FIBR - iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF
US ˙ BATS ˙ US46435U7963
DETTE SYMBOL ER IKKE LÆNGERE AKTIVT

Grundlæggende statistik
Institutionelle ejere 204 total, 204 long only, 0 short only, 0 long/short - change of 264,29% MRQ
Gennemsnitlig porteføljeallokering 0.1365 % - change of -54,83% MRQ
Institutionelle aktier (lange) 8.049.022 (ex 13D/G) - change of 7,10MM shares 748,06% MRQ
Institutionel værdi (lang) $ 678.155 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF (US:FIBR) har 204 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,049,022 aktier. Største aktionærer omfatter Envestnet Asset Management Inc, LPL Financial LLC, Jpmorgan Chase & Co, Cetera Investment Advisers, Bank Of America Corp /de/, Envestnet Portfolio Solutions, Inc., Morgan Stanley, Cwm, Llc, Resources Investment Advisors, LLC., and Bank of New York Mellon Corp .

iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF (BATS:FIBR) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of August 29, 2025 is 89,30 / share. Previously, on April 21, 2025, the share price was 86,81 / share. This represents an increase of 2,86% over that period.

FIBR / iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

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Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

FIBR / iShares Trust - iShares U.S. Fixed Income Balanced Risk Systematic ETF Historical Put/Call Ratio
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-04-09 13F Firethorn Wealth Partners, Llc 3.514 313
2026-02-02 13F Mutual Advisors, LLC 20.947 345,40 1.880 341,31
2026-04-16 13F True Vision MN LLC 11.959 20,22 1.064 19,28
2026-02-13 13F Centaurus Financial, Inc. 1.896 3,72 0
2026-01-20 13F Stratos Wealth Partners, LTD. 12.135 -88,57 1.089 -88,61
2026-04-10 13F Centurion Wealth Management LLC 3.369 37,74 300 36,53
2026-02-11 13F Hoxton Planning & Management, LLC 3.922 352
2026-01-22 13F TSA Wealth Managment LLC 27.419 2.461
2026-01-29 13F Sanctuary Advisors, LLC 50.289 4.514
2026-01-20 13F Steel Peak Wealth Management LLC 43.912 3.942
2026-02-11 13F Endeavor Private Wealth, Inc. 3.146 282
2026-04-13 13F Mather Group, Llc. 842 75
2026-04-08 13F Ehrlich Financial Group 8.551 7,05 761 6,14
2026-04-08 13F KWB Wealth 3.230 -6,05 290 -6,17
2026-01-26 13F Cwm, Llc 170.840 167.390,20 15
2026-04-16 13F Triad Wealth Partners, LLC 52.480 52,30 4.671 51,03
2026-02-13 13F Mml Investors Services, Llc 137.903 12.378
2026-02-04 13F BCJ Capital Management, LLC 16.554 1.486
2026-04-10 13F Perigon Wealth Management, LLC 34.169 6,40 3.041 5,52
2026-04-08 13F Wealth Enhancement Advisory Services, Llc 4.964 441
2026-04-17 13F Visionary Horizons, LLC 6.516 580
2026-02-24 13F Barnes Wealth Management Group, Inc 3.008 270
2026-02-17 13F GeoWealth Management, LLC 1.834 165
2026-02-06 13F Envestnet Portfolio Solutions, Inc. 245.847 22.067
2026-02-03 13F Diversify Wealth Management, Llc 2.937 265
2026-02-04 13F Tsfg, Llc 1.132 0
2026-02-10 13F Twin Peaks Wealth Advisors, LLC 2.563 231
2026-02-02 13F Cornerstone Planning Group LLC 4.844 436
2026-02-11 13F Janney Montgomery Scott LLC 101.686 9
2026-02-12 13F Concorde Asset Management, LLC 2.592 233
2026-02-05 13F Thrivent Financial For Lutherans 54.841 5 -98,64
2026-02-13 13F Stifel Financial Corp 58.757 5.274
2026-02-13 13F Kestra Advisory Services, LLC 5.074 455
2026-02-05 13F Bedminster, LLC 3.337 300
2026-02-18 13F GWM Advisors LLC 102.111 9.165
2026-01-14 13F Spire Wealth Management 676 290,75 61 300,00
2026-02-17 13F One Wealth Capital Management, Llc 2.398 215
2026-01-30 13F Simplicity Wealth,LLC 12.818 1.151
2026-04-08 13F McNaughton Wealth Management, LLC 8.037 25,44 715 24,35
2026-02-13 13F Avid Wealth Partners LLC 2.912 261
2026-02-09 13F Kingsview Wealth Management, LLC 27.371 2.457
2026-02-09 13F Fedenia Advisers LLC 11.218 1.007
2026-02-02 13F Truist Financial Corp 58.877 5.285
2026-02-20 13F Sunbelt Securities, Inc. 22 0,00 2 0,00
2026-02-17 13F Scarborough Advisors, LLC 30.427 2.731
2026-01-27 13F Belpointe Asset Management LLC 2.281 205
2026-02-13 13F Wealth Alliance 7.060 634
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-02-17 13F Modern Wealth Management, LLC 5.906 530
2026-02-18 13F EP Wealth Advisors, Inc. 2.687 241
2026-02-13 13F Change Path, LLC 46.721 4.194
2026-01-16 13F Tempus Wealth Planning, LLC 3.044 273
2026-04-15 13F Optivise Advisory Services LLC 14.412 -9,39 1.283 -10,16
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 15.887 1
2026-02-17 13F Bank Of America Corp /de/ 249.718 3.408,26 22.415 3.402,19
2026-01-27 13F Fortis Capital Advisors, LLC 2.281 205
2026-04-16 13F Spectrum Planning & Advisory Services Inc. 3.318 23,62 295 22,92
2026-02-10 13F Bank of New York Mellon Corp 145.279 13.040
2026-02-09 13F Integrity Alliance, Llc. 17.211 1.545
2026-02-12 13F Brinker Capital Investments, LLC 12.291 1.103
2026-02-13 13F Morgan Stanley 243.617 24.361.600,00 21.867
2026-01-29 13F Quest 10 Wealth Builders, Inc. 91 8
2026-02-06 13F Global Retirement Partners, LLC 11.026 990
2026-02-17 13F Royal Bank Of Canada 7.571 679
2026-04-15 13F Ffg Retirement Advisors Llc 36.001 3.204
2026-04-16 13F Lifelong Wealth Advisors, Inc. 3.817 6,95 340 5,94
2026-02-11 13F Invst, LLC 7.407 665
2026-04-13 13F IFP Advisors, Inc 5.904 125,52 525 124,36
2026-02-05 13F PAX Financial Group, LLC 9.773 877
2026-02-13 13F Icon Wealth Advisors, LLC 9.230 829
2026-04-15 13F Merit Financial Group, LLC 79.664 18,05 7.090 17,05
2026-02-14 13F Rockefeller Capital Management L.P. 74 7
2026-04-13 13F Cyndeo Wealth Partners, LLC 5.787 515
2026-02-06 13F Frisch Financial Group, Inc. 3.722 334
2026-02-05 13F Atria Investments Llc 27.780 2.494
2026-02-10 13F Foundations Investment Advisors, LLC 68.148 6.117
2026-04-08 13F First Heartland Consultants, Inc. 3.135 279
2026-04-13 13F ONE Advisory Partners, LLC 8.126 13,02 723 12,09
2026-01-15 13F Cobblestone Asset Management LLC 6.938 623
2026-02-03 13F Emerald Investment Partners, Llc 10.580 950
2026-02-13 13F Baird Financial Group, Inc. 3.830 344
2026-02-11 13F LPL Financial LLC 887.775 13.347,06 79.687 13.315,15
2026-02-09 13F Integrity Advisory Solutions, LLC 3.225 289
2026-01-20 13F Ascent Group, LLC 54.135 4.859
2026-01-30 13F Strategic Blueprint, LLC 24.894 2.234
2026-02-17 13F/A Sentinus, LLC 3.094 278
2026-02-10 13F/A Core Wealth Advisors, Llc 4.628 415
2026-01-26 13F Private Trust Co Na 1.646 148
2026-04-07 13F CoreCap Advisors, LLC 727 12,71 65 12,28
2026-01-27 13F Horst & Graben Wealth Management LLC 25.922 2.327
2026-01-22 13F Brookwood Investment Group LLC 2.826 254
2026-02-11 13F Shared Vision Wealth Group LLC 9.472 854
