Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF incluem Burns Matteson Capital Management, LLC, Gts Securities Llc, Advisors Preferred, LLC, SageView Advisory Group, LLC, 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Creative Planning | 81,152 | 1.48 | 3,540 | 2.17 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1,258,841 | 0.21 | 54,907 | 0.88 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 31,089 | 3.93 | 1,356 | 4.63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 70,653 | 98.24 | 3,082 | 99.55 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 6,790 | 0.10 | 296 | 0.34 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 519 | 76.53 | 23 | 83.33 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 65,756 | 4.03 | 2,868 | 4.63 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79,583 | 23.65 | 3,471 | 24.45 | ||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 9,915 | 0.33 | 432 | 0.93 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 2,220 | 15.93 | 97 | 17.07 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 46,540 | 1.42 | 2,030 | 2.06 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 24 | 84.62 | 1 | |||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 20,168 | 15.92 | 880 | 16.73 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3,772 | 1.89 | 165 | 2.50 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 5,045 | 6.14 | 220 | 7.32 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 908 | 0.44 | 40 | 0.00 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 10,622 | 463 | ||||||
| 2026-04-06 | 13F | CX Institutional | 346 | 0.58 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10,388 | 5.25 | 450 | 6.13 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 3,751 | 0.32 | 164 | 0.62 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 55,271 | 192.76 | 2,411 | 194.62 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 39,215 | 1,710 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 22,720 | 59,689.47 | 991 | 99,000.00 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 7,741 | 0 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 47,778 | 2,084 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1,031 | 45 | ||||||
| 2026-05-04 | 13F | Brickley Wealth Management | 127,187 | 0.07 | 5,548 | 0.73 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4,993 | 11.63 | 218 | 12.44 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 17,955 | 2.24 | 783 | 3.03 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 36,600 | 4.87 | 1,596 | 5.56 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 32,138 | 70.85 | 1,402 | 71.90 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 12,343 | 36.49 | 538 | 37.60 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 198 | 9 | ||||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 26,676 | 21.44 | 1,164 | 22.29 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 3,519 | 1,410.30 | 153 | 1,430.00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19,601 | 0.90 | 860 | 2.14 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5,308 | 235 | ||||||
| 2026-04-22 | 13F | MFA Wealth Services | 19,163 | 0.43 | 836 | 1.09 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 12,653 | 3.92 | 552 | 4.55 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 372 | 100.00 | 16 | 100.00 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 570 | 0.18 | 25 | 0.00 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1,415 | 0.28 | 62 | 0.00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 5,339 | 4.20 | 233 | 4.50 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 537 | 23 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,765 | 77 | ||||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 12,391 | 0.48 | 1 | |||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 4,045 | 0.05 | 176 | 0.57 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4,991 | 0.26 | 218 | 0.93 | ||||
| 2026-05-05 | 13F | Advisors Preferred, LLC | 3,596 | 157 | ||||||
| 2026-05-15 | 13F | Burns Matteson Capital Management, LLC | Call | 50,000 | 4,085 | |||||
| 2026-05-01 | 13F | Sachetta, LLC | 72 | 24.14 | 3 | 50.00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 24,587 | 9.72 | 1,072 | 10.52 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 987 | 2.92 | 43 | 4.88 |
