IYC - iShares Trust - iShares U.S. Consumer Discretionary ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

iShares Trust - iShares U.S. Consumer Discretionary ETF
US ˙ ARCA ˙ US4642875805

Statistiche di base
Proprietari istituzionali 258 total, 258 long only, 0 short only, 0 long/short - change of 3,60% MRQ
Allocazione media del portafoglio 0.2684 % - change of 50,49% MRQ
Azioni istituzionali (Long) 10.858.895 (ex 13D/G) - change of 1,20MM shares 12,43% MRQ
Valore istituzionale (Long) $ 865.418 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares U.S. Consumer Discretionary ETF (US:IYC) ha 258 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 10,858,895 azioni. I maggiori azionisti includono Harel Insurance Investments & Financial Services Ltd., Morgan Stanley, Green Harvest Asset Management LLC, Bank Of America Corp /de/, UBS Group AG, Pinkerton Retirement Specialists, LLC, Mml Investors Services, Llc, Wells Fargo & Company/mn, Royal Bank Of Canada, and Raymond James Financial Inc .

(iShares Trust - iShares U.S. Consumer Discretionary ETF (ARCA:IYC) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 4, 2025 is 104,75 / share. Previously, on September 5, 2024, the share price was 82,91 / share. This represents an increase of 26,34% over that period.

IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF Historical Put/Call Ratio
Depositi 13D/G

Presentiamo i depositi 13D/G separatamente dai depositi 13F a causa del diverso trattamento da parte della SEC. I depositi 13D/G possono essere presentati da gruppi di investitori (con un unico leader), mentre i depositi 13F no. Ciò comporta situazioni in cui un investitore può depositare un documento 13D/G riportando un valore per il totale delle azioni (che rappresenta tutte le azioni possedute dal gruppo di investitori), e poi depositare un documento 13F riportando un valore diverso per il totale delle azioni (che rappresenta esclusivamente la propria proprietà). Ciò significa che la proprietà delle azioni nei depositi 13D/G e nei depositi 13F spesso non sono direttamente comparabili, pertanto le presentiamo separatamente.

Nota: a partire dal 16 maggio 2021, non mostriamo più i proprietari che non hanno depositato un documento 13D/G nellultimo anno. In precedenza, mostravamo lintero storico dei depositi 13D/G. In generale, le entità che sono tenute a depositare i documenti 13D/G devono farlo almeno una volta all'anno prima di presentare un deposito di chiusura. Tuttavia, a volte i fondi escono dalle posizioni senza presentare un deposito di chiusura (cioè, procedono a una liquidazione), per cui la visualizzazione dell'intero storico a volte generava confusione sull'attuale proprietà. Per evitare confusione, ora mostriamo solo i proprietari "attuali", ossia quelli che hanno effettuato un deposito nell'ultimo anno.

Upgrade to unlock premium data.

Data di deposito Modulo Investitore Azioni
precedenti
Ultime
azioni
Δ Azioni
(Percentuale)
Proprietà
(Percentuale)
Δ Proprietà
(Percentuale)
2025-05-12 13G/A FIL Ltd 1,198,865 0 -100.00 0.00 -100.00
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-13 13F Haverford Trust Co 8.370 0,00 834 12,72
2025-08-14 13F EP Wealth Advisors, Inc. 5.563 3,61 554 16,88
2025-07-25 13F Second Half Financial Partners, LLC 0 -100,00 0
2025-07-16 13F Advisors Management Group Inc /adv 2.912 4,34 0
2025-08-14 13F D. E. Shaw & Co., Inc. 4.658 68,89 464 90,95
2025-08-18 13F/A National Bank Of Canada /fi/ 2.164 -35,52 215 -27,36
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-07-18 13F USA Financial Portformulas Corp 35.895 3.577
2025-07-30 13F IMG Wealth Management, Inc. 88 0,00 9 14,29
2025-08-07 13F Fountainhead AM, LLC 2.193 -62,79 219 -58,08
2025-07-28 13F Patten & Patten Inc/tn 7.732 -1,65 770 10,95
2025-07-30 13F Canvas Wealth Advisors, LLC 5.584 0,00 568 19,37
2025-08-05 13F Tiaa Trust, National Association 4.260 0,00 424 12,77
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-08-06 13F Simmons Bank 12.050 -1,95 1.201 10,60
2025-07-22 13F Beacon Financial Advisory LLC 2.926 0,03 292 12,79
2025-08-05 13F Bank Of Montreal /can/ 10.598 20,13 1.056 35,43
2025-05-01 13F WESPAC Advisors, LLC 0 -100,00 0
2025-04-11 13F Davis Capital Management 348 0,00 31 -9,09
2025-08-04 13F Spinnaker Trust 13.928 0,00 1.388 12,76
2025-08-12 13F Pathstone Holdings, LLC 0 -100,00 0
2025-05-12 13F Americana Partners, LLC 0 -100,00 0
2025-07-31 13F Oppenheimer & Co Inc 2.956 0,00 295 12,64
2025-08-06 13F Golden State Wealth Management, LLC 143 0,00 14 16,67
2025-08-11 13F Private Advisor Group, LLC 29.278 14,11 2.917 28,73
2025-08-06 13F Maltin Wealth Management, Inc. 3.260 0,12 325 12,89
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 84.666 31,13 8 60,00
2025-08-07 13F Ibex Wealth Advisors 8.957 -14,79 892 -3,88
2025-08-14 13F Ameriprise Financial Inc 47.934 -1,11 4.776 11,56
2025-07-28 13F Duncker Streett & Co Inc 70 0,00 7 0,00
2025-08-06 13F Garrison Point Advisors, Llc 13.870 -2,05 1.382 10,56
2025-07-22 13F DAVENPORT & Co LLC 14.426 18,94 1.437 34,17
2025-08-13 13F M&t Bank Corp 6.001 -30,89 598 -22,06
2025-05-14 13F Hsbc Holdings Plc 0 -100,00 0
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100,00 0
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 8.565 -21,07 853 -10,96
2025-07-09 13F Lifestyle Asset Management, Inc. 10.004 997
2025-07-22 13F Mascoma Wealth Management LLC 1.000 0,00 100 12,50
2025-05-14 13F Snowden Capital Advisors LLC 0 -100,00 0
2025-07-07 13F Greenfield Savings Bank 3.512 0,00 350 12,58
2025-08-19 13F Anchor Investment Management, LLC 8.951 -4,94 892 7,22
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-08-05 13F NewSquare Capital LLC 36 4
2025-04-29 13F Bank of New York Mellon Corp 0 -100,00 0 -100,00
2025-08-13 13F Russell Investments Group, Ltd. 28 3
2025-07-25 13F Muirfield Wealth Advisors Llc 6.307 -12,15 628 -0,95
2025-08-06 13F AE Wealth Management LLC 49.247 32,41 4.907 49,35
2025-08-12 13F Holderness Investments Co 2.632 0,04 262 12,93
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2.801 -7,89 282 5,22
2025-07-24 13F Ronald Blue Trust, Inc. 375 0,00 37 12,12
2025-08-12 13F Park Square Financial Group, LLC 72 0,00 7 16,67
2025-08-12 13F Founders Financial Alliance, LLC 158 -71,43 16 -68,75
2025-08-12 13F O'shaughnessy Asset Management, Llc 170 17
2025-08-15 13F Morgan Stanley 1.070.505 12,94 106.665 27,41
2025-07-30 13F Financial Perspectives, Inc 760 0,00 76 11,94
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-07-17 13F LexAurum Advisors, LLC 2.899 2,22 289 15,20
2025-07-30 13F WESPAC Advisors SoCal, LLC 9.904 -65,57 987 -61,18
2025-07-23 13F Prime Capital Investment Advisors, LLC 5.580 -35,28 556 -26,94
2025-08-07 13F Samalin Investment Counsel, LLC 3.883 1,86 387 14,88
2025-08-12 13F Pettyjohn, Wood & White, Inc 5.500 0,00 548 12,99
2025-08-19 13F National Asset Management, Inc. 3.264 -36,01 325 -33,67
2025-08-14 13F Goldman Sachs Group Inc 112.178 26,12 11.177 42,27
2025-08-08 13F MTM Investment Management, LLC 884 0,00 88 12,82
2025-07-25 13F Cwm, Llc 6.812 -0,80 1
2025-07-16 13F Minichmacgregor Wealth Management, Llc 191.409 12,11 19.072 26,47
2025-08-04 13F Pinnacle Associates Ltd 2.600 0,00 259 13,10
2025-08-14 13F Aqr Capital Management Llc 2.688 268
2025-07-17 13F Janney Montgomery Scott LLC 5.717 0,32 1
2025-08-05 13F Huntington National Bank 1.340 43,67
2025-08-14 13F Stifel Financial Corp 159.492 8,70 15.894 22,62
2025-08-14 13F Mariner, LLC 33.137 166,72 3.302 200,91
2025-07-28 13F Hudson Capital Management LLC 2.665 266
2025-05-12 13F Simplex Trading, Llc 0 -100,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Citizens Financial Group Inc/ri 4.909 0,00 489 12,93
2025-08-12 13F Gladstone Institutional Advisory LLC 4.492 73,64 448 96,05
2025-07-15 13F Well Done, LLC 58.871 5.866
2025-08-07 13F Allworth Financial LP 1.180 0,00 118 12,50
2025-07-24 13F Blair William & Co/il 5.433 -0,80 541 12,01
2025-08-06 13F Moors & Cabot, Inc. 6.408 -81,69 638 1.578,95
2025-08-06 13F Commonwealth Equity Services, Llc 70.143 -2,10 7 0,00
2025-08-14 13F Sunbelt Securities, Inc. 15.589 -6,53 1.499 1,70
2025-08-14 13F UBS Group AG 537.662 -3,68 53.573 8,66
2025-08-14 13F Tudor Financial Inc. 0 -100,00 0
2025-07-29 13F Balboa Wealth Partners 26.599 2.650
2025-07-17 13F/A Capital Investment Advisors, LLC 9.408 0,01 937 12,89
2025-08-08 13F Family Firm, Inc. 0 -100,00 0
2025-08-15 13F SkyView Investment Advisors, LLC 0 -100,00 0
2025-07-16 13F Dakota Wealth Management 3.604 0,00 359 12,89
2025-08-11 13F TD Waterhouse Canada Inc. 300 0,00 30 11,54
2025-05-02 13F Apollon Wealth Management, LLC 0 -100,00 0
2025-07-16 13F Southern Capital Advisors, Llc 41.887 1,16 4.174 14,11
2025-08-15 13F CI Private Wealth, LLC 20.814 -23,49 2.074 -13,70
2025-08-19 13F Advisory Services Network, LLC 119.013 -6,78 11.899 5,52
2025-05-06 13F Navellier & Associates Inc 0 -100,00 0
2025-08-15 13F Captrust Financial Advisors 2.429 -98,34 242 -98,13
2025-07-16 13F West Branch Capital LLC 68 0,00 7 0,00
2025-08-01 13F Gwn Securities Inc. 0 -100,00 0
2025-08-13 13F Marshall Wace, Llp 2.594 258
2025-08-14 13F Betterment LLC 2.171 0
2025-08-14 13F Wells Fargo & Company/mn 334.853 -10,23 33.365 1,27
2025-05-07 13F Norden Group Llc 0 -100,00 0
2025-07-23 13F West Paces Advisors Inc. 422 100,95 42 133,33
2025-07-28 13F Harbour Investments, Inc. 3.907 593,96 389 693,88
2025-08-14 13F Fmr Llc 12.681 10,98 1.264 25,17
2025-08-01 13F Advisory Alpha, LLC 2.187 218
2025-04-24 13F Wright Fund Managment, LLC 0 -100,00 0
2025-08-14 13F Smartleaf Asset Management LLC 18.989 22,22 1.891 38,26
