IBDU iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF Action - prix de l'action, participation institutionnelle, actionnaires (ARCA)

iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
US ˙ ARCA ˙ US46436E2054

Statistiques de base
Propriétaires institutionnels 314 total, 314 long only, 0 short only, 0 long/short - change of 10,88% MRQ
Allocation moyenne du portefeuille 0.5868 % - change of -6,03% MRQ
Actions institutionnelles (Long) 99 001 143 (ex 13D/G) - change of 8,07MM shares 8,87% MRQ
Valeur institutionnelle (Long) $ 2 187 691 USD ($1000)
Participation institutionnels et actionnaires

iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF (US:IBDU) détient 314 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 99,001,143 actions. Les principaux actionnaires incluent Bank Of America Corp /de/, Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, Morgan Stanley, Capital Advisors Inc/ok, Shufro Rose & Co Llc, Capital Investment Advisors, LLC, Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, and Raymond James Financial Inc .

iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF (ARCA:IBDU) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

The share price as of September 8, 2025 is 23,50 / share. Previously, on September 9, 2024, the share price was 23,45 / share. This represents an increase of 0,21% over that period.

IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF Institutional Ownership
Indice de confiance des fonds

L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.

Fréquence de mise à jour : Quotidienne

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

Ratio put/call institutionnel

En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.

L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.

IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF Historical Put/Call Ratio
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

Mettre à niveau pour débloquer des données premium et les exporter vers Excel .

Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-07-17 13F Robbins Farley Llc 4 325 101
2025-07-17 13F Archford Capital Strategies, LLC 51 829 -4,83 1 209 -3,97
2025-08-12 13F BlackRock, Inc. 77 899 37,30 1 817 38,49
2025-08-12 13F Tableaux Llc 0 -100,00 0
2025-08-12 13F Reliant Wealth Planning 38 575 12,82 900 13,80
2025-05-06 13F Summit Wealth Partners, LLC 0 -100,00 0
2025-07-14 13F Sowell Financial Services LLC 158 931 4,38 3 708 5,28
2025-07-21 13F Precedent Wealth Partners, Llc 131 551 11,45 3 069 12,42
2025-08-04 13F Spinnaker Trust 209 684 5,85 4 892 6,77
2025-04-29 13F Hm Payson & Co 12 650 0,00 293 1,39
2025-07-29 13F Stratos Wealth Partners, LTD. 175 563 -15,35 4 096 -14,63
2025-08-04 13F 4J Wealth Management LLC 15 009 0,00 350 0,86
2025-08-11 13F United Capital Financial Advisers, Llc 93 548 8,17 2 182 9,10
2025-04-17 13F Montecito Bank & Trust 40 859 0,75 945 2,27
2025-07-08 13F Parallel Advisors, LLC 255 337 9,66 5 957 10,62
2025-07-30 13F Granite Harbor Advisors, Inc. 43 699 186,40 1 019 189,49
2025-08-14 13F Ancora Advisors, LLC 16 781 1,30 392 2,09
2025-08-15 13F Morgan Stanley 4 510 759 10,51 105 236 11,47
2025-05-07 13F Spectrum Wealth Counsel, LLC 22 657 -8,03 524 -6,60
2025-08-06 13F Robinson Smith Wealth Advisors Llc 25 697 0,18 600 1,01
2025-08-13 13F Seven Springs Wealth Group, LLC 855 583 10,45 19 961 11,41
2025-07-15 13F BCS Wealth Management 0 -100,00 0
2025-08-14 13F Atomi Financial Group, Inc. 13 912 30,68 325 31,71
2025-08-06 13F Hallmark Capital Management Inc 29 167 -0,75 680 0,15
2025-08-01 13F Rossby Financial, LCC 732 0,00 17 6,25
2025-08-15 13F Captrust Financial Advisors 403 174 0,06 9 406 0,93
2025-07-14 13F UMA Financial Services, Inc. 2 300 0,00 54 0,00
2025-08-14 13F GWM Advisors LLC 1 133 743 -3,96 26 418 -3,20
2025-07-30 13F Probity Advisors, Inc. 407 135 3,78 9 498 4,67
2025-08-04 13F REDW Wealth LLC 13 420 0,00 313 0,97
2025-04-11 13F Safeguard Financial, LLC 100 255 63,27 2 319 65,57
2025-08-14 13F Susquehanna International Group, Llp 13 616 -46,81 318 -46,45
2025-08-14 13F Mml Investors Services, Llc 16 140 -40,70 0
2025-07-22 13F BridgePort Financial Solutions, LLC 9 198 0,00 215 0,94
2025-07-29 13F BKD Wealth Advisors, LLC 23 643 552
2025-08-01 13F Bank of Jackson Hole Trust 4 202 31,97 98 34,25
2025-08-01 13F James Investment Research Inc 27 340 0,00 638 0,79
2025-07-28 13F Ritholtz Wealth Management 16 325 -5,22 381 -4,52
2025-07-16 13F Signaturefd, Llc 1 736 0,00 41 0,00
2025-07-09 13F Chesley Taft & Associates LLC 87 900 3,90 2 051 4,81
2025-07-15 13F Fifth Third Bancorp 19 866 2 194,00 463 2 215,00
2025-07-17 13F Coastline Trust Co 1 297 30
2025-07-30 13F Princeton Global Asset Management LLC 11 131 51,75 260 53,25
2025-08-12 13F AlphaCore Capital LLC 2 040 0,00 48 0,00
2025-08-19 13F Advisory Services Network, LLC 12 423 24,40 289 25,65
2025-07-02 13F InvesTrust 243 373 1,83 5 678 2,71
2025-08-01 13F Envestnet Asset Management Inc 2 645 374 8,16 61 717 9,09
2025-07-16 13F Evergreen Private Wealth LLC 2 661 0,00 62 1,64
2025-07-23 13F Foundation Wealth Management, LLC 19 504 3,56 455 4,60
