IYF / iShares Trust - iShares U.S. Financials ETF - Propriedade Institucional - Compradores

iShares Trust - iShares U.S. Financials ETF
US ˙ ARCA ˙ US4642877884

Propriedade Institucional e de Fundos - Compradores

Os principais detentores que abriram novas posições em iShares Trust - iShares U.S. Financials ETF incluem Gerald Baker Financial Group LLC, Phillip James Consulting Co., Oak Barrel Wealth Advisory LLC, Cottonwood Capital Advisors, Llc, Samara Investment Management, LLC, Zhang Financial LLC, Shared Vision Wealth Group LLC, LVW Advisors, LLC, Vestmark Advisory Solutions, Inc., Mount Yale Investment Advisors, LLC, Sequent Planning LLC, PW Nova Financial Services LLC, Beacon Investment Advisory Services, Inc., Scarborough Advisors, LLC, Reflection Asset Management, Private Wealth Asset Management, LLC, Harwood Advisory Group, LLC, Piedmont Capital Management, LLC/NC, Clark Wealth Partners, e Capital Advisor Network 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.
(%)
2026-05-05 13F Atria Investments Llc 21,612 30.99 2,543 19.51
2026-04-07 13F Farther Finance Advisors, LLC 5,016 74.35 592 60.00
2026-05-15 13F Safe Harbor Fiduciary, LLC 27,682 83.68 3,257 67.63
2026-04-17 13F Outlook Wealth Advisors, LLC 10,703 0.56 1,259 -8.24
2026-05-15 13F Nikulski Financial, Inc. 10,992 0.03 1,293 -8.69
2026-05-14 13F Captrust Financial Advisors 13,687 0.16 1,610 -8.57
2026-04-10 13F Magnus Financial Group LLC 206,631 2.98 24,312 -6.03
2026-03-02 13F Reflection Asset Management 791 105
2026-04-21 13F Sequent Planning LLC 1,830 215
2026-05-05 13F Newbridge Financial Services Group, Inc. 496 0.20 58 -7.94
2026-05-11 13F Aptus Capital Advisors, LLC 671 11.83 79 1.30
2026-04-07 13F Signaturefd, Llc 1,691 65.95 199 51.15
2026-05-01 13F Anchor Investment Management, LLC 703 0.43 83 -8.89
2026-05-11 13F Granville Capital, Inc. 2,201 0.27 259 -8.83
2026-04-17 13F AdvisorNet Financial, Inc 1,138 0.53 134 -8.90
2026-05-13 13F Green Harvest Asset Management LLC 1,069,475 81.29 125,835 65.44
2026-04-24 13F Financial Life Planners 216 25
2026-05-01 13F Citizens Financial Group Inc/ri 2,933 10.76 345 1.17
2026-05-15 13F Royal Bank Of Canada 297,765 3.05 35,036 -5.95
2026-04-16 13F XML Financial, LLC 113,726 0.94 13,381 -7.88
2026-04-15 13F Merit Financial Group, LLC 18,867 60.31 2,220 46.28
2026-05-01 13F Team Financial Group, LLC 609 9.53 72 0.00
2026-05-15 13F Navis Wealth Advisors, LLC 11,485 0.49 1,351 -8.28
2026-04-23 13F Game Plan Financial Advisors, LLC 7,520 29.66 885 18.34
2026-05-15 13F Millennium Management Llc 2,862 337
2026-01-29 13F Concurrent Investment Advisors, LLC 2,646 60.07 341 63.16
2026-05-13 13F Capital Advisor Network LLC 99 12
2026-05-15 13F Tower Research Capital LLC (TRC) 56,587 514,327.27 6,658 665,700.00
2026-04-27 13F Pensionmark Financial Group, Llc 3,884 4.89 457 -4.40
2026-05-15 13F Beacon Pointe Advisors, LLC 11,352 116.35 1,336 97.49
2026-05-12 13F Ameritas Advisory Services, LLC 8,928 0.04 1,050 -8.70
2026-05-12 13F Prostatis Group LLC 11,491 388.15 1,352 346.20
2026-02-17 13F GAM Holding AG 11,680 1,506
2026-04-27 13F Tsfg, Llc 10 0
2026-05-15 13F Huntington National Bank 2,125 -9.80
