Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares U.S. Equity Factor ETF incluem Annex Advisory Services, LLC, Exchange Traded Concepts, Llc, Diversify Wealth Management, Llc, Kohmann Bosshard Financial Services, LLC, Frontier Asset Management, LLC, Strategic Blueprint, LLC, Joule Financial, LLC, BetterWealth, LLC, Russell Investments Group, Ltd., Holos Integrated Wealth LLC, Vanguard Advisers Inc, MidFirst Bank, Golden State Equity Partners, JDM Financial Group LLC, Nbc Securities, Inc., e Bnp Paribas Arbitrage, Sa .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 10,096 | 2.29 | 700 | 2.19 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 3,748 | 247 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 264 | 17 | ||||||
| 2026-04-13 | 13F | Conrad Siegel Investment Advisors, Inc. | 533,205 | 49.10 | 35,192 | 41.74 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 67,527 | 95.99 | 4,485 | 87.50 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 319 | 0.31 | 22 | 4.76 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 217,819 | 26.12 | 14,376 | 19.89 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 139,568 | 19.74 | 9,211 | 13.83 | ||||
| 2026-05-21 | 13F | JDM Financial Group LLC | 289 | 19 | ||||||
| 2026-04-16 | 13F | XML Financial, LLC | 8,218 | 19.07 | 542 | 13.15 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4,288 | 1.32 | 283 | -3.41 | ||||
| 2026-05-11 | 13F | TAGStone Capital, Inc. | 4,273 | 0.26 | 282 | -4.41 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 5,218 | 0.02 | 344 | -4.97 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 2,584 | 75.54 | 171 | 66.67 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 186,667 | 12,320 | ||||||
| 2026-04-17 | 13F | Nova R Wealth, Inc. | 102,384 | 0.18 | 6,757 | -4.76 | ||||
| 2026-04-08 | 13F | Stonebridge Financial Group, LLC | 210,990 | 7.92 | 13,925 | 2.59 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 145,241 | 7.26 | 9,361 | -0.44 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 126 | 8 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 12,456 | 822 | ||||||
| 2026-05-08 | 13F | Strategic Financial Services, Inc, | 3,990,874 | 2.00 | 263,398 | -3.44 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 6,108 | 36.25 | 403 | 29.58 | ||||
| 2026-04-14 | 13F | SigFig Wealth Management, LLC | 2,891,969 | 14.33 | 190,870 | 8.68 | ||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5,213 | 344 | ||||||
| 2026-05-13 | 13F | GSG Advisors LLC | 26,081 | 0.08 | 1,721 | -4.86 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10,194 | 79.41 | 673 | 70.56 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 357,549 | 14.47 | 23,598 | 8.82 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 10,932 | 23.88 | 722 | 17.81 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 10,322 | 0.57 | 681 | -4.35 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 320 | 21 | ||||||
| 2026-05-14 | 13F | Integrity Financial Corp /WA | 595 | 0.17 | 39 | -4.88 | ||||
| 2026-05-15 | 13F | Fmr Llc | 124,795 | 606.09 | 8,236 | 571.23 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 49,322 | 3.34 | 3,255 | -1.75 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 1,600 | 107 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 550 | 0.36 | 37 | -5.26 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 5,771 | 46.66 | 381 | 39.19 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 5,757 | 380 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 17,132 | 1,131 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 159,621 | 0.89 | 10,535 | -4.10 | ||||
| 2026-05-14 | 13F | Herold Advisors, Inc. | 12,737 | 22.87 | 841 | 16.83 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4,760 | 2.45 | 314 | -2.48 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 52,646 | 3,762 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4,405 | 291 | ||||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 5,445 | 0.26 | 359 | -4.77 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 72,588 | 5.67 | 4,791 | 0.44 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 114,447 | 11.72 | 7,553 | 6.19 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 676,047 | 217.46 | 44,619 | 201.79 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 38,374 | 1.51 | 2,533 | -3.51 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 63,770 | 27.24 | 4,209 | 20.95 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 1,980,357 | 6.18 | 135,912 | 4.96 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2,879,070 | 10.67 | 190,019 | 5.20 | ||||
