Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans iShares Trust - iShares Global Energy ETF comprennent 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., et Pin Oak Investment Advisors Inc .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
