GARP - iShares Trust - iShares MSCI USA Quality GARP ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

iShares Trust - iShares MSCI USA Quality GARP ETF
US ˙ BATS

Grundlæggende statistik
Institutionelle ejere 76 total, 76 long only, 0 short only, 0 long/short - change of 22,58% MRQ
Gennemsnitlig porteføljeallokering 0.4510 % - change of 47,19% MRQ
Institutionelle aktier (lange) 5.266.814 (ex 13D/G) - change of 2,07MM shares 64,70% MRQ
Institutionel værdi (lang) $ 248.231 USD ($1000)
Institutionelt ejerskab og aktionærer

iShares Trust - iShares MSCI USA Quality GARP ETF (US:GARP) har 76 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,266,814 aktier. Største aktionærer omfatter LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Landaas & Co /wi /adv, Mount Yale Investment Advisors, LLC, Cetera Investment Advisers, Park National Corp /oh/, Commonwealth Equity Services, Llc, Planned Solutions, Inc., Arq Wealth Advisors, Llc, and Valley National Advisers Inc .

iShares Trust - iShares MSCI USA Quality GARP ETF (BATS:GARP) 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 September 15, 2025 is 64,77 / share. Previously, on September 16, 2024, the share price was 51,76 / share. This represents an increase of 25,14% over that period.

GARP / iShares Trust - iShares MSCI USA Quality GARP 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.

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.

