Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
BlackRock ETF Trust
13G/A
Amendment 3
BELT · 09290C814
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 1
LDRH · 46438G547
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 1
LDRI · 46438G513
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust II
13G/A
Amendment 1
BRHY · 092528868
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 8
LQDB · 46436E494
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 1
ITDJ · 46438G489
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 7
EGUS · 46436E239
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 4
ETEC · 46436E197
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 1
IVRS · 46436E247
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 2
IWTR · 46436E346
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 3
BEMB · 46436E262
|
0% |
2/7/2025
Event 1/31/2025
|
|
iShares U.S. ETF Trust
13G/A
Amendment 7
HYGI · 46431W549
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 2
IBRN · 46436E353
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 2
QNXT · 46438G554
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 1
EQLT · 46438G109
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust
13G/A
Amendment 3
BPAY · 09290C889
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 1
EVLU · 46438G208
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust
13G/A
Amendment 1
CORO · 09290C764
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust
13G/A
Amendment 2
BGRO · 09290C798
|
0% |
2/7/2025
Event 1/31/2025
|
|
iShares U.S. ETF Trust
13G/A
Amendment 1
AGIH · 46431W523
|
0% |
2/7/2025
Event 1/31/2025
|
|
iShares, Inc.
13G/A
Amendment 2
EWD · 464286756
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 2
USXF · 46436E767
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 10
SIZE · 46432F370
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 4
TCHI · 46436E429
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 2
RXI · 464288745
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust
13G/A
Amendment 11
BLCV · 09290C871
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 2
LDRC · 46438G539
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust
13G/A
Amendment 7
INRO · 09290C830
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 8
ELQD · 46436E437
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 6
IWMW · 46438G695
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 6
IXUS · 46432F834
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 8
EFRA · 46436E254
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust
13G/A
Amendment 5
TEK · 09290C772
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust
13G/A
Amendment 5
BLCR · 09290C855
|
0% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 4
IBAT · 46438G737
|
0% |
2/7/2025
Event 1/31/2025
|
|
iShares U.S. ETF Trust
13G/A
Amendment 3
ISTM · 46431W515
|
0% |
2/7/2025
Event 1/31/2025
|
|
iShares U.S. ETF Trust
13G/A
Amendment 3
ISTM · 46431W515
|
0% |
2/7/2025
Event 1/31/2025
|
|
BlackRock ETF Trust
13G/A
Amendment 5
CSHP · 09290C822
|
0% |
2/7/2025
Event 1/31/2025
|
|
Southstate Corp
13G/A
Amendment 17
SSB · 840441109
|
12.4% |
2/7/2025
Event 1/31/2025
|
|
Ishares Global Healthcare ETF
13G/A
Amendment 5
IXJ · 464287325
|
23.9% |
2/7/2025
Event 1/31/2025
|
|
Acadia Pharmaceuticals Inc
13G/A
Amendment 3
ACAD · 004225108
|
11.9% |
2/7/2025
Event 1/31/2025
|
|
Sealed Air Corporation
13G/A
Amendment 12
SEE · 81211K100
|
10.2% |
2/7/2025
Event 1/31/2025
|
|
Olympic Steel Inc
13G/A
Amendment 18
ZEUS · 68162K106
|
11.7% |
2/7/2025
Event 1/31/2025
|
|
Fortrea Holdings Inc
13G/A
Amendment 2
FTRE · 34965K107
|
12.8% |
2/7/2025
Event 1/31/2025
|
|
iSHARES TRUST
13G/A
Amendment 5
IXUS · 46432F834
|
51.1% |
2/6/2025
Event 12/31/2024
|
|
BlackRock ETF Trust
13G/A
Amendment 8
BALI · 09290C863
|
6.3% |
2/6/2025
Event 12/31/2024
|
|
Tetra Tech Inc
13G/A
Amendment 17
TTEK · 88162G103
|
9.7% |
2/6/2025
Event 12/31/2024
|
|
Chefs' Warehouse, Inc.
13G/A
Amendment 4
163086AE1
|
13.2% |
2/6/2025
Event 12/31/2024
|
|
HA Sustainable Infrastructure Capital, Inc.