2026-04-10 13F Armstrong Advisory Group, Inc 185 873.68 22 950.00
2026-04-24 13F Essex LLC 14,101 9.02 1,659 -0.48
2026-04-16 13F Southern Capital Advisors, Llc 5,514 4.93 649 -4.28
2026-04-22 13F Tepp RIA, LLC 9,288 23.89 1,093 13.04
2026-04-20 13F Eagle Strategies LLC 36,012 0.49 4,237 -8.29
2026-05-01 13F Harwood Advisory Group, LLC 175 21
2026-05-15 13F MAI Capital Management 11,418 3.03 1,343 -5.95
2026-05-15 13F Larson Financial Group LLC 3,598 5.64 423 -3.64
2026-04-30 13F Financial Freedom, LLC 16,591 90.33 1,952 73.82
2026-05-14 13F Raymond James Financial Inc 314,780 27.43 37,037 16.29
2026-05-13 13F Syon Capital Llc 32,620 2.68 3,838 -6.28
2026-05-11 13F Cascade Wealth Advisors, Inc 3,538 0.31 434 -2.91
2026-05-01 13F Connecticut Wealth Management, LLC 5,244 0.44 617 -8.32
2026-04-09 13F Key Client Fiduciary Advisors, LLC 3,025 0.50 356 -8.51
2026-04-20 13F Fiduciary Alliance LLC 2,022 0.50 252 -3.09
2026-05-15 13F Two Sigma Securities, Llc 5,771 679
2026-05-01 13F Wealthspire Advisors, LLC 1,739 205
2026-05-07 13F One Charles Private Wealth Services, LLC 10,128 10.56 1,192 0.85
2026-04-22 13F Apollon Wealth Management, LLC 2,601 58.12 306 44.34
2026-04-08 13F Castle Rock Wealth Management, LLC 13,370 6.91 1,583 -0.32
2026-05-14 13F Rockefeller Capital Management L.P. 31,088 15.46 3,658 5.36
2026-04-20 13F Sowell Financial Services LLC 2,684 0.22 316 -8.70
2026-05-07 13F Scarborough Advisors, LLC 879 103
2026-04-20 13F SILVER OAK SECURITIES, Inc 2,264 0.49 266 -8.90
2026-05-15 13F Point72 Asset Management, L.P. 2,910 52.76 342 39.59
2026-04-22 13F Joel Isaacson & Co., LLC 7,970 0.72 938 -8.14
2026-05-13 13F May Barnhard Investments LLC 6,224 0.02 732 -8.73
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 10,382 75.05 1,222 59.82
2026-05-12 13F Creative Planning 20,806 25.34 2,448 14.35
2026-05-05 13F Bank of New York Mellon Corp 19,492 49.33 2,294 36.24
2026-05-11 13F Phillip James Consulting Co. 7,681 954
2026-04-17 13F Wealth Management Partners, LLC 9,162 0.34 1,078 -8.41
2026-05-04 13F Westside Investment Management, Inc. 440 10.00 52 0.00
2026-05-12 13F Clark Wealth Partners 127 15
2026-04-21 13F Laurel Oak Wealth Management, Llc 5,862 5.95 690 -3.37
2026-05-12 13F Americana Partners, LLC 3,651 99.84 430 82.55
2026-04-14 13F Beacon Investment Advisory Services, Inc. 1,000 118
2026-05-07 13F Samara Investment Management, LLC 4,534 533
2026-04-23 13F Oppenheimer & Co Inc 3,119 2.30 367 -6.87
2026-05-15 13F Citadel Advisors Llc Call 5,700 147.83 671 126.35
2026-04-20 13F LVW Advisors, LLC 2,426 285
2026-05-29 13F/A Ramiah Investment Group 0 0
2026-05-04 13F Envestnet Asset Management Inc 114,417 24.33 13,462 13.47
2026-04-13 13F Gill Capital Partners, Llc 1,369 161
2026-05-12 13F Insigneo Advisory Services, Llc 6,962 44.17 819 31.67
2026-04-27 13F Prasad Wealth Partners, LLC 68,233 4.31 8,028 -4.81
2026-04-23 13F North Star Investment Management Corp. 328 54.72 39 40.74
2026-05-13 13F Ubs Asset Management Americas Inc 1,908 224
2026-05-11 13F Empirical Asset Management, LLC 6,997 1.45 823 -7.42
2026-05-13 13F Scotia Capital Inc. 168,436 2.16 19,818 -6.74
2026-05-12 13F Independent Advisor Alliance 3,129 368
2026-05-06 13F/A Gerald Baker Financial Group LLC 13,279 1,562
