ISCG - iShares Trust - iShares Morningstar Small-Cap Growth ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (ARCA)

iShares Trust - iShares Morningstar Small-Cap Growth ETF
US ˙ ARCA ˙ US4642886042

Mga Batayang Estadistika
Pemilik Institusional 148 total, 148 long only, 0 short only, 0 long/short - change of 6.47% MRQ
Alokasi Portofolio Rata-rata 0.1547 % - change of 11.35% MRQ
Saham Institusional (Jangka Panjang) 8,012,319 (ex 13D/G) - change of -0.65MM shares -7.51% MRQ
Nilai Institusional (Jangka Panjang) $ 365,520 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

iShares Trust - iShares Morningstar Small-Cap Growth ETF (US:ISCG) memiliki 148 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 8,012,319 saham. Pemegang saham terbesar meliputi Colony Group, LLC, Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, LPL Financial LLC, Avantax Advisory Services, Inc., Bank Of America Corp /de/, Rockport Wealth LLC, Gallagher Fiduciary Advisors, LLC, Atria Investments Llc, and Cwm, Llc .

Struktur kepemilikan institusional iShares Trust - iShares Morningstar Small-Cap Growth ETF (ARCA:ISCG) 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 53.65 / share. Previously, on September 9, 2024, the share price was 46.05 / share. This represents an increase of 16.50% over that period.

ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF Institutional Ownership
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.

ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF Historical Put/Call Ratio
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
(%)
2025-07-15 13F North Star Investment Management Corp. 234 0.43 12 10.00
2025-07-15 13F Td Private Client Wealth Llc 4,157 -40.78 207 -34.81
2025-07-09 13F Breakwater Capital Group 7,210 -11.99 359 -2.98
2025-07-07 13F Nova Wealth Management, Inc. 0 -100.00 0
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 24,995 0.00 1,244 10.39
2025-08-11 13F Citigroup Inc 5,021 -3.42 250 6.41
2025-08-12 13F PSI Advisors, LLC 0 -100.00 0
2025-08-14 13F Bank Of America Corp /de/ 344,809 -7.17 17,158 2.53
2025-08-08 13F Cetera Investment Advisers 41,695 32.36 2,075 46.16
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-15 13F Synergy Financial Group, LTD 7,192 0.00 358 10.19
2025-08-12 13F LPL Financial LLC 434,903 9.60 21,641 21.06
2025-08-11 13F Principal Securities, Inc. 10,256 14.94 510 15.65
2025-08-05 13F BEAM Asset Management, LLC 59,549 63.15 2,963 80.23
2025-07-21 13F Ameritas Advisory Services, LLC 293 15
2025-07-14 13F Signature Securities Group Corporation 4,719 0.11 235 10.38
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 11,149 -2.28 1
2025-08-13 13F Russell Investments Group, Ltd. 56 3
2025-08-14 13F Royal Bank Of Canada 43,364 -0.29 2,158 10.10
2025-08-15 13F Equitable Holdings, Inc. 8,830 35.24 439 49.32
2025-08-14 13F UBS Group AG 106,795 3.67 5,314 14.53
2025-07-28 13F Copia Wealth Management 25 0.00 1 0.00
