Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares, Inc. - iShares MSCI Pacific ex Japan ETF include Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares, Skopos Labs, Inc., TD Waterhouse Canada Inc., Insigneo Advisory Services, Llc, Glenmede Investment Management, LP, Boreal Capital Management LLC, MAI Capital Management, GAMMA Investing LLC, Golden State Wealth Management, LLC, and Atlantic Trust, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 18,211 | 17.71 | 899 | 31.82 | ||||
2025-08-12 | 13F | MAI Capital Management | 90 | 4 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4,768 | 235 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 8,265 | 408 | ||||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 139,616 | 74.14 | 6,893 | 94.96 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 114,179 | 6 | ||||||
2025-07-24 | NP | PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A | 6,529 | 15.89 | 315 | 25.00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 3,283 | 1.64 | 162 | 14.08 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,846 | 16.84 | 1,967 | 30.87 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,806 | 10.08 | 139 | 23.21 | ||||
2025-08-14 | 13F | Fmr Llc | 3,199 | 13.40 | 158 | 26.61 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 43 | 2 | ||||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 46,700 | 2,306 | ||||||
2025-08-05 | 13F | Huntington National Bank | 296 | 12.12 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 11,538 | 7.23 | 570 | 20.04 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 4,328 | 214 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 48,294 | 0.81 | 2 | 0.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 4,800 | 237 | |||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 138,600 | 6,843 | ||||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 8,536 | 421 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6,323 | 34.53 | 312 | 52.20 | ||||
2025-08-14 | 13F | Syon Capital Llc | 147,298 | 48.08 | 7,272 | 65.80 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 300 | 15 | ||||||
2025-08-07 | 13F | Resolute Advisors LLC | 21,145 | 1.79 | 1,044 | 13.86 | ||||
2025-07-31 | 13F | Asset Management One Co., Ltd. | 1,494,651 | 0.80 | 73,791 | 12.84 | ||||
2025-08-05 | 13F | swisspartners Advisors Ltd | 11,225 | 5.75 | 554 | 33.57 | ||||
2025-07-25 | 13F | Cwm, Llc | 491 | 29.89 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 6,167 | 6.16 | 304 | 18.75 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 5,841 | 4.62 | 288 | 17.07 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,161 | 23,120.00 | 57 | |||||
2025-07-31 | 13F | Sharper & Granite LLC | 43,783 | 4.24 | 2,173 | 17.28 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 39,900 | 1,970 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 4,275 | 66.67 | 211 | 86.73 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 4,556 | 225 | ||||||
2025-08-01 | 13F | Banco Santander, S.A. | 160,399 | 54.59 | 7,919 | 73.07 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 203,991 | 87.01 | 10,072 | 109.40 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 8,084 | 0.30 | 399 | 12.39 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 600 | 30 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 40,077 | 1,979 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 74,919 | 278.25 | 3,699 | 323.60 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 493 | 1.86 | 24 | 14.29 | ||||
2025-08-12 | 13F | LPL Financial LLC | 91,323 | 29.26 | 4,509 | 44.72 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 80 | 4 | ||||||
2025-08-08 | 13F | Abc Arbitrage Sa | 15,541 | 24.23 | 767 | 39.20 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 10,809 | 534 | ||||||
2025-08-14 | 13F | UBS Group AG | 525,598 | 17.38 | 25,949 | 31.41 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 17,523 | 865 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 32,505 | 419.83 | 1,605 | 483.27 | ||||
2025-08-07 | 13F | Allworth Financial LP | 220 | 340.00 | 11 | 400.00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 4,555 | 9.52 | 225 | 22.40 | ||||
2025-07-18 | 13F | Truist Financial Corp | 39,527 | 1.68 | 1,951 | 13.83 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 26,403 | 2.20 | 1,304 | 14.40 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 55,581 | 2,744 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5,528 | 273 | ||||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 112 | 6 | ||||||
2025-08-12 | 13F | Prudential Plc | 293,500 | 14,490 | ||||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 420 | 43.34 | 21 | 66.67 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Boreal Capital Management LLC | 545 | 27 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 50 | 56.25 | 2 | 100.00 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 8,403 | 415 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 7,319 | 361 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3,131,894 | 29.72 | 154,622 | 45.22 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 21 | 1 | ||||||
2025-08-11 | 13F | Citigroup Inc | 167,455 | 20.71 | 8,267 | 35.15 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 134,878 | 0.92 | 6,659 | 12.98 | ||||
2025-08-13 | 13F | Amundi | 189,625 | 0.53 | 9,409 | 13.94 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 54 | 3 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 2,000 | 99 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 7,971 | 329 |