13G/A
Amendment 11
HASI · 41068X100
|
15.7% |
2/6/2025
Event 12/31/2024
|
|
MICROSTRATEGY Inc
13G/A
Amendment 19
594972AM3
|
5.0% |
2/6/2025
Event 12/31/2024
|
|
Algonquin Power & Utilities Corp.
13G
AQN · 015857105
|
5.2% |
2/6/2025
Event 12/31/2024
|
|
iSHARES TRUST
13G
AQLT · 46438G497
|
5.6% |
2/6/2025
Event 12/31/2024
|
|
iSHARES TRUST
13G
SMAX · 46438G588
|
8.4% |
2/6/2025
Event 12/31/2024
|
|
iSHARES TRUST
13G/A
Amendment 1
LDRC · 46438G539
|
28.6% |
2/6/2025
Event 12/31/2024
|
|
BlackRock ETF Trust
13G/A
Amendment 2
TEK · 09290C772
|
66.7% |
2/6/2025
Event 12/31/2024
|
|
BlackRock ETF Trust
13G/A
Amendment 4
CSHP · 09290C822
|
95.9% |
2/6/2025
Event 12/31/2024
|
|
Valaris Ltd
13G/A
Amendment 3
SBMY0YX08
|
11.1% |
2/6/2025
Event 12/31/2024
|
|
Ishares Core S & P 500 ETF
13G/A
Amendment 15
IVV · 464287200
|
6.8% |
2/6/2025
Event 12/31/2024
|
|
Paramount Global Class B
13G/A
Amendment 12
PARA · 92556H206
|
6.5% |
2/6/2025
Event 12/31/2024
|
|
Laureate Education Inc
13G/A
Amendment 3
LAUR · 518613203
|
8.4% |
2/6/2025
Event 12/31/2024
|
|
Paramount Global Class B
13G/A
Amendment 11
PARA · 92556H206
|
6.5%
Checked 5% or less
|
2/6/2025
Event 12/31/2024
|
|
Laureate Education Inc
13G/A
Amendment 2
LAUR · 518613203
|
8.4%
Checked 5% or less
|
2/6/2025
Event 12/31/2024
|
|
Logitech International S.A.
13G/A
Amendment 6
LOGI · H50430232
|
7.6% |
2/6/2025
Event 12/31/2024
|
|
Equity Commonwealth REIT
13G
EQC · 294628102
|
5.2% |
2/6/2025
Event 12/31/2024
|
|
Ishares Energy Storage & Mat CL1
13G/A
Amendment 3
BRYW5DWJ3
|
83.9% |
2/6/2025
Event 12/31/2024
|
|
Ishares Transition-Enabling CL1
13G/A
Amendment 2
BRYKHLH30
|
86.3% |
2/6/2025
Event 12/31/2024
|
|
iShares Lrge Cap Core Active ETF
13G/A
Amendment 4
BRYQ87X89
|
80.4% |
2/6/2025
Event 12/31/2024
|
|
Ishares Russell 2000 Buywrit CL1
13G/A
Amendment 6
BRYSJBKB1
|
50.0% |
2/6/2025
Event 12/31/2024
|
|
Ishares Russell 2000 Buywrit CL1
13G/A
Amendment 5
BRY8NWJL4
|
50.0% |
2/6/2025
Event 12/31/2024
|
|
Ishares Environmental Infras CL1
13G/A
Amendment 7
BRY8NWJL4
|
51.9% |
2/6/2025
Event 12/31/2024
|
|
iShares U.S. Indy Rotation Act ETF
13G/A
Amendment 6
BRYW5E692
|
30.3% |
2/6/2025
Event 12/31/2024
|
|
iShares Large Cap Value Active ETF
13G/A
Amendment 10
BRYG6V631
|
27.5% |
2/6/2025
Event 12/31/2024
|
|
Ishares ESG Advanced Investm Com
13G/A
Amendment 7
BRWTQDX74
|
40.7% |
2/6/2025
Event 12/31/2024
|
|
Ishares Msci China Multisect Com
13G/A
Amendment 4
BRWU2BHH7
|
19.5% |
2/6/2025
Event 12/31/2024
|
|
Ishares Msci China Multisect Com
13G/A
Amendment 3
USHY · 46435U853
|
19.5% |
2/6/2025
Event 12/31/2024
|
|
Ishares Broad USD High Yield Corporate Bond ETF
13G/A
Amendment 2
USHY · 46435U853
|
9.1% |
2/6/2025
Event 12/31/2024
|
|
Ishares Core S & P 500 ETF
13G/A
Amendment 14
IVV · 464287200
|
6.8%
Checked 5% or less
|
2/6/2025
Event 12/31/2024
|
|
Ishares Commodity Curve Carr CL1
13G/A
Amendment 16
BRTXYXW28
|
3.1% |
2/6/2025
Event 12/31/2024
|
|
Terns Pharmaceuticals, Inc.
