Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares California Muni Bond ETF includono Gts Securities Llc, Sand Hill Global Advisors, LLC, Summit Trail Advisors, Llc, WealthPlan Investment Management, LLC, 21 West Wealth Management LLC, Foronjy Financial Llc, Quantinno Capital Management LP, Portfolio Design Labs, LLC, Brasada Capital Management, Lp, Ashton Thomas Private Wealth, LLC, Catalytic Wealth RIA, LLC, Caliber Wealth Management, LLC / KS, Verus Wealth Management, Llc, Elequin Capital Lp, Trilogy Capital Inc., Retirement Planning Group, Strategic Wealth Partners, Ltd., Financial Network Wealth Management LLC, Lowe Brockenbrough & Co Inc, e Key FInancial Inc .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Bailard, Inc. | 1.344.831 | 16,73 | 74.961 | 15,60 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 244.258 | 177,03 | 13.615 | 174,37 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 7.050 | 42,42 | 393 | 41,01 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11.987 | 228,68 | 668 | 221,15 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3.999 | 223 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 239.443 | 16,95 | 13.347 | 15,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 519.514 | 10,71 | 28.958 | 9,65 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 12.857 | 8,89 | 717 | 7,83 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 64.738 | 49,92 | 3.608 | 48,48 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 8.058 | 33,79 | 449 | 32,84 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 13.137 | 87,94 | 726 | 90,05 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 160.618 | 8.953 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 54.945 | 29,05 | 3.055 | 30,39 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3.011 | 0,77 | 168 | -0,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 64.082 | 103,45 | 3.566 | 101,64 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16.517 | 39,81 | 921 | 38,55 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8.425 | 0 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 25.836 | 4,73 | 1.440 | 3,75 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 39 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 80.438 | 33,94 | 4.484 | 32,67 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 163.725 | 6,19 | 9.126 | 5,17 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6.920 | 13,54 | 386 | 12,24 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13.896 | 775 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 66.175 | 1,55 | 3.689 | 0,57 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 3.744 | 5,08 | 209 | 4,00 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 29.095 | 1.622 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 71.482 | 3,78 | 3.984 | 2,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 100.882 | 1.522,42 | 5.623 | 1.511,17 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37.886 | 26,08 | 2.112 | 24,84 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 410 | 1,23 | 23 | 0,00 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 4.408 | 0,62 | 246 | -0,41 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 6.411 | 6,30 | 355 | 4,72 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 6.090 | 339 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 64.463 | 0,02 | 3.593 | -0,94 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 78,57 | 8 | 100,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 70.659 | 0,11 | 3.939 | -0,86 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 10.483 | 584 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33.988 | 8,91 | 1.895 | 7,86 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 382.533 | 23,73 | 21.322 | 22,55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 30.603 | 1,65 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 18.342 | 126,92 | 1.022 | |||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 28.077 | 1.565 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37.803 | 313,15 | 2.107 | 309,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 59.865 | 7,95 | 3.337 | 6,89 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 147 | -2,00 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11.991 | 202,65 | 668 | 200,90 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 95.601 | 7,91 | 5.329 | 6,88 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 96.464 | 121,39 | 5.377 | 119,25 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 21.626 | 178,90 | 1.203 | 176,55 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 27.072 | 42,88 | 1.509 | 41,46 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 465 | 26 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 67.188 | 20,56 | 3.745 | 19,42 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 22.691 | 12,54 | 1.265 | 11,46 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 22.698 | 13,60 | 1.265 | 12,54 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26.357 | 40,36 | 1.469 | 39,11 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 56.593 | 0,81 | 3.154 | -0,16 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48.159 | 5,43 | 2.684 | 4,44 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 246.258 | 66,03 | 13.726 | 69,25 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4.315 | 20,53 | 239 | -9,16 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 337.861 | 0,43 | 18.832 | -0,54 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 387.164 | 6,55 | 21.581 | 5,53 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 38.184 | 11,87 | 2.128 | 10,78 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 203.783 | 449,70 | 11.359 | 443,97 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 3.626 | 0,78 | 202 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 519.217 | 5,42 | 28.941 | 4,41 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 21.585 | 43,63 | 1.203 | 42,37 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3.095 | 173 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 8.919 | 0,76 | 497 | -0,20 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 33 | 2 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 469.502 | 3,88 | 26.170 | 2,89 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 66.807 | 12,05 | 3.724 | 10,97 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1.278.713 | 24,04 | 70.892 | 23,88 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 20.956 | 35,91 | 1 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8.164 | 455 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 342.904 | 66,75 | 19.113 | 65,15 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39.443 | 2.199 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.671 | 11,40 | 93 | 10,71 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 84.955 | 30,99 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7.433 | 26,58 | 414 | 25,45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 407 | 23 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 27.840 | 3,92 | 1.552 | 2,92 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 354 | 0,85 | 20 | 0,00 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 39.113 | 10,34 | 2.180 | 9,27 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 55.197 | 4,68 | 3.077 | 3,67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 | 0 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 30.695 | 4,78 | 1.711 | 3,76 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32.174 | 1.793 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4.875 | 0,76 | 272 | -0,37 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 4.593 | 2,34 | 256 | 1,59 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 26.294 | 30,80 | 1.466 | 29,53 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4.976 | 277 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 121.282 | 65,59 | 6.760 | 64,00 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 24.954 | 56,63 | 1.388 | 58,15 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13.406 | 747 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 31.810 | 4,34 | 1.773 | 3,38 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 240.111 | 16,48 | 13.350 | 15,10 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 65.718 | 3.663 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 27.495 | 7,56 | 1.533 | 6,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7.283 | 189,58 | 406 | 187,23 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 89.315 | 4.978 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 23.987 | 1,01 | 1.337 | 0,07 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3.956 | 7,70 | 221 | 6,80 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 79.545 | 229,58 | 4.434 | 226,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 843.495 | 5,34 | 47.016 | 4,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1.792.639 | 73,74 | 99.922 | 72,08 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 8.872 | 14,01 | 495 | 13,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 62.835 | 15,31 | 3.502 | 14,22 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 117 | 7 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 40.133 | 6,13 | 2.237 | 5,12 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 74.949 | 0,00 | 4.178 | -0,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 123.259 | 16,08 | 7 | 20,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 387.350 | 7,90 | 21.591 | 6,87 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 6.950 | 387 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.174 | 9,72 | 65 | 8,33 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 7.552 | 32,63 | 425 | 30,37 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 14.300 | 795 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 85.544 | 25,66 | 4.768 | 24,46 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 37.790 | 115,87 | 2.106 | 113,81 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13.340 | 246,40 | 744 | 243,98 | ||||
| 2025-08-14 | 13F | Betterment LLC | 200.986 | 3,03 | 11 | 10,00 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11.475 | 2,91 | 640 | 1,91 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 15.406 | 859 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 235.015 | 25,56 | 13.094 | 24,16 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 111.153 | 5,56 | 6.196 | 4,54 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 219.598 | 11,76 | 12.240 | 10,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 15.729 | 0,44 | 877 | 1,27 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 21.908 | 0,29 | 1.221 | -0,65 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 69 | 4 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28.420 | 424,74 | 1.584 | 421,05 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 13.065 | 728 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 732.028 | 31,54 | 40.803 | 30,28 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6.812 | 2,05 | 380 | 1,07 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 5.796 | 7,97 | 323 | 6,95 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 3.980 | 222 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 274.376 | 12,06 | 15.294 | 10,99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4.912 | 3,45 | 274 | 2,25 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 61.051 | 67,49 | 3.393 | 65,38 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1.040 | 0 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3.846 | 214 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 7.129 | 18,40 | 397 | 17,46 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 12.770 | 712 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 24.961 | 1.391 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 53.172 | 41,72 | 2.964 | 40,36 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6.078 | 339 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 151.300 | 692,15 | 8.433 | 685,20 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 9.378 | 29,37 | 523 | 28,26 | ||||
| 2025-08-14 | 13F | Comerica Bank | 54.601 | 156,73 | 3.043 | 154,43 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 12.936 | 2,62 | 717 | 2,58 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 14.621 | 1,48 | 815 | 0,49 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 15.632 | 1 | ||||||
| 2025-07-28 | 13F | IFC Advisors LLC | 24.169 | 4,05 | 1.347 | 3,06 |