2025-04-28 13F Clear Creek Financial Management, LLC 0 -100,00 0
2025-07-17 13F Patton Albertson Miller Group, Llc 12.112 0,00 1.207 12,82
2025-08-07 13F Kestra Private Wealth Services, Llc 2.350 -35,86 234 -27,55
2025-08-14 13F Bank Of America Corp /de/ 853.831 9,09 85.076 23,06
2025-08-04 13F Spire Wealth Management 0 -100,00 0
2025-07-23 13F 1 North Wealth Services Llc 615 -34,22 61 -25,61
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 10.066 -3,92 1.003 8,68
2025-05-09 13F L & S Advisors Inc 0 -100,00 0
2025-08-11 13F Greykasell Wealth Strategies, Inc. 2.896 0,00 289 12,94
2025-08-14 13F Mercer Global Advisors Inc /adv 2.750 2,61 274 16,10
2025-08-14 13F Vivaldi Capital Management, LLC 5.377 7,82 536 21,59
2025-05-12 13F Sandy Spring Bank 1.660 0,00 147 -8,18
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-08-29 13F Centaurus Financial, Inc. 8.705 127,34 1
2025-07-08 13F Nbc Securities, Inc. 200 0,00 0
2025-08-12 13F MAI Capital Management 2.961 -14,96 295 -3,91
2025-08-07 13F Summit X, LLC 4.821 -3,70 480 8,60
2025-08-14 13F Essential Planning, LLC. 2.160 -10,00 215 1,90
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100,00 0 -100,00
2025-07-24 13F IFP Advisors, Inc 2.216 0,82 221 13,40
2025-08-08 13F Hartland & Co., LLC 655 0,00 65 14,04
2025-08-15 13F Kestra Advisory Services, LLC 18.711 403,12 1.864 468,29
2025-08-06 13F Prospera Financial Services Inc 127.384 -38,06 12.693 -30,12
2025-08-13 13F Virtue Capital Management, LLC 11.688 24,34 1.165 40,24
2025-07-29 13F Koshinski Asset Management, Inc. 11.145 0,01 1.111 12,80
2025-08-18 13F Front Row Advisors LLC 1.390 -24,86 138 -15,34
2025-05-02 13F Fortis Group Advisors, LLC 0 -100,00 0
2025-04-04 13F Three Seasons Wealth, LLC 0 -100,00 0 -100,00
2025-08-14 13F Mml Investors Services, Llc 343.195 35,15 34 54,55
2025-08-04 13F AMG National Trust Bank 12.452 -0,40 1.241 12,32
2025-08-14 13F Glenview Trust Co 3.158 -40,59 315 -33,05
2025-07-29 13F Signature Estate & Investment Advisors Llc 6.317 0,14 629 12,93
2025-07-30 13F Clifford Swan Investment Counsel Llc 4.000 0,00 399 12,75
2025-07-25 13F Genesee Capital Advisors, LLC 14.396 65,03 1.434 86,23
2025-07-29 13F Stephens Inc /ar/ 2.868 0,00 286 12,65
2025-07-23 13F Sax Wealth Advisors, Llc 2.124 212
2025-07-30 13F Cookson Peirce & Co Inc 6.146 -4,24 612 8,13
2025-07-21 13F Ameritas Advisory Services, LLC 684 68
2025-07-24 13F Wealthstar Advisors, Llc 19.219 1.915
2025-08-01 13F Zhang Financial LLC 2.734 272
2025-07-02 13F Central Pacific Bank - Trust Division 81 0,00 8 14,29
2025-04-30 13F Moloney Securities Asset Management, LLC 0 -100,00 0
2025-08-13 13F VestGen Advisors, LLC 23.124 10,61 2.304 24,81
2025-06-30 NP Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 49.467 4.430
2025-08-14 13F CoreCap Advisors, LLC 5.843 15,63 582 30,49
2025-05-12 13F Townsquare Capital Llc 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 150.149 1,39 14.961 14,38
2025-07-08 13F Arlington Trust Co LLC 175 0,00 17 13,33
2025-07-16 13F Cadent Capital Advisors, LLC 49.157 1,04 4.898 13,99
2025-08-01 13F Planning Directions Inc 4.233 0,14 422 12,87
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-08-14 13F Zurich Insurance Group Ltd/FI 40.500 4.059
2025-07-21 13F Pflug Koory, LLC 136 0,00 14 8,33
2025-08-11 13F Rothschild Investment Llc 150 0,00 15 7,69
2025-08-14 13F Fwl Investment Management, Llc 400 0,00 40 11,43
2025-08-12 13F Global Retirement Partners, LLC 2.710 284,94 270 302,99
2025-08-27 13F/A Brinker Capital Investments, LLC 4.595 458
2025-07-17 13F Global Trust Asset Management, LLC 0 -100,00 0
2025-08-12 13F Jpmorgan Chase & Co 28.568 -64,00 2.847 -59,40
2025-08-14 13F KKM Financial LLC 9.693 -8,20 966 3,54
2025-05-01 13F Coastal Investment Advisors, Inc. 0 -100,00 0
2025-08-04 13F Adell Harriman & Carpenter Inc 5.560 0,00 554 12,63
2025-08-14 13F MGB Wealth Management, LLC 1.936 0,00 193 12,94
2025-07-14 13F AdvisorNet Financial, Inc 12.337 -1,41 1.229 11,22
2025-05-09 13F J. Safra Sarasin Holding AG 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 229.648 10,40 22.882 24,55
2025-07-28 13F Chesapeake Wealth Management 3.220 -6,12 321 5,96
2025-08-01 13F Envestnet Asset Management Inc 54.465 41,27 5.427 59,35
2025-08-15 13F Cooksen Wealth, LLC 21 -93,84 2 -92,59
2025-07-23 13F Independent Solutions Wealth Management, LLC 2.786 9,77 278 23,66
2025-08-05 13F Optivise Advisory Services LLC 13.034 0,00 1.299 12,77
2025-08-08 13F Pnc Financial Services Group, Inc. 3.714 -4,25 370 8,19
2025-08-11 13F Citigroup Inc 6.505 -42,13 648 -34,68
2025-07-29 13F Private Trust Co Na 352 0,00 35 12,90
2025-07-15 13F Eaton Financial Holdings Company, LLC 30.083 0,00 2.997 12,80
2025-08-18 13F Geneos Wealth Management Inc. 4.680 200,00 466 240,15
2025-07-25 13F Concurrent Investment Advisors, LLC 5.723 29,57 570 46,15
2025-08-12 13F CIBC Private Wealth Group, LLC 928 -53,32 92 -41,40
2025-07-29 13F Cottonwood Capital Advisors, Llc 24.815 -1,07 2.473 11,60
2025-08-11 13F Principal Securities, Inc. 38.049 393,31 3.791 411,61
2025-05-05 13F Diversify Advisory Services, LLC 0 -100,00 0
2025-08-04 13F Eubel Brady & Suttman Asset Management Inc 4.000 0,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 51.400 -48,96 5.121 -42,42
2025-08-14 13F Royal Bank Of Canada 261.507 1,20 26.056 14,16
2025-08-06 13F Csenge Advisory Group 3.886 7,38 376 22,95
2025-08-08 13F Cetera Investment Advisers 44.848 230,96 4.469 273,58
2025-08-08 13F Capital Investment Advisory Services, LLC 1.260 0,16 126 12,61
2025-05-07 13F Vista Private Wealth Partners. LLC 0 -100,00 0
2025-07-18 13F TruNorth Capital Management, LLC 0 -100,00 0
2025-07-14 13F Whitener Capital Management, Inc. 11.508 -3,74 1.147 8,63
2025-08-06 13F Rps Advisory Solutions Llc 2.062 205
2025-07-09 13F Summit Financial Consulting LLC 58.273 -3,42 5.806 8,95
2025-08-14 13F Quantinno Capital Management LP 7.794 23,24 777 39,07
2025-07-17 13F Tritonpoint Wealth, Llc 21.301 -4,36 2.122 7,88
2025-07-10 13F Focus Financial Network, Inc. 2.942 4,62 293 18,15
2025-07-10 13F Ferguson Wellman Capital Management, Inc 57.089 -2,67 5.688 9,81
2025-07-17 13F Sound Income Strategies, LLC 50 -86,23 5 -84,37
2025-08-15 13F Equitable Holdings, Inc. 30.551 161,88 3.044 195,53
2025-08-08 13F Foundations Investment Advisors, LLC 199.897 5,40 19.918 18,91
2025-07-28 13F Harbour Trust & Investment Management Co 2.056 205
2025-05-15 13F Lido Advisors, LLC 0 -100,00 0 -100,00
2025-08-12 13F Wealthbridge Capital Management, Llc 4.980 -14,43 496 -3,50
2025-07-18 13F Truist Financial Corp 13.358 -10,04 1.331 1,45
2025-08-11 13F HighTower Advisors, LLC 14.012 2,11 1.396 15,18
2025-07-18 13F SOA Wealth Advisors, LLC. 497 0,20 50 13,95
2025-07-10 13F Piscataqua Savings Bank 40 0,00 4 0,00
2025-08-13 13F Pinkerton Retirement Specialists, LLC 344.097 34.286
2025-08-26 13F/A Thrivent Financial For Lutherans 23.202 37,46 2 100,00
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 1.593.101 21,02 159 36,21
2025-08-13 13F Baird Financial Group, Inc. 2.864 -17,77 285 -7,17
2025-08-13 13F Jones Financial Companies Lllp 14.949 25,38 1.488 41,85
2025-08-13 13F Northwestern Mutual Wealth Management Co 39.641 4,27 3.950 17,60
2025-08-13 13F Colonial Trust Advisors 255 0,00 25 13,64
2025-07-25 13F SPC Financial, Inc. 184.343 0,70 18.368 13,60
2025-07-18 13F Trust Co Of Vermont 0 -100,00 0
2025-08-06 13F Atlantic Union Bankshares Corp 1.660 165
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 190 0,00 19 12,50
2025-08-14 13F Jane Street Group, Llc 28.030 71,83 2.793 93,89
2025-08-07 13F Midwest Trust Co 3.560 355
2025-04-08 13F Parallel Advisors, LLC 0 -100,00 0
2025-07-30 13F Gimbal Financial 156.124 15.556
2025-08-08 13F Gts Securities Llc 4.083 -73,21 407 -69,84
2025-07-30 13F Whittier Trust Co Of Nevada Inc 5.520 0,00 550 12,94
2025-07-11 13F Farther Finance Advisors, LLC 1.796 -19,82 179 -10,55
2025-07-30 13F Brookstone Capital Management 3.919 -33,64 390 -25,14
2025-08-14 13F Camarda Financial Advisors, LLC 137.272 13.678
2025-04-30 13F Sofos Investments, Inc. 204 -29,17 18 -21,74
2025-08-08 13F Creative Planning 9.261 3,95 923 17,30
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-07-30 13F Sonata Capital Group Inc 6.596 0,00 1
2025-08-12 13F BlackRock, Inc. 27.606 -41,23 2.751 -33,70
2025-08-13 13F AMJ Financial Wealth Management 3.443 7,39 343 21,20
2025-08-04 13F Buck Wealth Strategies, LLC 10.163 52,92 1.013 72,40
2025-08-05 13F Transatlantique Private Wealth Llc 32.653 7,08 3.254 20,79
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6.680 0,00 666 12,71
2025-08-12 13F AlphaCore Capital LLC 11 0,00 1
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-07-11 13F Spence Asset Management 11.879 10,25 1
2025-07-30 13F Wbh Advisory Inc 0 -100,00 0
2025-08-06 13F SOUTH STATE Corp 320 0,00 32 10,71
2025-08-14 13F Quartz Partners, LLC 2.228 222
2025-08-05 13F Allstate Corp 3.850 384
2025-08-07 13F CENTRAL TRUST Co 200 0,00 20 11,76
2025-05-12 13F FIL Ltd 0 -100,00 0
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100,00 0
2025-08-13 13F Cresset Asset Management, LLC 3.584 0,00 357 12,97
2025-08-14 13F Federation des caisses Desjardins du Quebec 0 -100,00 0
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 2.331 -11,70 0
2025-08-15 13F Blue Chip Partners, Inc. 2.205 220
2025-07-14 13F Argentarii, LLC 2.400 0,00 239 13,27
2025-07-23 13F Tyche Wealth Partners LLC 2.321 0,04 231 13,24
2025-08-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-08-11 13F Strategic Wealth Partners, Ltd. 4.878 16,78 486 15,44
2025-08-12 13F LPL Financial LLC 215.011 16,13 21.424 31,01
2025-07-21 13F Yeomans Consulting Group, Inc. 10.240 1.023
2025-04-24 13F First Merchants Corp 0 -100,00 0
2025-08-13 13F Renaissance Technologies Llc 2.600 259
2025-08-12 13F One Charles Private Wealth Services, LLC 4.836 -0,66 482 12,12
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 6.924 0,00 690 12,77
2025-05-16 13F Great Lakes Advisors, Llc 0 -100,00 0
2025-08-12 13F Sierra Summit Advisors Llc 2.235 223
2025-07-29 13F Chicago Partners Investment Group LLC 3.001 0,13 306 11,31
2025-07-16 13F Stillwater Capital Advisors, LLC 27.663 -0,23 2.756 12,58
2025-08-07 13F Parkside Financial Bank & Trust 661 535,58 66 622,22
2025-08-14 13F GWM Advisors LLC 13.057 -5,64 1.301 6,38
2025-08-08 13F Financial Gravity Companies, Inc. 68 -66,67 7 -68,42
2025-07-08 13F Atlas Brown,Inc. 2.515 0,16 251 13,12
2025-08-05 13F GPS Wealth Strategies Group, LLC 1.931 0,10 192 12,94
2025-08-13 13F StoneX Group Inc. 0 -100,00 0 -100,00
2025-08-07 13F Apeiron RIA LLC 8.098 116,00 807 143,50
2025-07-16 13F/A CX Institutional 165 243,75 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 26.438 -5,52 2.634 6,60
2025-08-11 13F Anfield Capital Management, LLC 49.789 -1,28 4.961 11,36
2025-07-23 13F Ameliora Wealth Management Ltd. 11.000 0,00 1.096 12,87
2025-07-28 13F Private Wealth Asset Management, LLC 2.400 0,00 239 13,27
2025-07-15 13F Patriot Investment Management Inc. 4.853 -7,08 484 4,77
2025-07-07 13F First Citizens Financial Corp 51.740 -13,28 5.155 -2,16
2025-08-14 13F Comerica Bank 7.607 0,11 758 12,82
2025-07-17 13F Lee Johnson Capital Management, Llc 17.077 1.702
2025-08-08 13F Symphony Financial Services, Inc. 2.321 0,00 231 12,68
2025-08-14 13F Financial Engines Advisors L.L.C. 3.331 332
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 580 0,00 58 11,76
2025-08-04 13F Atria Investments Llc 8.765 -1,73 873 10,93
2025-04-02 13F/A Picton Mahoney Asset Management 0 -100,00 0
2025-07-28 13F WJ Wealth Management, LLC 3.880 0,00 387 12,87
2025-04-25 13F Westfuller Advisors, LLC 0 -100,00 0 -100,00
2025-07-15 13F North Star Investment Management Corp. 4.307 0,05 429 12,89
2025-05-09 13F Atria Wealth Solutions, Inc. 0 -100,00 0
2025-08-11 13F Bellwether Advisors, LLC 1 0
2025-08-12 13F Coldstream Capital Management Inc 4.932 0,00 491 12,87
2025-07-14 13F Armstrong Advisory Group, Inc 114 11
2025-07-23 13F Lakeshore Capital Group, Inc. 11.466 -9,04 1.143 2,61
2025-08-07 13F Commerce Bank 5.285 1,93 527 15,10
2025-08-07 13F Montag A & Associates Inc 696 0,00 69 13,11
2025-07-22 13F Gsa Capital Partners Llp 3.796 38,79 0
2025-08-14 13F Qube Research & Technologies Ltd 58.146 -15,58 5.794 -4,77
2025-07-28 13F Mutual Advisors, LLC 18.129 15,75 1.839 31,57
2025-08-12 13F Steward Partners Investment Advisory, Llc 24.482 183,13 2.439 219,66
2025-08-11 13F United Capital Financial Advisers, Llc 53.429 0,22 5.324 13,06
2025-08-13 13F Green Harvest Asset Management LLC 1.027.290 5,45 102.359 18,96
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio 27.286 -38,39 2.719 -30,50
2025-08-19 13F Newbridge Financial Services Group, Inc. 155 15
2025-07-14 13F Farmers & Merchants Investments Inc 864 0,00 86 13,16
Other Listings
MX:IYC
CL:IYC
CL:IYCCL
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista