Statistik Asas
| Pemilik Institusi | 89 total, 89 long only, 0 short only, 0 long/short - change of 15.38% MRQ |
| Purata Peruntukan Portfolio | 0.4077 % - change of -8.52% MRQ |
| Saham Institusi (Panjang) | 8,575,645 (ex 13D/G) - change of 1.26MM shares 17.24% MRQ |
| Nilai Institusi (Panjang) | $ 182,646 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF (US:IBHG) telah 89 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 8,575,645 saham. Pemegang saham terbesar termasuk 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 .
iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF (BATS:IBHG) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 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 (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
