Mga Batayang Estadistika
Pemilik Institusional | 91 total, 91 long only, 0 short only, 0 long/short - change of -7.14% MRQ |
Alokasi Portofolio Rata-rata | 0.2743 % - change of -6.67% MRQ |
Saham Institusional (Jangka Panjang) | 6,652,655 (ex 13D/G) - change of -0.47MM shares -6.62% MRQ |
Nilai Institusional (Jangka Panjang) | $ 325,575 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Core 10+ Year USD Bond ETF (US:ILTB) memiliki 91 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 6,652,655 saham. Pemegang saham terbesar meliputi 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 .
Struktur kepemilikan institusional iShares Trust - iShares Core 10+ Year USD Bond ETF (ARCA:ILTB) 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 50.14 / share. Previously, on September 9, 2024, the share price was 53.33 / share. This represents a decline of 5.98% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 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 |