Mga Batayang Estadistika
Pemilik Institusional | 65 total, 64 long only, 0 short only, 1 long/short - change of -14.47% MRQ |
Alokasi Portofolio Rata-rata | 0.0404 % - change of -26.65% MRQ |
Saham Institusional (Jangka Panjang) | 2,876,227 (ex 13D/G) - change of -0.76MM shares -20.92% MRQ |
Nilai Institusional (Jangka Panjang) | $ 42,797 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares U.S. Oil Equipment & Services ETF (US:IEZ) memiliki 65 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 2,876,227 saham. Pemegang saham terbesar meliputi Morgan Stanley, Bank Of America Corp /de/, Commonwealth Equity Services, Llc, Van Cleef Asset Management,Inc, Amica Mutual Insurance Co, LPL Financial LLC, Genesee Capital Advisors, LLC, UBS Group AG, Bnp Paribas Arbitrage, Sa, and Goldman Sachs Group Inc .
Struktur kepemilikan institusional iShares Trust - iShares U.S. Oil Equipment & Services ETF (ARCA:IEZ) 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 18.98 / share. Previously, on September 6, 2024, the share price was 19.53 / share. This represents a decline of 2.82% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-08 | 13F | St. Louis Financial Planners Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,114 | 19.37 | 155 | 4.05 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 46,359 | 221.85 | 787 | 180.07 | ||||
2025-07-07 | 13F | Investors Research Corp | 28 | 0.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8,836 | -24.97 | 150 | -36.05 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 50,615 | -50.80 | 859 | -57.20 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 184,813 | 0.14 | 3 | 0.00 | ||||
2025-08-14 | 13F | UBS Group AG | 107,846 | 155.40 | 1,830 | 122.36 | ||||
2025-08-07 | 13F | Allworth Financial LP | 5,216 | -3.08 | 89 | 1.15 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 1,576 | -13.69 | 27 | -25.71 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 10,384 | 0.58 | 176 | -12.44 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 203,837 | 10.22 | 3,459 | -4.08 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 31,720 | -5.16 | 538 | -17.48 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 212 | 1,666.67 | 0 | |||||
2025-04-17 | 13F | Grimes & Company, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Genesee Capital Advisors, LLC | 108,428 | 7.80 | 1,840 | -6.17 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 13,422 | 0.44 | 228 | -12.69 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 320 | -63.22 | 5 | -68.75 | ||||
2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 16,970 | -34.87 | 309 | -39.17 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 29,545 | -18.08 | 501 | -28.73 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 22,500 | -19.06 | 382 | -29.70 | |||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 101 | 1.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 10,400 | -38.82 | 176 | -46.83 | |||
2025-08-14 | 13F | Fmr Llc | 1,751 | -5.81 | 30 | -19.44 | ||||
2025-07-07 | 13F | Medici Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 36,457 | 58.67 | 619 | 37.95 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 18,660 | 0.00 | 317 | -12.95 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,009 | -4.48 | 119 | -17.48 | ||||
2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78,567 | -21.42 | 1,333 | -31.61 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 53 | -68.64 | 1 | -100.00 | ||||
2025-08-07 | 13F | Amica Mutual Insurance Co | 138,177 | -14.49 | 2 | -33.33 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 1,088 | 0.28 | 18 | -14.29 | ||||
2025-08-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 78,494 | -74.93 | 1,332 | -78.19 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 27,889 | -87.89 | 473 | -89.46 | ||||
2025-08-12 | 13F | LPL Financial LLC | 111,029 | 0.57 | 1,884 | -12.45 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 15,555 | -36.09 | 265 | -43.95 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 89,125 | 243.09 | 1,512 | 198.81 | ||||
2025-08-07 | 13F | Amica Retiree Medical Trust | 14,293 | 0.00 | 0 | |||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 53,487 | -0.66 | 908 | -13.54 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 1,635 | 28 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,140 | -20.12 | 376 | -30.17 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 180 | 0.00 | 3 | 0.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 442 | -70.90 | 8 | -75.86 | ||||
2025-08-12 | 13F | MAI Capital Management | 1,841 | 0.00 | 31 | -11.43 | ||||
2025-08-08 | 13F | Gts Securities Llc | 21,935 | -18.31 | 372 | -28.87 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 8,407 | -4.81 | 143 | -17.44 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 144 | 0.00 | 2 | 0.00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 23 | 0.00 | 0 | |||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 600 | 0.00 | 10 | -9.09 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 38,421 | 41.67 | 652 | 23.30 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 100,700 | 0.00 | 1,709 | -12.99 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 79,775 | 8.29 | 1,354 | -5.71 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 315 | 0.32 | 5 | -16.67 | ||||
2025-04-30 | 13F | Ntv Asset Management Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 4,100 | -35.69 | 70 | -44.35 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 208 | 0.48 | 4 | -25.00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,757 | -0.36 | 154 | 1.32 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 26,600 | 36.41 | 451 | 18.68 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 59,468 | 281.87 | 1,009 | 233.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 650,424 | -29.82 | 11,038 | -38.92 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 50 | 0.00 | 1 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 53,762 | 25.71 | 912 | 9.48 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 2 | 0.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 468 | 0.00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 10,050 | 0.00 | 171 | -12.82 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 55,229 | 35.42 | 937 | 17.86 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 17,707 | 3.75 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 142 | 0.00 | 2 | 0.00 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 163 | 0.62 | 3 | -33.33 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 163,074 | -7.19 | 2,767 | -19.24 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 76,089 | 194.53 | 1,291 | 156.66 |