2025-08-14 13F MGB Wealth Management, LLC 200 0.00 10 0.00
2025-07-24 13F Gilliland Jeter Wealth Management LLC 10,971 8.62 546 20.04
2025-08-04 13F Creative Financial Designs Inc /adv 8,952 -65.62 445 -62.06
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 760 39
2025-07-24 13F IFP Advisors, Inc 569 0.00 28 12.00
2025-08-13 13F Jones Financial Companies Lllp 6,822 42.10 338 56.48
2025-07-08 13F Lowe Wealth Advisors, LLC 210 0.00 10 11.11
2025-07-30 13F Black Diamond Financial, LLC 106,873 -25.44 5,318 -17.64
2025-04-22 13F Veridan Wealth LLC 29,689 11.40 1,337 -1.40
2025-08-14 13F Monograph Wealth Advisors, Llc 4,122 205
2025-04-22 13F Ellis Investment Partners, LLC 0 -100.00 0
2025-08-04 13F Jim Saulnier & Associates, Llc 4,509 -15.97 224 -7.05
2025-08-11 13F HighTower Advisors, LLC 66,711 49.97 3,320 65.70
2025-07-30 13F TFB Advisors LLC 4,766 -1.12 237 9.22
2025-08-12 13F Laurel Wealth Advisors LLC 70,162 4,876.03 1 -98.41
2025-08-14 13F Financial Engines Advisors L.L.C. 9,897 492
2025-08-13 13F Northern Trust Corp 10,486 -0.12 522 10.38
2025-08-04 13F Spire Wealth Management 384 19
2025-08-01 13F Gwn Securities Inc. 7,618 21.00 379 33.92
2025-07-11 13F Farther Finance Advisors, LLC 37,718 667.25 1,877 748.87
2025-08-19 13F Cape Investment Advisory, Inc. 2,925 0.03 146 10.69
2025-07-09 13F Towerpoint Wealth, LLC 4,374 218
2025-08-04 13F Flagship Harbor Advisors, Llc 0 -100.00 0
2025-08-04 13F Adell Harriman & Carpenter Inc 8,796 0.00 438 10.35
2025-07-30 13F D.a. Davidson & Co. 4,525 225
2025-08-05 13F Key FInancial Inc 24,203 33.84 1,204 47.91
2025-07-16 13F Kendall Capital Management 23,500 1,169
2025-08-05 13F Huntington National Bank 31 3,000.00 2
2025-07-17 13F Fifth Third Securities, Inc. 10,068 501
2025-08-13 13F Congress Wealth Management LLC / DE / 0 -100.00 0
2025-08-13 13F Level Four Advisory Services, Llc 47,416 0.00 2,359 10.44
2025-08-14 13F Colony Group, LLC 1,001,405 -45.08 49,830 -39.34
2025-08-08 13F Tortoise Investment Management, LLC 2,922 0.00 145 10.69
2025-08-14 13F Raymond James Financial Inc 117,644 0.37 5,854 10.85
2025-07-22 13F Wealthcare Advisory Partners LLC 4,837 241
2025-07-25 13F Courage Miller Partners, LLC 13,746 -3.30 684 6.88
2025-08-08 13F Pnc Financial Services Group, Inc. 0 -100.00 0
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 91,296 5.33 4,543 16.34
2025-08-06 13F Commonwealth Equity Services, Llc 83,468 -0.27 4 33.33
2025-07-14 13F Opal Wealth Advisors, LLC 3,146 0.00 157 10.64
2025-07-25 13F Cwm, Llc 264,481 -9.62 13 0.00
2025-08-15 13F Asset Allocation Strategies LLC 13,143 -13.21 654 -4.11
2025-08-12 13F Jpmorgan Chase & Co 948,308 -10.69 47,188 -1.36
2025-08-13 13F Rockport Wealth LLC 324,071 16,126
2025-07-14 13F UMA Financial Services, Inc. 1,063 0.00 53 10.64
2025-08-12 13F Manchester Capital Management LLC 390 0.00 19 11.76
2025-07-17 13F Gleason Group, Inc. 127 0.00 6 20.00
2025-07-31 13F Whipplewood Advisors, LLC 3,300 2,207.69 164 10.81
