Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares U.S. Basic Materials ETF includono RWM Asset Management, LLC, Principal Financial Group Inc, WealthCare Asset Management, LLC, Gerald Baker Financial Group LLC, Summit Financial Consulting LLC, Discovery Capital Management, Llc / Ct, Sherman Porfolios, Llc, Buck Wealth Strategies, LLC, Blue Line Capital, LLC / IL, Lifestyle Asset Management, Inc., Evergreen Wealth Solutions, LLC, Rps Advisory Solutions Llc, HBW Advisory Services LLC, Accent Capital Management, LLC, Expressive Wealth LLC, Scientech Research LLC, Fisher Asset Management, LLC, BTS Asset Management, Inc., Toroso Investments, LLC, e Integrated Advisors Network LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 3.532 | 621 | ||||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 2.601 | 1,32 | 458 | 15,70 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 79.439 | 13.975 | ||||||
| 2026-04-30 | 13F | Roman Butler Fullerton & Co | 1.379 | 254 | ||||||
| 2026-05-11 | 13F | Godfrey Financial Associates, Inc. | 1.247 | 31,68 | 219 | 51,03 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 101.287 | 485,47 | 17.818 | 569,10 | ||||
| 2026-04-09 | 13F | Pinkerton Retirement Specialists, LLC | 1.402 | 6,86 | 216 | 6,97 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 425 | 260,17 | 75 | 311,11 | ||||
| 2026-05-11 | 13F | Accent Capital Management, LLC | 2.414 | 449 | ||||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 49.908 | 8.780 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 3.941 | 76,57 | 693 | 102,04 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 1.685 | 296 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.690 | 297 | ||||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 8.117 | 0,28 | 1.428 | 14,53 | ||||
| 2026-05-15 | 13F | Fairview Capital Investment Management, Llc | 1.215 | 214 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 2.068 | 0,05 | 364 | 14,15 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 272.927 | 5,29 | 48.013 | 20,31 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 1.300 | 18,18 | 229 | 34,91 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 1.736 | 305 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 100 | 42,86 | 18 | 70,00 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 1.233 | 217 | ||||||
| 2026-05-04 | 13F | Conservest Capital Advisors, Inc. | 19.660 | 751,08 | 3.459 | 874,08 | ||||
| 2026-05-15 | 13F | Fmr Llc | 4.529 | 21,26 | 797 | 38,43 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 2.002 | 0,05 | 352 | 14,29 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 3.543 | 69,77 | 623 | 94,08 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 605 | 8,81 | 106 | 24,71 | ||||
| 2026-04-16 | 13F | Southern Capital Advisors, Llc | 1.654 | 0,24 | 291 | 14,57 | ||||
| 2026-05-06 | 13F | Angeles Wealth Management, Llc | 232 | 41 | ||||||
| 2026-05-13 | 13F | Sherman Porfolios, Llc | 5.088 | 895 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 2.873 | 22,36 | 505 | 39,89 | ||||
| 2026-05-05 | 13F | Fisher Asset Management, LLC | 2.083 | 366 | ||||||
| 2026-04-17 | 13F | Atlas Brown,Inc. | 1.239 | 218 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1.637 | 8,27 | 288 | |||||
| 2026-05-13 | 13F | BTS Asset Management, Inc. | 1.708 | 300 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.310.079 | 68.742,83 | 224.417 | 76.492,49 | ||||
| 2026-05-06 | 13F | Kesler, Norman & Wride, LLC | 2.563 | 451 | ||||||
| 2026-05-01 | 13F | FLC Capital Advisors | 1.233 | 217 | ||||||
| 2026-05-15 | 13F | Scientech Research LLC | 2.350 | 413 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 191 | 1,06 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 28.505 | 41,82 | 5.020 | 62,20 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 2.291 | 11,59 | 403 | 27,53 | ||||
| 2026-04-17 | 13F | Wealth Management Partners, LLC | 4.412 | 53,84 | 776 | 75,96 | ||||
| 2026-05-12 | 13F | Creative Planning | 1.701 | 299 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 23.024 | 4.050 | ||||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 1.173 | 206 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 24.956 | 1,19 | 4.390 | 15,62 | ||||
| 2026-05-05 | 13F | UBS Group AG | 80.945 | 1,60 | 14.240 | 16,09 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 21.424 | 403,98 | 4 | |||||
| 2026-05-12 | 13F | ESG Planning | 1.238 | 218 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 1.316 | 232 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 1.328 | 0 | ||||||
| 2026-05-14 | 13F | Natixis | 615 | 107 | ||||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 171 | 30 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 8.416 | 23,89 | 1.480 | 41,63 | ||||
| 2026-04-21 | 13F | Trueblood Wealth Management, LLC | 1.452 | 0,28 | 255 | 14,86 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 6.985 | 78,83 | 1.229 | 104,49 | ||||
| 2026-05-06 | 13F/A | Gerald Baker Financial Group LLC | 27.485 | 4.835 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 75 | 13 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 2.731 | 0,04 | 480 | 14,29 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.343 | 8,57 | 776 | 19,02 | ||||
| 2026-04-10 | 13F | Field & Main Bank | 321 | 1,90 | 56 | 16,67 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.624 | 2,10 | 462 | 16,71 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 23.415 | 44,72 | 4.119 | 65,42 | ||||
| 2026-05-11 | 13F | Expressive Wealth LLC | 2.414 | 449 | ||||||
| 2026-05-15 | 13F | EFG International AG | 400 | 70 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 1.282 | 226 | ||||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 115 | 20 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 1.459 | 0,07 | 257 | 14,73 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1.021 | 180 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 5.300 | 932 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 13.714 | 12,31 | 2.111 | 16,69 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 1.291 | 227 | ||||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 57.480 | 10.112 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 3.641 | 641 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 6.411 | 4,14 | 1.128 | 19,01 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 1.147 | 202 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.310 | 230 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 8.675 | 8,42 | 1.526 | 23,96 | ||||
| 2026-05-12 | 13F | Blue Line Capital, LLC / IL | 3.947 | 694 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 374.722 | 176,48 | 65.921 | 215,93 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 20 | 4 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 20 | 4 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 76.123 | 12,90 | 13.392 | 29,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.706 | 476 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 6.255 | 963 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 2.161 | 6,19 | 380 | 21,41 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 3.826 | 673 | ||||||
| 2026-04-27 | 13F | Wealthstar Advisors, Llc | 10.986 | 1.933 | ||||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 5.088 | 895 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 13.200 | 2.322 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 13.650 | 884,85 | 2.401 | 1.027,23 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 1.542 | 271 | ||||||
| 2026-05-04 | 13F | Rps Advisory Solutions Llc | 2.609 | 459 | ||||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 732 | 54,76 | 129 | 77,78 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6.488 | 58,79 | 1.141 | 81,40 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 4.426 | 738,26 | 779 | 860,49 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 55 | 10 | ||||||
| 2026-05-08 | 13F | Junk Investment Group, LLC | 1.325 | 233 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 39.821 | 85,62 | 7.005 | 112,14 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 777 | 25,32 | 137 | 43,16 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3.616 | 10,38 | 636 | 26,19 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 1.168 | 205 | ||||||
| 2026-05-04 | 13F | HBW Advisory Services LLC | 2.601 | 458 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 4.080 | 54,78 | 21 | -95,06 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 2.105 | 0,05 | 370 | 14,55 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 3.700 | 27,59 | 651 | 45,74 | |||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 767.520 | 64,20 | 135.022 | 87,62 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 4.700 | 827 | |||||
| 2026-05-21 | 13F | BankChampaign, National Association | 100 | 270,37 | 18 | 13,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 100.203 | 34,56 | 17.628 | 53,76 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 5.297 | 43,39 | 905 | 59,33 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 225 | 40 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 718 | 0,14 | 126 | 14,55 | ||||
| 2026-04-27 | 13F | Counterweight Ventures, LLC | 11.829 | 207,65 | 2.081 | 251,95 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1.108 | 39,55 | 195 | 59,02 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 2.300 | 10,15 | 405 | 25,86 | ||||
| 2026-05-08 | 13F | Buck Wealth Strategies, LLC | 4.861 | 855 | ||||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 1.858 | 33,29 | 327 | 52,34 | ||||
| 2026-05-04 | 13F | RAM Investment Partners, LLC | 1.298 | 228 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 58 | 10 | ||||||
| 2026-04-24 | 13F | Lynx Investment Advisory | 1.141 | 201 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 206 | 36 | ||||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 5.014 | 0,54 | 882 | 14,86 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 5.816 | 1.023 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 170.329 | 67,64 | 29.964 | 91,55 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 2.189 | 0,27 | 385 | 14,58 | ||||
| 2026-04-10 | 13F | Summit Financial Consulting LLC | 21.689 | 3.816 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3.769 | 1,59 | 1 | |||||
| 2026-05-14 | 13F | Vivaldi Capital Management, LLC | 2.273 | 0,18 | 400 | 14,33 | ||||
| 2026-05-15 | 13F | Discovery Capital Management, Llc / Ct | 11.650 | 2.049 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 7.495 | 54,82 | 1.320 | 76,34 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 74.110 | 191,77 | 13.037 | 233,43 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 18.576 | 3.268 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 13.679 | 6,20 | 2.406 | 21,33 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 73 | 12 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 14.491 | 6.608,80 | 2.549 | 7.624,24 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.570 | 0,16 | 396 | 3,95 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 15.094 | 113,13 | 2.655 | 143,58 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 65.800 | 11.576 |
