Mga Batayang Estadistika
Pemilik Institusional | 114 total, 114 long only, 0 short only, 0 long/short - change of 10.68% MRQ |
Alokasi Portofolio Rata-rata | 0.0735 % - change of 1.57% MRQ |
Saham Institusional (Jangka Panjang) | 3,042,370 (ex 13D/G) - change of 1.32MM shares 76.87% MRQ |
Nilai Institusional (Jangka Panjang) | $ 319,628 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares Global Comm Services ETF (US:IXP) memiliki 114 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 3,042,370 saham. Pemegang saham terbesar meliputi Hsbc Holdings Plc, Green Harvest Asset Management LLC, Bank Of America Corp /de/, Pictet Asset Management Holding SA, Morgan Stanley, Money Design Co.,Ltd., BlackRock, Inc., Destination Wealth Management, AE Wealth Management LLC, and Wells Fargo & Company/mn .
Struktur kepemilikan institusional iShares Trust - iShares Global Comm Services ETF (ARCA:IXP) 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 122.41 / share. Previously, on September 6, 2024, the share price was 86.41 / share. This represents an increase of 41.67% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-09 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 92,136 | -3.00 | 10 | 11.11 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 4,254 | 70.30 | 478 | 97.11 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,331 | 25.97 | 599 | 46.10 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 11,470 | 1,302 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 41,874 | 50.59 | 5 | 100.00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15,652 | 3.27 | 1,758 | 19.59 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 1,932 | 217 | ||||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Destination Wealth Management | 80,951 | 0.04 | 9,092 | 15.82 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Corrado Advisors, Llc | 35,723 | 7.20 | 4,012 | 24.10 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 27,989 | -3.72 | 3,144 | 11.45 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1,205 | 0.17 | 135 | 16.38 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 3,000 | 337 | ||||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 6,700 | 0.00 | 753 | 15.69 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 14,838 | 0.19 | 1,667 | 16.02 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 2,489 | 4.06 | 280 | 20.26 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18,809 | -0.92 | 2 | 100.00 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11,285 | 1.81 | 1,268 | 17.86 | ||||
2025-07-10 | 13F | Rockland Trust Co | 38,781 | -3.34 | 4,356 | 11.90 | ||||
2025-07-23 | 13F | Slow Capital, Inc. | 20,722 | -1.74 | 2,328 | 13.73 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 | 0.00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 25,183 | 21.15 | 2,829 | 40.28 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 5,142 | 0.00 | 1 | |||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2,490 | 4.71 | 280 | 21.30 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 6,113 | 0.00 | 687 | 15.68 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 77,629 | 8.03 | 8,719 | 25.06 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 130 | 15 | ||||||
2025-08-08 | 13F | Union Savings Bank | 73 | 0.00 | 8 | 14.29 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4,576 | 30.48 | 514 | 50.88 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3,547 | -12.59 | 398 | 1.02 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 542 | -60.38 | 61 | -54.55 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 12 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,804 | 203 | ||||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 998 | 0.00 | 112 | 16.67 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 23,808 | 16.34 | 2,674 | 34.71 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 13,649 | -15.23 | 2 | 0.00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 14 | 0.00 | 2 | 0.00 | ||||
2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-05-05 | 13F | Mandatum Life Insurance Co Ltd | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 952 | 19.75 | 107 | 37.66 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 | 2 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 77 | 0.00 | 9 | 14.29 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 1,869 | 210 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,389 | 4.31 | 1 | |||||
2025-08-06 | 13F | New Millennium Group LLC | 7 | 0.00 | 1 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 130 | 0.00 | 15 | 16.67 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 9,555 | 3.96 | 1,073 | 20.43 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 2,564 | 1.67 | 288 | 18.03 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 7,090 | 55.93 | 792 | 79.37 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15,989 | 40.28 | 1,796 | 62.44 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,542 | -10.51 | 1,970 | 3.63 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 4,103 | -69.31 | 461 | -64.53 | ||||
