Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares International Small-Cap Equity Factor ETF incluem TRB Wealth Management, LLC, SOUTH STATE Corp, Benjamin Edwards Inc, Stillwater Private Wealth, LLC, Mariner, LLC, Vantus Wealth LLC, Wedbush Securities Inc, Harbor Investment Advisory, Llc, SageView Advisory Group, LLC, Jones Financial Companies Lllp, Advisory Services Network, LLC, Clarity Asset Management, Inc., Pnc Financial Services Group, Inc., e Vanguard Advisers Inc .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F | Vantus Wealth LLC | 5,304 | 220 | ||||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 10,803 | 0.94 | 479 | 5.74 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132,959 | 27.07 | 5,556 | 28.02 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 44,337 | 1.91 | 1,853 | 2.66 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9,251 | 1.78 | 387 | 2.39 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-05-12 | 13F | Creative Planning | 9,333 | 9.58 | 390 | 10.48 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14,575 | 1.17 | 609 | 2.01 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 163,270 | 6,823 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 91,202 | 3,811 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 57,542 | 2.10 | 2,449 | 4.75 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 179,253 | 19.32 | 7,491 | 20.21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 383,573 | 17.55 | 16,030 | 18.44 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 5,930 | 3.54 | 248 | 4.22 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 22,637 | 52.81 | 946 | 53.91 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 17,571 | 3.87 | 734 | 4.71 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 165,457 | 135.05 | 6,914 | 136.86 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 29,781 | 0.86 | 1,245 | 1.63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 452 | 5,550.00 | 19 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 140 | 6 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 62 | 3 | ||||||
| 2026-05-11 | 13F | Montis Financial, LLC | 26,102 | 0.12 | 1,091 | 0.83 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 41 | 2 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 257,086 | 23.15 | 11 | 25.00 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 180,890 | 4.33 | 7,559 | 5.12 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4,791 | 0 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 9,251 | 1.78 | 387 | 2.39 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 58,374 | 4.69 | 2,484 | 7.44 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 85,631 | 2.66 | 3,579 | 3.44 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 34,941 | 12.51 | 1,460 | 13.35 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14,750 | 616 | ||||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 34,347 | 1 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6,075 | 254 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 146,005 | 5.06 | 6,102 | 5.85 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 121,055 | 0.08 | 5,059 | 0.82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4,581 | 34.77 | 191 | 36.43 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 31,468 | 32.92 | 1,315 | 33.91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 407,626 | 0.89 | 17,035 | 1.64 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 142,736 | 265.22 | 5,965 | 267.92 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 96,616 | 2.42 | 4,008 | 133,466.67 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 210 | 9 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10,000 | 418 | ||||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 222,638 | 4.26 | 9,807 | 8.47 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 38,631 | 0.50 | 1,602 | 1.39 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 12,934 | 62.06 | 541 | 63.14 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 6,428 | 4.38 | 269 | 5.10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 53,983 | 426.87 | 2,256 | 430.59 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 10,073 | 0.29 | 421 | 0.96 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 1,958,627 | 2.66 | 81,851 | 3.43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 585 | 24 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 148,548 | 36.71 | 6,208 | 37.72 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 181,789 | 7.61 | 7,597 | 8.41 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 72,081 | 86.39 | 3,012 | 87.78 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 17,391 | 4.45 | 727 | 5.22 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 647,545 | 5.03 | 27,061 | 5.82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12,011 | 502 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 61,363 | 11.06 | 2,564 | 11.92 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 382,319 | 15,977 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 18,606 | 0.27 | 778 | 1.04 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5,572 | 0.16 | 233 | 0.87 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8,530 | 52.54 | 356 | 54.11 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 13,615 | 9.44 | 569 | 10.08 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 56,531 | 35.79 | 2,362 | 36.85 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 39,806 | 1,663 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1,783 | 112.01 | 74 | 117.65 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 4,690 | 196 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 70,595 | 8.97 | 2,950 | 9.79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 15,071 | 630 | ||||||
| 2026-05-12 | 13F | Dynamic Financial Group | 8,118 | 44.78 | 339 | 46.12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 711,625 | 14.65 | 29,739 | 15.51 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 9,188 | 20.74 | 384 | 21.52 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 547 | 23 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 40,135 | 2.78 | 1,677 | 3.58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 26,946 | 7.34 | 1 | 0.00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 36,038 | 2.19 | 1,506 | 3.01 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 746 | 31 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 13,432 | 25.91 | 561 | 26.92 |
