Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF include Gladwyn Financial Advisors, Inc., New Capital Management LP, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Wealth Advisory Team LLC, Compagnie Lombard Odier SCmA, Country Trust Bank, J.Safra Asset Management Corp, Transce3nd, LLC, and Global Retirement Partners, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20,264 | 22.96 | 917 | 23.25 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 9,821 | 446 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 462,366 | 32.40 | 21,010 | 17.82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17,944 | 4.21 | 815 | 4.89 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 63,632 | 2,891 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 31,974 | 4.38 | 1,453 | 4.99 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 104,365 | 5.36 | 4,742 | 5.97 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 12,102 | 11.25 | 550 | 11.81 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 89 | 4 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 1,900 | 86 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 15,248 | 4.53 | 687 | 8.02 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 235,286 | 0.75 | 10,691 | 106,810.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 8,935 | 406 | ||||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 1,026 | 46 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,384 | 139.04 | 334 | 140.29 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 53,647 | 56.69 | 2 | 100.00 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 45,624 | 2,073 | ||||||
| 2025-07-15 | 13F | Farrell Financial LLC | 16,381 | 0.96 | 744 | 1.50 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 222 | 2.30 | 10 | 11.11 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,312 | 0.45 | 423 | 1.20 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1,150 | 52 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11,187 | 6.07 | 508 | 6.72 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 498,836 | 51.31 | 22,667 | 52.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 40,132 | 2.14 | 1,824 | 2.70 | ||||
| 2025-06-23 | NP | IYLD - iShares Morningstar Multi-Asset Income ETF | 129,130 | 1.99 | 5,777 | 1.85 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 10,215 | 25.57 | 0 | |||||
| 2025-08-13 | 13F | Allie Family Office LLC | 86,497 | 91.25 | 2,356 | 15.32 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1,008 | 169.52 | 46 | 181.25 | ||||
| 2025-08-12 | 13F | Prudential Plc | 13,390 | 10.48 | 608 | 11.15 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,778 | 6,250.00 | 81 | 7,900.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15,215 | 50.18 | 691 | 51.20 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,101 | 95 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 217,617 | 0.46 | 9,889 | 1.04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 60,694 | 16.12 | 2,758 | 16.77 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 19,618 | 161.96 | 891 | 163.31 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 68,310 | 5.16 | 3,104 | 5.76 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 17,471 | 794 | ||||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 30,336 | 0.96 | 1,378 | 1.55 | ||||
| 2025-08-14 | 13F | CIBC Asset Management Inc | 222,466 | 6.62 | 10,109 | 7.22 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 311 | 1.63 | 14 | 7.69 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 100 | 5 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 478,542 | 2.86 | 21,745 | 3.45 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 39,300 | 1,786 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5,759 | 22.61 | 262 | 23.11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 266,949 | 3.26 | 12,130 | 3.86 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 205,682 | 80.98 | 9,355 | 82.20 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,327 | 8.77 | 560 | 11.55 |
