Grundlæggende statistik
| Institutionelle ejere | 111 total, 111 long only, 0 short only, 0 long/short - change of 13,27% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0913 % - change of -14,93% MRQ |
| Institutionelle aktier (lange) | 8.661.421 (ex 13D/G) - change of 0,96MM shares 12,43% MRQ |
| Institutionel værdi (lang) | $ 215.215 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF (US:IBMR) har 111 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,661,421 aktier. Største aktionærer omfatter Hartland & Co., LLC, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, HighTower Advisors, LLC, Bank Of America Corp /de/, UBS Group AG, Kathmere Capital Management, LLC, Us Bancorp \de\, Lbmc Investment Advisors, Llc, and Raymond James Financial Inc .
iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF (BATS:IBMR) 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 25,67 / share. Previously, on September 16, 2024, the share price was 25,44 / share. This represents an increase of 0,92% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56.738 | 43,74 | 1 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6.615 | 1,21 | 167 | 1,83 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 277.247 | -29,64 | 6.995 | -29,11 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 30.996 | 1,30 | 782 | 2,76 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 14.145 | -4,39 | 357 | -3,78 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 27.970 | 706 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 151 | 2,03 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21.128 | 1 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 71.680 | -7,68 | 1.808 | -7,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33.693 | 4,12 | 850 | 4,94 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 98.702 | 1,74 | 2.490 | 2,51 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 20.880 | 5,98 | 527 | 6,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.597 | 40 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 882.394 | 3,49 | 22.263 | 4,28 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 21.536 | 0,00 | 539 | 0,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11.341 | 22,92 | 286 | 23,81 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8.910 | 225 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14.291 | 361 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 86.746 | -12,07 | 2.189 | -11,42 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 12.545 | 317 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 77.309 | 3,53 | 1.951 | 4,33 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 34.330 | 0,00 | 866 | 0,81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 28.204 | 22,57 | 712 | 23,44 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 163.219 | 21,50 | 4.118 | 22,45 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 10.020 | 0,00 | 251 | 0,00 | ||||
| 2025-05-14 | 13F | Sax Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 24.977 | 13,51 | 630 | 14,55 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13.099 | 0,64 | 330 | 1,54 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.048 | 3.075,00 | 77 | 3.700,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 14.658 | 0,00 | 370 | 0,54 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1.100 | 0,00 | 28 | 0,00 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 9.284 | 13,72 | 234 | 14,71 | ||||
| 2025-07-07 | 13F | Trust Co | 13.815 | 0,00 | 349 | 0,87 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 173.871 | 3,58 | 4.687 | 11,49 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 28.863 | 108,88 | 728 | 110,40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 52.850 | 1.333 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 77.636 | 4,62 | 1.959 | 5,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 316.111 | -6,84 | 7.975 | -6,13 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10.213 | 258 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 33.100 | 0,00 | 835 | 0,85 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 57.229 | 18,47 | 1.433 | 18,82 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 30.649 | 0,00 | 773 | 0,78 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7.977 | 201 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 83.173 | 14,90 | 2.098 | 15,78 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 31.374 | -2,05 | 792 | -1,37 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 54.406 | 1,56 | 1.373 | 2,31 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 829 | 0,00 | 21 | 0,00 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 16.450 | 415 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2.250 | 0,00 | 57 | 0,00 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 12.871 | 4,89 | 325 | 5,54 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 56.112 | 1.416 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 124.261 | 7,29 | 3.135 | 8,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 14.675 | 55,36 | 370 | 56,78 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1.005 | 458,33 | 25 | 525,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.000 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 47.374 | -18,75 | 1.195 | -18,09 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 782.044 | 2,55 | 19.731 | 3,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 222.706 | -21,16 | 5.619 | -20,57 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2.219 | 0,00 | 56 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68.050 | 59,63 | 1.717 | 60,82 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 8.613 | 0,00 | 217 | 0,93 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 39.503 | 0,01 | 997 | 0,71 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 91.404 | 20,18 | 2.306 | 21,11 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 17.710 | 0,00 | 447 | 0,68 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 23.445 | 0,00 | 592 | 0,68 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 514.704 | 32,07 | 12.986 | 33,07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10.020 | 253 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 82.917 | -1,70 | 2.092 | -0,99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 9.124 | 230 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7.996 | 0,00 | 202 | 0,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 122.180 | 344,48 | 3.083 | 347,97 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 21.037 | 20,27 | 531 | 21,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 31.792 | 45,51 | 802 | 46,62 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 44.380 | 642,02 | 1.120 | 651,01 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 125.777 | 50,06 | 3.173 | 51,24 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 26.421 | 56,74 | 667 | 57,82 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 16.096 | 406 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21.037 | -1,24 | 531 | -0,56 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 19.700 | 1,81 | 497 | 2,69 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8.789 | -5,79 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33.918 | -27,32 | 856 | -26,80 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Blue Square Asset Management, Llc | 29.296 | -3,02 | 739 | -2,25 | ||||
| 2025-05-05 | 13F | Foundry Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 9.720 | 0,00 | 245 | 0,82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 | 0,00 | 1 | |||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 79.369 | 544,12 | 2.002 | 550,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 1.810 | 46 | ||||||
| 2025-08-07 | 13F | Rossmore Private Capital | 8.571 | 216 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 50.089 | 0,64 | 1.264 | 1,36 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 316 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 99.782 | 1,24 | 2.518 | 2,03 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 764.582 | 8,33 | 19.290 | 9,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 74.735 | 17,66 | 1.886 | 18,55 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8.120 | 205 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16.833 | 0,54 | 425 | 1,19 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 2.000 | 0,00 | 50 | 2,04 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 731.392 | -1,18 | 18.453 | -0,43 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16.414 | 9,42 | 414 | 10,70 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 22.173 | -0,89 | 559 | -0,18 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 119.718 | 0,00 | 3.020 | 0,77 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 31.576 | 6,85 | 797 | 7,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26.870 | 1 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 15.629 | -7,35 | 394 | -6,64 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 224.821 | 100,00 | 5.672 | 101,56 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 43.419 | 24,17 | 1.095 | 25,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 207.646 | 13,97 | 5.239 | 14,82 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 31.000 | 0,00 | 782 | 0,77 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 51.614 | 110,74 | 1.302 | 112,40 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 252.548 | 65,89 | 6.372 | 67,13 | ||||
| 2025-04-15 | 13F | Collier Financial | 396 | 0,00 | 10 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 27.338 | 182,80 | 690 | 184,71 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 9.500 | 240 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24.895 | -0,59 | 1 |
