Grundlæggende statistik
| Institutionelle ejere | 120 total, 120 long only, 0 short only, 0 long/short - change of 4,35% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1139 % - change of -5,27% MRQ |
| Institutionelle aktier (lange) | 12.723.254 (ex 13D/G) - change of 3,27MM shares 34,56% MRQ |
| Institutionel værdi (lang) | $ 315.606 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF (US:IBMR) har 120 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 12,723,254 aktier. Største aktionærer omfatter Mercer Global Advisors Inc /adv, Bank Of America Corp /de/, Hartland & Co., LLC, HighTower Advisors, LLC, Lbmc Investment Advisors, Llc, Wells Fargo & Company/mn, Us Bancorp \de\, Vishria Bird Financial Group, LLC, UBS Group AG, and Kathmere Capital Management, LLC .
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 April 2, 2026 is 25,34 / share. Previously, on April 4, 2025, the share price was 25,16 / share. This represents an increase of 0,72% 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
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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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-26 | 13F | Phillips Financial Management, Llc | 31.792 | 0,00 | 808 | -0,37 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 86.709 | 6,47 | 2.198 | 6,13 | ||||
| 2026-02-05 | 13F | Hills Bank & Trust Co | 52.032 | -58,42 | 1.323 | -58,59 | ||||
| 2026-02-17 | 13F | Envision Financial Planning, LLC | 46.156 | -0,68 | 1.174 | -1,10 | ||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 31.758 | 808 | ||||||
| 2026-02-05 | 13F | Avantax Planning Partners, Inc. | 7.977 | 0,00 | 203 | -0,49 | ||||
| 2026-02-12 | 13F | Lbmc Investment Advisors, Llc | 419.412 | 60,90 | 10.666 | 60,28 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 50.847 | 0,85 | 1.293 | 0,47 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 20.497 | 4,34 | 521 | 3,99 | ||||
| 2026-01-29 | 13F | James Investment Research Inc | 33.371 | -2,46 | 849 | -2,86 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 151 | 0,00 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 1.596 | 3.295,74 | 41 | 3.900,00 | ||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 1.200 | 9,09 | 31 | 7,14 | ||||
| 2026-01-21 | 13F | Leo Wealth, LLC | 15.524 | 0,73 | 395 | 0,25 | ||||
| 2026-02-10 | 13F | Spinnaker Trust | 45.271 | 72,00 | 1.151 | 71,54 | ||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 73.432 | 36,73 | 1.867 | 36,18 | ||||
| 2026-01-23 | 13F | Freestone Capital Holdings, LLC | 11.700 | 0,00 | 298 | -0,34 | ||||
| 2025-10-29 | 13F | Partners Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Curbstone Financial Management Corp | 60.270 | 86,77 | 1.533 | 86,15 | ||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 28.920 | 19,80 | 735 | 19,71 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 12.532 | 0,00 | 319 | -0,31 | ||||
| 2026-02-17 | 13F | United Capital Financial Advisers, Llc | 130.319 | 15,06 | 3.314 | 14,63 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 163.597 | 24,81 | 4.160 | 24,33 | ||||
| 2026-01-05 | 13F | Park Avenue Securities Llc | 11.516 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Mariner, LLC | 32.205 | 0,00 | 819 | -0,49 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 104.056 | 153,41 | 2.646 | 152,48 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 153.627 | 15,17 | 3.907 | 14,71 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 952.366 | 5,58 | 24.219 | 5,16 | ||||
| 2026-01-21 | 13F | Fulton Breakefield Broenniman Llc | 130.223 | 3.048 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Financial Advisory Corp | 30.453 | 774 | ||||||
| 2026-02-10 | 13F | Parkway Wealth Management Group, LLC | 91.917 | 2.337 | ||||||
| 2026-02-02 | 13F | Ellis Investment Partners, LLC | 70.043 | 1.781 | ||||||
| 2026-01-29 | 13F | Klingman & Associates, LLC | 15.170 | -29,05 | 386 | -29,36 | ||||
