Mga Batayang Estadistika
| Pemilik Institusional | 89 total, 89 long only, 0 short only, 0 long/short - change of 15.38% MRQ |
| Alokasi Portofolio Rata-rata | 0.4077 % - change of -8.52% MRQ |
| Saham Institusional (Jangka Panjang) | 8,575,645 (ex 13D/G) - change of 1.26MM shares 17.24% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 182,646 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF (US:IBHG) memiliki 89 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 8,575,645 saham. Pemegang saham terbesar meliputi Lbmc Investment Advisors, Llc, Advisor Group Holdings, Inc., Northwestern Mutual Wealth Management Co, Wells Fargo & Company/mn, Keeler THomas Management LLC, LPL Financial LLC, Commonwealth Equity Services, Llc, HighTower Advisors, LLC, Commonwealth Financial Services, LLC, and Mutual Advisors, LLC .
Struktur kepemilikan institusional iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF (BATS:IBHG) 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 22.45 / share. Previously, on September 6, 2024, the share price was 22.31 / share. This represents an increase of 0.63% 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 
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Wrapmanager Inc | 50,879 | 1.53 | 1,147 | 2.50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 24,690 | 1.53 | 557 | 2.58 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 97,198 | -4.58 | 2,191 | -3.69 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 12,041 | -3.59 | 271 | -2.52 | ||||
| 2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 17,730 | -10.01 | 400 | -9.11 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 398 | 0.00 | 9 | 0.00 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 491,462 | 0.44 | 11,078 | 1.41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 384,009 | -1.29 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,816 | -83.08 | 492 | -82.94 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 570 | 2.15 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 132,171 | -20.80 | 2,979 | -20.03 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 36,300 | -2.68 | 818 | -1.68 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 22,271 | -51.39 | 502 | -50.98 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 61,498 | -1.97 | 1,386 | -1.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 35,007 | 5.92 | 789 | 7.06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 902 | 0.00 | 20 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,921 | -28.15 | 269 | -27.57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 78,384 | 0.20 | 1,763 | 0.97 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 840 | 1.69 | 19 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,840 | -11.62 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 4,257 | -1.87 | 96 | -1.04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54,572 | 6.48 | 1,230 | 7.52 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 37,928 | 5.55 | 855 | 6.48 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 11,086 | 250 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 342,134 | 0.09 | 7,712 | 1.06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 799,946 | 908.53 | 18,031 | 918.13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21,557 | 0.99 | 486 | 2.32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 28,072 | -60.43 | 633 | -60.08 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104,281 | 14.37 | 2,351 | 15.48 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 12,239 | -9.49 | 276 | -8.64 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 225 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 65 | 1 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 9,038 | 12.72 | 204 | 13.41 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9,537 | -37.21 | 215 | -36.87 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,120 | 25 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 800 | 0.00 | 18 | 5.88 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,016 | 293 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 87,051 | 9.05 | 1,962 | 10.10 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 12,739 | -15.81 | 287 | -14.84 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 35,536 | -0.45 | 801 | 0.50 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 299,434 | 1.72 | 6,733 | 2.61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 778,916 | 1.06 | 17,557 | 2.03 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 58,339 | -74.80 | 1,315 | -74.57 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 90,923 | 14.38 | 2,049 | 15.50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 56,381 | 1.85 | 1,271 | 2.83 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 4,757 | 0.00 | 107 | 0.94 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 54,159 | 0.00 | 1,209 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12,242 | 29.72 | 276 | 30.95 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 51,682 | -22.51 | 1,165 | -21.77 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 39,150 | 882 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 23,347 | 29.52 | 526 | 30.85 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 429,332 | 15.53 | 9,677 | 16.65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19,173 | 38.76 | 432 | 40.26 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 34,883 | -7.24 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10,851 | 0.00 | 243 | 0.41 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3,185 | 426 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,500 | 0.00 | 101 | 1.00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17,050 | 9.52 | 384 | 10.66 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 45,317 | 1.36 | 1,021 | 2.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 219,592 | 1.05 | 4,950 | 2.02 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 97,610 | 8.05 | 2,185 | 8.87 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 370 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 51,253 | 1,144 | ||||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 27,990 | 261.58 | 631 | 266.28 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 35,697 | 14.29 | 796 | 13.25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 1 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 8,948 | 202 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,580 | 0.00 | 36 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 888 | 20 | ||||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 24,753 | 69.66 | 558 | 71.38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69,941 | -6.68 | 1,576 | -5.80 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 2,750 | 62 | ||||||
| 2025-04-22 | 13F | M3 Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 406,036 | 44.73 | 9,152 | 46.13 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 14,436 | -0.50 | 325 | 0.62 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50,503 | 5.92 | 1,138 | 6.95 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 23,746 | -5.59 | 535 | -4.63 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 69,284 | 2.37 | 1,562 | 3.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2,085 | -20.63 | 47 | -20.69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,662 | 240 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 359,543 | -26.11 | 8,104 | -25.40 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1,165,621 | 35.99 | 26,273 | 37.30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 62,926 | 6.56 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15,000 | 3.45 | 338 | 4.64 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11,000 | 48.65 | 248 | 49.70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 199,177 | 17.03 | 4,489 | 18.16 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21,796 | 8.65 | 491 | 9.84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 239,382 | 56.17 | 5,396 | 57.66 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,794 | 40 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 93,176 | 2,100 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 187,694 | 4,231 |
