Grundlæggende statistik
| Institutionelle ejere | 127 total, 127 long only, 0 short only, 0 long/short - change of 11,40% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4894 % - change of -11,72% MRQ |
| Institutionelle aktier (lange) | 24.137.148 (ex 13D/G) - change of 1,33MM shares 5,85% MRQ |
| Institutionel værdi (lang) | $ 599.938 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF (US:IBDY) har 127 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 24,137,148 aktier. Største aktionærer omfatter DRSK - Aptus Defined Risk ETF, Capital Investment Advisors, LLC, First Interstate Bank, Bank Of America Corp /de/, Sigma Investment Counselors Inc, Summitry Llc, Morgan Stanley, Mv Capital Management, Inc., Us Bancorp \de\, and Envision Financial Planning, LLC .
iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF (ARCA:IBDY) 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 16, 2025 is 26,38 / share. Previously, on September 17, 2024, the share price was 26,50 / share. This represents a decline of 0,45% over that period.
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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 173.201 | 233,03 | 4.487 | 237,62 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 190.609 | 7,36 | 4.938 | 8,82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 12.301 | 319 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 49 | 0,00 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 376.601 | -2,21 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Summitry Llc | 988.455 | 3,43 | 25.606 | 4,82 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 566.352 | -0,79 | 14.671 | 0,55 | ||||
| 2025-08-11 | 13F | Banque Cantonale Vaudoise | 7.512 | 0,00 | 0 | |||||
| 2025-04-29 | 13F | REDW Wealth LLC | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1.294 | 0,00 | 33 | 3,13 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 27.429 | 1,01 | 701 | 2,94 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 83.872 | 0,94 | 2.173 | 2,31 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2.531.308 | 11,53 | 65.574 | 13,04 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14.877 | 57,60 | 385 | 59,75 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 188.406 | 9,52 | 4.881 | 10,98 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 317 | 8 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 492.919 | -2,43 | 12.769 | -1,11 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 85.746 | 2,23 | 2.221 | 3,64 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 155.955 | 5,85 | 4.040 | 7,28 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 4.600 | 120 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 34.770 | 2,57 | 901 | 3,93 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 11.428 | 296 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 43.351 | -10,61 | 1.123 | -9,36 | ||||
| 2025-04-15 | 13F | First United Bank Trust/ | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 19.662 | 0,00 | 509 | 1,39 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 243.451 | 4,28 | 6.307 | 5,68 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 21.667 | -51,75 | 1 | -100,00 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 140.036 | 9,78 | 3.628 | 11,26 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 13.658 | 27,66 | 354 | 29,30 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 127.066 | 6,94 | 3.292 | 8,40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22.328 | 0,00 | 578 | 1,40 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 41.502 | -36,69 | 1.075 | -35,82 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 91 | 0 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 70.973 | 6,80 | 1.839 | 8,24 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 22.684 | 0,00 | 588 | 1,38 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15.283 | -0,88 | 395 | 0,00 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 5.870 | 0,00 | 152 | 1,33 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 95.684 | 6,50 | 2.479 | 7,93 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8.074 | 1,25 | 209 | 2,96 | ||||
| 2025-07-07 | 13F | Trust Co | 1.927 | 0,00 | 50 | 0,00 | ||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 7.953 | 0,00 | 206 | 1,48 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 15.810 | 0,00 | 410 | 1,24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 959.753 | 11,22 | 24.862 | 12,72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5.047 | 106,67 | 131 | 109,68 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 36.992 | 2,14 | 958 | 3,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 176.136 | 5,69 | 4.563 | 7,11 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 33.899 | 1 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 7.871 | -1,88 | 204 | -0,98 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 175.946 | 1.637,74 | 4.559 | 1.666,67 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 63.626 | 4,88 | 1.648 | 6,32 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 17.595 | 456 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22.243 | 1,13 | 576 | 2,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 79.797 | 3,20 | 2.067 | 4,61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1.218 | -1,30 | 32 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 371.078 | -3,04 | 9.613 | -1,74 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 121.389 | 1,04 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 12.599 | 53,29 | 326 | 55,24 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1.063 | 28 | ||||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 