IYK iShares Trust - iShares U.S. Consumer Staples ETF Action - prix de l'action, participation institutionnelle, actionnaires (ARCA)

iShares Trust - iShares U.S. Consumer Staples ETF
US ˙ ARCA ˙ US4642878122

Statistiques de base
Propriétaires institutionnels 262 total, 262 long only, 0 short only, 0 long/short - change of -1,13% MRQ
Allocation moyenne du portefeuille 0.1533 % - change of -15,47% MRQ
Actions institutionnelles (Long) 11 163 082 (ex 13D/G) - change of -0,80MM shares -6,65% MRQ
Valeur institutionnelle (Long) $ 752 653 USD ($1000)
Participation institutionnels et actionnaires

iShares Trust - iShares U.S. Consumer Staples ETF (US:IYK) détient 262 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 11,163,082 actions. Les principaux actionnaires incluent Green Harvest Asset Management LLC, Bank Of America Corp /de/, LPL Financial LLC, Ameriprise Financial Inc, Morgan Stanley, Northwestern Mutual Wealth Management Co, UBS Group AG, Royal Bank Of Canada, Cambridge Investment Research Advisors, Inc., and Wells Fargo & Company/mn .

iShares Trust - iShares U.S. Consumer Staples ETF (ARCA:IYK) 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 5, 2025 is 70,06 / share. Previously, on September 9, 2024, the share price was 71,77 / share. This represents a decline of 2,38% over that period.

IYK / iShares Trust - iShares U.S. Consumer Staples 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.

IYK / iShares Trust - iShares U.S. Consumer Staples 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
(%)
2025-07-22 13F Beacon Financial Advisory LLC 4 479 -19,99 316 -21,25
2025-08-08 13F Meridian Wealth Management, LLC 3 194 2,14 225 0,90
2025-07-16 13F Signaturefd, Llc 87 0,00 6 0,00
2025-08-14 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-05-09 13F Citizens Financial Group Inc/ri 0 -100,00 0
2025-08-06 13F Simmons Bank 12 315 -2,96 868 -4,52
2025-07-14 13F AdvisorNet Financial, Inc 300 0,00 21 0,00
2025-08-14 13F Goldman Sachs Group Inc 261 865 15,70 18 456 13,94
2025-08-15 13F Provenance Wealth Advisors, LLC 0 -100,00 0 -100,00
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 831 0,00 59 -1,69
2025-08-01 13F Milestone Asset Management Group, LLC 3 848 7,04 271 5,45
2025-08-14 13F GWM Advisors LLC 73 292 213,15 5 166 208,36
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1 023 -44,94 73 -39,67
2025-07-28 13F Patten & Patten Inc/tn 3 009 0,00 212 -1,40
2025-08-12 13F Archer Investment Corp 1 368 0,29 96 -1,03
2025-08-05 13F Sigma Planning Corp 3 604 -2,52 254 -3,79
2025-08-05 13F Bank of New York Mellon Corp 3 736 21,58 263 20,09
2025-08-01 13F Liberty Wealth Management Llc 9 630 679
2025-08-14 13F IHT Wealth Management, LLC 16 989 -3,93 1 197 -5,38
2025-08-11 13F Brown Brothers Harriman & Co 4 500 0,00 317 -1,55
2025-08-14 13F EP Wealth Advisors, Inc. 2 885 43,32 203 40,97
2025-08-14 13F Money Concepts Capital Corp 28 323 2,23 1 996 0,71
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 4 339 25,22 306 23,48
2025-08-05 13F Atlas Private Wealth Advisors 9 056 45,50 638 43,37
2025-08-13 13F Congress Wealth Management LLC / DE / 72 925 1,12 5 140 -0,43
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100,00 0
2025-08-11 13F Cordatus Wealth Management LLC 4 233 0,00 0
2025-07-16 13F New Insight Wealth Advisors 10 747 1,30 757 -0,26
2025-08-14 13F Stifel Financial Corp 11 166 -7,88 787 -9,34
2025-08-06 13F Founders Financial Securities Llc 5 049 -22,97 356 -22,66
2025-08-12 13F Gladstone Institutional Advisory LLC 4 372 308
2025-07-22 13F Partners Wealth Management, Llc 8 307 0,00 595 0,17
2025-07-31 13F Oppenheimer & Co Inc 48 161 3 394
2025-08-13 13F Northern Trust Corp 5 146 0,00 363 -1,63
2025-07-28 13F Private Wealth Asset Management, LLC 1 341 0,00 95 -1,05
2025-08-06 13F Garrison Point Advisors, Llc 4 263 0,00 300 -1,64
2025-08-11 13F Private Advisor Group, LLC 24 857 -6,10 1 752 -7,55
2025-07-28 13F Essex LLC 12 073 -0,31 851 -1,85
2025-08-12 13F Jaffetilchin Investment Partners, LLC 8 232 0,56 580 -0,85
2025-08-14 13F Wells Fargo & Company/mn 287 896 24,53 20 291 22,64
2025-07-15 13F EWG Elevate Inc. 24 886 1 754
2025-07-22 13F DAVENPORT & Co LLC 11 780 -27,88 830 -29,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 288 797 11,40 20 11,11
2025-08-14 13F Ameriprise Financial Inc 724 173 -10,96 51 146 -12,14
2025-04-16 13F Salem Investment Counselors Inc 0 -100,00 0
2025-08-14 13F Fmr Llc 12 277 3,17 865 1,65
2025-08-13 13F Capital Analysts, Inc. 198 0,00 0
2025-08-14 13F FIL Ltd 0 -100,00 0
2025-08-07 13F Capitol Family Office, Inc. 297 0,00 21 -4,76
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 10 844 10,17 772 9,52
2025-08-13 13F Russell Investments Group, Ltd. 18 1
2025-08-12 13F Founders Financial Alliance, LLC 65 1,56 5 0,00
2025-08-14 13F CIBC World Markets Inc. 119 680 0,15 8 435 -1,37
2025-08-12 13F Franklin Resources Inc 8 267 3,73 583 2,11
2025-07-25 13F Ball & Co Wealth Management Inc. 449 13,38 0
2025-08-14 13F Hrt Financial Lp 6 306 0
2025-07-14 13F Pacifica Partners Inc. 0 -100,00 0
2025-07-24 13F Us Bancorp \de\ 456 0,00 32 0,00
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100,00 0
2025-08-08 13F Financial Gravity Companies, Inc. 96 -75,45 7 -76,00
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 0 -100,00 0
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100,00 0
2025-05-13 13F Adams Wealth Management 88 203 6 313
2025-08-19 13F National Asset Management, Inc. 26 166 31,12 1 844 40,98
2025-08-05 13F Allstate Corp 0 -100,00 0
2025-08-18 13F N.E.W. Advisory Services LLC 882 -49,86 62 -50,40
2025-08-13 13F MONECO Advisors, LLC 24 207 1 706
2025-07-17 13F Janney Montgomery Scott LLC 22 476 5,51 2 0,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F Huntington National Bank 971 -2,41
2025-07-09 13F Triumph Capital Management 3 434 -15,52 242 -16,55
2025-08-18 13F Geneos Wealth Management Inc. 21 450 179,66 1 512 175,73
2025-07-25 13F Retirement Planning Group, Llc / Ny 6 752 -7,44 476 -9,00
2025-08-05 13F GPS Wealth Strategies Group, LLC 4 046 -11,79 285 -13,11
2025-08-05 13F Bank Of Montreal /can/ 10 917 1,55 769 0,00
2025-05-13 13F CacheTech Inc. 88 203 6 313
2025-07-16 13F Stephenson National Bank & Trust 1 530 0,00 108 -1,83
2025-08-08 13F Fiera Capital Corp 3 000 0,00 211 -1,40
2025-07-29 13F Tradewinds Capital Management, LLC 204 0,00 14 0,00
2025-08-11 13F SFI Advisors, LLC 62 708 -6,98 4 420 -8,40
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 31 300 42,92 2 206 40,78
2025-08-13 13F Vertex Planning Partners, LLC 3 368 0,00 237 -1,66
2025-08-06 13F Commonwealth Equity Services, Llc 68 554 -75,90 5 -80,00
2025-08-13 13F Hsbc Holdings Plc 0 -100,00 0
2025-07-14 13F UMA Financial Services, Inc. 486 0,41 34 0,00
2025-07-25 13F Cwm, Llc 12 412 0,38 1
2025-07-25 13F Apollon Wealth Management, LLC 3 507 0,00 247 -1,20
2025-08-07 13F Allworth Financial LP 1 449 -39,83 102 -39,64
2025-08-14 13F UBS Group AG 467 813 2,98 32 971 1,41
2025-08-14 13F CoreCap Advisors, LLC 3 416 5,69 241 3,90
2025-08-08 13F Blankinship & Foster, LLC 6 798 0,41 479 -1,03
2025-07-11 13F Matthew Goff Investment Advisor, LLC 25 625 -2,83 1 806 -4,29
2025-08-15 13F First Heartland Consultants, Inc. 0 -100,00 0
2025-07-22 13F Merit Financial Group, LLC 13 169 0,05 928 -1,49
2025-08-13 13F Colonial Trust Advisors 954 -32,00 67 -33,00
2025-08-11 13F Aptus Capital Advisors, LLC 51 0,00 4 0,00
2025-08-14 13F/A Rockefeller Capital Management L.P. 11 174 -20,86 788 -22,08
2025-08-08 13F Family Firm, Inc. 0 -100,00 0
2025-08-15 13F Captrust Financial Advisors 186 389 1 977,68 13 137 1 946,11
2025-08-13 13F Marshall Wace, Llp 8 587 605
2025-07-25 13F NorthRock Partners, LLC 2 420 29,76 171 27,82
2025-07-17 13F Delta Capital Management Llc 3 000 0,00 0
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4 145 -7,75 292 -9,03
2025-07-31 13F Glass Jacobson Investment Advisors llc 527 0,38 37 8,82
2025-07-21 13F Ameritas Advisory Services, LLC 8 003 0,13 564 -0,88
2025-07-24 13F Blair William & Co/il 6 591 -5,71 465 -7,20
2025-08-07 13F Kestra Private Wealth Services, Llc 10 609 748
2025-04-21 13F Beacon Capital Management, LLC 0 -100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 5 549 3,97 391 3,99
2025-07-10 13F Sovran Advisors, LLC 18 829 -4,62 1 327 -5,96
2025-07-28 13F Harbour Investments, Inc. 6 488 325,16 457 319,27
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12 761 -3,20 899 -4,77
2025-08-13 13F Cerity Partners LLC 6 576 -0,59 463 -2,11
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 -100,00 0
2025-05-12 13F Sandy Spring Bank 1 680 0,00 120 9,09
2025-08-12 13F Waterloo Capital, L.P. 18 232 -2,10 1 285 -3,53
2025-08-12 13F Picton Mahoney Asset Management 2 900 16,00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 4 617 0,00 325 -1,52
2025-07-29 13F Angeles Wealth Management, Llc 0 -100,00 0
2025-08-15 13F CI Private Wealth, LLC 18 008 43,35 1 269 41,16
2025-07-11 13F Adirondack Trust Co 3 984 -0,38 281 -2,10
2025-08-12 13F O'shaughnessy Asset Management, Llc 165 -8,84 12 -8,33
2025-08-13 13F/A StoneX Group Inc. 1 312 245
2025-07-30 13F TFB Advisors LLC 10 156 0,55 716 -0,97
2025-08-14 13F Quantinno Capital Management LP 4 907 31,66 346 29,70
2025-08-14 13F Ancora Advisors, LLC 420 0,00 30 -3,33
2025-08-12 13F MAI Capital Management 7 274 0,51 513 -0,97
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 161 300 18,26 11 368 16,45
2025-08-12 13F Fairscale Capital, LLC 12 0,00 1
2025-08-14 13F Mariner, LLC 13 580 224,11 957 220,07
2025-08-15 13F Kestra Advisory Services, LLC 25 189 13,71 1 775 11,99
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 0 -100,00 0
2025-07-23 13F West Paces Advisors Inc. 143 10
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 110 200 37,06 7 767 34,97
2025-04-30 13F M&t Bank Corp 0 -100,00 0 -100,00
2025-05-20 13F/A Colony Group, LLC 0 -100,00 0 -100,00
2025-08-13 13F Virtue Capital Management, LLC 6 750 476
2025-07-07 13F Bangor Savings Bank 408 0,00 29 -3,45
2025-08-08 13F Hartland & Co., LLC 1 649 -22,62 116 -23,68
2025-08-18 13F Front Row Advisors LLC 732 -28,24 52 -30,14
2025-04-28 13F Rosenberg Matthew Hamilton 0 -100,00 0 -100,00
2025-08-12 13F Global Retirement Partners, LLC 6 893 45,82 486 56,45
2025-08-06 13F AE Wealth Management LLC 2 333 137,82 164 134,29
2025-08-14 13F Federation des caisses Desjardins du Quebec 6 478 4,55 457 2,93
2025-08-05 13F Simplex Trading, Llc 0 -100,00 0
2025-08-06 13F Prospera Financial Services Inc 8 912 0,00 628 -1,41
2025-08-14 13F Glenview Trust Co 8 750 -4,27 617 -5,81
2025-04-11 13F Davis Capital Management 732 0,00 52 8,33
2025-07-16 13F Perigon Wealth Management, LLC 7 813 0,01 551 -1,61
2025-07-25 13F Concurrent Investment Advisors, LLC 8 895 11,72 627 10,02
2025-08-15 13F SkyView Investment Advisors, LLC 0 -100,00 0
2025-07-24 13F IFP Advisors, Inc 1 003 5,58 71 2,94
2025-09-04 13F/A Advisor Group Holdings, Inc. 137 128 9,49 9 670 7,83
2025-03-21 13F Prostatis Group LLC 0 -100,00 0 -100,00
2025-08-14 13F Mml Investors Services, Llc 45 816 9,36 3 50,00
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-07-08 13F Nbc Securities, Inc. 196 0
2025-07-24 13F Ronald Blue Trust, Inc. 75 0,00 5 0,00
2025-08-01 13F Penobscot Wealth Management 39 192 -0,84 2 762 -2,33
2025-07-17 13F Oakworth Capital, Inc. 21 0,00 1 0,00
2025-08-14 13F Kovitz Investment Group Partners, LLC 25 021 1 763
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 37 200 55,65 2 622 53,27
2025-08-05 13F Kesler, Norman & Wride, LLC 4 816 339
2025-08-13 13F Jones Financial Companies Lllp 45 787 37,96 3 211 37,06
2025-08-14 13F Zurich Insurance Group Ltd/FI 111 100 7 907
2025-07-15 13F Main Street Group, LTD 102 0,00 7 0,00
2025-08-08 13F Cercano Management LLC 29 967 -15,98 2 112 -17,24
2025-07-18 13F SOA Wealth Advisors, LLC. 576 0,52 41 -2,44
2025-08-04 13F Arkadios Wealth Advisors 4 151 293
2025-08-01 13F Envestnet Asset Management Inc 54 637 -3,97 3 851 -5,45
2025-08-13 13F Brown Advisory Inc 11 346 0,00 800 -1,60
2025-08-14 13F Fwl Investment Management, Llc 300 0,00 21 0,00
2025-07-28 13F RFG Advisory, LLC 5 232 46,76 369 44,31
2025-08-13 13F Johnson Financial Group, Inc. 2 100 0,00 148 -1,33
2025-07-31 13F Wright Fund Managment, LLC 269 466 0,00 19 286 0,00
2025-08-06 13F First Horizon Advisors, Inc. 627 0,00 44 0,00
2025-07-24 13F Wealthstar Advisors, Llc 0 -100,00 0
2025-07-29 13F Private Trust Co Na 606 0,00 43 -2,33
2025-08-01 13F Bessemer Group Inc 12 519 -14,08 1 -100,00
2025-08-11 13F Citigroup Inc 1 752 167,89 123 167,39
2025-07-07 13F Nova Wealth Management, Inc. 815 286,26 57 280,00
2025-04-30 13F Sofos Investments, Inc. 96 -84,64 7 -85,37
2025-07-16 13F Diversified Enterprises, LLC 3 289 0,03 232 -1,70
2025-08-14 13F MGB Wealth Management, LLC 1 432 0,49 101 -0,99
2025-04-25 13F Wall Street Financial Group, Inc. 45 262 -3,69 3 239 5,09
2025-08-12 13F Calton & Associates, Inc. 6 734 -1,61 475 -3,07
2025-08-14 13F KKM Financial LLC 10 682 753
2025-08-12 13F CIBC Private Wealth Group, LLC 1 359 0,00 96 4,40
2025-07-25 13F Atria Wealth Solutions, Inc. 4 969 -9,37 350 -10,71
2025-08-12 13F J.w. Cole Advisors, Inc. 2 842 200
2025-08-14 13F Raymond James Financial Inc 136 551 11,96 9 624 10,27
2025-08-08 13F Pnc Financial Services Group, Inc. 5 679 0,00 400 -1,48
2025-08-11 13F Principal Securities, Inc. 38 579 -12,43 2 719 -5,88
2025-07-31 13F Conservest Capital Advisors, Inc. 44 344 0,44 3 125 -1,08
2025-07-31 13F TSA Wealth Managment LLC 3 120 0,00 220 -1,79
2025-04-28 13F D.a. Davidson & Co. 0 -100,00 0
2025-07-29 13F Cottonwood Capital Advisors, Llc 5 842 -0,17 412 -1,67
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-18 13F V2 Financial group LLC 3 600 0,00 254 -1,56
2025-08-14 13F Bnp Paribas Arbitrage, Sa 50 004 -56,52 3 524 -57,18
2025-08-12 13F Manchester Capital Management LLC 441 0,00 31 0,00
2025-07-22 13F Accel Wealth Management 11 469 1,85 808 0,37
2025-08-08 13F Cetera Investment Advisers 172 194 8,47 12 136 6,81
2025-08-15 13F Morgan Stanley 648 945 1,72 45 738 0,17
2025-08-12 13F One Charles Private Wealth Services, LLC 4 650 -2,82 328 -4,39
2025-08-01 13F Petra Financial Advisors Inc 0 -100,00 0
2025-08-14 13F Smartleaf Asset Management LLC 11 291 792
2025-07-09 13F WealthCare Investment Partners, LLC 44 558 -10,22 3 170 -9,64
2025-07-30 13F Bogart Wealth, LLC 0 -100,00 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100,00 0
2025-08-06 13F New Millennium Group LLC 213 -8,58 15 -6,25
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 1 260 0,00 0
2025-08-14 13F Bank Of America Corp /de/ 961 699 54,20 67 781 51,85
2025-08-05 13F EPG Wealth Management LLC 45 0,00 3 0,00
2025-07-16 13F/A CX Institutional 7 994 936,84 1
2025-07-10 13F Ferguson Wellman Capital Management, Inc 6 285 0,00 443 -1,56
2025-08-11 13F TD Waterhouse Canada Inc. 822 -63,17 58 -63,52
2025-05-15 13F Perbak Capital Partners LLP 0 -100,00 0
2025-07-17 13F Greenleaf Trust 4 983 0,00 351 -1,40
2025-07-22 13F Grimes & Company, Inc. 3 370 238
2025-08-11 13F HighTower Advisors, LLC 35 824 197,62 2 525 193,15
2025-08-04 13F Spire Wealth Management 1 128 0,00 80 -1,25
2025-07-30 13F Strategic Blueprint, LLC 0 -100,00 0
2025-08-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-08-05 13F Wakefield Asset Management LLLP 21 131 -3,42 1 489 -4,86
2025-07-10 13F Focus Financial Network, Inc. 6 529 106,74 460 104,44
2025-08-15 13F Equitable Holdings, Inc. 21 744 12,95 1 533 11,26
2025-08-26 13F/A Thrivent Financial For Lutherans 7 843 -59,08 1 -100,00
2025-07-23 13F Nbt Bank N A /ny 195 0,00 14 0,00
2025-08-08 13F Bailard, Inc. 3 633 0,00 256 -1,54
2025-07-10 13F Piscataqua Savings Bank 300 0,00 21 0,00
2025-07-17 13F Fifth Third Securities, Inc. 3 262 230
2025-07-30 13F Pacific Sun Financial Corp 6 201 0,00 437 -1,35
2025-08-12 13F Jpmorgan Chase & Co 28 807 3,84 2 030 2,27
2025-08-13 13F Northwestern Mutual Wealth Management Co 536 501 2,60 37 813 1,04
2025-07-11 13F Caldwell Securities, Inc 165 0,00 12 0,00
2025-08-11 13F Novak & Powell Financial Services, Inc. 0 -100,00 0
2025-04-16 13F Fortitude Family Office, LLC 0 -100,00 0
2025-05-02 13F BlackRock, Inc. 0 -100,00 0
2025-07-10 13F Charter Oak Capital Management, LLC 0 -100,00 0
2025-08-14 13F RMB Capital Management, LLC 0 -100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 26 761 5,39 1 886 3,80
2025-08-11 13F Covestor Ltd 30 0,00 0
2025-08-07 13F Montag A & Associates Inc 2 250 0,00 159 -1,86
2025-08-08 13F Symphony Financial Services, Inc. 4 033 0,00 284 -1,39
2025-08-01 13F Schmidt P J Investment Management Inc 6 490 -45,72 457 -46,55
2025-08-12 13F PKS Advisory Services, LLC 3 650 0,00 257 -1,53
2025-08-19 13F Advisory Services Network, LLC 0 -100,00 0
2025-08-12 13F AlphaCore Capital LLC 50 4
2025-08-13 13F Millstone Evans Group, LLC 811 57
2025-08-04 13F Pensionmark Financial Group, Llc 5 233 -10,87 369 -12,38
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 4 851 0,00 342 -1,73
2025-07-18 13F Truist Financial Corp 8 957 3,68 631 2,10
2025-08-13 13F Green Harvest Asset Management LLC 1 575 322 1,03 111 029 -0,51
2025-07-30 13F Brookstone Capital Management 4 714 29,72 332 27,69
2025-08-11 13F Pineridge Advisors LLC 354 0,57 25 -4,00
2025-07-11 13F Farther Finance Advisors, LLC 2 571 328,50 181 320,93
2025-08-08 13F Creative Planning 23 866 0,50 1 682 -1,00
2025-08-14 13F Qube Research & Technologies Ltd 2 623 185
2025-07-30 13F Sonata Capital Group Inc 4 470 5,92 0
2025-08-15 13F Nikulski Financial, Inc. 15 935 1 123
2025-07-30 13F Whittier Trust Co Of Nevada Inc 750 0,00 53 -1,89
2025-08-06 13F Atlantic Union Bankshares Corp 1 570 111
2025-08-06 13F SOUTH STATE Corp 450 0,00 32 -3,12
2025-05-08 13F Gsa Capital Partners Llp 0 -100,00 0
2025-05-15 13F Talon Private Wealth, LLC 0 -100,00 0 -100,00
2025-04-23 13F Financial Life Planners 0 -100,00 0
2025-05-15 13F D. E. Shaw & Co., Inc. 0 -100,00 0
2025-07-28 13F Mutual Advisors, LLC 12 431 -12,33 872 -12,37
2025-08-14 13F Sunbelt Securities, Inc. 6 272 3 036,00 411 2 835,71
2025-08-14 13F Coastal Bridge Advisors, LLC 8 112 0,00 572 -1,55
2025-08-08 13F Fortis Group Advisors, LLC 126 0,00 9 -11,11
2025-08-13 13F GeoWealth Management, LLC 3 699 -53,11 261 -53,90
2025-08-08 13F Capital Investment Advisory Services, LLC 893 0,45 63 -1,59
2025-08-14 13F Two Sigma Investments, Lp 8 200 578
2025-07-22 13F Chemung Canal Trust Co 0 -100,00 0
2025-08-12 13F Country Trust Bank 240 0,00 17 -5,88
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-08-12 13F LPL Financial LLC 919 966 7,17 64 839 5,54
2025-07-10 13F Affiance Financial, LLC 3 675 0,00 259 -1,52
2025-08-04 13F Creative Financial Designs Inc /adv 9 207 1,16 649 -0,46
2025-08-04 13F Atria Investments Llc 12 665 347,68 893 341,58
2025-07-16 13F Stillwater Capital Advisors, LLC 16 256 -0,31 1 146 -1,89
2025-07-08 13F Parallel Advisors, LLC 849 23,76 60 20,41
2025-07-14 13F Armstrong Advisory Group, Inc 123 9
2025-07-14 13F Sowell Financial Services LLC 4 030 0,25 284 -1,05
2025-08-07 13F Parkside Financial Bank & Trust 406 29
2025-08-14 13F Susquehanna International Group, Llp 50 439 186,41 3 555 182,06
2025-08-08 13F Thoroughbred Financial Services, Llc 5 785 -41,98 0
2025-08-06 13F Stonebridge Financial Planning Group, LLC 17 297 0,03 1 219 -1,46
2025-08-14 13F Royal Bank Of Canada 441 702 154,99 31 132 151,11
2025-08-11 13F CBIZ Investment Advisory Services, LLC 107 0,00 8 0,00
2025-07-22 13F Olistico Wealth, LLC 120 207,69 8 300,00
2025-08-11 13F Comprehensive Wealth Management, LLC 11 568 -2,26 815 -3,78
2025-07-23 13F Vontobel Holding Ltd. 3 300 0,00 233 -1,69
2025-08-07 13F 49 Wealth Management, Llc 0 -100,00 0
2025-08-14 13F Moneta Group Investment Advisors Llc 3 240 0,00 228 -1,30
2025-08-14 13F Comerica Bank 20 416 1 876,38 1 439 1 869,86
2025-08-13 13F Colonial Trust Co / SC 450 0,00 32 -3,12
2025-05-15 13F Gts Securities Llc 0 -100,00 0
2025-07-15 13F Patriot Investment Management Inc. 6 913 0,07 487 -1,42
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-08-13 13F Scotia Capital Inc. 2 897 0,00 204 -1,45
2025-08-12 13F Steward Partners Investment Advisory, Llc 63 735 1 294,03 4 492 1 273,70
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 5 015 -26,96 353 -28,11
2025-08-11 13F Bellwether Advisors, LLC 7 545 -6,96 532 -8,45
2025-07-25 13F We Are One Seven, LLC 90 332 1,08 6 367 -0,45
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 1 125 0,00 79 -1,25
2025-07-07 13F First Citizens Financial Corp 39 725 -11,04 2 800 -12,39
2025-07-23 13F Lakeshore Capital Group, Inc. 11 147 4,72 786 3,15
2025-08-01 13F SYM FINANCIAL Corp 1 335 0,60 94 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 11 390 162 614,29 803
2025-07-16 13F Register Financial Advisors LLC 9 0,00 1
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