Mga Batayang Estadistika
Pemilik Institusional | 111 total, 111 long only, 0 short only, 0 long/short - change of 13.27% MRQ |
Alokasi Portofolio Rata-rata | 0.0913 % - change of -14.48% MRQ |
Saham Institusional (Jangka Panjang) | 8,661,421 (ex 13D/G) - change of 0.96MM shares 12.43% MRQ |
Nilai Institusional (Jangka Panjang) | $ 215,215 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF (US:IBMR) memiliki 111 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 8,661,421 saham. Pemegang saham terbesar meliputi Hartland & Co., LLC, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, HighTower Advisors, LLC, Bank Of America Corp /de/, UBS Group AG, Kathmere Capital Management, LLC, Us Bancorp \de\, Lbmc Investment Advisors, Llc, and Raymond James Financial Inc .
Struktur kepemilikan institusional iShares Trust - iShares iBonds Dec 2029 Term Muni Bond ETF (BATS:IBMR) 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 25.54 / share. Previously, on September 9, 2024, the share price was 25.36 / share. This represents an increase of 0.71% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 56,738 | 43.74 | 1 | |||||
2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 6,615 | 1.21 | 167 | 1.83 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 277,247 | -29.64 | 6,995 | -29.11 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 30,996 | 1.30 | 782 | 2.76 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 14,145 | -4.39 | 357 | -3.78 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 27,970 | 706 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 151 | 2.03 | 4 | 0.00 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 21,128 | 1 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 71,680 | -7.68 | 1,808 | -7.00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 33,693 | 4.12 | 850 | 4.94 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 98,702 | 1.74 | 2,490 | 2.51 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 20,880 | 5.98 | 527 | 6.69 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,597 | 40 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 882,394 | 3.49 | 22,263 | 4.28 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 21,536 | 0.00 | 539 | 0.00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 11,341 | 22.92 | 286 | 23.81 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 8,910 | 225 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 14,291 | 361 | ||||||
2025-08-15 | 13F | Howland Capital Management Llc | 86,746 | -12.07 | 2,189 | -11.42 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 12,545 | 317 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 77,309 | 3.53 | 1,951 | 4.33 | ||||
2025-08-01 | 13F | James Investment Research Inc | 34,330 | 0.00 | 866 | 0.81 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 28,204 | 22.57 | 712 | 23.44 | ||||
2025-08-12 | 13F | LPL Financial LLC | 163,219 | 21.50 | 4,118 | 22.45 | ||||
2025-04-28 | 13F | Buffington Mohr McNeal | 10,020 | 0.00 | 251 | 0.00 | ||||
2025-05-14 | 13F | Sax Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 24,977 | 13.51 | 630 | 14.55 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 13,099 | 0.64 | 330 | 1.54 | ||||
2025-08-14 | 13F | STAR Financial Bank | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,048 | 3,075.00 | 77 | 3,700.00 | ||||
2025-08-14 | 13F | Mariner, LLC | 14,658 | 0.00 | 370 | 0.54 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,100 | 0.00 | 28 | 0.00 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 9,284 | 13.72 | 234 | 14.71 | ||||
2025-07-07 | 13F | Trust Co | 13,815 | 0.00 | 349 | 0.87 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 173,871 | 3.58 | 4,687 | 11.49 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 28,863 | 108.88 | 728 | 110.40 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 52,850 | 1,333 | ||||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 77,636 | 4.62 | 1,959 | 5.38 | ||||
2025-08-14 | 13F | UBS Group AG | 316,111 | -6.84 | 7,975 | -6.13 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10,213 | 258 | ||||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 33,100 | 0.00 | 835 | 0.85 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 57,229 | 18.47 | 1,433 | 18.82 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 30,649 | 0.00 | 773 | 0.78 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7,977 | 201 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 83,173 | 14.90 | 2,098 | 15.78 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 31,374 | -2.05 | 792 | -1.37 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 54,406 | 1.56 | 1,373 | 2.31 | ||||
2025-08-07 | 13F | Allworth Financial LP | 829 | 0.00 | 21 | 0.00 | ||||
2025-08-04 | 13F | Spinnaker Trust | 16,450 | 415 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2,250 | 0.00 | 57 | 0.00 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 12,871 | 4.89 | 325 | 5.54 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 56,112 | 1,416 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 124,261 | 7.29 | 3,135 | 8.10 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 14,675 | 55.36 | 370 | 56.78 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 1,005 | 458.33 | 25 | 525.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 2,000 | 0.00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 47,374 | -18.75 | 1,195 | -18.09 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 782,044 | 2.55 | 19,731 | 3.32 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 222,706 | -21.16 | 5,619 | -20.57 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 2,219 | 0.00 | 56 | 0.00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68,050 | 59.63 | 1,717 | 60.82 | ||||
2025-08-14 | 13F | Glenview Trust Co | 8,613 | 0.00 | 217 | 0.93 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 39,503 | 0.01 | 997 | 0.71 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 91,404 | 20.18 | 2,306 | 21.11 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 17,710 | 0.00 | 447 | 0.68 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 23,445 | 0.00 | 592 | 0.68 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 514,704 | 32.07 | 12,986 | 33.07 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10,020 | 253 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 82,917 | -1.70 | 2,092 | -0.99 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 9,124 | 230 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,996 | 0.00 | 202 | 0.50 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 122,180 | 344.48 | 3,083 | 347.97 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 21,037 | 20.27 | 531 | 21.00 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 31,792 | 45.51 | 802 | 46.62 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 44,380 | 642.02 | 1,120 | 651.01 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 125,777 | 50.06 | 3,173 | 51.24 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 26,421 | 56.74 | 667 | 57.82 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 16,096 | 406 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21,037 | -1.24 | 531 | -0.56 | ||||
2025-08-14 | 13F | 10Elms LLP | 19,700 | 1.81 | 497 | 2.69 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 8,789 | -5.79 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 33,918 | -27.32 | 856 | -26.80 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Blue Square Asset Management, Llc | 29,296 | -3.02 | 739 | -2.25 | ||||
2025-05-05 | 13F | Foundry Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 9,720 | 0.00 | 245 | 0.82 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 20 | 0.00 | 1 | |||||
2025-07-01 | 13F | Confluence Investment Management Llc | 79,369 | 544.12 | 2,002 | 550.00 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 1,810 | 46 | ||||||
2025-08-07 | 13F | Rossmore Private Capital | 8,571 | 216 | ||||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 50,089 | 0.64 | 1,264 | 1.36 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 316 | 0.00 | 8 | 0.00 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 99,782 | 1.24 | 2,518 | 2.03 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 764,582 | 8.33 | 19,290 | 9.16 | ||||
2025-08-15 | 13F | Morgan Stanley | 74,735 | 17.66 | 1,886 | 18.55 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8,120 | 205 | ||||||
2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16,833 | 0.54 | 425 | 1.19 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 2,000 | 0.00 | 50 | 2.04 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 731,392 | -1.18 | 18,453 | -0.43 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 16,414 | 9.42 | 414 | 10.70 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 22,173 | -0.89 | 559 | -0.18 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 119,718 | 0.00 | 3,020 | 0.77 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 31,576 | 6.85 | 797 | 7.71 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26,870 | 1 | ||||||
2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 15,629 | -7.35 | 394 | -6.64 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 224,821 | 100.00 | 5,672 | 101.56 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 43,419 | 24.17 | 1,095 | 25.14 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 207,646 | 13.97 | 5,239 | 14.82 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 31,000 | 0.00 | 782 | 0.77 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 51,614 | 110.74 | 1,302 | 112.40 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 252,548 | 65.89 | 6,372 | 67.13 | ||||
2025-04-15 | 13F | Collier Financial | 396 | 0.00 | 10 | 0.00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 27,338 | 182.80 | 690 | 184.71 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 9,500 | 240 | ||||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24,895 | -0.59 | 1 |