2026-05-13 13F Somerset Group LLC 25,237 1.57 3,163 -2.71
2026-05-04 13F Geneos Wealth Management Inc. 23,990 0.19 2,823 -8.58
2026-05-07 13F Commonwealth Financial Services, LLC 4,459 0.07 525 -8.71
2026-05-07 13F Oak Barrel Wealth Advisory LLC 6,113 788
2026-05-06 13F Private Wealth Asset Management, LLC 200 24
2026-05-15 13F Vestmark Advisory Solutions, Inc. 1,893 223
2026-04-30 13F Sequoia Financial Advisors, LLC 3,039 358
2026-04-17 13F Cottonwood Capital Advisors, Llc 5,809 684
2026-04-28 13F Nvest Financial, LLC 23,029 17.52 2,710 7.24
2026-04-08 13F WealthCare Investment Partners, LLC 22,191 8.14 2,605 -2.07
2026-04-15 13F Seacrest Wealth Management, Llc 2,406 0.25 283 -9.58
2026-05-13 13F Wealth Management Associates, Inc. 7,389 0.20 869 -8.53
2026-05-19 13F Western Wealth Management, LLC 2,147 2.19 253 -6.67
2026-04-28 13F Stephens Inc /ar/ 9,482 4.62 1,116 -4.54
2026-02-13 13F Colony Group, LLC 29,536 1,018.36 3,808 1,040.12
2026-05-11 13F Great Valley Advisor Group, Inc. 3,720 438
2026-05-15 13F Capstone Triton Financial Group, LLC 1,832 226
2026-05-12 13F Jane Street Group, Llc 24,128 2,839
2026-05-05 13F Gallagher Capital Advisors, LLC 6,323 510
2026-05-15 13F Susquehanna International Group, Llp 37,708 647.88 4,437 582.46
2026-05-06 13F Gerber Kawasaki Wealth & Investment Management 37,957 3.58 4,466 -5.46
2026-05-12 13F Cascade Financial Partners, LLC 10,984 119.90 1,292 100.62
2026-05-15 13F XTX Topco Ltd 3,540 417
2026-05-01 13F Thrivent Financial For Lutherans 151,549 7.26 18 -5.56
2026-05-01 13F Fifth Third Bancorp 8,854 1,164.86 1,042 1,056.67
2026-04-21 13F Piedmont Capital Management, LLC/NC 160 19
2026-05-07 13F Northwestern Mutual Wealth Management Co 710,650 8.19 83,615 -1.27
2026-04-27 13F Mount Yale Investment Advisors, LLC 1,893 223
2026-05-05 13F Harmony Asset Management Llc 10,772 3.37 1,267 -5.66
2026-05-15 13F Goldman Sachs Group Inc 645,442 4.36 75,943 -4.76
2026-05-14 13F Gts Securities Llc 10,576 1,244
2026-04-21 13F Trilogy Capital Inc. 2,119 249
2026-05-12 13F Ballast Advisors Llc 21 0
2026-04-28 13F Kingswood Wealth Advisors, Llc 5,586 657
2026-05-05 13F HC Advisors, LLC 36,542 1.37 4,300 -7.49
2026-05-01 13F Gables Capital Management Inc. 1,810 16.40 213 6.00
2026-05-05 13F HighTower Advisors, LLC 31,792 2.63 3,743 -6.31
2026-05-15 13F/A Tudor Financial Inc. 2,455 14.45 289 4.35
2026-05-11 13F Commerce Bank 13,808 30.63 1,625 19.24
2026-02-17 13F SageView Advisory Group, LLC 363 47
2026-05-07 13F Dakota Wealth Management 2,761 12.24 325 2.21
2026-05-04 13F Savant Capital, LLC 3,432 19.67 404 9.21
2026-05-15 13F Equitable Holdings, Inc. 34,868 5.98 4,495 5.97
2026-05-14 13F Missouri Trust & Investment Co 1,030 71.67 121 57.14
2026-05-16 13F Sunbelt Securities, Inc. 6,481 1.27 763 -7.64
2026-05-01 13F Strategic Investment Solutions, Inc. /IL 4,891 101.77 576 84.29
2026-05-04 13F Retirement Planning Group 5,450 17.03 641 6.83
2026-05-06 13F Hartland & Co., LLC 2,580 29.00 304 17.90
2026-04-17 13F Matthew Goff Investment Advisor, LLC 9,230 1,086
2026-05-12 13F Bnp Paribas Arbitrage, Sa 639 74.59 75 59.57
2026-04-28 13F Robertson Stephens Wealth Management, LLC 5,794 0.12 682 -8.71
2026-05-14 13F Modern Wealth Management, LLC 2,288 0.09 270 -8.16
2026-05-15 13F Susquehanna International Group, Llp Call 8,900 4.71 1,047 -4.38
2026-05-13 13F GKV Capital Management Co., Inc. 206 23
2026-05-04 13F HBW Advisory Services LLC 12,798 24.17 1,506 13.33
2026-05-01 13F Triton Wealth Management, PLLC 4,907 3.85 582 -2.84
2026-05-15 13F Flow Traders U.s. Llc 30,544 4
2026-02-12 13F Litman Gregory Asset Management LLC 502 65
2026-05-08 13F Blair William & Co/il 12,989 0.07 1,528 -8.67
2026-05-05 13F PFG Advisors 2,219 8.61 261 -0.76
2026-05-15 13F JT Stratford LLC 3,146 7.85 370 -1.60
2026-05-12 13F Atlantic Union Bankshares Corp 1,097 0.09 129 -8.51
2026-05-06 13F Shared Vision Wealth Group LLC 3,159 372
2026-05-14 13F Allworth Financial LP 1,920 5.90 226 -3.43
2026-04-27 13F GDS Wealth Management 4,879 5.70 574 -3.53
2026-04-20 13F Jfs Wealth Advisors, Llc 644 0.47 76 -8.54
2026-05-15 13F Jones Financial Companies Lllp 103,468 12.58 11,793 -0.47
2026-05-15 13F Integrated Wealth Concepts LLC 3,286 10.08 387 0.52
2026-05-15 13F Chilton Investment Co Llc 1,984 4.26 233 -4.90
2026-05-12 13F TD Waterhouse Canada Inc. 3,129 46.63 369 34.18
2026-02-13 13F Barclays Plc 3,060 395
2026-01-06 13F Ransom Advisory, Ltd 200 26
2026-05-13 13F O'shaughnessy Asset Management, Llc 3,734 937.22 439 854.35
2026-04-27 13F Sound Income Strategies, LLC 345 3.92 41 -6.98
2026-04-24 13F Key FInancial Inc 40 5
2026-05-12 13F Liberty Wealth Management Llc 8,625 24.91 1,015 13.93
2026-05-11 13F Ashton Thomas Private Wealth, LLC 638 75
2026-05-04 13F WP Advisors, LLC 1,938 0.16 228 -8.84
2026-04-08 13F Lpwm Llc 6,786 39.31 798 27.07
2026-05-08 13F Minot DeBlois Advisors LLC 534 63
2026-04-07 13F Park Avenue Securities Llc 8,319 1
2026-05-01 13F Hantz Financial Services, Inc. 163 0
2026-04-29 13F Cahaba Wealth Management, Inc. 3,132 0.48 369 -8.23
2026-04-28 13F Westfuller Advisors, LLC 1,014 0.50 119 -8.46
2026-05-06 13F Zhang Financial LLC 4,458 525
2026-04-15 13F PW Nova Financial Services LLC 1,710 201
2026-04-09 13F Central Valley Advisors, Llc 5,271 20.89 620 10.32
2026-05-14 13F Hrt Financial Lp 13,365 2
2026-05-18 13F Arkadios Wealth Advisors 9,516 6.38 1,120 -2.95
2026-04-10 13F YHB Investment Advisors, Inc. 2,754 44.95 324 32.79
2026-04-22 13F Investment Advisory Group, LLC 2,817 3.72 331 -5.43
2026-05-15 13F Gateway Wealth Partners, LLC 2,711 64.20 319 50.47
2026-04-06 13F CX Institutional 20,140 0.82 2 0.00
2026-05-15 13F Rehmann Capital Advisory Group 3,279 0.34 386 -8.55
2026-05-12 13F Daybright Advisory Services, Inc. 3,434 0.15 404 -8.82
2026-05-05 13F Sanctuary Advisors, LLC 110,053 14.05 12,949 4.08
2026-04-30 13F Money Concepts Capital Corp 1,742 205
2026-05-04 13F Chicago Partners Investment Group LLC 6,977 0.49 872 -0.91
2026-05-15 13F Two Sigma Investments, Lp 559,000 65,772
2026-01-29 13F Comerica Bank 6,430 2.52 829 4.41
2026-05-07 13F Pacific Sun Financial Corp 4,811 7.36 566 -1.91
2026-04-24 13F Charter Oak Capital Management, LLC 3,048 0.36 359 -8.44
2026-05-08 13F Russell Investments Group, Ltd. 156 122.86 18 100.00
2026-02-12 13F CIBC Private Wealth Group, LLC 2,334 0.34 301 2.04
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