Grundlæggende statistik
Institutionelle ejere | 77 total, 77 long only, 0 short only, 0 long/short - change of 10,00% MRQ |
Gennemsnitlig porteføljeallokering | 0.3269 % - change of 82,32% MRQ |
Institutionelle aktier (lange) | 11.001.783 (ex 13D/G) - change of 1,06MM shares 10,68% MRQ |
Institutionel værdi (lang) | $ 267.530 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF (US:IBTO) har 77 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 11,001,783 aktier. Største aktionærer omfatter GLOBALT Investments LLC / GA, Federation des caisses Desjardins du Quebec, Atlantic Union Bankshares Corp, Krilogy Financial LLC, Confluence Investment Management Llc, Morgan Stanley, Chatham Capital Group, Inc., Envestnet Asset Management Inc, Cetera Investment Advisers, and Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF .
iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF (NasdaqGM:IBTO) 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 24,82 / share. Previously, on September 16, 2024, the share price was 25,40 / share. This represents a decline of 2,28% 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
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.912 | 2,03 | 47 | 2,22 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 14.756 | 3,18 | 362 | 3,74 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 | 0,00 | 0 | |||||
2025-08-01 | 13F | Logan Capital Management Inc | 267 | 0,00 | 7 | 0,00 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 26.725 | -12,87 | 1 | |||||
2025-08-15 | 13F | Morgan Stanley | 608.556 | 80,80 | 14.916 | 81,62 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 64.962 | -2,68 | 1.592 | -2,33 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 18.554 | -0,54 | 455 | -0,22 | ||||
2025-07-25 | 13F | Cwm, Llc | 2.992 | 140,71 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 71.224 | -7,07 | 1.746 | -6,68 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24.473 | 2,42 | 1 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8.920 | 0,00 | 219 | 0,46 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1.873 | 0,00 | 0 | |||||
2025-07-31 | 13F | Keeler THomas Management LLC | 54.066 | 24,95 | 1.325 | 25,59 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 12.430 | 24,72 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 408.174 | 10,39 | 10.004 | 10,90 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9.489 | -0,29 | 233 | 0,00 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 48.786 | 1.196 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 6 | 0 | ||||||
2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 58.950 | -0,70 | 1.445 | -0,28 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 103.368 | 7,17 | 2.534 | 7,65 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2.041 | 0,00 | 50 | 2,08 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 44.024 | 152,71 | 1.079 | 153,88 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 34.213 | 189,70 | 839 | 190,97 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6.962 | 78,88 | 171 | 80,85 | ||||
2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 19.060 | 5,72 | 467 | 6,38 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 4.173 | 0,00 | 102 | 0,99 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 878.976 | 2,80 | 21.544 | 3,26 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16.188 | 3,23 | 397 | 3,66 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 24.708 | 0,00 | 606 | 0,50 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 474.700 | 219,59 | 11.635 | 221,03 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 131.795 | 4,67 | 3.230 | 5,83 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 145.627 | 6,46 | 3.569 | 6,95 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 351.146 | 1,83 | 8.607 | 2,29 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 82.789 | 0,00 | 2.029 | 0,45 | ||||
2025-08-12 | 13F | LPL Financial LLC | 26.053 | 13,08 | 639 | 13,52 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9.291 | -68,66 | 228 | -68,60 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 4.066 | -81,38 | 100 | -81,39 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 8.347 | -37,58 | 205 | -37,42 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1.272 | 41,18 | 31 | 47,62 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 21.500 | -65,45 | 527 | -66,28 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 343.894 | 8.326 | ||||||
2025-04-15 | 13F | Noble Wealth Management PBC | 2.000 | 0,00 | 49 | 2,13 | ||||
2025-08-07 | 13F | Fagan Associates, Inc. | 80.355 | 11,34 | 1.970 | 11,88 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1.310.104 | 1,61 | 32.111 | 2,07 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 23.419 | 33,68 | 574 | 34,43 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 34.320 | 116,94 | 841 | 117,88 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1.206 | 70,58 | 30 | 70,59 | ||||
2025-08-06 | 13F/A | Headland Capital, LLC | 284.351 | 4,37 | 6.969 | 4,84 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 159.409 | 7,81 | 3.907 | 8,32 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 24.246 | 18,41 | 594 | 19,04 | ||||
2025-08-14 | 13F | Comerica Bank | 1.070 | -1,74 | 26 | 0,00 | ||||
2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 59 | 391,67 | 1 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8.184 | 201 | ||||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11.076 | 1,05 | 271 | 1,50 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 694.671 | -0,90 | 17.026 | -0,45 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 2.322.883 | -3,38 | 56.934 | -2,94 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 34 | 1 | ||||||
2025-04-28 | 13F | NovaPoint Capital, LLC | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.947 | -21,54 | 268 | -21,18 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 14.883 | 365 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 101.378 | 32,13 | 2.485 | 32,69 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 210 | 0,00 | 5 | 0,00 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 19.336 | 501 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 44 | 1 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1.172 | 239,71 | 29 | 250,00 | ||||
2025-08-14 | 13F | UBS Group AG | 242.690 | -29,76 | 5.948 | -29,44 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 33.000 | 0,00 | 809 | 0,37 | ||||
2025-08-12 | 13F | Reliant Wealth Planning | 47.167 | 1.156 | ||||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 49.151 | 0,00 | 1.205 | 0,42 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13.496 | 46,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 30.532 | 748 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 931.860 | 27,08 | 22.838 | 27,64 | ||||
2025-07-18 | 13F | Truist Financial Corp | 126.742 | -3,74 | 3.106 | -3,30 | ||||
2025-08-01 | 13F | James Investment Research Inc | 8.525 | 0,00 | 209 | 0,00 | ||||
2025-08-07 | 13F | PFG Advisors | 38.536 | 945 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 846 | 0,00 | 21 | 0,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 202.569 | -29,84 | 4.965 | -29,53 |