Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares Copper and Metals Mining ETF include LPL Financial LLC, Seacrest Wealth Management, Llc, Synovus Financial Corp, Raymond James Financial Inc, Ameritas Advisory Services, LLC, and JDM Financial Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Synovus Financial Corp | 8,065 | 241 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 64,485 | 1,928 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,515 | 314 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 246 | 0.41 | 7 | 16.67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 599 | 18 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 5 | 400.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 34,005 | 1,017 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 615 | 18 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 473 | 1.07 | 14 | 16.67 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 46 | 1 | ||||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 154,203 | 1.62 | 4,611 | 17.30 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 784,271 | 40.80 | 23 | 64.29 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 17,308 | 518 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,231 | 1.84 | 246 | 17.70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50,795 | 902.47 | 1,519 | 1,059.54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 |
