Grundlæggende statistik
| Institutionelle ejere | 86 total, 82 long only, 0 short only, 4 long/short - change of 1,16% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0564 % - change of -0,78% MRQ |
| Institutionelle aktier (lange) | 1.705.498 (ex 13D/G) - change of 0,21MM shares 14,17% MRQ |
| Institutionel værdi (lang) | $ 96.059 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares Morningstar Small-Cap ETF (US:ISCB) har 86 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,705,498 aktier. Største aktionærer omfatter Simplex Trading, Llc, Simplex Trading, Llc, Morgan Stanley, Group One Trading, L.p., Cetera Investment Advisers, IMC-Chicago, LLC, LPL Financial LLC, IMC-Chicago, LLC, Wells Fargo & Company/mn, and Bank Of America Corp /de/ .
iShares Trust - iShares Morningstar Small-Cap ETF (ARCA:ISCB) 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 12, 2025 is 63,46 / share. Previously, on September 13, 2024, the share price was 57,11 / share. This represents an increase of 11,13% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8.000 | 0,00 | 466 | 7,62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3.860 | 0,00 | 225 | 7,18 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197.039 | 2.079,88 | 11.483 | 2.248,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2.493 | -55,31 | 145 | -51,99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 154.202 | 82,94 | 8.986 | 96,80 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 360 | 0,00 | 21 | 10,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.221 | 2,09 | 71 | 1,43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 29.211 | -10,37 | 1.702 | -3,57 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 10.019 | -1,57 | 584 | 5,81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.677 | 280,27 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.765 | 9,91 | 1 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 792 | 0,00 | 46 | 9,52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.628 | -8,69 | 95 | -2,08 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 7.105 | -6,44 | 414 | 0,73 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 37.840 | -1,07 | 2.205 | 6,42 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3.522 | 205 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 189 | 11 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10.379 | -4,29 | 605 | 2,90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 24.215 | 0,00 | 1.411 | 7,63 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10.679 | -1,56 | 622 | 5,96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10.750 | 93,76 | 626 | 108,67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 300 | 0,00 | 17 | 6,25 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.552 | 0,00 | 90 | 7,14 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 772 | 7,67 | 45 | 15,79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8.728 | 0,00 | 509 | 7,63 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3.993 | 0,28 | 233 | 7,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71.549 | 3,22 | 4.170 | 11,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | Call | 17.000 | -83,00 | 1.584 | -83,37 | |||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26.219 | -0,38 | 1.528 | 7,16 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3.600 | 0,00 | 210 | 7,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 33.386 | -1,11 | 1.946 | 6,40 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 28.990 | -0,61 | 1.689 | 6,90 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5.688 | 0,09 | 331 | 3,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36.620 | -4,33 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 4.350 | 254 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 287 | 0,00 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 48.985 | 0,58 | 2.654 | -7,14 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7.517 | -10,35 | 438 | -3,52 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41.839 | 0,20 | 2.438 | 7,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 8,33 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16.393 | -17,72 | 955 | -11,49 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | Call | 0 | -100,00 | 0 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6.327 | -32,51 | 369 | -27,36 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 208 | 0,00 | 12 | 9,09 | ||||
| 2025-05-14 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3.788 | 0,16 | 221 | 7,84 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 48.985 | 0,58 | 2.654 | -7,14 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 24.850 | -14,40 | 1.448 | -7,89 | ||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 65.600 | 13,57 | 3.823 | 22,15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.241 | 33,58 | 72 | 44,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 574 | 0,00 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | 7 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 363.666 | -0,56 | 21.193 | 6,97 | ||||
| 2025-08-08 | 13F | Creative Planning | 3.923 | 1,58 | 229 | 9,09 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 3.580 | 209 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 91 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12.192 | 4,50 | 711 | 12,34 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 1.276 | 0,00 | 74 | 7,25 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 20.838 | -0,13 | 1.214 | 7,43 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4.060 | 0,27 | 237 | 7,76 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 6.480 | 0,00 | 378 | 7,41 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 43.648 | 0,00 | 2.544 | 7,57 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 5.755 | 0,00 | 335 | 7,72 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6.225 | -29,98 | 363 | -24,74 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 7.275 | 0,25 | 424 | 7,63 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1.616 | 0,00 | 94 | 8,05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16.994 | 24,45 | 990 | 33,96 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 768 | 0,00 | 45 | 7,32 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 90 | 0,00 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2.500 | 0,00 | 146 | 7,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59.119 | 11,93 | 3.445 | 20,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 559 | 0,18 | 33 | 6,67 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 7.799.800 | 26,02 | 644 | 27,08 | |||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 1.129.100 | -49,14 | 84 | -48,78 | |||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3.572 | 208 | ||||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 187.300 | 48,77 | 13.721 | 20,42 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5.450 | 4,01 | 318 | 12,01 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 139.700 | 49,89 | 13.016 | 549,45 | |||
| 2025-08-08 | 13F | Larson Financial Group LLC | 10 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 8.312 | -9,82 | 484 | -3,01 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24.669 | 0,31 | 1.438 | 7,88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22.425 | 0,08 | 1.307 | 7,67 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 266.900 | 696,72 | 22.239 | 1.358,30 | |||
| 2025-08-13 | 13F | Colonial Trust Advisors | 247 | 0,00 | 14 | 7,69 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7.574 | -1,23 | 441 | 6,27 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2.169 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5.656 | -13,05 | 330 | -6,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7.494 | -9,54 | 437 | -2,68 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 420 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | Put | 38 | 1 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 80 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 2.700 | 3,85 | 134 | 9,92 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39.763 | 648,27 | 2.317 | 707,32 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 600 | 0,00 | 35 | 6,25 |
