Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in iShares Trust - iShares Mortgage Real Estate ETF includono Golden State Equity Partners, Antonelli Financial Advisors, LLC, Quantinno Capital Management LP, EFG International AG, Ashton Thomas Securities, Llc, Sunrise Financial Services, LLC, Tucker Asset Management Llc, Litman Gregory Asset Management LLC, e SBI Securities Co., Ltd. .
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 | Advisory Services Network, LLC | 1.713 | 37 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 33.954 | 729 | ||||||
| 2026-05-13 | 13F | Invst, LLC | 49.942 | 8,35 | 1.072 | 4,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 584.319 | 6,24 | 12.545 | 2,84 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 42.643 | 6,42 | 1 | |||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 14.720 | 7,63 | 316 | 184,68 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 591.640 | 12.703 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 36.655 | 7,01 | 787 | 3,56 | ||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 8.051 | 173 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 125.268 | 17,87 | 2.690 | 14,09 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 49.647 | 2,70 | 1.066 | -0,65 | ||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 14.160 | 10,23 | 304 | 7,04 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 987.477 | 21,88 | 21.201 | 17,98 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 786 | 17 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 340.439 | 12,02 | 7.309 | 8,44 | ||||
| 2026-04-29 | 13F | Sunrise Financial Services, LLC | 1.204 | 26 | ||||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1.097.500 | 23.563 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 155.508 | 17,28 | 3.339 | 13,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 13.394 | 288 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 42.717 | 917 | ||||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 95.623 | 1,56 | 2.053 | -1,68 | ||||
| 2026-04-15 | 13F | Fortitude Family Office, LLC | 9.353 | 13,58 | 201 | 9,89 | ||||
| 2026-02-12 | 13F | Litman Gregory Asset Management LLC | 25 | 1 | ||||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 208.793 | 0,29 | 4.483 | -2,92 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 25.809 | 55,15 | 1 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 114.911 | 46,30 | 2.467 | 41,62 | ||||
| 2026-05-14 | 13F | Virtus ETF Advisers LLC | 24 | 4,35 | 1 | |||||
| 2026-05-08 | 13F | Endowment Wealth Management, Inc. | 12.601 | 0,91 | 271 | -2,17 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 30.881 | 28,92 | 663 | 24,86 | ||||
| 2026-05-01 | 13F | Arlington Capital Management, Inc. | 47.214 | 2,40 | 1.014 | -0,88 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 20.250 | 4,69 | 435 | 1,17 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 24.508 | 13,81 | 526 | 10,27 | ||||
| 2026-05-15 | 13F | Bayview Asset Management, Llc | Put | 100.000 | 2.147 | |||||
| 2026-04-28 | 13F | Antonelli Financial Advisors, LLC | 20.403 | 438 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 96.700 | 43,05 | 2.076 | 38,49 | |||
| 2026-05-12 | 13F | Stifel Financial Corp | 48.384 | 1,06 | 1.039 | -2,17 | ||||
| 2026-05-13 | 13F | Cynosure Management, Llc | 131.605 | 5,69 | 2.826 | 2,32 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.300 | 0,85 | 29 | 0,00 | ||||
| 2026-05-15 | 13F | EFG International AG | 2.000 | 43 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 39.912 | 0,71 | 1 | |||||
| 2026-04-28 | 13F | Golden State Equity Partners | 21.299 | 457 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 95.800 | 589,21 | 2.057 | 567,53 | |||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 159 | 0,63 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 1.658 | 36 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 18.551 | 0,27 | 398 | -2,93 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 18 | 0 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 158.744 | 468,47 | 3.408 | 450,57 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 288.470 | 2,33 | 6.193 | -0,94 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 26.993 | 580 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6.114 | 493,59 | 131 | 490,91 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 30.100 | 27,00 | 646 | 23,05 | |||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 828 | 18 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 25.221 | 3,03 | 541 | -0,18 | ||||
| 2026-05-14 | 13F | Evergreen Capital Management Llc | 666.652 | 93,42 | 14.313 | 87,24 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2.000 | 43 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 4.241 | 91 | ||||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 10.385 | 223 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 62.575 | 1.343 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 9.977 | 214 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 114.396 | 16,73 | 2.456 | 13,02 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 91.186 | 1,23 | 1.958 | -2,00 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 42.478 | 0,02 | 912 | -3,08 |
