Statistik Asas
| Pemilik Institusi | 131 total, 131 long only, 0 short only, 0 long/short - change of 6.45% MRQ |
| Purata Peruntukan Portfolio | 0.2408 % - change of -11.68% MRQ |
| Saham Institusi (Panjang) | 18,321,871 (ex 13D/G) - change of 2.31MM shares 14.40% MRQ |
| Nilai Institusi (Panjang) | $ 350,101 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF (US:IBTK) telah 131 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 18,321,871 saham. Pemegang saham terbesar termasuk Wells Fargo & Company/mn, Bank Of America Corp /de/, Envestnet Asset Management Inc, Titleist Asset Management, Llc, D.a. Davidson & Co., Mercer Global Advisors Inc /adv, Royal Bank Of Canada, Waycross Investment Management Co, Legacy Private Trust Co., and Probity Advisors, Inc. .
iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF (NasdaqGM:IBTK) 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 19.94 / share. Previously, on September 6, 2024, the share price was 20.07 / share. This represents a decline of 0.62% 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 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Reliant Wealth Planning | 17,629 | 44.98 | 350 | 46.03 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 40,959 | 813 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | FF Advisors,LLC | 81,087 | 4.12 | 1,609 | 4.82 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 57,294 | 5,341.03 | 1,137 | 5,580.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 7,935 | 0.00 | 157 | 0.64 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 10,162 | -12.48 | 202 | -11.84 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 20,845 | 0.11 | 409 | 0.49 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 18,721 | 0.00 | 371 | 0.82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 133,536 | 1.01 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 86,295 | 200.15 | 1,712 | 203.01 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 141,633 | 98.76 | 2,810 | 100.64 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,940 | 564.61 | 257 | 573.68 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 139,395 | 12.02 | 2,766 | 13.04 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 26,997 | 0.00 | 536 | 0.94 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 330 | 7 | ||||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 208,753 | 6.86 | 4,142 | 7.84 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21,130 | -50.76 | 419 | -50.30 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 125,243 | 0.44 | 2,485 | 1.35 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 30,499 | 20.11 | 605 | 21.24 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2,542 | 0.00 | 50 | 2.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,095 | 0.00 | 22 | 0.00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 81,485 | -25.32 | 1,617 | -24.66 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 84,418 | -1.60 | 1,671 | -0.83 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,067 | 17.82 | 1,469 | 18.95 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15,391 | 5.79 | 305 | 6.64 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 101,284 | -5.89 | 2,004 | -5.11 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 543,723 | 0.18 | 10,787 | 1.10 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3,745 | 0.00 | 74 | 1.37 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 58,608 | 0.44 | 1,163 | 1.39 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14,017 | 278 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 4,937 | -19.50 | 98 | -19.17 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 196 | 0.00 | 4 | 0.00 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 39,594 | -54.01 | 786 | -53.61 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 45,454 | 5.53 | 902 | 6.50 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 165,083 | 186.62 | 3,275 | 189.31 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3,560 | 0.00 | 71 | 1.45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Trust Co | 409,469 | -0.21 | 8,124 | 0.71 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8,216 | -24.38 | 163 | -23.47 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11,706 | 232 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 280,525 | 0.19 | 5,566 | 1.11 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 51,049 | 15.80 | 1,013 | 16.86 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 11,900 | 0.00 | 236 | 1.29 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 514,453 | 0.49 | 10,207 | 1.40 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 163,473 | 4.81 | 3,243 | 5.74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 116,555 | 4.46 | 2,312 | 5.43 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 12,044 | 239 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 38,443 | 763 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 849 | -5.88 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 41,632 | -3.81 | 1 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 2,078 | 0.00 | 41 | 2.50 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 15,941 | 0.00 | 314 | 0.32 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17,570 | 28.84 | 0 | |||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 94,500 | 5.29 | 1,875 | 6.24 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 25,096 | 1.76 | 498 | 2.69 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 214,153 | 4,249 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 255,197 | 8.93 | 5,063 | 9.95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 30,726 | -52.34 | 610 | -51.93 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 24,934 | 137.15 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4,963 | 14.12 | 98 | 15.29 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 106,985 | 10.92 | 2,123 | 11.92 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 735 | 15 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 372,535 | -0.08 | 7,391 | 0.83 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 82,109 | 2 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 114,256 | 123.27 | 2,267 | 125.25 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 40,302 | 3.20 | 800 | 4.17 | ||||
| 2025-04-21 | 13F | Community Bank, N.A. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 125,270 | -3.11 | 2,485 | -2.20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,152,213 | 83.76 | 22,860 | 85.44 | ||||
| 2025-08-07 | 13F | PFG Advisors | 47,524 | 943 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 583,163 | 79.32 | 11,571 | 80.97 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,354 | 0.00 | 0 | |||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7,352 | -83.09 | 146 | -83.02 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 17,745 | -49.58 | 352 | -49.06 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 848 | 0.95 | 17 | 0.00 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 639,493 | 886.29 | 12,688 | 895.84 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 62,996 | 0.24 | 1,250 | 1.13 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 36,551 | 0.00 | 725 | 0.97 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 14,720 | 25.03 | 292 | 26.41 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 60,955 | 56.90 | 1,209 | 58.45 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 79,894 | 28.12 | 1,585 | 29.39 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 524 | 0.96 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 1,029,829 | 139.22 | 20,432 | 141.42 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 4,163 | 125.03 | 83 | 127.78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 84,418 | -1.60 | 1,675 | -0.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 71 | 0.00 | 1 | 0.00 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 11,274 | 224 | ||||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 71,419 | 58.71 | 1,404 | 59.43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,379,043 | 15.69 | 27,360 | 16.75 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 185,263 | 5.95 | 3,640 | 5.91 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 22,266 | 0.69 | 442 | 1.61 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 95,395 | 18.30 | 1,893 | 19.37 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39,152 | 97.76 | 777 | 99.49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 23,884 | -0.37 | 474 | 0.42 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2,220 | 1.00 | 44 | 2.33 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 99,546 | 24.46 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 3,384 | 13.63 | 67 | 15.52 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1,200 | 0.00 | 24 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,689,736 | 2.50 | 53,364 | 3.44 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 13,725 | 272 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,470 | 55.72 | 29 | 61.11 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 408 | 0.00 | 8 | 0.00 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 13,813 | 0.00 | 274 | 0.00 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 427,386 | -0.25 | 8,479 | 0.66 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 50,546 | 15.98 | 1,003 | 17.06 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 393,507 | -0.49 | 7,807 | 0.42 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 308 | 5.14 | ||||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 99,110 | -91.22 | 1,966 | -91.14 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 14,350 | 0.00 | 285 | 0.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 203,772 | -16.83 | 4,043 | -16.07 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 253,494 | 4.51 | 5,029 | 5.47 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 745,879 | 146.59 | 14,798 | 148.87 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 43,300 | 13.42 | 859 | 14.53 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 435,300 | 4.57 | 8,636 | 5.54 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 82,180 | 111.74 | 1,630 | 113.63 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 121,018 | -8.59 | 2 | 0.00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13,369 | 0.98 | 265 | 1.92 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14,739 | 0.00 | 292 | 1.04 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 134,320 | 0.54 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19,878 | 1.04 | 394 | 2.07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 145,363 | 1.79 | 2,884 | 2.74 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 39,619 | 106.01 | 786 | 107.94 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 16,239 | 2.26 | 322 | 3.21 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3,360 | 61.54 | 67 | 65.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 402,086 | -19.20 | 7,977 | -18.46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 32,307 | 10.15 | 641 | 11.11 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 19,219 | 6.30 | 381 | 7.32 | ||||
| 2025-07-31 | 13F | United Community Bank | 13,060 | 0.00 | 259 | 1.17 | ||||
| 2025-07-11 | 13F | Shelton Wealth Management, Llc | 385,684 | 4.88 | 7,652 | 5.84 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 17,228 | 21.38 | 342 | 22.22 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13,602 | 0.56 | 270 | 1.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,958 | -28.67 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 83,733 | 11.59 | 1,661 | 12.61 |
