Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares U.S. Consumer Discretionary ETF incluem Gallagher Capital Advisors, LLC, Capital Performance Advisors Llp, Samara Investment Management, LLC, Tiaa-cref Individual & Institutional Services, Llc, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Arkadios Wealth Advisors, Western Wealth Management, LLC, Reflection Asset Management, Missouri Trust & Investment Co, Piedmont Capital Management, LLC/NC, Hantz Financial Services, Inc., RWM Asset Management, LLC, Cassaday & Co Wealth Management LLC, Evermay Wealth Management Llc, e Tsfg, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Steinberganna Wealth Management | 2,121 | 0.09 | 206 | -5.96 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7,238 | 702 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 526 | 20.64 | 51 | 13.64 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 9,758 | 1.55 | 1,015 | 0.80 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 5,483 | 1.41 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 34,125 | 1,152.29 | 3,307 | 1,081.07 | ||||
| 2026-04-17 | 13F | Cottonwood Capital Advisors, Llc | 30,641 | 13.91 | 2,970 | 7.03 | ||||
| 2026-04-27 | 13F | Tsfg, Llc | 13 | 0 | ||||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 10,702 | 6,991 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 499 | 0.20 | 48 | -5.88 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 3,284 | 0.03 | 344 | 1.47 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 537 | 56 | ||||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 70 | 6 | ||||||
| 2026-05-15 | 13F | Capstone Triton Financial Group, LLC | 2,330 | 233 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 2,524 | 0.16 | 245 | -5.79 | ||||
| 2026-04-15 | 13F | Planning Directions Inc | 3,982 | 0.10 | 386 | -6.10 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4,260 | 413 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 15,106 | 38.03 | 1,464 | 29.79 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 6,340 | 0.14 | 614 | -5.83 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 33,807 | 7.19 | 3 | 0.00 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 21,354 | 78.66 | 2,070 | 67.94 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 7,523 | 29.71 | 732 | 22.24 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 17,125 | 72.54 | 1,660 | 62.17 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 9,038 | 6.87 | 876 | 0.34 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 4,518 | 31.03 | 438 | 23.10 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 10,385 | 0.01 | 1,006 | -5.98 | ||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 2,910 | 20.35 | 282 | 13.25 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7,557 | 3.44 | 732 | -2.79 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 554 | 250.63 | 54 | 231.25 | ||||
| 2026-04-21 | 13F | Piedmont Capital Management, LLC/NC | 200 | 19 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 31,620 | 2.10 | 2,983 | -6.58 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 12,615 | 1.09 | 1,223 | -4.98 | ||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 3,269 | 0.12 | 317 | -5.95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 824 | 271.17 | 80 | 259.09 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3,416 | 26.38 | 331 | 19.06 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 27,192 | 29.97 | 2,562 | 18.78 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 3,977 | 0.08 | 385 | -5.87 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 118,380 | 6.07 | 11,473 | -0.32 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 340 | 70.00 | 33 | 60.00 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 14,964 | 2.98 | 1,450 | -3.20 | ||||
| 2026-04-06 | 13F | CX Institutional | 1,146 | 19.38 | 0 | |||||
| 2026-05-04 | 13F | Retirement Planning Group | 2,706 | 262 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 18,288 | 1,772 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2,522 | 12.49 | 244 | 5.63 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 95 | 41.79 | 9 | 50.00 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1,108 | -4.89 | ||||||
| 2026-05-14 | 13F | Financial Engines Advisors L.L.C. | 3,339 | 5.50 | 324 | -0.92 | ||||
| 2026-05-14 | 13F | Betterment LLC | 2,516 | 11.67 | 0 | |||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 7,527 | 730 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 2,671 | 259 | ||||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 11,752 | 0.12 | 1,139 | -5.87 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 3,398 | 329 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2,121 | 206 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 100,000 | 9,692 | ||||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 2,831 | 0.07 | 274 | -5.84 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 8,494 | 0.13 | 823 | -5.84 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 41,243 | 6.98 | 3,997 | 0.55 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 409 | 16.19 | 40 | 8.33 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 3,398 | 329 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2,725 | 0.44 | 281 | -1.06 | ||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 45,907 | 2.30 | 4,449 | -3.85 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 10,000 | 969 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 24,089 | 81.12 | 2,335 | 70.24 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 28 | 3 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 8,384 | 134.52 | 813 | 120.65 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 60,048 | 27.31 | 5,820 | 19.63 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 4,333 | 1.98 | 420 | -4.34 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 50 | 5 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8,744 | 67.51 | 848 | 57.43 | ||||
| 2026-05-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,058,741 | 12.73 | 103 | 6.25 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 150 | 0 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 6,560 | 177.50 | 636 | 161.32 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 4,840 | 2.02 | 469 | -4.09 | ||||
| 2026-05-07 | 13F | Samara Investment Management, LLC | 6,544 | 634 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 2,353 | 228 | ||||||
| 2026-05-14 | 13F | Missouri Trust & Investment Co | 300 | 29 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,257 | 122 | ||||||
| 2026-04-30 | 13F | Cookson Peirce & Co Inc | 6,188 | 3.56 | 600 | -2.76 | ||||
| 2026-02-10 | 13F | Transatlantique Private Wealth Llc | 40,819 | 18.01 | 4,210 | 16.14 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 43,334 | 12.70 | 4,200 | 5.90 | ||||
| 2026-05-15 | 13F | Blue Chip Partners, Inc. | 2,213 | 0.14 | 214 | -5.73 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 56,270 | 69.69 | 5,454 | 59.49 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 1,803 | 175 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 13,546 | 1 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 164 | 16 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2,125 | 0.05 | 206 | -6.39 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 18,041 | 180.58 | 1,749 | 163.65 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 996 | 12.80 | 97 | 5.49 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 2,733 | 7.56 | 265 | 0.76 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 2,511 | 243 | ||||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 4,312 | 0.05 | 418 | -6.08 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 5,357 | 95.94 | 519 | 84.70 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 194,397 | 3.73 | 18,841 | -2.51 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 52 | 5 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 66,345 | 19.31 | 6 | 20.00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 2,097 | 203 |