2025-08-13 13F MONECO Advisors, LLC 99 370 0,33 2 318 1,22
2025-08-14 13F CoreCap Advisors, LLC 386 9
2025-07-24 13F Leo Wealth, LLC 157 165 24,22 3 667 25,29
2025-08-12 13F Steward Partners Investment Advisory, Llc 11 193 291,91 261 295,45
2025-07-25 13F Commonwealth Financial Services, LLC 405 524 0,83 9 461 1,70
2025-05-14 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-14 13F Frisch Financial Group, Inc. 170 106 4
2025-07-07 13F Trust Co 3 276 0,00 76 1,33
2025-07-11 13F Quantum Financial Advisors, LLC 121 063 9,83 2 824 10,79
2025-08-06 13F Moors & Cabot, Inc. 11 922 12,59 278 13,93
2025-07-30 13F Bogart Wealth, LLC 5 693 0,76 133 1,54
2025-08-12 13F FourThought Financial Partners, LLC 28 248 659
2025-07-09 13F Praetorian Wealth Management, Inc. 236 828 4,48 5 525 5,40
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 205 951 -1,52 4 805 -0,99
2025-05-02 13F Whittier Trust Co 0 -100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-07-16 13F Littlejohn Financial Services, Inc. 134 675 2,64 3 142 3,53
2025-08-13 13F Hamel Associates, Inc. 205 435 -2,88 4 793 -2,04
2025-08-12 13F Cowa, Llc 48 221 -4,45 1 125 -3,68
2025-08-12 13F Farmers National Bank 40 586 0,80 947 1,61
2025-08-12 13F Harbor Advisory Corp /ma/ 78 820 6,05 1 839 6,92
2025-08-07 13F Allworth Financial LP 78 874 27,69 1 840 29,21
2025-08-01 13F First National Trust Co 304 187 2,71 7 097 3,59
2025-07-18 13F First United Bank Trust/ 0 -100,00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1 091 25
2025-08-14 13F Benjamin Edwards Inc 408 578 2,95 9 532 3,85
2025-08-14 13F UBS Group AG 1 965 833 5,04 45 863 5,95
2025-08-08 13F Wrapmanager Inc 148 501 1,96 3 465 2,85
2025-08-06 13F Commonwealth Equity Services, Llc 1 019 490 -0,02 24 0,00
2025-08-13 13F RFP Financial Group LLC 15 152 354
2025-08-13 13F Beacon Pointe Advisors, LLC 188 990 2,59 4 409 3,47
2025-07-16 13F Minichmacgregor Wealth Management, Llc 9 080 0,00 212 0,48
2025-08-14 13F EP Wealth Advisors, Inc. 25 421 47,09 593 48,62
2025-07-23 13F Valmark Advisers, Inc. 97 179 19,08 2 267 20,14
2025-08-12 13F Jacobi Capital Management LLC 28 417 4,81 663 5,58
2025-07-22 13F Yoder Wealth Management, Inc. 9 765 0,00 228 0,89
2025-04-23 13F Sabal Trust CO 198 111 12,76 4 582 14,41
2025-07-30 13F First Interstate Bank 32 753 0,00 764 0,92
2025-08-08 13F Advisors Capital Management, LLC 934 505 8,57 21 802 9,51
2025-08-08 13F Hartland & Co., LLC 20 090 32,45 469 33,71
2025-07-23 13F Ironwood Financial, llc 377 436 0,00 8 730 0,00
2025-08-11 13F Mosaic Family Wealth Partners, Llc 10 523 246
2025-04-01 13F Confluence Investment Management Llc 0 -100,00 0 -100,00
2025-08-11 13F Brown Brothers Harriman & Co 7 000 163
2025-07-22 13F Woodmont Investment Counsel Llc 1 778 176 5,96 41 485 6,88
2025-08-14 13F Glenview Trust Co 277 086 41,49 6 464 42,72
2025-07-31 13F Keeler THomas Management LLC 185 406 -9,24 4 326 -8,45
2025-08-07 13F Nwam Llc 11 103 258
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 75 000 -3,56 1 750 -2,73
2025-08-13 13F Northwestern Mutual Wealth Management Co 347 748 13,77 8 113 14,75