| 2026-02-09 | 13F | Leavell Investment Management, Inc. | 87.574 | 124,36 | 2.227 | 123,59 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 32.922 | 37,20 | 837 | 36,76 | ||||
| 2026-01-20 | 13F | Cornell Pochily Investment Advisors, Inc. | 8.895 | 0,00 | 226 | -0,44 | ||||
| 2026-02-13 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Woodmont Investment Counsel Llc | 101.176 | -5,50 | 2.573 | -5,89 | ||||
| 2026-01-08 | 13F | Sound View Wealth Advisors Group, LLC | 74.015 | 9,26 | 1.882 | 8,85 | ||||
| 2026-01-22 | 13F | Paradigm, Strategies in Wealth Management, LLC | 17.548 | 12,07 | 446 | 11,78 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 107.081 | 19,79 | 2.732 | 19,72 | ||||
| 2025-10-21 | 13F | Vishria Bird Financial Group, LLC | 382.903 | 2.278,87 | 9.776 | 2.307,64 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 279.534 | -0,12 | 7.109 | -0,52 | ||||
| 2026-01-28 | 13F | Barrett & Company, Inc. | 1.810 | 0,00 | 46 | 0,00 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 194.635 | 9,50 | 4.950 | 9,08 | ||||
| 2026-02-02 | 13F | RIA Advisory Group LLC | 51.479 | 1.309 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 85.690 | 1,98 | 2.179 | 1,59 | ||||
| 2025-10-16 | 13F | Precision Wealth Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 64.124 | 1.631 | ||||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 2.250 | 0,00 | 57 | 0,00 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.348.304 | 135,77 | 34.287 | 134,86 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 66.339 | 45,51 | 1.687 | 45,06 | ||||
| 2026-02-12 | 13F | Godshalk Welsh Capital Management, Inc. | 31.300 | 31,51 | 796 | 30,97 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 2.643 | 0,84 | 67 | 1,52 | ||||
| 2026-01-29 | 13F | Segment Wealth Management, LLC | 9.720 | 0,00 | 247 | -0,40 | ||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 24.971 | -1,96 | 635 | -2,46 | ||||
| 2026-02-17 | 13F | Elequin Capital Lp | 30.406 | 2,70 | 773 | 2,38 | ||||
| 2026-01-14 | 13F | Praetorian Wealth Management, Inc. | 205.521 | 17,17 | 5.226 | 16,73 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 391.318 | 20,14 | 9.951 | 19,68 | ||||
| 2025-10-22 | 13F | OneAscent Financial Services LLC | 9.640 | 9,68 | 246 | |||||
| 2026-02-09 | 13F | PSI Advisors, LLC | 50.800 | 1.292 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 298.545 | -4,85 | 7.592 | -5,23 | ||||
| 2026-01-12 | 13F | Quantum Financial Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-15 | 13F | Archford Capital Strategies, LLC | 12.790 | -7,05 | 325 | -7,41 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 101.044 | 22,87 | 2.570 | 22,39 | ||||
| 2026-01-23 | 13F | Atwater Malick LLC | 12.787 | 325 | ||||||
| 2026-02-04 | 13F | Meridian Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 29.009 | -5,94 | 738 | -6,35 | ||||
| 2026-01-13 | 13F | Capital Investment Advisors, LLC | 44.461 | 1,34 | 1.131 | 0,89 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 24.900 | 17,96 | 633 | 17,66 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 238.000 | 13,24 | 6.052 | 12,81 | ||||
| 2026-01-26 | 13F | Roof Eidam & Maycock/adv | 33.100 | 0,00 | 842 | -0,47 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 20.633 | 525 | ||||||
| 2026-01-28 | 13F | Members Wealth Llc | 18.240 | 0,00 | 467 | 0,43 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 3.048 | 0,00 | 78 | 0,00 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 23.251 | 1.062,55 | 1 | |||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 2.092.664 | 154,70 | 53.218 | 153,71 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 38 | 1 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 44 | 1 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 26.848 | 0,03 | 1 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 67.081 | 17,51 | 1.706 | 17,02 | ||||
| 2026-01-30 | 13F | American Capital Advisory, LLC | 2.219 | 0,00 | 56 | 0,00 | ||||
| 2026-02-09 | 13F | Glenview Trust Co | 8.613 | 0,00 | 219 | 0,00 | ||||
| 2026-01-27 | 13F | Penobscot Investment Management Company, Inc. | 8.300 | 0,00 | 211 | 0,00 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 10.020 | 0,00 | 255 | 0,79 | ||||
| 2026-02-02 | 13F | CENTRAL TRUST Co | 144.285 | 11,53 | 3.669 | 11,11 | ||||
| 2026-01-30 | 13F | Spreng Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 136.578 | 66,70 | 3.473 | 66,09 | ||||
| 2026-02-05 | 13F | Rossmore Private Capital | 38.716 | 289,22 | 985 | 288,93 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 745.806 | 4,74 | 18.966 | 4,33 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 73.014 | 556,01 | 1.856 | 551,23 | ||||
| 2025-11-05 | 13F | Collier Financial | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-11-14 | 13F | Colony Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Covington Investment Advisors Inc. | 238.975 | 6 | ||||||
| 2026-01-07 | 13F | Cyndeo Wealth Partners, LLC | 42.049 | 1.069 | ||||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 36.436 | 927 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 2.000 | 0,00 | 51 | 0,00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 29.679 | -12,34 | 755 | -12,73 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 18.125 | 2,34 | 461 | 1,77 | ||||
| 2026-01-30 | 13F | Catalytic Wealth RIA, LLC | 42.988 | 19,93 | 1.093 | 19,45 | ||||
| 2026-02-13 | 13F | 10Elms LLP | 20.400 | 0,00 | 519 | -0,38 | ||||
| 2026-04-01 | 13F | Signature Wealth Management Group | 27.476 | -13,48 | 697 | -13,75 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 12.736 | 324 | ||||||
| 2026-04-01 | 13F | Helen Stephens Group, LLC | 43.233 | 0,00 | 1.096 | -0,36 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 8.686 | 0,00 | 221 | -0,45 | ||||
| 2026-01-20 | 13F | Blue Square Asset Management, Llc | 30.512 | 6,66 | 776 | 6,16 | ||||
| 2026-02-13 | 13F | Tableaux Llc | 14.482 | 339 | ||||||
| 2026-02-17 | 13F | Creative Planning | 19.743 | 0,00 | 502 | -0,40 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Wrapmanager Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Daviman Financial, LLC | 8.639 | 220 | ||||||
| 2026-02-12 | 13F | Howland Capital Management Llc | 167.451 | 36,03 | 4.258 | 35,52 | ||||
| 2026-02-12 | 13F | Financial Engines Advisors L.L.C. | 15.059 | 7,20 | 383 | 6,70 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 384.855 | 14,76 | 9.787 | 14,31 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 32.017 | 12,77 | 814 | 12,43 | ||||
| 2026-02-02 | 13F | Cypress Point Wealth Management, LLC | 119.718 | 0,00 | 3.044 | -0,39 | ||||
| 2026-01-07 | 13F | Massmutual Trust Co Fsb/adv | 6.146 | -20,43 | 156 | -20,81 | ||||
| 2026-01-26 | 13F | Valmark Advisers, Inc. | 65.722 | 139,25 | 1.671 | 138,37 | ||||
| 2026-01-22 | 13F | Granite Harbor Advisors, Inc. | 61.038 | 46,01 | 1.552 | 45,45 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 53.087 | -6,64 | 1.350 | 134.900,00 | ||||
| 2026-02-13 | 13F | FF Advisors,LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Addison Advisors LLC | 1.005 | 0,00 | 26 | 0,00 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 31.000 | 0,00 | 788 | -0,38 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 153.538 | 1,25 | 3.904 | 0,85 | ||||
| 2026-01-13 | 13F | Stephens Consulting, LLC | 316 | 0,00 | 8 | 0,00 | ||||
| 2026-01-22 | 13F | Newman Dignan & Sheerar, Inc. | 22.342 | 0,00 | 568 | -0,35 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 23.161 | 14,38 | 589 | 13,95 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 38.489 | 13,09 | 979 | 12,80 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Trust Co | 13.816 | 0,01 | 351 | -0,28 | ||||
| 2026-01-23 | 13F | Smith, Moore & Co. | 18.538 | 1,46 | 471 | 1,07 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 126.526 | 13,16 | 3.218 | 12,72 |