2025-08-05 13F Cherry Tree Wealth Management, LLC 76 0.00 4 0.00
2025-08-13 13F Lido Advisors, LLC 11,074 0.16 551 10.64
2025-07-29 13F Private Trust Co Na 2,771 5.76 138 16.10
2025-08-14 13F Fmr Llc 7,967 -6.30 396 3.39
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 5,888 298
2025-08-19 13F National Asset Management, Inc. 0 -100.00 0
2025-08-14 13F Benjamin Edwards Inc 4,808 0.00 239 10.65
2025-08-14 13F CoreCap Advisors, LLC 1,762 88
2025-09-04 13F/A Advisor Group Holdings, Inc. 63,523 -36.81 3,156 -30.30
2025-07-16 13F Legend Financial Advisors, Inc. 135 7
2025-08-14 13F Smartleaf Asset Management LLC 2,704 13.95 134 25.23
2025-08-14 13F Comerica Bank 5,075 0.00 253 10.53
2025-08-18 13F Geneos Wealth Management Inc. 2,421 2.85 120 13.21
2025-07-31 13F Opes Wealth Management LLC 127,069 7.50 6,323 18.75
2025-08-08 13F Creative Planning 28,341 28.79 1,410 42.28
2025-08-13 13F IAG Wealth Partners, LLC 69,317 -7.46 3,449 2.22
2025-07-14 13F Matrix Trust Co 167,423 1.28 8 14.29
2025-08-06 13F Savant Capital, LLC 5,506 0.04 274 10.53
2025-08-14 13F Goldman Sachs Group Inc 36,161 2.15 1,799 12.86
2025-07-29 13F Rodgers & Associates, LTD 31,858 1.82 1,585 12.49
2025-07-11 13F SILVER OAK SECURITIES, Inc 5,382 0.15 268 10.33
2025-07-10 13F Tompkins Financial Corp 1,944 0.00 97 10.34
2025-07-25 13F Atria Wealth Solutions, Inc. 13,690 106.27 686 130.20
2025-07-28 13F Harbour Investments, Inc. 950 -74.85 47 -72.35
2025-07-15 13F MCF Advisors LLC 343 0.00 17 13.33
2025-07-29 13F Madison Wealth Partners, Inc 7,368 3.24 367 14.02
2025-08-12 13F MAI Capital Management 450 0.00 22 10.00
2025-08-14 13F Mml Investors Services, Llc 65,462 -18.92 3 0.00
2025-07-07 13F Investors Research Corp 72 0.00 4 0.00
2025-07-22 13F Merit Financial Group, LLC 4,838 -2.04 241 8.11
2025-07-14 13F AdvisorNet Financial, Inc 3,709 -4.26 185 5.75
2025-08-12 13F SRS Capital Advisors, Inc. 1,985 99
2025-07-17 13F Montis Financial, LLC 0 -100.00 0
2025-08-06 13F Prospera Financial Services Inc 4,318 215
2025-07-29 13F Creekside Partners 20,230 0.12 1,007 10.55
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 4,277 40.05 213 54.74
2025-07-03 13F City Center Advisors, LLC 0 -100.00 0
2025-08-11 13F Strategic Wealth Partners, Ltd. 2,004 100
2025-04-14 13F Park Avenue Securities Llc 0 -100.00 0
2025-08-12 13F Change Path, LLC 14,666 6.45 730 17.58
2025-08-14 13F CIBC World Markets Inc. 7,942 0.00 395 10.64
2025-08-11 13F Perennial Investment Advisors, LLC 30,280 33.39 1,507 47.36
2025-08-12 13F O'shaughnessy Asset Management, Llc 1,291 -37.84 64 -31.18
2025-08-14 13F Visionary Wealth Advisors 9,877 82.10 491 101.23
2025-08-13 13F Crescent Grove Advisors, LLC 14,337 0.00 713 10.54
2025-08-14 13F Qube Research & Technologies Ltd 361 38.31 18 54.55
2025-08-11 13F WPG Advisers, LLC 112 0.00 6 0.00
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 9,617 -6.07 479 3.69
2025-07-25 13F Concord Wealth Partners 112 6
2025-08-12 13F Archer Investment Corp 1,516 0.00 75 10.29
2025-08-13 13F Northwestern Mutual Wealth Management Co 490,694 5.45 24,417 16.47
2025-08-12 13F Proequities, Inc. 0 0
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-07-22 13F Steele Capital Management, Inc. 167,423 1.28 8,331 11.87
2025-08-08 13F Avantax Advisory Services, Inc. 378,433 -5.15 18,831 4.77
2025-08-08 13F Phoenix Wealth Advisors 20,210 -23.35 1,006 -15.33
2025-08-14 13F Certified Advisory Corp 73,332 0.40 3,649 10.88
2025-08-14 13F GWM Advisors LLC 15,583 -16.74 775 -8.07
2025-08-15 13F CI Private Wealth, LLC 12,307 0.00 612 10.47
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-08-15 13F Kestra Advisory Services, LLC 7,931 -1.88 395 8.24
2025-08-14 13F Jane Street Group, Llc 12,161 -68.26 605 -64.93
2025-08-12 13F Steward Partners Investment Advisory, Llc 4,684 84.34 233 104.39
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 299,710 4.88 14,914 15.85
2025-08-14 13F Citadel Advisors Llc 18,582 -53.57 925 -48.72
2025-08-12 13F Pathstone Holdings, LLC 38,863 88.55 1,934 108.30
2025-08-13 13F/A StoneX Group Inc. 0 -100.00 0
2025-07-24 13F Blair William & Co/il 1,062 0.00 53 10.64
2025-08-14 13F Ameriprise Financial Inc 107,967 -1.98 5,373 8.15
2025-08-14 13F Mariner, LLC 66,332 18.19 3,301 30.54
2025-05-15 13F Advisory Services Network, LLC 0 -100.00 0
2025-07-21 13F Ameriflex Group, Inc. 50 0.00 2 0.00
2025-08-04 13F Assetmark, Inc 899 121.43 45 144.44
2025-08-15 13F Captrust Financial Advisors 5,649 0.00 281 10.63
2025-07-02 13F Central Pacific Bank - Trust Division 48 0.00 2 0.00
2025-08-01 13F Envestnet Asset Management Inc 21,270 -10.87 1,058 -1.58
2025-05-15 13F CAPROCK Group, Inc. 5,742 259
2025-08-15 13F Morgan Stanley 253,968 -28.07 12,637 -20.55
2025-08-13 13F Millstone Evans Group, LLC 442 -41.07 22 -36.36
2025-07-08 13F Nbc Securities, Inc. 337 -7.92 0
2025-07-17 13F Smith Chas P & Associates Pa Cpas 5,029 -45.06 250 -39.32
2025-07-22 13F DAVENPORT & Co LLC 6,200 0.00 309 10.39
2025-08-06 13F Ipsen Advisor Group LLC 112,232 3.06 5,585 13.84
2025-08-11 13F Private Advisor Group, LLC 11,175 -48.36 556 -42.92
2025-08-14 13F Stifel Financial Corp 0 -100.00 0
2025-08-14 13F Ieq Capital, Llc 32,241 0.00 1,604 10.47
2025-08-14 13F Wells Fargo & Company/mn 151,370 7.32 7,532 18.56
2025-07-25 13F LRI Investments, LLC 46,497 0.00 2,314 10.46
2025-08-14 13F Susquehanna International Group, Llp 12,568 -51.61 625 -46.58
2025-04-23 13F Valmark Advisers, Inc. 0 -100.00 0
2025-07-11 13F Shelton Wealth Management, Llc 21,698 -0.82 1,080 9.54
2025-08-04 13F Atria Investments Llc 295,476 4.35 14,703 15.26
2025-08-12 13F AlphaCore Capital LLC 20 1
2025-07-24 13F rebel Financial LLC 6,683 333
2025-04-24 13F Tsfg, Llc 0 -100.00 0
2025-08-05 13F Integrity Financial Corp /WA 76 0.00 4 0.00
2025-08-12 13F Global Retirement Partners, LLC 10,507 -14.81 523 -14.29
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