2025-08-08 13F Meridian Wealth Management, LLC 65 179 13,41 1 521 14,37
2025-07-18 13F Foundry Financial Group, Inc. 34 412 -11,96 803 -11,28
2025-08-12 13F Choate Investment Advisors 837 20
2025-08-14 13F Stifel Financial Corp 254 106 15,82 5 928 16,83
2025-07-01 13F Harbor Investment Advisory, Llc 18 525 1 029,57 432 1 067,57
2025-07-11 13F Matthew Goff Investment Advisor, LLC 130 924 -5,13 3 054 -4,32
2025-07-23 13F Beaumont Asset Management, L.L.C. 48 674 9,59 1 136 10,52
2025-08-15 13F Provenance Wealth Advisors, LLC 21 503 -5,61 502 -4,75
2025-08-12 13F Fortis Capital Management LLC 25 272 -26,97 590 -26,37
2025-08-19 13F Asset Dedication, LLC 325 0,00 8 0,00
2025-07-22 13F Knights of Columbus Asset Advisors LLC 1 239 0,00 29 0,00
2025-08-08 13F Creative Planning 58 570 -10,98 1 366 -10,19
2025-07-23 13F Arcadia Investment Advisors Llc 265 503 0,49 6 194 1,36
2025-08-14 13F Hancock Whitney Corp 206 974 4 829
2025-07-02 13F Michael S. Ryan, Inc. 108 216 2,51 2 525 3,40
2025-07-16 13F Dakota Wealth Management 16 330 -5,77 381 -5,00
2025-08-05 13F Fullcircle Wealth Llc 8 920 0,00 208 0,97
2025-08-14 13F Raymond James Financial Inc 2 573 093 -11,26 60 030 -10,50
2025-07-11 13F Adirondack Trust Co 99 104 6,67 2 311 7,64
2025-08-14 13F Wells Fargo & Company/mn 1 851 059 5,98 43 185 6,90
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-08-14 13F McIlrath & Eck, LLC 2 621 61
2025-09-04 13F/A Advisor Group Holdings, Inc. 69 296 7,28 1 617 8,17
2025-04-15 13F Members Wealth Llc 124 671 3,36 2 884 4,95
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-07-09 13F Sarver Vrooman Wealth Advisors 10 470 776,88 244 803,70
2025-07-25 13F Heartland Bank & Trust Co 16 091 52,16 375 53,69
2025-07-21 13F Barrett & Company, Inc. 4 958 65,27 116 66,67
2025-08-11 13F HighTower Advisors, LLC 1 496 784 3,05 34 920 3,94
2025-07-11 13F Prosperity Planning, Inc. 449 3,94
2025-07-21 13F Monticello Wealth Management, Llc 21 682 0,00 506 0,80
2025-07-21 13F First National Bank & Trust Co Of Newtown 159 990 0,00 3 731 0,87
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 93 308 40,52 2 177 41,76
2025-07-22 13F Merit Financial Group, LLC 102 421 2 389
2025-05-07 13F Mb, Levis & Associates, Llc 0 -100,00 0 -100,00
2025-07-25 13F Hemington Wealth Management 1 455 0,00 0
2025-08-15 13F Howland Capital Management Llc 794 261 6,26 18 530 7,18
2025-07-29 13F Koshinski Asset Management, Inc. 12 337 288
2025-08-12 13F O'shaughnessy Asset Management, Llc 1 719 40
2025-08-04 13F Atria Investments Llc 29 706 -73,22 693 -72,99
2025-07-15 13F Sightline Wealth Advisors, LLC 31 939 63,62 745 65,19
2025-08-06 13F Stokes Family Office, LLC 24 349 0,00 568 0,89
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 10 147 0,90 237 1,72
2025-08-01 13F Motley Fool Wealth Management, LLC 735 362 -9,61 17 156 -8,83
2025-08-05 13F Snider Financial Group 64 369 0,29 1 502 1,15
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-08-04 13F Simon Quick Advisors, Llc 15 604 364
2025-08-13 13F Willis Johnson & Associates, Inc. 0 -100,00 0
2025-07-24 13F Robertson Stephens Wealth Management, LLC 435 673 21,24 10 164 22,30
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 132 274 47,71 3 50,00
2025-08-27 NP ACTIX - Advisors Capital Tactical Fixed Income Fund 490 800 16,69 11 450 17,70
2025-07-29 13F Spreng Capital Management, Inc. 256 889 5,26 5 993 6,18
2025-07-24 13F Us Bancorp \de\ 672 200 -0,43 15 682 0,44
2025-08-04 13F Mesirow Financial Investment Management, Inc. 18 737 437
2025-08-12 13F J.w. Cole Advisors, Inc. 252 442 5 889
2025-08-14 13F Old Mission Capital Llc 0 -100,00 0
2025-07-23 13F Element Wealth, LLC 12 165 0,00 284 0,71
2025-07-14 13F AdvisorNet Financial, Inc 845 1,20 20 0,00
2025-07-17 13F Janney Montgomery Scott LLC 452 932 3,12 11 0,00
2025-07-24 13F Eastern Bank 1 275 45,71 30 45,00
2025-08-05 13F Bank Of Montreal /can/ 20 719 0,59 483 1,26
2025-07-30 13F Syntegra Private Wealth Group, LLC 115 145 2 686
2025-08-05 13F Huntington National Bank 16 66,67
2025-07-08 13F Little House Capital Llc 49 607 -0,46 1 157 0,43
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 38 304 -5,93 894 -5,10
2025-08-14 13F Mariner, LLC 110 726 3,86 2 583 4,79
2025-08-07 13F Rossmore Private Capital 88 166 58,59 2 057 60,00
2025-08-08 13F Summitry Llc 1 737 633 14,77 40 539 15,77
2025-06-27 NP DRSK - Aptus Defined Risk ETF 4 828 657 9,52 112 121 10,81
2025-08-14 13F/A Rockefeller Capital Management L.P. 565 495 -2,42 13 193 -1,57
2025-07-14 13F GAMMA Investing LLC 33 844 790
2025-08-01 13F Logan Capital Management Inc 269 0,00 6 0,00
2025-08-11 13F Estate Counselors, LLC 0 -100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 31 1
2025-08-13 13F Peloton Wealth Strategists 341 400 0,71 8 0,00
2025-08-05 13F Kesler, Norman & Wride, LLC 64 576 -0,52 1 507 0,33
2025-08-11 13F Banque Cantonale Vaudoise 9 574 0,00 0
2025-08-12 13F Laurel Wealth Advisors LLC 2 484 645 2 331,16 106 -95,51
2025-07-15 13F Highland Financial Advisors, LLC 11 110 0,00 259 1,17
2025-07-11 13F Windsor Capital Management, LLC 417 279 32,50 9 735 33,65
2025-07-28 13F Harbour Investments, Inc. 8 089 44,91 189 45,74
2025-08-11 13F Arrow Financial Corp 616 847 -0,94 14 391 -0,08
2025-07-16 13F Kathmere Capital Management, LLC 912 316 8,80 21 284 9,75
2025-08-11 13F Stonebrook Private Inc. 129 074 1,89 3 011 2,80
2025-08-14 13F Royal Bank Of Canada 1 855 106 3,33 43 281 4,23
2025-07-11 13F Farther Finance Advisors, LLC 1 952 1,24 46 2,27
2025-08-07 13F LFA - Lugano Financial Advisors SA 156 301 8,56 3 618 8,65
2025-07-30 13F Drive Wealth Management, Llc 69 402 -2,01 1 619 -1,16
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 18 385 0,00 429 0,71
2025-08-12 13F Associated Banc-corp 79 975 6,97 1 866 7,87
2025-07-24 13F First Fiduciary Investment Counsel, Inc. 51 095 18,92 1
2025-08-08 13F Larson Financial Group LLC 2 720 -36,12 63 -35,71
2025-08-13 13F Smith, Moore & Co. 22 571 54,57 527 56,08
2025-08-08 13F Cetera Investment Advisers 140 458 18,65 3 277 19,65
2025-08-14 13F Eight 31 Financial Llc 133 393 4,23 3 112 5,14
2025-07-22 13F Belpointe Asset Management LLC 58 836 44,71 1 373 45,96
2025-07-25 13F Cwm, Llc 201 489 3,41 5 0,00
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 26 143 610
2025-08-11 13F Aptus Capital Advisors, LLC 5 030 084 6,42 117 352 7,34
2025-07-22 13F Wealthcare Advisory Partners LLC 1 062 464 8,41 24 787 9,35
2025-07-17 13F/A Capital Investment Advisors, LLC 3 239 078 9,63 75 568 10,58
2025-08-14 13F Wilkins Miller Wealth Management, LLC 176 304 -1,92 4 113 -1,06
2025-08-12 13F LPL Financial LLC 1 592 891 13,62 37 162 14,61
2025-07-31 13F/A Avion Wealth 151 0
2025-08-07 13F Sound View Wealth Advisors Group, LLC 944 550 15,58 22 036 16,58
2025-04-01 13F Cornerstone Planning, LLC 69 598 1 587
2025-08-11 13F Guidance Point Advisors, LLC 301 086 0,10 7 024 0,96
2025-08-07 13F Beese Fulmer Investment Management, Inc. 96 944 2 262
2025-08-13 13F Scotia Capital Inc. 8 900 -16,04 208 -15,51
2025-08-14 13F Evergreen Wealth Solutions, LLC 17 245 -7,21 402 -6,29
2025-08-14 13F Dearborn Partners Llc 24 304 6,77 567 7,79
2025-08-04 13F Roble, Belko & Company, Inc 42 420 0,00 1
2025-07-18 13F Bartlett & Co. Wealth Management Llc 530 0,00 12 0,00
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 8 391 0,00 196 0,52
2025-07-22 13F Strid Group, LLC 65 298 166,62 1 523 169,08
2025-07-09 13F Stony Point Wealth Management Inc. 59 601 -14,50 1 390 -13,77
2025-07-17 13F Cyr Financial Inc. 49 639 364,00 1 158 368,83
2025-08-11 13F Actinver Wealth Management, Inc. 34 502 156,03 805 158,52
2025-04-22 13F Mendota Financial Group, LLC 0 -100,00 0
2025-07-09 13F LifePlan Financial, LLC 111 739 2 607
2025-08-06 13F First Horizon Advisors, Inc. 3 332 0,00 78 0,00
2025-08-13 13F Lido Advisors, LLC 1 162 411 12,40 27 119 13,37
2025-07-11 13F First PREMIER Bank 329 0,00 0
2025-07-31 13F Resonant Capital Advisors, LLC 35 912 78,87 838 80,39
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 202 900 0,47 5 0,00
2025-08-05 13F Cherry Tree Wealth Management, LLC 190 671 -1,68 4 448 -0,82
2025-08-14 13F Ameriprise Financial Inc 1 405 875 -38,21 32 791 -37,70
2025-07-23 13F Madden Advisory Services, Inc. 36 265 14,16 846 15,26
2025-08-14 13F Comerica Bank 28 969 -31,03 676 -30,48
2025-08-12 13F Proequities, Inc. 0 0
2025-05-12 13F Sandy Spring Bank 249 015 4,59 5 760 6,10
2025-07-18 13F Centricity Wealth Management, LLC 84 837 8,57 1 979 9,52
2025-07-18 13F Northstar Group, Inc. 8 746 204
2025-07-18 13F Naples Global Advisors, Llc 16 020 -1,39 374 -0,53
2025-08-14 13F Citadel Advisors Llc 17 923 -73,56 418 -73,32
2025-08-14 13F STAR Financial Bank 127 833 7,77 2 982 8,71
2025-07-17 13F Johnson Bixby & Associates, LLC 13 653 -12,07 319 -11,42
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 41 824 976
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 83 094 465,03 1 939 470,00
2025-08-07 13F CENTRAL TRUST Co 305 786 2,76 7 134 3,65
2025-08-14 13F Meiji Yasuda Life Insurance Co 446 000 93,07 10 405 94,74
2025-07-22 13F Gratus Wealth Advisors, LLC 1 344 114 1,88 31 358 2,76
2025-07-28 13F BRYN MAWR TRUST Co 6 600 0,00 154 0,66
2025-08-07 13F Kestra Private Wealth Services, Llc 15 980 373
2025-07-31 13F Cabot Wealth Management Inc 74 640 2,66 1 741 3,57
2025-08-06 13F Atlantic Union Bankshares Corp 254 056 5 927
2025-08-14 13F First International Bank of Israel Ltd. 395 000 9 215
2025-07-30 13F Journey Advisory Group, LLC 47 300 0,00 1 104 0,82
2025-08-11 13F Private Advisor Group, LLC 64 885 7,29 1 514 8,23
2025-07-15 13F MCF Advisors LLC 383 137 1,66 8 939 2,54
2025-07-28 13F Duncker Streett & Co Inc 26 229 0,00 612 0,83
2025-07-22 13F 4Thought Financial Group Inc. 173 554 -9,56 4 049 -8,77
2025-08-15 13F Tower Research Capital LLC (TRC) 6 500 53,37 152 54,08
2025-07-09 13F Bank of New Hampshire 39 840 19,32 929 20,34
2025-07-29 13F Private Trust Co Na 1 501 14,67 35 16,67
2025-07-29 13F Straight Path Wealth Management 15 445 0,00 360 0,84
2025-07-21 13F Crews Bank & Trust 95 070 33,61 2 218 34,77
2025-07-31 13F CVA Family Office, LLC 4 300 0,00 100 1,01
2025-08-13 13F Jones Financial Companies Lllp 57 491 36,96 1 340 38,04
2025-08-11 13F PFG Private Wealth Management, LLC 317 423 1,24 7 405 2,11
2025-07-28 13F Mutual Advisors, LLC 24 952 -19,62 581 -19,11
2025-08-13 13F Cary Street Partners Financial Llc 52 324 5,51 1 221 6,36
2025-08-13 13F StoneX Group Inc. 15 057 5,43 351 6,36
2025-08-14 13F Bank Of America Corp /de/ 6 358 879 3,93 148 353 4,83
2025-07-14 13F Pacifica Partners Inc. 883 21
2025-08-01 13F Austin Private Wealth, LLC 28 240 -2,17 659 -1,35
2025-07-30 13F Phillips Financial Management, Llc 9 251 0,00 216 0,94
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0 -100,00
2025-08-12 13F Global Retirement Partners, LLC 128 438 3,84 2 996 6,24
2025-07-22 13F Penobscot Investment Management Company, Inc. 81 420 53,56 1 900 54,89
2025-07-24 13F IFP Advisors, Inc 230 233 -0,04 5 371 0,83
2025-07-29 13F Accretive Wealth Partners, LLC 8 654 202
2025-08-08 13F Pnc Financial Services Group, Inc. 682 44,80 16 50,00
2025-08-27 NP Mason Capital Fund Trust - Fundamentals First ETF 2 160 0,00 50 2,04
2025-08-14 13F Mercer Global Advisors Inc /adv 2 799 668 14,28 65 316 15,27
2025-07-15 13F Garrett Investment Advisors LLC 59 971 -60,90 1 399 -60,56
2025-07-09 13F Krilogy Financial LLC 191 150 5,94 4 460 6,85
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-05-15 13F Gts Securities Llc 0 -100,00 0
2025-08-11 13F TD Waterhouse Canada Inc. 37 181 18,28 863 19,03
2025-08-14 13F Envision Financial Planning, LLC 512 009 3,16 11 945 4,05
2025-07-16 13F Rebalance, Llc 184 648 0,97 4 308 1,82
2025-08-14 13F 10Elms LLP 28 050 18,11 654 19,13
2025-07-28 13F Kiker Wealth Management, LLC 826 0,00 19 0,00
2025-05-05 13F Creekmur Asset Management LLC 0 -100,00 0
2025-07-15 13F RVW Wealth, LLC 901 671 8,53 21 036 9,47
2025-07-25 13F We Are One Seven, LLC 16 476 9,64 384 10,66
2025-07-31 13F Leavell Investment Management, Inc. 38 335 43,08 894 44,43
2025-07-17 13F Virginia Wealth Management Group, Inc. 179 185 2,56 4 180 3,47
2025-08-12 13F CIBC Private Wealth Group, LLC 674 16
2025-07-22 13F Blue Square Asset Management, Llc 41 503 0,44 968 1,36
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 74 454 -6,71 1 728 -6,39
2025-07-29 13F Regions Financial Corp 59 685 94,27 1 392 96,06
2025-08-08 13F Mv Capital Management, Inc. 707 197 1,38 16 499 2,25
2025-08-11 13F Principal Securities, Inc. 11 797 4,22 275 6,59
2025-08-25 13F/A Neuberger Berman Group LLC 29 291 -64,84 683 -64,54
2025-07-23 13F Fulton Breakefield Broenniman Llc 115 469 3,05 2 694 3,94
2025-08-11 13F Shufro Rose & Co Llc 3 540 014 -1,40 81 881 -1,40
2025-07-30 13F Klingman & Associates, LLC 1 346 557 1,05 31 415 1,92
2025-05-09 13F Wells Financial Advisors INC 0 -100,00 0
2025-07-17 13F Venture Visionary Partners LLC 1 523 416 12,07 35 541 13,04
2025-07-21 13F Segment Wealth Management, LLC 74 050 -0,70 1 728 0,17
2025-07-14 13F Masso Torrence Wealth Management Inc. 22 485 -0,73 525 0,19
2025-08-18 13F/A National Bank Of Canada /fi/ 1 877 116,24 44 115,00
2025-07-29 13F Lyell Wealth Management, Lp 365 736 5,49 8 533 6,40
2025-07-09 13F Beacon Financial Group 52 475 17,90 1 224 18,95
2025-07-30 13F Sonata Capital Group Inc 12 600 0
2025-08-14 13F Snowden Capital Advisors LLC 175 370 -0,08 4 091 0,79
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 89 988 10,41 2 099 11,35
2025-07-22 13F Autumn Glory Partners, LLC 23 929 0,00 558 0,90
2025-07-22 13F Capital Advisors Inc/ok 4 464 603 4,93 104 159 5,83
2025-07-24 13F Costello Asset Management, INC 440 1,15 10 0,00
2025-08-12 13F Coldstream Capital Management Inc 71 200 -5,17 1 661 -4,32
2025-08-14 13F Redwood Financial Network Corp 18 819 12,61 439 13,73
2025-07-18 13F Newman Dignan & Sheerar, Inc. 164 675 9,89 3 842 12,44
2025-08-07 13F Addison Advisors LLC 11 145 -0,13 260 0,78
2025-08-12 13F Jpmorgan Chase & Co 52 994 -76,32 1 236 -76,12
2025-07-30 13F Brookstone Capital Management 33 081 1,10 772 1,98
2025-07-30 13F DecisionMap Wealth Management, LLC 23 611 36,99 551 38,19
2025-07-23 13F Meitav Dash Investments Ltd 101 238 4,99 2 359 5,88
2025-07-31 13F Oppenheimer & Co Inc 41 178 2,81 961 3,67
2025-07-29 13F Sigma Investment Counselors Inc 1 442 239 0,38 33 647 1,25
2025-08-15 13F Equitable Holdings, Inc. 9 183 214
2025-08-15 13F Kestra Advisory Services, LLC 536 670 19,68 12 521 20,71
2025-07-18 13F Truist Financial Corp 92 494 7,97 2 158 8,88
2025-06-23 NP LDRC - iShares iBonds 1-5 Year Corporate Ladder ETF 78 336 38,46 1 819 40,06
2025-07-24 13F Lee Financial Co 14 550 0,00 339 0,89
2025-07-17 13F Camelot Portfolios, LLC 71 980 -6,12 1 679 -5,30
2025-08-08 13F Thoroughbred Financial Services, Llc 22 596 -15,03 1
2025-08-05 13F Bank of New York Mellon Corp 9 361 -71,81 218 -71,61
2025-07-09 13F Lbmc Investment Advisors, Llc 192 654 35,17 4 495 36,35
2025-07-16 13F Gradient Capital Advisors, LLC 21 086 0,00 492 0,82
2025-07-24 13F Ronald Blue Trust, Inc. 790 1,28 18 0,00
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 39 426 20,11 920 21,08
2025-07-31 13F United Community Bank 13 200 6,62 308 7,34
2025-08-01 13F Schmidt P J Investment Management Inc 13 558 0,00 316 0,96
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 45 900 94,08 1 071 95,61
2025-08-01 13F Signature Wealth Management Group 246 678 1,15 5 755 2,02
2025-08-11 13F Dorsey & Whitney Trust CO LLC 26 000 0,00 607 0,83
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