13G/A
Amendment 1
TERN · 880881107
|
6.8% |
2/5/2025
Event 12/31/2024
|
|
Staar Surgical Co
13G/A
Amendment 17
STAA · 852312305
|
16.7% |
2/5/2025
Event 12/31/2024
|
|
Soleno Therapeutics Inc
13G/A
Amendment 1
SLNO · 834203309
|
4.7% |
2/5/2025
Event 12/31/2024
|
|
Shutterstock, Inc.
13G/A
Amendment 11
SSTK · 825690100
|
12.3% |
2/5/2025
Event 12/31/2024
|
|
Radian Group Inc
13G/A
Amendment 8
RDN · 750236101
|
14.1% |
2/5/2025
Event 12/31/2024
|
|
Northwestern Energy Group Inc
13G/A
Amendment 2
NWE · 668074305
|
18.1% |
2/5/2025
Event 12/31/2024
|
|
Atlas Energy Solutions Inc
13G/A
Amendment 1
AESI · 642045108
|
9.9% |
2/5/2025
Event 12/31/2024
|
|
Maximus Inc
13G/A
Amendment 19
MMS · 577933104
|
12.3% |
2/5/2025
Event 12/31/2024
|
|
Manhattan Associates Inc
13G/A
Amendment 20
MANH · 562750109
|
14.1% |
2/5/2025
Event 12/31/2024
|
|
MSP Recovery, Inc.
13G/A
Amendment 1
MSPR · 553745308
|
6.9% |
2/5/2025
Event 12/31/2024
|
|
Lemaitre Vascular Inc
13G/A
Amendment 3
LMAT · 525558201
|
17.4% |
2/5/2025
Event 12/31/2024
|
|
Vital Energy, Inc.
13G/A
Amendment 11
VTLE · 516806205
|
12.5% |
2/5/2025
Event 12/31/2024
|
|
Kennametal Inc
13G/A
Amendment 17
KMT · 489170100
|
16.2% |
2/5/2025
Event 12/31/2024
|
|
Ishares 10+ Year Investment Grade Corporate Bond ETF
13G/A
Amendment 21
IGLB · 464289511
|
5.9% |
2/5/2025
Event 12/31/2024
|
|
Ishares Global Industrials ETF
13G/A
Amendment 18
EXI · 464288729
|
7.3% |
2/5/2025
Event 12/31/2024
|
|
Ishares Msci Kokusai ETF
13G/A
Amendment 3
TOK · 464288265
|
7.3% |
2/5/2025
Event 12/31/2024
|
|
Ishares Msci Eafe ETF
13G/A
Amendment 7
EFA · 464287465
|
13.6% |
2/5/2025
Event 12/31/2024
|
|
Ishares 1-3 Year Treasury Bond ETF
13G/A
Amendment 2
SHY · 464287457
|
6.1% |
2/5/2025
Event 12/31/2024
|
|
Ishares Msci Sweden ETF
13G/A
Amendment 1
EWD · 464286756
|
10.0% |
2/5/2025
Event 12/31/2024
|
|
Ishares Msci France ETF
13G/A
Amendment 1
EWQ · 464286707
|
7.8% |
2/5/2025
Event 12/31/2024
|
|
Ishares Msci Eurozone ETF
13G/A
Amendment 15
EZU · 464286608
|
6.0% |
2/5/2025
Event 12/31/2024
|
|
Haverty Furniture Companies Inc
13G/A
Amendment 4
HVT · 419596101
|
9.3% |
2/5/2025
Event 12/31/2024
|