Mga Batayang Estadistika
Pemilik Institusional | 77 total, 77 long only, 0 short only, 0 long/short - change of 8.45% MRQ |
Alokasi Portofolio Rata-rata | 0.3269 % - change of 95.86% MRQ |
Saham Institusional (Jangka Panjang) | 11,001,783 (ex 13D/G) - change of 1.04MM shares 10.49% MRQ |
Nilai Institusional (Jangka Panjang) | $ 267,530 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF (US:IBTO) memiliki 77 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 11,001,783 saham. Pemegang saham terbesar meliputi 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 .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2033 Term Treasury ETF (NasdaqGM:IBTO) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 24.75 / share. Previously, on September 9, 2024, the share price was 25.23 / share. This represents a decline of 1.90% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |