SUSB - iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (NasdaqGM)

iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
US ˙ NasdaqGM ˙ US46435G2434

Statistiche di base
Proprietari istituzionali 299 total, 299 long only, 0 short only, 0 long/short - change of -0,66% MRQ
Allocazione media del portafoglio 0.1898 % - change of 6,83% MRQ
Azioni istituzionali (Long) 26.749.359 (ex 13D/G) - change of 0,02MM shares 0,06% MRQ
Valore istituzionale (Long) $ 627.198 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (US:SUSB) ha 299 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 26,749,359 azioni. I maggiori azionisti includono Goldman Sachs Group Inc, LPL Financial LLC, Morgan Stanley, Royal Bank Of Canada, Ameriprise Financial Inc, Envestnet Asset Management Inc, Acorns Advisers, LLC, Bank of New York Mellon Corp, Wells Fargo & Company/mn, and Modera Wealth Management, LLC .

(iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF (NasdaqGM:SUSB) 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 5, 2025 is 25,30 / share. Previously, on September 9, 2024, the share price was 25,06 / share. This represents an increase of 0,94% over that period.

SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond 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.

SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF Historical Put/Call Ratio
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
(%)
2025-07-24 13F Morton Brown Family Wealth, LLC 4.288 4,51 108 4,90
2025-04-29 13F Hm Payson & Co 6.400 0,00 160 0,63
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-07-23 13F Sachetta, LLC 1.744 0,00 44 0,00
2025-08-12 13F Global Retirement Partners, LLC 486 -2,99 12 0,00
2025-07-25 13F Community Bank, N.A. 75 0,00 2 0,00
2025-07-16 13F Evergreen Private Wealth LLC 7.026 7,93 177 8,64
2025-07-15 13F Level Financial Advisors, Inc. 36.186 -2,15 911 -1,52
2025-08-13 13F Parkworth Wealth Management, Inc. 3.980 1,09 100 2,04
2025-08-15 13F Truefg, Llc 14.759 -1,79 371 -1,07
2025-07-31 13F Buckingham Strategic Partners 19.081 16,62 480 17,65
2025-08-12 13F Coston, McIsaac & Partners 172 0,58 0
2025-08-14 13F Susquehanna International Group, Llp 61.700 387,59 1.553 391,14
2025-07-24 13F Grand Wealth Management, Llc 9.810 -0,87 247 -0,40
2025-07-15 13F Td Private Client Wealth Llc 48.540 0,00 1.222 0,66
2025-07-22 13F Stanich Group LLC 0 -100,00 0
2025-07-29 13F Flagstone Financial Management 81.593 2,59 2.054 3,32
2025-08-05 13F Sigma Planning Corp 11.770 -4,93 296 -4,21
2025-08-15 13F Captrust Financial Advisors 41.358 0,07 1.041 0,78
2025-07-09 13F Finley Financial, LLC 6.150 0,00 155 0,00
2025-07-16 13F Plancorp, LLC 147.281 0,00 3.707 0,73
2025-08-19 13F Advisory Services Network, LLC 47.517 -59,26 1.193 -59,06
2025-08-13 13F Transce3nd, LLC 900 -3,12 23 -4,35
2025-07-10 13F CWC Advisors, LLC. 8.238 -0,10 207 0,49
2025-07-30 13F Ethic Inc. 28.180 -63,59 708 -63,30
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0
2025-08-14 13F GWM Advisors LLC 54.241 1,09 1.365 1,87
2025-08-07 13F Payden & Rygel 88.579 0,00 2 0,00
2025-08-12 13F BlackRock, Inc. 832 -20,08 21 -23,08
2025-08-07 13F Brio Consultants, LLC 109.527 -5,08 2.757 -4,41
2025-04-21 13F ORG Partners LLC 0 -100,00 0
2025-05-08 13F Endeavor Private Wealth, Inc. 0 -100,00 0
2025-08-07 13F Allworth Financial LP 430.701 2,24 10.841 3,14
2025-07-31 13F Silver Oak Advisory Group, Inc. 12.520 0,14 0
2025-04-22 13F Veridan Wealth LLC 13.479 -25,13 337 -24,49
2025-08-14 13F Atomi Financial Group, Inc. 9.565 8,20 241 9,09
2025-07-14 13F Opal Wealth Advisors, LLC 39.976 -5,79 1.006 -5,09
2025-08-11 13F United Capital Financial Advisers, Llc 41.615 -21,69 1.047 -21,16
2025-05-13 13F LifePlan Investment Advisors, Inc. 0 -100,00 0
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 26.000 13,02 654 0,77
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 42.694 0,00 1.075 0,75
2025-08-14 13F Bnp Paribas Arbitrage, Sa 88 1.000,00 2
2025-08-14 13F Clarity Asset Management, Inc. 4.951 -1,35 125 -0,80
2025-07-17 13F LexAurum Advisors, LLC 18.812 6,19 474 7,01
2025-08-13 13F Cerity Partners LLC 8.013 0,00 202 0,50
2025-07-28 13F J.Safra Asset Management Corp 39.506 0,00 993 0,61
2025-07-11 13F Westfuller Advisors, LLC 28.382 0,83 714 1,56
2025-07-29 13F BKD Wealth Advisors, LLC 21.886 0,00 551 0,73
2025-07-14 13F Sweeney & Michel, Llc 8.522 -0,37 213 0,95
2025-08-08 13F Creative Planning 8.136 -29,04 205 -28,67
2025-08-05 13F Scarborough Advisors, LLC 19 0
2025-08-08 13F Francis Financial, Inc. 393.692 -2,41 9.909 -1,71
2025-08-06 13F AE Wealth Management LLC 3.357 -0,03 84 1,20
2025-08-12 13F MAI Capital Management 8.870 -0,74 223 0,00
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 8.659 218
2025-07-11 13F/A Umb Bank N A/mo 56.096 12,05 1.412 12,79
2025-08-08 13F VERITY Wealth Advisors 26.322 0,00 663 0,76
2025-07-09 13F Affinity Capital Advisors, LLC 10.861 0,11 273 2,25
2025-08-08 13F Larson Financial Group LLC 19.321 1,63 486 2,32
2025-08-08 13F Financial Gravity Companies, Inc. 4.916 0,63 124 2,50
2025-08-11 13F Wealthspire Advisors, LLC 479.307 1,93 12.064 2,66
2025-05-15 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2025-08-14 13F Mml Investors Services, Llc 28.452 -15,86 1
2025-05-06 13F PFG Advisors 0 -100,00 0 -100,00
2025-04-28 13F Financial Advocates Investment Management 0 -100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 13.233 0,08 333 0,91
2025-08-14 13F Fiduciary Trust Co 111.973 -5,17 2.818 -4,47
2025-08-08 13F Your Advocates Ltd., LLP 471 0,00 12 0,00
2025-07-25 13F Wells Financial Advisors INC 10.660 0,00 268 0,75
2025-08-04 13F One Day In July LLC 23.310 -1,39 587 -0,68
2025-07-29 13F Tradewinds Capital Management, LLC 227 11,82 6 0,00
2025-08-05 13F GPS Wealth Strategies Group, LLC 677 0,00 17 6,25
2025-08-12 13F Steward Partners Investment Advisory, Llc 5.929 -4,05 149 -3,25
2025-07-17 13F One Wealth Advisors, LLC 22.449 -13,17 565 -12,54
2025-08-14 13F Jane Street Group, Llc 45.667 65,88 1.149 67,25
2025-08-14 13F Wells Fargo & Company/mn 513.122 1,95 12.915 2,69
2025-08-14 13F Ancora Advisors, LLC 4.283 0,00 108 0,00
2025-07-21 13F Impact Investors, Inc 300.236 11,04 7.557 11,84
2025-08-01 13F Equita Financial Network, Inc. 8.558 215
2025-07-22 13F Valley National Advisers Inc 10.028 1,69 0
2025-08-14 13F Staley Capital Advisers Inc 70.000 40,00 1.762 40,99
2025-08-15 13F WFA of San Diego, LLC 5.501 7,32 138 7,81
2025-08-07 13F Verus Capital Partners, Llc 0 -100,00 0
2025-07-07 13F Shotwell Rutter Baer Inc 19.598 -0,47 491 -0,20
2025-07-22 13F DT Investment Partners, LLC 910 11,11 23 10,00
2025-07-30 13F Nottingham Advisors, Inc. 12.810 -1,06 322 -0,31
2025-07-10 13F Marshall Financial Group LLC 13.831 -2,90 346 -2,54
2025-05-12 13F Austin Private Wealth, LLC 0 -100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 0 -100,00 0
2025-08-12 13F Seeds Investor Llc 155.199 -5,08 3.906 -4,41
2025-08-26 13F/A Thrivent Financial For Lutherans 21.177 -74,19 1 -100,00
2025-08-05 13F American Capital Advisory, LLC 5.890 0,00 148 0,68
2025-08-12 13F Franklin Resources Inc 34.041 1,09 857 1,78
2025-05-06 13F Kelman-Lazarov, Inc. 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 98.097 -3,87 2.469 -3,18
2025-08-14 13F Royal Bank Of Canada 943.705 1,61 23.752 2,34
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 67.984 -7,24 2 0,00
2025-08-05 13F Gould Asset Management Llc /ca/ 23.055 11,38 580 12,19
2025-07-23 13F Integris Wealth Management, LLC 267.597 -4,97 6.735 -4,28
2025-08-11 13F Birchbrook, Inc. 38.488 21,43 969 22,22
2025-05-09 13F Deutsche Bank Ag\ 0 -100,00 0 -100,00
2025-07-09 13F Dynamic Advisor Solutions LLC 140.343 -7,58 3.532 -6,91
2025-05-15 13F/A Orion Portfolio Solutions, LLC 8.365 -40,84 209 -40,11
2025-07-10 13F IMPACTfolio, LLC 233.048 81,65 5.866 82,94
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 81.727 3,61 2.057 4,36
2025-08-05 13F Bank Of Montreal /can/ 22.121 79,00 557 80,52
2025-08-08 13F Omega Financial Group, LLC 72.898 0,58 1.835 1,27
2025-04-29 13F Pensionmark Financial Group, Llc 0 -100,00 0
2025-08-01 13F Rossby Financial, LCC 0 -100,00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 24.737 -1,93 623 -1,27
2025-04-22 13F/A NorthRock Partners, LLC 0 -100,00 0 -100,00
2025-08-11 13F FSC Wealth Advisors, LLC 1.169 0,00 29 0,00
2025-08-14 13F Comerica Bank 10.628 39,62 268 40,53
2025-08-13 13F Trustmark National Bank Trust Department 10.168 0,00 256 0,39
2025-08-13 13F Baird Financial Group, Inc. 416.825 0,12 10.491 0,84
2025-08-08 13F Emerald Investment Partners, Llc 799 0,00 20 5,26
2025-08-14 13F Two Sigma Securities, Llc 14.538 366
2025-08-13 13F Johnson Financial Group, Inc. 2.953 0,00 74 1,37
2025-08-14 13F Gen-Wealth Partners Inc 289 -18,59 7 -12,50
2025-08-11 13F Amara Financial, Llc. 9.667 15,98 243 16,83
2025-04-15 13F McKinley Carter Wealth Services, Inc. 0 -100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 974 -0,41 25 0,00
2025-07-21 13F Ameritas Advisory Services, LLC 6.925 -53,65 174 -53,35
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 -100,00 0
2025-08-05 13F Hills Bank & Trust Co 5.577 13,52 140 14,75
2025-07-18 13F First Pacific Financial 8.224 1,09 207 1,48
2025-08-14 13F Ameriprise Financial Inc 779.912 3,82 20.292 8,07
2025-07-21 13F Ameriflex Group, Inc. 1.448 1,12 36 2,86
2025-07-17 13F Albion Financial Group /ut 48.563 6,50 1.222 7,29
2025-07-21 13F Creative Capital Management Investments LLC 2.991 -80,28 75 -80,16
2025-07-29 13F Kondo Wealth Advisors, Inc. 106.300 -20,26 2.664 -20,05
2025-08-11 13F VSM Wealth Advisory, LLC 3.918 9,78 99 10,11
2025-08-11 13F Aptus Capital Advisors, LLC 23.337 0,21 587 1,03
2025-07-24 13F Eastern Bank 15.132 -86,76 381 -86,69
2025-07-22 13F Wealthcare Advisory Partners LLC 15.429 388
2025-08-13 13F VestGen Advisors, LLC 23.988 -1,63 604 -0,99
2025-05-08 13F Us Financial Advisors, Llc 11.546 11,79 289 12,94
2025-04-09 13F RFG Advisory, LLC 0 -100,00 0
2025-07-18 13F PFG Investments, LLC 8.988 -17,60 226 -16,91
2025-05-13 13F EverSource Wealth Advisors, LLC 0 -100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 15.982 0,01 402 0,75
2025-07-17 13F Symmetry Partners, LLC 14.608 -0,04 368 0,55
2025-07-24 13F Us Bancorp \de\ 3.640 -85,87 92 -85,85
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 46.170 -7,44 1.162 -5,91
2025-08-08 13F Atlantic Trust, LLC 3.144 79
2025-08-14 13F Colony Group, LLC 56.038 -8,63 1.410 -7,96
2025-04-30 13F Horst & Graben Wealth Management LLC 0 -100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 13.927 0
2025-07-23 13F Dohj, Llc 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 42.752 5,05 1.076 5,80
2025-07-25 13F Atria Wealth Solutions, Inc. 8.681 -4,46 217 -4,41
2025-07-25 13F LRI Investments, LLC 9.326 0,00 235 0,43
2025-07-07 13F Bangor Savings Bank 1.680 0,00 42 2,44
2025-07-08 13F Apella Capital, LLC 226.647 3,12 5.671 3,98
2025-07-16 13F Traveka Wealth, LLC 17.828 0,12 449 0,90
2025-08-06 13F Decker Retirement Planning Inc. 39.453 57.078,26 993 99.200,00
2025-08-04 13F Spire Wealth Management 299 0,00 8 0,00
2025-04-22 13F Jfs Wealth Advisors, Llc 0 -100,00 0
2025-05-12 13F Townsquare Capital Llc 0 -100,00 0
2025-08-08 13F Cetera Investment Advisers 89.674 -2,38 2.257 -1,66
2025-07-10 13F Charter Oak Capital Management, LLC 133.360 2,85 3.357 3,58
2025-07-22 13F Clarius Group, LLC 57.435 -1,39 1.446 -0,69
2025-07-11 13F Farther Finance Advisors, LLC 5.260 32,26 132 33,33
2025-07-28 13F Arlington Financial Advisors, LLC 163.051 -4,57 4.104 -3,89
2025-07-31 13F Orion Capital Management LLC 8.901 -0,18 224 0,90
2025-08-12 13F Armor Investment Advisors, LLC 6.913 0,00 174 1,16
2025-08-12 13F LPL Financial LLC 1.117.604 3,03 28.130 3,77
2025-07-09 13F Alesco Advisors Llc 9.994 0,39 252 1,21
2025-08-14 13F Stifel Financial Corp 85.993 7,89 2.164 8,69
2025-07-25 13F Wealth Advisory Team LLC 22.151 558
2025-08-12 13F Running Point Capital Advisors, LLC 4.078 0,00 103 0,99
2025-08-07 13F CENTRAL TRUST Co 22.276 -34,89 561 -34,50
2025-08-14 13F Diversify Advisory Services, LLC 0 -100,00 0
2025-08-13 13F Flow Traders U.s. Llc 68.743 2
2025-07-02 13F Central Pacific Bank - Trust Division 23.898 81,96 602 83,23
2025-07-16 13F Diversified Enterprises, LLC 22.959 37,80 578 38,70
2025-04-28 13F First Horizon Advisors, Inc. 0 -100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 8.970 175,75 226 177,78
2025-07-30 13F Rehmann Capital Advisory Group 14.446 0,89 364 1,68
2025-08-14 13F Mariner, LLC 382.178 0,20 9.619 0,92
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0 -100,00
2025-07-25 13F Midwest Capital Advisors, LLC 16.749 -2,26 422 -1,64
2025-08-01 13F Redwood Park Advisors LLC 0 -100,00 0
2025-08-07 13F LFA - Lugano Financial Advisors SA 457.113 91,30 11.421 91,27
2025-04-09 13F SigFig Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 281.233 -7,59 7.079 -6,93
2025-08-12 13F Fortis Capital Management LLC 0 -100,00 0
2025-08-15 13F CI Private Wealth, LLC 148.214 -0,48 3.731 0,24
2025-07-24 13F Blair William & Co/il 42.163 0,73 1.061 1,43
2025-08-12 13F Proequities, Inc. 0 0
2025-07-22 13F Mascoma Wealth Management LLC 8.941 -16,01 225 -15,41
2025-07-16 13F/A CX Institutional 33.961 0,43 1
2025-08-06 13F Savant Capital, LLC 445.745 3,82 11.219 4,58
2025-08-11 13F Wescott Financial Advisory Group, LLC 204.568 4,00 5.149 4,74
2025-08-11 13F Arrow Financial Corp 24.545 0,00 618 0,65
2025-08-15 13F Kestra Advisory Services, LLC 20.193 18,01 508 18,97
2025-08-14 13F Smartleaf Asset Management LLC 308 2.100,00 8
2025-07-09 13F Parkside Advisors LLC 86.192 -2,79 2.169 -2,08
2025-07-22 13F Valeo Financial Advisors, LLC 45.040 -5,58 1.134 -4,95
2025-08-01 13F Motco 4.408 31,50 111 32,53
2025-08-14 13F Headinvest, Llc 18.194 1,11 458 1,78
2025-07-29 13F Novare Capital Management Llc 27.650 8,86 696 9,62
2025-08-13 13F Continuum Advisory, LLC 14.421 -5,18 363 -4,74
2025-04-28 13F Fedenia Advisers LLC 0 -100,00 0
2025-07-23 13F Litman Gregory Asset Management LLC 11.606 0,00 292 0,69
2025-07-28 13F Harbour Investments, Inc. 177.521 2,08 4.468 2,83
2025-05-08 13F Essential Planning, LLC. 0 -100,00 0
2025-08-13 13F Fisher Asset Management, LLC 226.945 4,48 5.712 5,23
2025-08-06 13F Modera Wealth Management, LLC 497.791 -0,17 12.529 0,55
2025-07-15 13F Mather Group, Llc. 154.483 -16,66 3.888 -16,06
2025-08-01 13F May Hill Capital, LLC 0 -100,00 0
2025-08-14 13F Destination Wealth Management 341.472 2,28 8.595 3,02
2025-07-16 13F Perigon Wealth Management, LLC 392.712 2,41 9.885 3,15
2025-08-01 13F Fort Vancouver Investment Management, LLC 1.758 3,78 44 4,76
2025-03-12 13F/A Private Capital Management Llc 1.229 0,00 30 0,00
2025-07-09 13F Exchange Bank 21.166 1,58 533 2,31
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-07-24 13F JNBA Financial Advisors 38.563 8,27 971 8,99
2025-04-16 13F Martel Wealth Advisors Inc 0 -100,00 0
2025-07-25 13F PrairieView Partners, LLC 64.261 5,85 2 0,00
2025-05-15 13F One Wealth Capital Management, Llc 0 -100,00 0
2025-08-13 13F Milestone Investment Advisors LLC 356.898 8,63 8.983 9,42
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 167 4
2025-07-17 13F Willow Creek Wealth Management Inc. 44.437 -1,40 1.118 -0,71
2025-07-31 13F CVA Family Office, LLC 781 0,00 20 0,00
2025-08-12 13F CIBC Private Wealth Group, LLC 1.470 0,00 37 2,78
2025-07-22 13F Berger Financial Group, Inc 12.691 14,58 319 15,58
2025-08-08 13F Tanglewood Legacy Advisors, LLC 123 0,00 3 0,00
2025-07-14 13F Northland Capital Management LLC 185.722 -7,85 4.675 -7,19
2025-08-01 13F Envestnet Asset Management Inc 685.807 -9,43 17.262 -8,78
2025-07-23 13F Hardy Reed LLC 28.272 0,00 712 0,71
2025-08-12 13F Putnam Fl Investment Management Co 370.847 -3,20 9.334 -2,50
2025-07-25 13F Keener Financial Planning LLC 20.048 0,00 1
2025-08-08 13F eCIO, Inc. 42.298 41,69 1.065 42,63
2025-07-23 13F Prime Capital Investment Advisors, LLC 0 -100,00 0
2025-08-14 13F Fmr Llc 90 23,29 2 100,00
2025-07-29 13F Private Wealth Management Group, LLC 17.928 -1,61 451 -0,88
2025-08-13 13F SageView Advisory Group, LLC 28.744 -7,60 721 -7,21
2025-07-31 13F Resonant Capital Advisors, LLC 14.586 0,00 367 0,82
2025-07-25 13F Strategic Point Investment Advisors, LLC 74.590 -6,36 1.877 -5,68
2025-07-16 13F St Germain D J Co Inc 361.197 4,39 9.091 5,15
2025-04-30 13F Sharkey, Howes & Javer 0 -100,00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 78.959 2,66 1.987 3,38
2025-08-11 13F Sofi Wealth, Llc 1.139 84,30 29 86,67
2025-07-17 13F Johnson Bixby & Associates, LLC 19.547 -12,77 492 -12,32
2025-07-23 13F Nbt Bank N A /ny 166 0,00 4 0,00
2025-08-13 13F Capital Analysts, Inc. 535 -19,79 0
2025-07-11 13F Colorado Capital Management, Inc. 203.488 7,32 5 25,00
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 15.148 -15,18 0
2025-04-08 13F Global Financial Private Client, LLC 0 -100,00 0
2025-08-11 13F Avantax Planning Partners, Inc. 14.226 -35,62 358 -35,14
2025-08-14 13F AllSquare Wealth Management LLC 3.080 0,00 78 1,32
2025-08-27 13F/A Brinker Capital Investments, LLC 8.105 -3,11 204 -2,39
2025-07-25 13F Cwm, Llc 116.674 8,09 3 0,00
2025-08-05 13F Cherry Tree Wealth Management, LLC 11.288 -0,04 284 0,71
2025-08-12 13F SRS Capital Advisors, Inc. 64 0,00 2 0,00
2025-07-24 13F IFP Advisors, Inc 218 -69,17 5 -70,59
2025-08-14 13F Warren Averett Asset Management, LLC 13.450 -4,27 339 -3,70
2025-08-08 13F Avantax Advisory Services, Inc. 11.476 -0,88 289 -0,35
2025-08-04 13F Assetmark, Inc 41.985 5,63 1.057 6,34
2025-07-14 13F Abacus Wealth Partners, LLC 28.180 -63,59 709 -63,34
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 115.992 0,99 2.904 1,18
2025-08-13 13F Cresset Asset Management, LLC 24.671 -39,45 621 -39,10
2025-08-14 13F CoreCap Advisors, LLC 289 -22,31 7 -22,22
2025-08-18 13F Front Row Advisors LLC 5.315 0,00 134 0,76
2025-08-14 13F Kovitz Investment Group Partners, LLC 10.106 -2,59 254 -1,93
2025-08-11 13F Principal Securities, Inc. 501 17,88 13 20,00
2025-08-06 13F Summit Wealth Group, LLC 41.326 -3,78 1 0,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 117.111 51,21 2.948 52,30
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 0 -100,00 0
2025-07-15 13F Garrett Investment Advisors LLC 100.727 1,95 2.535 2,67
2025-08-11 13F One Capital Management, LLC 113.713 -4,32 2.862 -3,64
2025-07-18 13F Institute for Wealth Management, LLC. 15.576 24,53 392 25,64
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-08-13 13F Ally Invest Advisors Inc. 21.265 -0,39 535 0,38
2025-07-16 13F Signature Resources Capital Management, LLC 11.154 0,80 281 1,45
2025-08-05 13F Bank of New York Mellon Corp 544.185 -7,57 13.697 -6,90
2025-07-08 13F Canandaigua National Bank & Trust Co 78.002 3,48 1.963 4,25
2025-08-11 13F Western Wealth Management, LLC 10.438 0,46 263 1,16
2025-07-25 13F RHS Financial, LLC 16.182 34,28 407 35,22
2025-08-14 13F UBS Group AG 448.189 -0,47 11.281 0,25
2025-07-15 13F Regatta Capital Group, Llc 87.615 7,41 2.205 8,19
2025-08-04 13F Creative Financial Designs Inc /adv 1.536 -8,46 39 -7,32
2025-08-18 13F/A National Bank Of Canada /fi/ 200 0,00 5 25,00
2025-05-08 13F We Are One Seven, LLC 0 -100,00 0
2025-07-17 13F Elser Financial Planning, Inc 266.074 6.652
2025-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-08-12 13F Journey Strategic Wealth Llc 21.977 0,53 553 1,28
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 32.617 -13,11 821 -12,58
2025-07-28 13F DORVAL Corp 9.074 0,61 228 1,33
2025-08-11 13F Citigroup Inc 1.000 0,00 25 4,17
2025-04-18 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0 -100,00
2025-08-14 13F Fairview Capital Investment Management, Llc 32.600 0,00 821 0,74
2025-08-14 13F/A Rockefeller Capital Management L.P. 27.470 0,52 691 1,32
2025-08-14 13F Goldman Sachs Group Inc 3.085.549 -4,12 77.663 -3,43
2025-08-07 13F Winthrop Capital Management, LLC 41 0,00 0
2025-08-14 13F EP Wealth Advisors, Inc. 469.430 25,97 11.816 26,88
2025-08-15 13F Morgan Stanley 965.816 -2,86 24.310 -2,16
2025-07-22 13F 4Thought Financial Group Inc. 8.957 0,06 225 0,90
2025-07-29 13F Private Trust Co Na 7.260 0,00 183 0,55
2025-08-11 13F Private Advisor Group, LLC 19.684 12,44 495 13,27
2025-08-13 13F Acorns Advisers, LLC 588.958 -13,94 15 -17,65
2025-08-14 13F Betterment LLC 10.253 0,00 0
2025-08-19 13F Cape Investment Advisory, Inc. 1.081 0,00 27 0,00
2025-04-30 13F Sofos Investments, Inc. 4.885 -51,30 122 -50,20
2025-07-07 13F Wesbanco Bank Inc 8.908 0,00 224 0,90
2025-07-30 13F Whittier Trust Co 20.261 0,00 510 0,59
2025-08-05 13F Clarity Wealth Development LLC 120.767 5,99 3.040 6,44
2025-08-06 13F Commonwealth Equity Services, Llc 400.115 -39,38 10 -37,50
2025-08-08 13F Better Money Decisions, LLC 69.075 2,49 1.739 3,21
2025-08-11 13F Plum Street Advisors, LLC 53.998 -3,68 1.359 -3,00
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-07-08 13F Parallel Advisors, LLC 16.328 -21,61 411 -21,15
2025-08-07 13F Resources Investment Advisors, LLC. 14.164 1,08 357 1,71
2025-08-12 13F Tradition Wealth Management, LLC 16.145 -0,64 406 0,00
2025-08-14 13F Gould Capital, LLC 2.907 0,00 73 1,39
2025-08-18 13F Geneos Wealth Management Inc. 400 10
2025-08-05 13F McGinn Investment Management, Inc. 0 -100,00 0
2025-08-15 13F Equitable Holdings, Inc. 45.702 -8,30 1.150 -7,63
2025-07-17 13F Hanson & Doremus Investment Management 116 0,00 0
2025-07-25 13F Presilium Private Wealth, Llc 24.484 3,44 616 4,23
2025-07-23 13F SGL Investment Advisors, Inc. 12.439 8,94 311 9,89
2025-08-14 13F Fort Point Capital Partners LLC 45.519 -8,82 1.146 -8,18
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 54.350 -32,10 1.368 -31,65
2025-07-14 13F Park Avenue Securities Llc 8.545 -18,72 0
2025-07-24 13F PDS Planning, Inc 8.669 -1,76 218 -0,91
2025-07-31 13F Mason & Associates Inc 12.302 1,05 310 1,64
2025-08-05 13F iA Global Asset Management Inc. 29.000 0,00 1
2025-07-25 13F Sequoia Financial Advisors, LLC 42.837 -11,83 1.078 -11,20
2025-07-30 13F Brookstone Capital Management 75.265 -5,39 1.894 -4,73
2025-07-10 13F Klaas Financial Asset Advisors, LLC 142.972 1,48 3.599 2,22
2025-07-25 13F Joel Adams & Associates, Inc. 15.601 0,09 393 0,77
2025-08-08 13F Accredited Investors Inc. 162.491 11,85 4.090 12,64
2025-08-14 13F Bank Of America Corp /de/ 265.393 1,58 6.680 2,31
2025-08-12 13F Goepper Burkhardt LLC 13.594 -17,61 342 -16,99
2025-05-15 13F WealthTrak Capital Management LLC 0 -100,00 0
2025-07-31 13F Cardinal Point Capital Management, ULC 73.618 35,21 1.853 36,18
2025-07-14 13F UMA Financial Services, Inc. 775 1,17 20 0,00
2025-07-23 13F Bear Mountain Capital, Inc. 156.788 4,76 3.931 4,83
2025-07-30 13F Avidian Wealth Solutions, LLC 18.647 -0,21 469 0,64
2025-08-13 13F Jones Financial Companies Lllp 2.341 13,97 59 13,73
2025-08-01 13F Schmidt P J Investment Management Inc 20.673 0,74 520 1,56
2025-08-14 13F Aprio Wealth Management, LLC 29.794 -5,18 750 -4,59
2025-08-14 13F Integrated Wealth Concepts LLC 16.872 13,68 425 14,59
2025-07-15 13F Pine Haven Investment Counsel, Inc 35.322 6,90 889 7,76
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 -100,00 0
2025-08-13 13F GeoWealth Management, LLC 7.374 -21,88 186 -21,28
2025-08-12 13F Jpmorgan Chase & Co 372.356 13,33 9.372 14,15
2025-07-22 13F DAVENPORT & Co LLC 46.641 7,04 1.174 7,81
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