IBTO - iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqGM)

iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF

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.

IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF Institutional Ownership
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.

IBTO / iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF Historical Put/Call Ratio
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
(%)
2025-08-07 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
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