Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares International Small-Cap Equity Factor ETF includono TRB Wealth Management, LLC, SOUTH STATE Corp, Benjamin Edwards Inc, Stillwater Private Wealth, LLC, Mariner, LLC, Vantus Wealth LLC, Wedbush Securities Inc, Harbor Investment Advisory, Llc, SageView Advisory Group, LLC, Jones Financial Companies Lllp, Advisory Services Network, LLC, Clarity Asset Management, Inc., Pnc Financial Services Group, Inc., e Vanguard Advisers 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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-10 | 13F | Vantus Wealth LLC | 5.304 | 220 | ||||||
| 2026-04-30 | 13F | Arbor Capital Management Inc /adv | 10.803 | 0,94 | 479 | 5,74 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 132.959 | 27,07 | 5.556 | 28,02 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 44.337 | 1,91 | 1.853 | 2,66 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 9.251 | 1,78 | 387 | 2,39 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2026-05-12 | 13F | Creative Planning | 9.333 | 9,58 | 390 | 10,48 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 14.575 | 1,17 | 609 | 2,01 | ||||
| 2026-05-05 | 13F | SOUTH STATE Corp | 163.270 | 6.823 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 91.202 | 3.811 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 57.542 | 2,10 | 2.449 | 4,75 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 179.253 | 19,32 | 7.491 | 20,21 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 383.573 | 17,55 | 16.030 | 18,44 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 5.930 | 3,54 | 248 | 4,22 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 22.637 | 52,81 | 946 | 53,91 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 17.571 | 3,87 | 734 | 4,71 | ||||
| 2026-04-21 | 13F | Systelligence, LLC | 165.457 | 135,05 | 6.914 | 136,86 | ||||
| 2026-05-15 | 13F | Vista Investment Management | 29.781 | 0,86 | 1.245 | 1,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 452 | 5.550,00 | 19 | |||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 140 | 6 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 62 | 3 | ||||||
| 2026-05-11 | 13F | Montis Financial, LLC | 26.102 | 0,12 | 1.091 | 0,83 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 41 | 2 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 257.086 | 23,15 | 11 | 25,00 | ||||
| 2026-04-20 | 13F | Courier Capital Llc | 180.890 | 4,33 | 7.559 | 5,12 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 4.791 | 0 | ||||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 9.251 | 1,78 | 387 | 2,39 | ||||
| 2026-04-20 | 13F | Williams & Novak, LLC | 58.374 | 4,69 | 2.484 | 7,44 | ||||
| 2026-04-13 | 13F | White Wing Wealth Management | 85.631 | 2,66 | 3.579 | 3,44 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 34.941 | 12,51 | 1.460 | 13,35 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.750 | 616 | ||||||
| 2026-06-03 | 13F | Stillwater Private Wealth, LLC | 34.347 | 1 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 6.075 | 254 | ||||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 146.005 | 5,06 | 6.102 | 5,85 | ||||
| 2026-05-04 | 13F | Bedel Financial Consulting, Inc. | 121.055 | 0,08 | 5.059 | 0,82 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 4.581 | 34,77 | 191 | 36,43 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 31.468 | 32,92 | 1.315 | 33,91 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 407.626 | 0,89 | 17.035 | 1,64 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 142.736 | 265,22 | 5.965 | 267,92 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 96.616 | 2,42 | 4.008 | 133.466,67 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 210 | 9 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 10.000 | 418 | ||||||
| 2026-05-08 | 13F | Financial Strategies Group, Inc. | 222.638 | 4,26 | 9.807 | 8,47 | ||||
| 2026-01-28 | 13F | Edge Financial Advisors LLC | 38.631 | 0,50 | 1.602 | 1,39 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 12.934 | 62,06 | 541 | 63,14 | ||||
| 2026-04-23 | 13F | Comprehensive Money Management Services LLC | 6.428 | 4,38 | 269 | 5,10 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 53.983 | 426,87 | 2.256 | 430,59 | ||||
| 2026-05-04 | 13F | Flynn Zito Capital Management, Llc | 10.073 | 0,29 | 421 | 0,96 | ||||
| 2026-04-30 | 13F | Main Street Research LLC | 1.958.627 | 2,66 | 81.851 | 3,43 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 585 | 24 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 148.548 | 36,71 | 6.208 | 37,72 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 181.789 | 7,61 | 7.597 | 8,41 | ||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 72.081 | 86,39 | 3.012 | 87,78 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 17.391 | 4,45 | 727 | 5,22 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 647.545 | 5,03 | 27.061 | 5,82 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 12.011 | 502 | ||||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 61.363 | 11,06 | 2.564 | 11,92 | ||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 382.319 | 15.977 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 18.606 | 0,27 | 778 | 1,04 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 5.572 | 0,16 | 233 | 0,87 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 8.530 | 52,54 | 356 | 54,11 | ||||
| 2026-04-21 | 13F | Narus Financial Partners, LLC | 13.615 | 9,44 | 569 | 10,08 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 56.531 | 35,79 | 2.362 | 36,85 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 39.806 | 1.663 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1.783 | 112,01 | 74 | 117,65 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 4.690 | 196 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 70.595 | 8,97 | 2.950 | 9,79 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 15.071 | 630 | ||||||
| 2026-05-12 | 13F | Dynamic Financial Group | 8.118 | 44,78 | 339 | 46,12 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 711.625 | 14,65 | 29.739 | 15,51 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 9.188 | 20,74 | 384 | 21,52 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 547 | 23 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 40.135 | 2,78 | 1.677 | 3,58 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 26.946 | 7,34 | 1 | 0,00 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 36.038 | 2,19 | 1.506 | 3,01 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 746 | 31 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 13.432 | 25,91 | 561 | 26,92 |