2025-05-13 | 13F | HighTower Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 700,747 | 78,708 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 3,953 | 444 | ||||||
2025-07-21 | 13F | Ntv Asset Management Llc | 1,900 | 213 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | 2,368 | -31.14 | 266 | -20.42 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 15,455 | 1,736 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2,510 | 282 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 36,252 | 1.59 | 4,072 | 17.59 | ||||
2025-04-17 | 13F | Grimes & Company, Inc. | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 788 | -46.97 | 88 | -38.89 | ||||
2025-08-04 | 13F | Assetmark, Inc | 34 | 0.00 | 4 | 0.00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 32,911 | 92.66 | 3,697 | 123.05 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 295,753 | 427.49 | 33,219 | 510.74 | ||||
2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 462 | 52 | ||||||
2025-08-08 | 13F | Creative Planning | 2,135 | 0.00 | 240 | 15.46 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 126 | 0.00 | 14 | 16.67 | ||||
2025-08-13 | 13F | Pictet Asset Management Holding SA | 288,000 | 333.08 | 32,155 | 398.30 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | CVA Family Office, LLC | 700 | 0.00 | 79 | 16.42 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 1,914 | 215 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 85 | 0.00 | 10 | 12.50 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 18,011 | 4.65 | 2,023 | 21.15 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1,108 | 0.00 | 124 | 15.89 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2,305 | 0.00 | 259 | 15.70 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 718 | -16.32 | 81 | -3.61 | ||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 2,825 | 10.57 | 318 | 28.23 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 51 | -45.16 | 6 | -44.44 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 15,842 | -7.29 | 1,779 | 7.36 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 463 | 0.00 | 52 | 18.18 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 77 | 9 | ||||||
2025-08-12 | 13F | MAI Capital Management | 6,881 | 0.01 | 773 | 15.74 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 75,678 | -1.43 | 8,500 | 14.12 | ||||
2025-08-14 | 13F | UBS Group AG | 28,017 | -17.21 | 3,147 | -4.17 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 81,399 | 0.21 | 9,143 | 16.02 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 11 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2,135 | 240 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10,966 | -7.46 | 1 | 0.00 | ||||
2025-08-14 | 13F | Fmr Llc | 1,065 | 8.45 | 120 | 25.26 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 119 | 0.00 | 13 | 18.18 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 3,988 | 5.39 | 448 | 21.80 | ||||
2025-08-04 | 13F | Spire Wealth Management | 175 | 0.00 | 20 | 18.75 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Breakwater Investment Management | 201 | 0.00 | 23 | 15.79 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3,332 | 0.00 | 374 | 15.79 | ||||
2025-08-15 | 13F | Morgan Stanley | 194,359 | 3.35 | 21,830 | 19.65 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 96 | 0.00 | 11 | 11.11 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2,161 | 10,705.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 316 | -3.66 | 0 | |||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 2,037 | 229 | ||||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 137 | 0.00 | 15 | 15.38 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 6,132 | 0.00 | 689 | 15.82 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 61 | 0.00 | 7 | 20.00 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,403 | 270 | ||||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 100 | 0.00 | 11 | 22.22 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,800 | 0 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 1,270 | 104.84 | 143 | 136.67 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 22 | 0.00 | 2 | 0.00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 225 | 0.00 | 25 | 19.05 | ||||
2025-07-16 | 13F/A | CX Institutional | 92 | 0 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 66,129 | 14.81 | 7,428 | 32.91 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 350 | 0.00 | 39 | 18.18 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 12,726 | 3.09 | 1,429 | 19.38 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 152 | 17 | ||||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 2,400 | 0.00 | 270 | 15.95 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 30,022 | 611.08 | 3,372 | 724.45 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 399,185 | 25.28 | 44,836 | 45.04 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,451 | 22.06 | 237 | 21.65 | ||||
2025-08-07 | 13F | Midwest Trust Co | 6,250 | 702 | ||||||
2025-08-11 | 13F | Capital Square, LLC | 1,900 | 209 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 |
Other Listings
MX:IXP |