Grundlæggende statistik
Institutionelle ejere | 140 total, 140 long only, 0 short only, 0 long/short - change of 5,22% MRQ |
Gennemsnitlig porteføljeallokering | 0.7676 % - change of 16,33% MRQ |
Institutionelle aktier (lange) | 24.329.899 (ex 13D/G) - change of 3,23MM shares 15,31% MRQ |
Institutionel værdi (lang) | $ 530.334 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF (US:IBHF) har 140 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 24,329,899 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Morgan Stanley, Sterling Financial Group, Inc., Cambridge Investment Research Advisors, Inc., Private Advisor Group, LLC, Wells Fargo & Company/mn, Lbmc Investment Advisors, Llc, Northwestern Mutual Wealth Management Co, Straightline Group Llc, and LPL Financial LLC .
iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF (BATS:IBHF) 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 9, 2025 is 23,32 / share. Previously, on September 10, 2024, the share price was 23,14 / share. This represents an increase of 0,80% 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
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 138.721 | 66,83 | 3.223 | 66,94 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 10.156 | 0,00 | 236 | 0,00 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 177.871 | 3,56 | 4.132 | 4,32 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-02 | 13F | Whittier Trust Co | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Wrapmanager Inc | 49.204 | 1,68 | 1.143 | 1,78 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 11.540 | 0,00 | 268 | 0,37 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Arrow Financial Corp | 724.261 | 116,28 | 16.825 | 116,39 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 18.600 | -9,72 | 432 | -9,62 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 2.000 | 46 | ||||||
2025-08-15 | 13F | High Falls Advisors, Inc | 12.551 | 16,49 | 292 | 16,40 | ||||
2025-08-08 | 13F | Creative Planning | 12.580 | 292 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 869 | 62,13 | 20 | 66,67 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143.670 | 5,82 | 3 | 0,00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 177.875 | -7,24 | 4.132 | -7,19 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 13.740 | 0,00 | 319 | 0,00 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 15 | 0 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.309 | 0,46 | 30 | 0,00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Eight 31 Financial Llc | 79.140 | 0,62 | 1.838 | 0,66 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 574.522 | -2,16 | 13.346 | -2,12 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 69.930 | 9,74 | 1.624 | 9,80 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 202.776 | 0,66 | 4.710 | 0,71 | ||||
2025-08-14 | 13F | Headinvest, Llc | 33.425 | -2,90 | 776 | -2,88 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 10.930 | 1,64 | 254 | 2,02 | ||||
2025-07-10 | 13F | Sterling Financial Group, Inc. | 1.210.761 | 28.126 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 3.955 | -37,40 | 92 | -37,67 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 10.913 | 254 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 5.822 | 39,82 | 135 | 40,63 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 384 | 0,00 | 9 | 0,00 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 41.798 | -24,74 | 1 | -100,00 | ||||
2025-08-14 | 13F | Comerica Bank | 4.767 | -1,61 | 111 | -1,79 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 80.035 | 2,27 | 1.859 | 2,31 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 49.319 | 460,44 | 1.146 | 461,27 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 14.099 | 0,00 | 328 | 0,00 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 231.997 | 12,39 | 5.389 | 12,43 | ||||
2025-08-15 | 13F | Morgan Stanley | 1.525.335 | -25,01 | 35.434 | -24,98 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 33.020 | 1,60 | 767 | 1,72 | ||||
2025-08-14 | 13F | Sentinus, LLC | 26.056 | 0,03 | 605 | 0,17 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 25.850 | 12,67 | 600 | 12,78 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 138.410 | -5,75 | 3.215 | -5,69 | ||||
2025-08-12 | 13F | Cowa, Llc | 685.592 | 25,98 | 15.912 | 25,92 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | UBS Group AG | 262.625 | 1,79 | 6.101 | 1,82 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 100.262 | -17,58 | 2.329 | -17,53 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 202.734 | 44,27 | 4.710 | 44,32 | ||||
2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 517.294 | 66,17 | 12.017 | 66,24 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 18 | 0 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 49.389 | -80,19 | 1.147 | -80,18 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 445.589 | -9,04 | 10.351 | -8,99 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 67.198 | 12,33 | 1.561 | 12,38 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 3.533 | -6,21 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 144.299 | 10,97 | 3.352 | 11,03 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 34.274 | -17,63 | 796 | -17,60 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 29.265 | -20,21 | 680 | -20,21 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 | 0,00 | 0 | |||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14.719 | 2,06 | 342 | 2,10 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 598.347 | 36,55 | 13.900 | 36,61 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 10.944 | -46,70 | 254 | -46,64 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 34.441 | 0,33 | 800 | 0,38 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.064.628 | 23,99 | 24.731 | 24,04 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 7.621 | 0,00 | 177 | 0,57 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 46.638 | 0,00 | 1.083 | 0,09 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 55.710 | 14,50 | 1.294 | 14,61 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12.435 | 289 | ||||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 31.575 | 37,55 | 733 | 38,56 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 29.377 | 0,00 | 682 | 0,00 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 72.641 | -2,66 | 1.687 | -2,60 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 99.793 | 12,11 | 2.318 | 12,20 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 316.269 | 8,25 | 7.347 | 8,28 | ||||