25.274 | 655 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 197.294 | 10,76 | 5.043 | 12,80 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 44.507 | 1.153 | ||||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 203.241 | 5.265 | ||||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 677.596 | 4,14 | 17.553 | 5,54 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 73.675 | -4,57 | 1.909 | -3,29 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8.580 | 0,00 | 222 | 1,37 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12.384 | 321 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 21.909 | -2,44 | 568 | -1,22 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 17.747 | 6,81 | 460 | 8,25 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 412.568 | 2,92 | 10.688 | 4,31 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 174.661 | 11,68 | 4.464 | 13,73 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 74.904 | 3,82 | 1.940 | 5,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | First Interstate Bank | 1.866.918 | -2,21 | 48.363 | -0,89 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 12.862 | 8,43 | 333 | 9,90 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 37.488 | 44,01 | 971 | 46,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.253 | 32 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12.558 | 0,00 | 325 | 1,56 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 168.539 | 2,39 | 4.366 | 3,78 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 88.337 | 2,16 | 2.288 | 3,53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12.608 | 1,66 | 327 | 3,16 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 1.400 | 36 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19.580 | 36,61 | 507 | 38,52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4.514 | -45,48 | 117 | -45,02 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23.156 | 14,61 | 600 | 16,09 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 39.904 | -6,49 | 1.034 | -5,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 243.387 | -0,95 | 6.305 | 0,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.388.008 | -2,76 | 35.956 | -1,45 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 184.691 | -5,11 | 4.784 | -3,84 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - Fundamentals First ETF | 1.944 | 0,00 | 50 | 2,04 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 839 | 0,00 | 22 | 0,00 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 98.105 | 6,29 | 2.541 | 7,72 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 42.027 | 28,33 | 1.088 | 30,14 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 425 | 11 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 11.387 | 295 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12.501 | -70,53 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 182.942 | 4.739 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15.044 | 9,79 | 390 | 11,14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.402 | -52,56 | 166 | -52,17 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50.686 | 9,43 | 1.305 | 10,31 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 13.013 | 0,44 | 335 | 1,82 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 35.168 | 911 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 90.245 | 60,81 | 2.338 | 62,97 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 42.928 | 335,82 | 1.112 | 343,03 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 155.251 | -1,03 | 4.022 | 0,30 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100,00 | 0 | |||||
| 2025-04-01 | NP | DRSK - Aptus Defined Risk ETF | 2.938.172 | 14,68 | 74.174 | 13,36 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 46.715 | -0,82 | 1.210 | 0,58 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 793.721 | -1,03 | 20.561 | 0,31 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2.829 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 120.584 | 20,44 | 3.124 | 22,09 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 53.942 | 1,55 | 1.397 | 2,95 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 14.228 | -88,41 | 369 | -88,28 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 51.346 | 11,99 | 1.330 | 13,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 146.649 | 18.185,41 | 3.799 | 18.890,00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 307.307 | -0,39 | 7.961 | 0,95 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 43.419 | 0,07 | 1.125 | 1,35 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 47.882 | 1,63 | 1.240 | 2,99 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1.017.190 | 17,35 | 26.350 | 18,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 486.165 | -3,13 | 12.594 | -1,82 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 249.063 | 10,42 | 6.452 | 11,90 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 30.797 | 47,13 | 798 | 48,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10.033 | 5,69 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 781.335 | 14,26 | 20.240 | 15,80 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 474.707 | 1,73 | 12.297 | 3,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45.900 | 1.189 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 304.136 | 7,79 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 27.250 | 0,00 | 706 | 1,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 15.310 | 397 | ||||||
| 2025-07-31 | 13F | United Community Bank | 1.535 | 95,54 | 40 | 95,00 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 367.159 | 3,14 | 9.374 | 3,50 |
