Grundlæggende statistik
Institutionelle ejere | 91 total, 91 long only, 0 short only, 0 long/short - change of -7,14% MRQ |
Gennemsnitlig porteføljeallokering | 0.2743 % - change of -7,91% MRQ |
Institutionelle aktier (lange) | 6.652.655 (ex 13D/G) - change of -0,48MM shares -6,73% MRQ |
Institutionel værdi (lang) | $ 325.575 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Core 10+ Year USD Bond ETF (US:ILTB) har 91 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,652,655 aktier. Største aktionærer omfatter Bank Of America Corp /de/, AE Wealth Management LLC, Ameriprise Financial Inc, Focus Financial Network, Inc., Cedar Mountain Advisors, LLC, Wells Fargo & Company/mn, Verde Capital Management, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II, BlackRock, Inc., and Morgan Stanley .
iShares Trust - iShares Core 10+ Year USD Bond ETF (ARCA:ILTB) 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 50,97 / share. Previously, on September 16, 2024, the share price was 54,14 / share. This represents a decline of 5,86% 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
.
Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 112.031 | 13,72 | 5.537 | 12,41 | ||||
2025-08-14 | 13F | Bnp Paribas | 0 | -100,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 30.023 | 0,00 | 1.501 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 725 | 0,00 | 36 | -2,78 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 106.852 | 3,48 | 5.281 | 2,29 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 13.402 | -8,49 | 662 | -9,56 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 8.887 | -0,24 | 440 | -1,35 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 456 | -3,18 | 23 | -4,35 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 282 | 0 | ||||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 113 | 79,37 | 6 | 66,67 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 4.787 | -8,47 | 237 | -9,58 | ||||
2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 250 | 0,00 | 12 | 0,00 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 28.289 | -11,77 | 1.398 | -12,79 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6 | -14,29 | 0 | |||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 45 | 2,27 | 2 | 0,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 | 0,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2.103.591 | 1,20 | 103.959 | 0,03 | ||||
2025-08-07 | 13F | Allworth Financial LP | 16 | 0,00 | 1 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 22.435 | 5,77 | 1.100 | 4,46 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 12 | 0,00 | 1 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 73.321 | -6,75 | 3.624 | -7,84 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 164 | 8 | ||||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6.185 | -12,29 | 306 | -13,35 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.220 | 0,00 | 60 | 0,00 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.311 | -56,96 | 65 | -57,89 | ||||
2025-08-12 | 13F | Change Path, LLC | 59.076 | -10,71 | 2.920 | -11,76 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 44.484 | 104,86 | 2.198 | 102,58 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 1.133 | 0,00 | 56 | -1,79 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 385 | 0,00 | 19 | 0,00 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 4.258 | 210 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 9.649 | 13,28 | 477 | 12,00 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 25.167 | 13,92 | 1 | 0,00 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 52.564 | -69,80 | 2.598 | -70,16 | ||||
2025-08-12 | 13F | MAI Capital Management | 144 | 0,00 | 7 | 0,00 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 7.360 | 364 | ||||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 22.570 | 0,00 | 1.115 | -1,15 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 48.739 | -35,72 | 2.372 | -35,55 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.542 | 76 | ||||||
2025-08-14 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 1.413 | -1,60 | 70 | -2,82 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 75.551 | 3,19 | 3.734 | 1,99 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9.231 | -4,50 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 1.421 | -9,38 | 70 | -7,89 | ||||
2025-07-07 | 13F | Verde Capital Management | 169.463 | 1,67 | 8.375 | 0,48 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 43.414 | -0,44 | 2.171 | -0,46 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 33.518 | -47,77 | 1.656 | -48,38 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 228.570 | 2,04 | 11.296 | 0,85 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 232.559 | -30,31 | 11.493 | -31,11 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 50.473 | 2.494 | ||||||
2025-05-16 | 13F | Everstar Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 15.012 | 6,47 | 1 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 99.482 | 8,43 | 4.916 | 7,17 | ||||
2025-08-14 | 13F | UBS Group AG | 98.650 | 32,41 | 4.875 | 30,87 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 150 | 0,00 | 7 | 0,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 14 | 0,00 | 1 | |||||
2025-08-05 | 13F | Tsfg, Llc | 7.389 | 0,15 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 98.737 | 6,52 | 4.880 | 5,29 | ||||
2025-08-14 | 13F | Comerica Bank | 3.293 | 0,00 | 163 | -1,22 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 123.195 | 0,89 | 6.088 | -0,28 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 600 | 30 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4.924 | -16,63 | 243 | -17,06 | ||||
2025-08-12 | 13F | LPL Financial LLC | 108.485 | -6,09 | 5.361 | -7,18 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 193 | 0,00 | 10 | 0,00 | ||||
2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II | 166.698 | 0,85 | 8.238 | -0,31 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 15.825 | 0,89 | 782 | -0,26 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 5.741 | -8,97 | 284 | -7,52 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 39.711 | -7,91 | 1.963 | -8,99 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 389 | -5,35 | 19 | -5,00 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 40.674 | 73,29 | 2.010 | 71,36 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1.005.935 | 7,95 | 49.713 | 6,70 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 3.186 | 0,00 | 157 | -1,26 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 39.272 | -5,74 | 1.942 | -6,81 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 28.425 | -28,30 | 1.405 | -29,16 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 46 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 11.640 | 575 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4.247 | -1,87 | 210 | -3,24 | ||||
2025-07-25 | 13F | Cwm, Llc | 1.140 | 0,00 | 0 | |||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 7.711 | -1,54 | 381 | -2,56 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 208 | 0,00 | 10 | 0,00 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 4.930 | -7,23 | 244 | -8,30 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 11.114 | 549 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5.757 | 17,42 | 0 | |||||
2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 166.698 | 0,85 | 8.238 | -0,31 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 10.169 | 0,00 | 503 | -1,18 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 75.996 | -1,52 | 3.756 | -2,67 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 198.723 | -15,40 | 9.821 | -16,38 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 21.953 | -5,18 | 1.085 | -6,31 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 12.221 | 6,99 | 604 | 5,60 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 10.565 | -23,59 | 522 | -24,46 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 45.423 | 174,00 | 2.245 | 171,01 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 32.939 | 1,56 | 1.616 | -0,31 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 68.357 | 11,90 | 3.378 | 10,61 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 419.725 | -39,87 | 20.756 | -42,84 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 24 | 0,00 | 1 | 0,00 |
Other Listings
MX:ILTB |