| 2026-04-14 | 13F | LifeGoal Wealth Advisors | 250,341 | 16.94 | 16,636 | 11.91 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 1,051,355 | 22.70 | 69,831 | 17.38 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 6,355 | 0.02 | 419 | -4.99 | ||||
| 2026-04-09 | 13F | Planned Solutions, Inc. | 16,454 | 2.67 | 1,086 | -2.43 | ||||
| 2026-04-20 | 13F | L.K. Benson & Company, P.C. | 4,979 | 0.14 | 329 | -4.93 | ||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 321 | 0.31 | 0 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 1,361,862 | 89,883 | ||||||
| 2026-05-15 | 13F | Obsido Oy | 167,169 | 4.52 | 11,033 | -0.64 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 10,362 | 20.52 | 1 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 89,076 | 13.46 | 5,879 | 7.85 | ||||
| 2026-05-15 | 13F | Intelligence Driven Advisers, LLC | 23,461 | 8.42 | 1,548 | 3.06 | ||||
| 2026-04-21 | 13F | Foster & Motley Inc | 226,286 | 7.02 | 15 | 0.00 | ||||
| 2026-05-04 | 13F | Clear Investment Research, Llc | 2,571 | 170 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 165,052 | 0.21 | 10,894 | -4.74 | ||||
| 2026-04-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3,626,489 | 1.88 | 239,348 | -3.15 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 974 | 64 | ||||||
| 2026-05-12 | 13F | Creative Planning | 22,456 | 1.68 | 1,482 | -3.33 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 6,415 | 0.03 | 423 | -4.94 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 25,966 | 108.36 | 1,714 | 98.03 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 134 | 9 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 7,594 | 5.02 | 501 | -0.20 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 26,305 | 66.90 | 29 | -97.44 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 35 | 2 | ||||||
| 2026-04-14 | 13F | Joule Financial, LLC | 4,287 | 283 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 23,897 | 65.93 | 1,577 | 57.86 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18,366 | 57.15 | 1,212 | 49.45 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3,058 | 0.03 | 202 | -5.19 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 10,675 | 0.73 | 705 | -4.22 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 131,877 | 1.92 | 8,704 | 108,687.50 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1,128,442 | 5.66 | 74,477 | 0.44 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 2,191 | 0.27 | 145 | -4.64 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 452 | 30 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1,654 | 224.95 | 109 | 211.43 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 929 | 61 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 658,586 | 9.39 | 43,467 | 3.99 | ||||
| 2026-04-21 | 13F | Everpar Advisors Llc | 43,876 | 17.62 | 2,896 | 11.82 | ||||
| 2026-02-17 | 13F | Tolleson Wealth Management, Inc. | 2,346,333 | 5.66 | 162,906 | 6.20 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 70,651 | 5.34 | 4,663 | 0.13 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 3,289 | 217 | ||||||
| 2026-05-06 | 13F | Frontier Asset Management, LLC | 8,064 | 532 | ||||||
| 2026-04-24 | 13F | Flagship Private Wealth, LLC | 4,696 | 1.32 | 310 | -3.74 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 69,854 | 1.87 | 4,610 | -3.15 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 84,353 | 1.25 | 5,567 | -3.75 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 9,022 | 1.18 | 595 | -3.88 | ||||
| 2026-05-11 | 13F | Kestra Investment Management, LLC | 964,191 | 69.37 | 63,637 | 61.01 | ||||
| 2026-05-07 | 13F | Maimon Wealth Management Ltd. | 27,905 | 30.15 | 1,790 | 20.23 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 28 | 2 | ||||||
| 2026-04-24 | 13F | BetterWealth, LLC | 3,756 | 248 | ||||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 3,928 | 0.03 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 48,312 | 69.14 | 3 | 200.00 | ||||
| 2026-05-01 | 13F/A | Kohmann Bosshard Financial Services, LLC | 8,743 | 577 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 5,459 | 360 |
