | 645 | 73.85 | ||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 3,055 | 0 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 63,470 | 23.69 | 2,146 | 67.97 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,557 | 222 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 195,931 | 179.39 | 6,624 | 279.60 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 701 | 23.85 | 24 | 64.29 | ||||
| 2026-05-05 | 13F | Philadelphia Investment Partners, LLC | 73,934 | 2,500 | ||||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 6,798 | 230 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 17 | 1 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 644,386 | 349.62 | 21,786 | 510.74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 2,558,624 | 1,022.18 | 86,507 | 1,424.08 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 15,950 | 1.50 | 539 | 37.85 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 74,620 | 2,523 | ||||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 113,403 | 1.49 | 4,099 | 47.39 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 302 | 10 | ||||||
| 2026-04-10 | 13F | Prosperity Planning, Inc. | 24,966 | 1.85 | 844 | 38.36 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 19,588 | 662 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 8,809 | 298 | ||||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 8,308 | 281 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 511 | 17 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 237 | 8 | ||||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 8,343 | 289 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 3,267,032 | 47.42 | 110,458 | 100.21 | ||||
| 2026-05-15 | 13F | KM Capital Management Ltd. | 2,995 | 107 | ||||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 98 | 3 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 12,034 | 29.70 | 407 | 76.52 | ||||
| 2026-05-05 | 13F | Nolet Wealth Management, LLC | 15,017 | 14.86 | 508 | 56.00 | ||||
| 2026-02-03 | 13F | Fulcrum Asset Management LLP | 211 | 26 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 294,852 | 116.25 | 9,969 | 193.69 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 25,897 | 60.91 | 876 | 118.75 | ||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 13,607 | 37.81 | 460 | 87.76 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 5,473 | 243.57 | 136 | 223.81 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 453 | 1,712.00 | 15 | 36.36 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 26,651 | 12.10 | 901 | 52.45 | ||||
| 2026-04-16 | 13F | Spectrum Planning & Advisory Services Inc. | 16,529 | 21.24 | 559 | 64.60 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 69,470 | 97.43 | 2,349 | 168.34 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 633 | 76.82 | 21 | 162.50 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 7,805 | 264 | ||||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 200 | 0 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 324,202 | 14.36 | 8,071 | 6.02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1,218 | 314.29 | 41 | 485.71 | ||||
| 2026-05-14 | 13F | Beaumont Capital Management, LLC | 35,704 | 1,207 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 3,605 | 122 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 251,585 | 8,506 | ||||||
| 2026-05-12 | 13F | Three Bridge Wealth Advisors, LLC | 9,892 | 12.68 | 334 | 53.21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1,521 | 0.86 | 51 | 37.84 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 172,363 | 17.69 | 5,828 | 59.82 | ||||
| 2026-05-15 | 13F | Quadrature Capital Ltd | 93,692 | 3,168 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1,393 | 35 | ||||||
| 2026-04-22 | 13F | Lam Group, Inc. | 110 | 4 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 602 | 20 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 14,115 | 1.22 | 477 | 37.46 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 12,901 | 48.24 | 436 | 101.85 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 5,005 | 167 | ||||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 82,140 | 8.10 | 2,777 | 46.85 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 2,396 | 509.67 | 60 | 490.00 | ||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 51,334 | 1,736 | ||||||
| 2026-04-08 | 13F | Ehrlich Financial Group | 7,579 | 256 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 166 | 6 | ||||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 47 | 2 | ||||||
| 2026-04-17 | 13F | Legacy Wealth Partners, LLC | 49,268 | 1,666 | ||||||
| 2026-05-12 | 13F | Hanlon Investment Management, Inc. | 22,383 | 757 | ||||||
| 2026-05-15 | 13F | Turim 21 Investimentos Ltda. | 197 | 38 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 1,006 | 1,696.43 | 34 | 3,300.00 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 8,326 | 282 | ||||||
| 2026-05-21 | 13F | Essential Partners LLC | 48,567 | 2.42 | 1,642 | 39.15 | ||||
| 2026-05-15 | 13F | Fmr Llc | 211 | 7 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 11,984 | 1.37 | 405 | 37.76 | ||||
| 2026-04-16 | 13F | Waystone Advisors Llc | 11,430 | 386 | ||||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1,235 | 31 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 2,372 | 80 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 10,727 | 0.57 | 363 | 36.60 | ||||
| 2026-05-12 | 13F | Chicago Wealth Management, Inc. | 147,321 | 4,981 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 21,040 | 711 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 659 | 21.81 | 22 | 69.23 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1,294 | 9.11 | 44 | 48.28 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 12,583 | 425 | ||||||
| 2026-05-14 | 13F | Wealth Alliance | 105,985 | 0.57 | 3,583 | 36.60 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 6,542 | 227 | ||||||
| 2026-05-14 | 13F | Proficio Capital Partners LLC | 123,695 | 4,202 |