GARP / iShares Trust - iShares MSCI USA Quality GARP 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.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-01 13F Rossby Financial, LCC 12 0,00 1
2025-08-08 13F Kingsview Wealth Management, LLC 8.836 -2,57 534 15,37
2025-08-08 13F D'Orazio & Associates, Inc. 122.431 146,29 7.392 191,48
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 12.147 6,74 733 26,38
2025-07-10 13F Atticus Wealth Management, Llc 582 -9,06 35 9,38
2025-07-14 13F Armstrong Advisory Group, Inc 0 -100,00 0
2025-08-08 13F Larson Financial Group LLC 6.723 -14,36 406 1,25
2025-08-14 13F Atomi Financial Group, Inc. 14.543 878
2025-07-11 13F LongView Wealth Management 18.952 0,01 1.144 18,43
2025-08-08 13F Thoroughbred Financial Services, Llc 22.948 1
2025-07-14 13F Signature Securities Group Corporation 10.539 -24,65 636 -10,80
2025-07-17 13F Wagner Wealth Management, Llc 2.288 138
2025-08-11 13F HighTower Advisors, LLC 161.312 -3,93 9.740 13,71
2025-08-12 13F Calton & Associates, Inc. 13.164 795
2025-07-28 13F Harbour Investments, Inc. 6.105 -79,86 369 -76,20
2025-08-14 13F Goldman Sachs Group Inc 50.138 218,62 3.027 277,43
2025-08-13 13F EverSource Wealth Advisors, LLC 0 -100,00 0
2025-08-27 13F Stonebridge Wealth Management, LLC 34.907 2.108
2025-07-30 13F Bogart Wealth, LLC 1.200 71,43 72 105,71
2025-08-15 13F Morgan Stanley 1 0
2025-04-29 13F Financial Network Wealth Management LLC 102.656 5
2025-07-28 13F WJ Wealth Management, LLC 96.682 0,96 5.838 19,49
2025-08-14 13F Integrated Wealth Concepts LLC 0 -100,00 0
2025-07-25 13F Concord Wealth Partners 17 0,00 1
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 3.858 235
2025-08-18 13F Arq Wealth Advisors, Llc 209.457 0,00 10.686 0,00
2025-07-31 13F Leavell Investment Management, Inc. 6.775 409
2025-08-14 13F Win Advisors, Inc 43.489 2.626
2025-07-22 13F Valley National Advisers Inc 209.248 17,26 13 33,33
2025-08-14 13F Bank Of America Corp /de/ 175.568 9,10 10.601 29,13
2025-09-04 13F/A Advisor Group Holdings, Inc. 136.579 1,33 8.232 19,72
2025-08-11 13F Landaas & Co /wi /adv 424.178 3,69 25.610 22,71
2025-07-01 13F Park National Corp /oh/ 282.623 17.065
2025-07-30 13F D.a. Davidson & Co. 3.585 216
2025-08-04 13F Assetmark, Inc 0 -100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 17.635 25,80 1.065 48,81
2025-08-19 13F Newbridge Financial Services Group, Inc. 18 1
2025-08-07 13F Allworth Financial LP 3 0
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-08-08 13F Keyvantage Wealth, Llc 9.612 -0,08 580 18,37
2025-08-08 13F TD Capital Management LLC 340 0,29 21 17,65
2025-05-13 13F/A Heck Capital Advisors, LLC 0 -100,00 0 -100,00
2025-08-11 13F Principal Securities, Inc. 11.905 719
2025-08-12 13F Steward Partners Investment Advisory, Llc 2.991 232,33 181 300,00
2025-07-31 13F Glass Jacobson Investment Advisors llc 159 0,00 10 12,50
2025-08-14 13F CIBC World Markets Inc. 9.435 -8,84 570 7,77
2025-08-06 13F Commonwealth Equity Services, Llc 270.069 38,34 16 77,78
2025-08-13 13F Northwestern Mutual Wealth Management Co 26.561 1.604
2025-08-04 13F Saxony Capital Management, LLC 5.077 307
2025-08-05 13F Sigma Planning Corp 15.097 912
2025-08-14 13F LaSalle St. Investment Advisors, LLC 16.398 307,10 1
2025-07-29 13F Planned Solutions, Inc. 226.228 13.660
2025-08-13 13F Congress Wealth Management LLC / DE / 0 -100,00 0
2025-08-14 13F Royal Bank Of Canada 15 0,00 1 0,00
2025-08-01 13F Gwn Securities Inc. 5.610 -12,96 339 3,35
2025-08-15 13F Kestra Advisory Services, LLC 17.738 16,10 1.071 37,48
2025-05-12 13F Fmr Llc 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 1.246 75
2025-08-08 13F Kane Investment Management, Inc. 0 -100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 9.997 604
2025-08-04 13F Spire Wealth Management 11.750 28,96 709 52,80
2025-08-06 13F Golden State Wealth Management, LLC 9.103 5,14 550 24,49
2025-08-07 13F Flagship Wealth Advisors, Llc 7.500 0,00 453 18,32
2025-07-11 13F Farther Finance Advisors, LLC 0 -100,00 0
2025-08-01 13F Envestnet Asset Management Inc 53.576 17,95 3.235 39,58
2025-08-14 13F GWM Advisors LLC 1.946 9,20 118 30,00
2025-07-15 13F EWG Elevate Inc. 24.248 -8,34 1.464 8,52
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Creative Planning 6.000 -1,64 362 16,40
2025-08-07 13F Kestra Private Wealth Services, Llc 62.689 16,55 3.785 37,99
2025-08-13 13F Mount Yale Investment Advisors, LLC 409.425 24.721
2025-07-07 13F Nova Wealth Management, Inc. 8.782 99,36 530 136,61
2025-08-14 13F Citadel Advisors Llc 14.018 846
2025-08-14 13F Raymond James Financial Inc 88.764 45,03 5.360 71,65
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 461.526 32,61 28 58,82
2025-09-11 13F Milestones Private Investment Advisors LLC 62.355 3.765
2025-08-15 13F Equitable Holdings, Inc. 24.163 124,75 1.459 166,06
2025-08-12 13F Global Retirement Partners, LLC 2.285 280,83 138 315,15
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-07-29 13F Disciplined Investments, LLC 16.766 0,00 1.012 18,36
2025-08-08 13F Foundations Investment Advisors, LLC 14.693 -15,73 887 -0,22
2025-08-12 13F LPL Financial LLC 698.785 122,35 42.193 163,16
2025-07-25 13F Cwm, Llc 622 0,00 0
2025-05-13 13F UBS Group AG 0 -100,00 0
2025-07-23 13F Lakeshore Capital Group, Inc. 5.951 359
2025-08-14 13F Mml Investors Services, Llc 40.004 18,45 2 100,00
2025-08-08 13F Cetera Investment Advisers 407.668 53,68 24.615 81,89
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 6.148 17,80 371 39,47
2025-08-05 13F Bank Of Montreal /can/ 370 3,06 22 22,22
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista