Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares, Inc. - iShares MSCI Switzerland ETF incluem CSM Advisors, LLC, Insigneo Advisory Services, Llc, Forum Finance Group S.A., Empowered Funds, LLC, United Asset Strategies, Inc., Howe & Rusling Inc, Turtle Creek Wealth Advisors, LLC, RWM Asset Management, LLC, Mcguire Capital Advisors Inc, Harwood Advisory Group, LLC, Eukles Asset Management, Mount Yale Investment Advisors, LLC, e Western Wealth 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.
Upgrade para desbloquear dados premium.
| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7,057 | 95.65 | 415 | 92.13 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1,313 | 9.23 | 77 | 6.94 | ||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 29,501 | 2.62 | 1,735 | 0.64 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 13,719 | 1.69 | 807 | -0.25 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 4,970 | 0.59 | 292 | -1.35 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 18,156 | 6.42 | 1,068 | 4.40 | ||||
| 2026-01-29 | 13F | Comerica Bank | 3,380 | 9.00 | 203 | 18.13 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 285 | 17 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,031 | 61 | ||||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 3,075 | 35.28 | 181 | 32.35 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 26 | 8.33 | 2 | 0.00 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 3,966 | 8.69 | 233 | 6.88 | ||||
| 2026-05-08 | 13F | Banco Santander, S.A. | 4,663 | 34.89 | 274 | 32.37 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 4,564 | 14.53 | 268 | 12.61 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 36,328 | 42.03 | 1,347 | -12.13 | ||||
| 2026-04-22 | 13F | Millburn Ridgefield Corp | 541,025 | 8.00 | 31,818 | 5.93 | ||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 145 | 9 | ||||||
| 2026-05-05 | 13F | Bank Julius Baer & Co. Ltd, Zurich | 287,117 | 20.84 | 16,885 | 18.52 | ||||
| 2026-05-14 | 13F | Lgl Partners, Llc | 7,657 | 102.19 | 450 | 98.24 | ||||
| 2026-05-05 | 13F | LFA - Lugano Financial Advisors SA | 31,461 | 8.13 | 1,850 | 6.08 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 293,507 | 156.37 | 17,261 | 171.31 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,061,526 | 6.17 | 62,428 | 4.13 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 453,328 | 1,467.96 | 27 | 2,500.00 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 2,107,897 | 6.16 | 123,965 | 4.12 | ||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 131,595 | 4.06 | 7,739 | 2.07 | ||||
| 2026-05-07 | 13F | AlphaCentric Advisors LLC | 2,277 | 0.66 | 134 | -1.48 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 21 | 1 | ||||||
| 2026-05-07 | 13F | Meeder Asset Management Inc | 4,917 | 289 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 7,281 | 15.42 | 415 | 9.52 | ||||
| 2026-05-15 | 13F | Fmr Llc | 15,054 | 12.39 | 885 | 10.21 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 4,476 | 263 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 39,373 | 2.73 | 2,316 | 0.74 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 10,080 | 593 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 1,039 | 4,229.17 | 62 | 6,100.00 | ||||
| 2026-05-04 | 13F | J. Safra Sarasin Holding AG | 5,768 | 22.59 | 332 | 16.96 | ||||
| 2026-05-13 | 13F | Kovitz Investment Group Partners, LLC | 12,780 | 20.33 | 752 | 18.08 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 25,642 | 1,508 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 898,227 | 131.51 | 52,825 | 127.07 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 160 | 53.85 | 9 | 50.00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 124,243 | 21.47 | 7,307 | 19.15 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 298 | 18 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 30 | 2 | ||||||
| 2026-04-16 | 13F | Polianta Ltd | 258,700 | 15 | ||||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 541,025 | 8.00 | 31,818 | 5.93 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4,956 | 2.25 | 291 | 0.34 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 4,588 | 30.49 | 270 | 28.10 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 303,248 | 4.55 | 17,834 | 2.54 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 341 | 296.51 | 20 | 300.00 | ||||
| 2026-05-13 | 13F | BCJ Capital Management, LLC | 18,031 | 67.19 | 1,060 | 64.09 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 242 | 14 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 13,769 | 8.41 | 810 | 6.31 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 967 | 16,016.67 | ||||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 22,779 | 8.09 | 1,340 | 6.02 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 46,340 | 3.00 | 2,725 | 1.04 | ||||
| 2026-02-03 | 13F/A | Mount Yale Investment Advisors, LLC | 37 | 2 | ||||||
| 2026-05-05 | 13F | Covestor Ltd | 76 | 10.14 | 0 | |||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 125,028 | 501.99 | 7,353 | 490.52 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8,095 | 0 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1,093 | 32.97 | 64 | 30.61 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 64,732 | 2.37 | 3,881 | 2.37 | ||||
| 2026-05-13 | 13F | Trajan Wealth LLC | 322,546 | 2.11 | 18,969 | 0.15 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3,434 | 202 | ||||||
| 2026-05-15 | 13F | CSM Advisors, LLC | 74,684 | 4 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 13,512 | 5.52 | 795 | 3.52 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 250 | 15 | ||||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 45,367 | 42.15 | 2,668 | 39.47 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 4,036 | 1.03 | 237 | -0.84 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 31,717 | 366.22 | 1,865 | 358.23 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 12,855 | 45.78 | 756 | 43.18 | ||||
| 2026-05-15 | 13F | Sonoma Private Wealth LLC | 13,194 | 28.40 | 776 | 25.81 | ||||
| 2026-04-13 | 13F | BFI Infinity Ltd. | 27,125 | 6.11 | 1,595 | 4.11 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 245 | 14 | ||||||
| 2026-05-14 | 13F | Zacks Investment Management | 36,114 | 20.40 | 2,124 | 18.08 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1,636 | 96 | ||||||
| 2026-04-14 | 13F | Pictet North America Advisors SA | 118,956 | 24.42 | 6,996 | 22.03 | ||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 4,220 | 20.92 | 248 | 18.66 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 100 | 6 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 28,202 | 11.21 | 1,659 | 9.08 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 664 | 39 | ||||||
| 2026-04-07 | 13F | Boltwood Capital Management | 6,700 | 10.29 | 394 | 8.24 | ||||
| 2026-05-05 | 13F | Eukles Asset Management | 40 | 2 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 1,126 | 793.65 | 67 | 857.14 | ||||
| 2026-05-15 | 13F | First Manhattan Co | 4,515 | 25.59 | 266 | 23.26 | ||||
| 2026-05-07 | 13F | Forum Finance Group S.A. | 6,253 | 0 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 70,664 | 10.09 | 4,191 | 8.97 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 3,864 | 227 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18,553 | 1.29 | 1,091 | -0.64 | ||||
| 2026-04-30 | 13F | Hyposwiss Advisors SA | 9,650 | 16.48 | 568 | 14.31 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 131,951 | 20.76 | 7,760 | 18.46 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3,093 | 13.01 | 182 | 10.37 | ||||
| 2026-05-13 | 13F | Edmond De Rothschild Holding S.a. | 1,904 | 10.06 | 112 | 7.77 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 225,706 | 1.59 | 13,274 | -0.35 | ||||
| 2026-05-11 | 13F | Atlas Capital Advisors Llc | 76 | 10.14 | 4 | 0.00 |