2025-08-07 | 13F | PFG Advisors | 69.235 | 1.608 | ||||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 37.803 | 0,00 | 878 | 0,11 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 61.035 | -4,83 | 1.418 | -4,84 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 54.911 | -20,54 | 1.276 | -20,51 | ||||
2025-08-14 | 13F | Colony Group, LLC | 12.832 | 0,00 | 298 | 0,34 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 66.160 | 0,00 | 1.536 | 0,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 60.020 | 7,53 | 1.394 | 7,56 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 126.076 | 25,35 | 2.929 | 25,40 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 9.313 | 0,22 | 216 | 0,47 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 15.309 | 30,89 | 356 | 31,00 | ||||
2025-08-07 | 13F | Nwam Llc | 31.990 | -12,40 | 743 | -12,28 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 25.436 | 0,00 | 591 | 0,00 | ||||
2025-07-31 | 13F | Keeler THomas Management LLC | 415.775 | 15,57 | 9.658 | 15,62 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 29.845 | 41,77 | 693 | 42,01 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2.345 | 9,07 | 54 | 10,20 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12.006 | 279 | ||||||
2025-08-12 | 13F | Tableaux Llc | 1.363 | 248 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1.117.099 | 9,50 | 25.950 | 9,55 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.850 | 0,00 | 251 | 0,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 373.758 | 2.046,31 | 8.682 | 2.049,01 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209.350 | 1,44 | 4.864 | 1,48 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 9.067 | 211 | ||||||
2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 304.244 | 4,38 | 7.043 | 4,84 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2.146.582 | 2,46 | 49.865 | 2,50 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 37.902 | 57,09 | 880 | 57,14 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 228 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 78.255 | 1.817 | ||||||
2025-07-01 | 13F | Private Client Services, Llc | 129.040 | -4,96 | 2.998 | -4,92 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 209.534 | 11,40 | 4.867 | 11,45 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 140.803 | -3,43 | 3.271 | -3,40 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 249.860 | 15,78 | 5.804 | 15,85 | ||||
2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 34.327 | 14,29 | 794 | 13,12 | ||||
2025-07-16 | 13F | Rebalance, Llc | 43.540 | 1,38 | 1.011 | 1,40 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 20.379 | 23,66 | 473 | 23,82 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14.285 | 6,60 | 332 | 6,43 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 271.980 | 3,15 | 6.325 | 3,49 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 93.990 | 2,56 | 2.183 | 2,63 | ||||
2025-08-12 | 13F | Landing Point Financial Group, LLC | 53.070 | 15,60 | 1.233 | 15,68 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 328.597 | 33,01 | 7.633 | 33,07 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 148.248 | -7,67 | 3.444 | -7,64 | ||||
2025-07-25 | 13F | Heartland Bank & Trust Co | 20.321 | 50,06 | 472 | 50,32 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 149.642 | -29,67 | 3 | -25,00 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 20.566 | 1,70 | 478 | 1,71 | ||||
2025-08-12 | 13F | LPL Financial LLC | 733.946 | 35,34 | 17.050 | 35,40 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 15.294 | -3,64 | 355 | -3,53 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 136.632 | 1,61 | 3.174 | 1,63 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 26.578 | -5,80 | 617 | -5,80 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.223 | 12,05 | 307 | 12,04 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 22.128 | 514 | ||||||
2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 142 | -52,67 | 3 | -50,00 | ||||
2025-05-02 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 69.536 | 0,08 | 1.615 | 0,12 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 6.734 | 19,46 | 156 | 20,00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5.574 | 129 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.151 | 0,45 | 73 | 1,39 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 37.325 | 0,47 | 867 | 0,58 | ||||
2025-08-14 | 13F | Straightline Group Llc | 766.062 | 4,25 | 17.796 | 4,30 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 150.167 | 3.488 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 349.866 | 2,54 | 8.127 | 2,59 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 854.318 | 13,11 | 19.846 | 13,15 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1.167.957 | 6,99 | 27 | 8,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 12.750 | 0,00 | 295 | -0,34 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 297.431 | 6.909 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1.959 | 46 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 400 | 9 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 32.650 | 27,29 | 758 | 27,39 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 11.000 | 52,35 | 256 | 52,69 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 568.962 | 25,49 | 13.217 | 25,54 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21.649 | 8,39 | 503 | 8,42 | ||||
2025-08-14 | 13F | 10Elms LLP | 10.615 | 0,00 | 247 | 0,00 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21.610 | 40,35 | 502 | 40,62 | ||||
2025-08-12 | 13F | Timber Creek Capital Management LLC | 38.802 | 12,52 | 899 | 12,25 | ||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 10.089 | 0,56 | 234 | 0,43 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 9.494 | 2,27 | 221 | 2,33 | ||||
2025-07-15 | 13F | Carr Financial Group Corp | 83.323 | 17,66 | 1.936 | 17,70 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 798.372 | 0,87 | 18.546 | 0,92 |