Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares International Equity Factor ETF include Stonebridge Wealth Management, LLC, Mount Yale Investment Advisors, LLC, Newbridge Financial Services Group, Inc., Sigma Planning Corp, Vise Technologies, Inc., Gts Securities Llc, Summit Wealth Group Llc / Co, CIBC World Markets Inc., RMR Wealth Builders, HORAN Wealth, LLC, Sovran Advisors, LLC, Russell Investments Group, Ltd., Private Trust Co Na, Skopos Labs, Inc., HighMark Wealth Management LLC, and Harbour Investments, Inc. .
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.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 760,428 | 3.89 | 26,029 | 15.03 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 7,469 | 1.69 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,815 | 0.04 | 439 | 10.89 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 8,733 | 0.48 | 299 | 11.19 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 123,649 | 3.95 | 4,225 | 14.22 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 6,642 | 205 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 151 | 5 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 318,745 | 9.44 | 9,830 | 17.53 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 27,544 | 943 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 203,335 | 8.57 | 6,960 | 20.25 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 129,770 | 0.16 | 4,442 | 11.19 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 241,659 | 11.93 | 8,272 | 24.23 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 13,268 | 0.23 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 145,907 | 28.85 | 4,994 | 43.01 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 30,272 | 0.02 | 1,041 | 15.04 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 13,851 | 2.37 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,485,415 | 0.00 | 50,846 | 10.99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 13,158 | 0.91 | 450 | 11.94 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 15,104 | 1.68 | 517 | 12.88 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 90,606 | 1,085.32 | 3,101 | 1,219.57 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 65,845 | 2,254 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 19,982 | 41.93 | 684 | 57.37 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 81,369 | 2.58 | 2,785 | 13.86 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,059,484 | 61.24 | 36,264 | 78.96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 6,141 | 210 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 108 | 1.89 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 6,642 | 227 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 15,878,455 | 54,816.15 | 543,519 | 60,901.01 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9,874 | 338 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 42,097 | 136.09 | 1,441 | 162.30 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 226,977 | 1.97 | 7,769 | 13.18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 88,910 | 31.82 | 3 | 50.00 | ||||
| 2025-07-24 | 13F | GFG Capital, LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 120,956 | 22.83 | 4,140 | 36.36 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 45,591 | 26.35 | 1,561 | 40.29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 250,523 | 179.48 | 8,575 | 210.24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 123,915 | 65.82 | 4,242 | 84.07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6,000 | 203 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21,320 | 30.40 | 730 | 44.64 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 42,634 | 1.96 | 1,459 | 13.19 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21,199 | 726 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,248 | 0.01 | 248 | 11.21 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 827 | 28 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 976 | 33 | ||||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 623,742 | 39.57 | 21,351 | 54.91 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 37,914 | 5,129.52 | 1,298 | 6,385.00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 3,195,954 | 0.44 | 109,397 | 11.47 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 148,756 | 19.17 | 5,092 | 32.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 273,723 | 5.08 | 9,370 | 16.63 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4,095 | 45.11 | 140 | 60.92 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 108,240 | 2.37 | 3,706 | 13.62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 337,171 | 1.67 | 11,541 | 12.85 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 36,543 | 19.66 | 1,251 | 32.84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19,799 | 0.09 | 678 | 10.98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 123,437 | 974.95 | 4,209 | 1,088.70 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26,603 | 911 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,092 | 0.03 | 380 | 11.14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13,033 | 74.85 | 446 | 93.07 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 2,851,077 | 4.34 | 97,592 | 15.81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,267 | 0.48 | 43 | 13.16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1,344,337 | 11.10 | 46,017 | 23.31 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 32,775 | 39.02 | 1,122 | 54.20 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 831 | 28 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 381,780 | 26.84 | 13,068 | 40.79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12,246 | 1.44 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 26,213 | 897 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 5,453 | 6.57 | 187 | 18.47 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 412,946 | 16.61 | 14,135 | 29.43 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 59,564 | 363.93 | 2,039 | 415.95 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1,069 | 37 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 113,540 | 37.21 | 3,886 | 52.27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 30 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 123,974 | 23.30 | 4,236 | 35.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 76,066 | 63.18 | 2,604 | 81.14 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 12,196 | 417 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,771,706 | 2.44 | 60,645 | 13.70 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 13,052 | 447 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 301,413 | 4.14 | 10,317 | 15.60 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 14,015 | 63.54 | 480 | 81.44 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 807,176 | 41.47 | 27,630 | 57.03 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15,620 | 10.69 | 535 | 22.76 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,055,237 | 8.29 | 36,121 | 20.20 | ||||
| 2025-08-14 | 13F | UBS Group AG | 441,395 | 1.91 | 15,109 | 13.11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 34,102 | 1,167 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 59,350 | 30.35 | 2,087 | 42.10 | ||||
| 2025-08-14 | 13F | Obsido Oy | 259,933 | 1.66 | 8,898 | 12.83 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 563 | 19 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,395 | 219 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 395 | 14 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6,072 | 208 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 56,430 | 1.28 | 1,932 | 12.40 |
