Statistik Asas
Pemilik Institusi | 63 total, 63 long only, 0 short only, 0 long/short - change of 20.75% MRQ |
Purata Peruntukan Portfolio | 0.6269 % - change of -11.76% MRQ |
Saham Institusi (Panjang) | 6,712,124 (ex 13D/G) - change of 0.63MM shares 10.32% MRQ |
Nilai Institusi (Panjang) | $ 153,103 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF (US:IBHH) telah 63 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 6,712,124 saham. Pemegang saham terbesar termasuk Lbmc Investment Advisors, Llc, Baltimore-Washington Financial Advisors, Inc., GWM Advisors LLC, Keeler THomas Management LLC, Apollon Wealth Management, LLC, Commonwealth Financial Services, LLC, Northwestern Mutual Wealth Management Co, LPL Financial LLC, Littlejohn Financial Services, Inc., and Royal Bank Of Canada .
iShares Trust - iShares iBonds 2028 Term High Yield and Income ETF (BATS:IBHH) 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 23.77 / share. Previously, on September 9, 2024, the share price was 23.56 / share. This represents an increase of 0.91% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Jane Street Group, Llc | 11,060 | -91.22 | 262 | -91.10 | ||||
2025-07-31 | 13F | Keeler THomas Management LLC | 406,047 | 15.45 | 9,636 | 17.27 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 37,163 | 13.41 | 882 | 15.16 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 14,969 | 0.00 | 350 | 0.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 198,252 | 4.45 | 5 | 0.00 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 48,653 | 2.11 | 1,155 | 3.68 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 46,368 | -6.71 | 1,100 | -5.25 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8,274 | -12.99 | 196 | -11.71 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 250,299 | 8.58 | 5,940 | 10.31 | ||||
2025-08-12 | 13F | Reliant Wealth Planning | 11,366 | -1.17 | 270 | 0.37 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 133,470 | -30.64 | 3,167 | -29.54 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 63,228 | 7.87 | 1,500 | 9.57 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 10,048 | -39.21 | 239 | -38.34 | ||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 9,212 | 219 | ||||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 11,138 | 0.00 | 264 | 1.54 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 542 | 2.46 | 13 | 0.00 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 16,788 | 23.89 | 398 | 25.95 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 12,900 | -9.99 | 306 | -8.38 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 126,963 | -7.68 | 3,013 | -6.23 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 45,674 | -24.21 | 1,084 | -23.03 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 10,044 | 238 | ||||||
2025-07-21 | 13F | Barrett & Company, Inc. | 1,925 | 46 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 12,683 | 301 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 521,271 | 2.66 | 12,370 | 4.28 | ||||
2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 34,015 | 14.29 | 792 | 12.66 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 10,490 | 0.00 | 249 | 1.22 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 100,648 | 7.60 | 2,373 | 9.25 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 52,938 | -1.20 | 1,256 | 0.40 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,300 | 0.00 | 102 | 2.00 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 287 | ||||||
2025-08-14 | 13F | Headinvest, Llc | 28,325 | -2.58 | 672 | -1.03 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 11,436 | 271 | ||||||
2025-07-29 | 13F | Straight Path Wealth Management | 91,448 | 12.66 | 2,170 | 14.45 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,561 | 274 | ||||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 9,501 | 225 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 326,727 | 1.28 | 7,753 | 2.89 | ||||
2025-07-25 | 13F | Cwm, Llc | 670 | -25.56 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 4,979 | 471.64 | 118 | 490.00 | ||||
2025-04-29 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Heartland Bank & Trust Co | 20,961 | 61.38 | 497 | 64.03 | ||||
2025-08-12 | 13F | LPL Financial LLC | 228,569 | 20.18 | 5,424 | 22.08 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 61,068 | 2.63 | 1,449 | 4.24 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 199,966 | 600.41 | 4,745 | 610.33 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 319,188 | 0.08 | 7,574 | 1.66 | ||||
2025-07-17 | 13F | Cyr Financial Inc. | 9,675 | 230 | ||||||
2025-08-14 | 13F | Sentinus, LLC | 18,792 | -10.20 | 446 | -8.81 | ||||
2025-08-14 | 13F | UBS Group AG | 45,748 | -40.39 | 1,086 | -39.45 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 797 | 1.66 | 19 | 0.00 | ||||
2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 55,082 | 9.24 | 1,307 | 11.05 | ||||
2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 200,750 | 4.48 | 4,764 | 6.13 | ||||
2025-08-15 | 13F | Morgan Stanley | 165,613 | 68.61 | 3,930 | 71.32 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 36,195 | 78.27 | 859 | 81.01 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1,173,912 | 40.40 | 27,857 | 42.62 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 18,747 | 445 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,784 | 16.20 | 1 | 0.00 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 1,062,806 | -0.28 | 25,220 | 1.30 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 800 | 77.78 | 19 | 80.00 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 11,000 | 52.78 | 261 | 55.36 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 5,928 | 0.00 | 141 | 1.45 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20,423 | -27.14 | 485 | -25.99 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 117,987 | 45.13 | 2,800 | 47.39 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 52,342 | -73.85 | 1,242 | -73.43 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 33,721 | -0.86 | 800 | 0.76 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 96,377 | 2,287 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,518 | 36 |