2026-02-17 13F Equitable Holdings, Inc. 7.581 680
2026-01-30 13F Us Bancorp \de\ 32.362 2.905
2026-02-17 13F Advisor Group Holdings, Inc. 10.126 481,62 910 482,69
2026-02-17 13F Stokes Family Office, LLC 13.453 1.208
2026-04-17 13F Signal Advisors Wealth, LLC 2.910 259
2026-02-10 13F Envestnet Asset Management Inc 2.281.523 204.790
2026-02-03 13F Apeiron RIA LLC 12.681 1.138
2026-02-13 13F Arete Wealth Advisors, LLC 3.451 0
2026-02-17 13F Wiley Bros.-aintree Capital, Llc 12.912 1.174
2026-02-17 13F Ameriprise Financial Inc 21.836 -79,46 1.960 -79,53
2026-03-13 13F/A Pensionmark Financial Group, Llc 6.549 588
2026-04-13 13F Creative Financial Designs Inc /adv 2.452 180,23 218 179,49
2026-02-06 13F Csenge Advisory Group 3.452 310
2026-04-14 13F Bay Harbor Wealth Management, LLC 10.263 0,14 913 -0,65
2026-02-06 13F Lloyd Advisory Services, LLC. 226 20
2026-02-10 13F/A Northwestern Mutual Wealth Management Co 275 25
2026-04-17 13F AdvisorNet Financial, Inc 106 0,00 9 0,00
2026-04-07 13F Farther Finance Advisors, LLC 6.897 37,88 612 36,38
2026-02-12 13F BlackRock, Inc. 123.608 6,33 11.095 6,00
2026-02-17 13F Raymond James Financial Inc 58.269 5.230
2026-02-17 13F Jones Financial Companies Lllp 2.380 13,23 214 13,30
2026-02-06 13F HighTower Advisors, LLC 4.317 387
2026-04-15 13F Cypress Wealth Services, LLC 6.300 11,88 561 10,89
2026-04-15 13F Buttonwood Financial Group, LLC 3.633 21,55 323 20,07
2026-01-23 13F Tyche Wealth Partners LLC 11.815 1.061
2026-02-11 13F Curtis Wealth Management Llc 18.775 1.692
2026-04-07 13F Park Avenue Securities Llc 132.978 1,41 12 0,00
2026-04-14 13F SigFig Wealth Management, LLC 13.524 5,47 1.204 4,61
2026-02-10 13F ShoreHaven Wealth Partners, LLC 3.194 287
2026-01-20 13F Austin Private Wealth, LLC 16.361 1.469
2026-01-29 13F Midwest Capital Advisors, LLC 22.446 2.015
2026-01-23 13F Assetmark, Inc 14.004 1.257
2026-01-26 13F Key Capital Management, INC 89 8
2026-02-11 13F Jpmorgan Chase & Co 408.676 36.683
2026-01-21 13F Raleigh Capital Management Inc. 11 1
2026-01-15 13F Range Financial Group LLC 8.169 733
2026-04-15 13F Valley National Advisers Inc 23 0,00 0
2026-04-15 13F Braun-Bostich & Associates Inc. 3.877 3,80 345 2,99
2025-11-14 13F Strategic Wealth Partners, Ltd. 244 22
2026-02-17 13F High Falls Advisors, Inc 13.567 1.218
2026-02-10 13F Theory Financial Llc 3.817 344
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 19.308 52,04 1.718 50,83
2026-01-29 13F UBS Group AG 0 -100,00 0
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-01-26 13F Lansing Street Advisors 10.021 899
2026-02-13 13F Wells Fargo & Company/mn 94 8
2026-02-17 13F Advisory Services Network, LLC 2.493 224
2026-02-03 13F Detalus Advisors, LLC 6.768 607
2026-02-17 13F Perennial Investment Advisors, LLC 13.212 1.186
2026-04-10 13F Cassilly Financial Group LLC 9.319 4,99 829 4,15
2026-01-26 13F Quadrant Private Wealth Management, LLC 5.460 490
2026-04-07 13F Ethos Capital Management, Inc. 17.212 -13,54 1.532 -14,28
2026-01-22 13F Apollon Wealth Management, LLC 3.868 347
2026-02-02 13F One Wealth Advisors, LLC 18.385 1.650
2026-01-20 13F Sovran Advisors, LLC 8.352 751
2026-04-09 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 33.891 16,72 3.016 15,73
2026-02-09 13F Harbour Investments, Inc. 2.551 229
2026-01-29 13F Ashton Thomas Private Wealth, LLC 8.515 764
2026-01-26 13F AE Wealth Management LLC 30.900 772.400,00 2.774
2026-02-13 13F Aptus Capital Advisors, LLC 32 3
2026-02-17 13F Regal Investment Advisors LLC 8.571 769
2026-01-08 13F Signet Financial Management, Llc 3.522 316
2026-02-06 13F EverSource Wealth Advisors, LLC 195 18
2026-02-17 13F NorthRock Partners, LLC 35.633 3.199
2026-02-03 13F We Are One Seven, LLC 2.777 249
2026-02-13 13F Mariner, LLC 13.474 1.209
2026-02-17 13F Cetera Investment Advisers 257.588 4.460,69 23.121 4.451,38
2026-04-13 13F Kelly Financial Services LLC 61.519 9,01 5.460 7,78
2026-02-12 13F Steward Partners Investment Advisory, Llc 7.979 716
2026-02-13 13F Gen-Wealth Partners Inc 4.400 395
2026-02-12 13F Commonwealth Equity Services, Llc 12.763 154,75 1.146
2026-02-11 13F Capital Analysts, Inc. 5.378 0
2026-02-06 13F Synergy Investment Management, LLC 9.567 859
2026-04-09 13F Park Place Capital Corp 101 0,00 9 -11,11
2026-02-17 13F Claro Advisors LLC 3.836 344
2026-04-14 13F Nbc Securities, Inc. 108 184,21 10 200,00
2026-04-13 13F Pettinga Financial Advisors, LLC 26.468 1,56 2.356 0,68
2026-02-17 13F Mercer Global Advisors Inc /adv 8.229 739
2026-04-07 13F Retirement Wealth Solutions LLC 819 0,00 73 -1,37
2026-02-17 13F Cape Investment Advisory, Inc. 1.839 165
2026-01-27 13F Security Financial Services, INC. 4.887 439
2026-04-10 13F Novem Group 2.346 209
2026-01-14 13F ORG Partners LLC 132 12
2026-01-07 13F BCGM Wealth Management, LLC 7.252 651
2026-02-13 13F Smartleaf Asset Management LLC 789 71
2026-04-17 13F CENTRAL TRUST Co 1.228 109
2026-01-20 13F JB Capital LLC 8.054 723
2026-02-17 13F Imprint Wealth LLC 701 63
2026-04-08 13F Sharkey, Howes & Javer 28.302 -8,92 2.519 -9,72
2026-04-16 13F Brookstone Capital Management 12.006 35,77 1.069 34,68
2026-02-13 13F Resources Investment Advisors, LLC. 147.519 13.241
2026-04-17 13F Watershed Private Wealth Llc 3.246 289
2026-01-29 13F Quadcap Wealth Management, LLC 2.998 -4,46 269 -4,61
2026-02-10 13F Goldman Sachs Group Inc 109.528 9.831
2026-02-17 13F Private Advisor Group, LLC 8.788 789
2026-01-16 13F Ronald Blue Trust, Inc. 9.085 816
2026-01-23 13F Actinver Wealth Management, Inc. 4.629 415
2026-02-06 13F Daviman Financial, LLC 4.706 422
2026-04-17 13F Swp Financial Llc 26.291 6,77 2.340 5,84
2026-04-08 13F Archer Investment Management, LLC 14.070 1.252
2026-02-10 13F Parkway Wealth Management Group, LLC 2.640 237
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0
2026-02-13 13F Integrated Wealth Concepts LLC 34.970 3.139
2026-02-13 13F SRS Capital Advisors, Inc. 8.285 744
2026-03-04 13F SHP Wealth Management 70 6
2026-02-10 13F CFS Investment Advisory Services, LLC 35.753 3.209
2026-01-20 13F Chatterton & Associates Inc. 4.293 385
2026-01-27 13F Beacon Bridge Wealth Partners, LLC 28.782 2.583
2026-02-17 13F Fmr Llc 300 383,87 27 420,00
2026-01-29 13F Comerica Bank 2.250 202
2026-02-13 13F LGT Financial Advisors LLC 139 13
2026-02-10 13F Goldstein Advisors, LLC 6.324 568
2026-02-17 13F United Capital Financial Advisers, Llc 110.136 9.886
2026-02-13 13F Transamerica Financial Advisors, Inc. 915 82
2026-01-23 13F Nbt Bank N A /ny 90 3
2026-02-06 13F Kingdom Financial Group LLC. 702 63
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US:SYSB 89,58 $
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