Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Global Energy ETF includono Jane Street Group, Llc, Evolution Wealth Advisors, LLC, Empower Advisory Group, LLC, Kovitz Investment Group Partners, LLC, First Manhattan Co, Wedmont Private Capital, J.Safra Asset Management Corp, Bartlett & Co. Wealth Management Llc, Kilter Group LLC, LOM Asset Management Ltd, Glenmede Investment Management, LP, Smallwood Wealth Investment Management, LLC, Fairscale Capital, LLC, Aviso Financial Inc., e Pin Oak Investment Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 484 | 30,46 | 19 | 35,71 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 12.533.974 | 14,89 | 492.460 | 7,30 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12.192 | 0,13 | 479 | -6,45 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 19.727 | 0,35 | 775 | -6,17 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 158 | -6,55 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 16.552 | 52,20 | 650 | 42,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 825.170 | 9,80 | 32.421 | 2,54 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 532 | 1,72 | 21 | -4,76 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15.241 | 17,23 | 599 | 9,52 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.222 | 1,50 | 48 | -4,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 1.000 | 12,99 | 39 | -7,14 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3.004 | 92,56 | 118 | 81,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 143.153 | 4,43 | 5.624 | -2,48 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 163 | 11,64 | 6 | 0,00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 306.833 | 18,93 | 12 | 20,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 397.461 | 130,11 | 16 | 114,29 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4.051 | 1.120,18 | 159 | 1.123,08 | ||||
| 2025-07-22 | 13F | Gsa Capital Partners Llp | 6.296 | 18,06 | 0 | |||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 58.683 | 22,99 | 2.306 | 14,85 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 5.130 | 2,72 | 202 | -4,29 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 12.152 | 17,92 | 130 | -67,18 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 5.658 | 229 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 6.007 | 236 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 20.420 | 6,66 | 802 | -0,37 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4.961 | 1,22 | 195 | -5,83 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8.172 | 23,59 | 0 | |||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 8.343 | 1,71 | 328 | -5,22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 44.268 | 2,56 | 1.777 | -2,09 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 77 | 2,67 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 215 | 8 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 404 | 17 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 521.687 | 13,91 | 20.497 | 6,39 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 1.432 | 1,70 | 56 | -5,08 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1.184 | 47 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 19.454 | 3,25 | 764 | -3,54 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 281.064 | 0,18 | 11.043 | -6,43 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 4.662 | 7,82 | 183 | 1,10 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1.758 | 2.153,85 | 69 | 2.200,00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 78.800 | 25,88 | 3.096 | 17,58 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 3.831 | 151 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5.320 | 0,40 | 209 | -5,86 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6.305 | 248 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 110.300 | 3,71 | 4.334 | -3,15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 155.993 | 65,63 | 6.129 | 54,67 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 8.500 | 334 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 14.560 | 0,69 | 572 | -5,92 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 117.971 | 0,87 | 4.635 | -5,79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13.988 | 10,94 | 550 | 3,58 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 92.899 | 2,99 | 3.650 | -3,82 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 37.600 | 1.477 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18.500 | 13,87 | 727 | 6,30 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 65.831 | 184,42 | 2.585 | 165,84 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3.455 | 136 | ||||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 327 | 0,93 | 13 | -7,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 50.165 | 9,15 | 1.977 | 3,02 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.761 | 32,93 | 108 | 24,14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22.091 | 25,64 | 868 | 17,32 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 1.430 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.752 | 30.477,78 | 105 | |||||
| 2025-07-11 | 13F | Financial Advisory Corp | 294.640 | 1,72 | 11.576 | -5,01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 101.803 | 11,26 | 4.004 | 3,89 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 38.000 | 1,11 | 1.493 | -5,15 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 | 1 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7.919 | 4,90 | 311 | -1,89 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4.469 | 1,15 | 176 | -5,41 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 4.992 | 201 | ||||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 17.929 | 19,16 | 704 | 11,39 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 25.833 | 140,84 | 1.015 | 124,83 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1.239 | 0,08 | 49 | -7,69 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 21.498 | 9,53 | 838 | 33,87 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 7.809 | 0 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 40.865 | 5,18 | 1.614 | -1,71 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10.635 | 22,10 | 418 | 13,93 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 13.534 | 1,06 | 532 | -5,68 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 1.899 | 75 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 21.284 | 0,07 | 836 | -6,49 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 609 | 1,84 | 24 | -8,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 109.623 | 6,38 | 4.307 | -0,65 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 356.343 | 1,76 | 14.001 | -4,96 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1.206 | 1,69 | 47 | -4,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 350 | 14 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 30.000 | 50,00 | 1.179 | 40,07 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 12.066 | 13,63 | 474 | 6,28 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 40.311 | 0,69 | 1.584 | -6,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 182 | 2,25 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 158.813 | 544,25 | 6.240 | 501,64 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 15.285 | 12,10 | 1 | |||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7.774 | 12,16 | 305 | 4,81 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 64.762 | 2,35 | 2.544 | -4,40 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 48.309 | 116,83 | 1.898 | 102,56 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 24.736 | 0,06 | 972 | -6,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253.826 | 20,57 | 9.973 | 12,60 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 10.419 | 0,29 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.034 | 74,07 | 41 | 66,67 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 400.230 | 21,62 | 15.725 | 13,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 37.500 | 1.473 | |||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 244 | 10 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13.449 | 92,73 | 528 | 80,20 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 13.602 | 1,86 | 534 | -5,32 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 106 | 5.200,00 | 4 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1.618 | 0,94 | 64 | -5,97 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 133.283 | 17,90 | 5.237 | 10,12 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 458.429 | 8,23 | 18.012 | 1,08 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 51.207 | 30,80 | 2.012 | 22,10 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 744 | 1,64 | 29 | -3,33 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 34.979 | 2,52 | 1.374 | -4,25 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7.112 | 1,93 | 279 | -4,78 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6.381 | 251 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 126.006 | 1,17 | 4.951 | -5,52 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 9.407 | 37,31 | 370 | 28,13 |
