Mga Batayang Estadistika
| Pemilik Institusional | 95 total, 95 long only, 0 short only, 0 long/short - change of -11.82% MRQ |
| Alokasi Portofolio Rata-rata | 0.0276 % - change of -11.01% MRQ |
| Saham Institusional (Jangka Panjang) | 856,963 (ex 13D/G) - change of -0.12MM shares -12.17% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 37,691 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares MSCI Global Sustainable Development Goals ETF (US:SDG) memiliki 95 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 856,963 saham. Pemegang saham terbesar meliputi Cwm, Llc, Flow Traders U.s. Llc, Bank Of America Corp /de/, UBS Group AG, LPL Financial LLC, Dynamic Advisor Solutions LLC, Royal Bank Of Canada, Wealth Enhancement Advisory Services, Llc, Foster Dykema Cabot & Partners, Llc, and Morgan Stanley .
Struktur kepemilikan institusional iShares Trust - iShares MSCI Global Sustainable Development Goals ETF (NasdaqGM:SDG) 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 82.24 / share. Previously, on September 6, 2024, the share price was 78.57 / share. This represents an increase of 4.67% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | Front Row Advisors LLC | 150 | 0.00 | 11 | 10.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 26,953 | -6.05 | 2,045 | -1.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,069 | 5.37 | 612 | 10.47 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2,996 | -6.23 | 227 | -1.73 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 11,500 | 25.00 | 872 | 31.13 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 55 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 8 | 1 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,236 | 0.00 | 245 | 4.70 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,040 | -23.64 | 231 | -20.14 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,637 | -42.12 | 503 | -39.40 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 33,123 | 39.85 | 2,513 | 46.56 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 508 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7,278 | 9.71 | 552 | 15.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 4,071 | 1.07 | 309 | 5.84 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 112 | 10.89 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3,541 | 1.08 | 269 | 5.93 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 6,682 | -3.50 | 507 | 1.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10 | -96.03 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 118 | 0.00 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4,887 | 0.00 | 371 | 5.11 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Weil Company, Inc. | 8,624 | -3.13 | 654 | 1.55 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 148 | 0.00 | 11 | 10.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8,918 | -10.92 | 1 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 39 | -91.68 | 3 | -93.94 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 950 | 0.00 | 72 | 5.88 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13,054 | 78.87 | 990 | 87.50 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,301 | -1.04 | 326 | 3.49 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 413 | 3.25 | 31 | 10.71 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 3,153 | 0.00 | 239 | 4.82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,527 | -20.26 | 192 | -16.59 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 8,980 | 0.00 | 681 | 4.77 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 100 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 14,842 | 41.47 | 1 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 15,696 | 18.95 | 1,191 | 24.61 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | KilterHowling LLC | 4,401 | 1.06 | 334 | 4.72 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 74 | 0.00 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 13,435 | -0.24 | 1 | |||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 7,425 | -0.34 | 563 | 4.45 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 3,989 | -0.57 | 303 | 4.14 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 653 | 4.48 | 50 | 8.89 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 32 | -79.49 | 2 | -81.82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7,364 | -60.18 | 559 | -58.30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3,948 | -10.76 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 259 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 835 | 0.00 | 63 | 5.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23,519 | -11.94 | 1,821 | -5.79 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26,612 | -15.46 | 2,019 | -11.41 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,834 | 14.51 | 518 | 19.91 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 806 | -1.59 | 61 | 3.39 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 124 | 9.73 | 9 | 12.50 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 126 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 87 | 0.00 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 175 | 0.00 | 13 | 8.33 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 10,180 | -67.86 | 772 | -66.33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 78,764 | -1.25 | 6 | 0.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 233,752 | -0.19 | 18 | 6.25 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 153 | 98.70 | 12 | 120.00 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 3,000 | -9.09 | 0 | |||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 7,863 | -3.80 | 596 | 0.85 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 169 | 0.00 | 13 | 0.00 | ||||
| 2025-04-23 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 60 | 0.00 | 5 | 0.00 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 13,136 | -2.56 | 996 | 2.15 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7,319 | -0.29 | 555 | 4.52 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8,738 | 0.26 | 663 | 5.08 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 8,156 | 0.00 | 619 | 4.75 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6,288 | -1.01 | 477 | 3.92 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,728 | -32.82 | 282 | -29.68 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 1,055 | -85.43 | 79 | -86.14 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26,442 | -20.08 | 2,006 | -16.24 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,242 | 0.49 | 94 | 5.62 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 4,735 | -0.50 | 359 | 4.36 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5,045 | -40.76 | 383 | -37.99 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 16 | 0.00 | 1 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,313 | -5.88 | 100 | -1.00 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 21,677 | -0.02 | 1,644 | 4.78 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 5,771 | -11.01 | 438 | -6.82 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3,314 | -46.47 | 251 | -43.97 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 183 | 1.10 | 14 | 0.00 | ||||
| 2025-04-15 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,713 | 0 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5,000 | 0.00 | 379 | 4.99 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 640 | 1.11 | 49 | 6.67 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1,810 | 0.00 | 137 | 4.58 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 5,159 | -7.48 | 391 | -2.98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,575 | 16.11 | 575 | 21.61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,153 | -4.30 | 618 | 0.32 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | Rathbone Brothers plc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2,700 | -5.33 | 205 | -0.97 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 762 | -3.30 | 58 | 0.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 408 | 1.75 | 31 | 3.45 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 641 | -84.40 | 49 | -83.84 | ||||
| 2025-08-08 | 13F | Creative Planning | 5,866 | 14.32 | 445 | 19.68 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 266 | 0.00 | 20 | 5.26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 56,782 | 14.05 | 4,307 | 19.54 | ||||
| 2025-05-16 | 13F | Signature Estate & Investment Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 946 | 117.47 | 71 | 129.03 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 |
Other Listings
| MX:SDG |
