Statistiques de base
Propriétaires institutionnels | 155 total, 155 long only, 0 short only, 0 long/short - change of 9,15% MRQ |
Allocation moyenne du portefeuille | 0.1209 % - change of -14,22% MRQ |
Actions institutionnelles (Long) | 15 384 005 (ex 13D/G) - change of 0,93MM shares 6,47% MRQ |
Valeur institutionnelle (Long) | $ 377 736 USD ($1000) |
Participation institutionnels et actionnaires
iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF (US:IBMQ) détient 155 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 15,384,005 actions. Les principaux actionnaires incluent Bank Of America Corp /de/, Hartland & Co., LLC, Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Us Bancorp \de\, HighTower Advisors, LLC, Wells Fargo & Company/mn, GWM Advisors LLC, Hengehold Capital Management Llc, and Hills Bank & Trust Co .
iShares Trust - iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 5, 2025 is 25,68 / share. Previously, on September 9, 2024, the share price was 25,52 / share. This represents an increase of 0,63% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-08 | 13F | FF Advisors,LLC | 21 309 | 3,66 | 541 | 4,84 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 294 | 0,00 | 7 | 0,00 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13 241 | 336 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8 031 | 204 | ||||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 97 284 | -9,73 | 2 472 | -9,32 | ||||
2025-08-13 | 13F | Peloton Wealth Strategists | 13 000 | 0,00 | 0 | |||||
2025-08-13 | 13F | RIA Advisory Group LLC | 49 569 | 9,03 | 1 260 | 9,57 | ||||
2025-08-04 | 13F | Spinnaker Trust | 54 020 | 13,48 | 1 373 | 14,05 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 28 281 | -17,44 | 719 | -17,09 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 891 719 | 3,39 | 22 659 | 3,88 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 16 279 | 7,67 | 414 | 8,12 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 301 088 | -45,68 | 7 651 | -45,43 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 150 | 0,67 | 4 | 0,00 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 13 887 | 353 | ||||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 13 065 | 4,74 | 332 | 5,08 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 9 448 | 0,00 | 240 | 0,84 | ||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 13 225 | -39,34 | 336 | -39,02 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 11 065 | 0,00 | 281 | 0,72 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 454 319 | 4,82 | 11 544 | 5,32 | ||||
2025-08-15 | 13F | Morgan Stanley | 192 905 | 5,83 | 4 902 | 6,34 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 19 844 | -2,53 | 504 | -1,95 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 386 615 | 3,24 | 9 824 | 3,73 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 107 202 | 0,06 | 2 724 | 0,55 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 14 163 | 360 | ||||||
2025-07-22 | 13F | Valley National Advisers Inc | 3 943 | 0 | ||||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 10 392 | 264 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 34 100 | 42,15 | 866 | 42,90 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 13 612 | 0,61 | 346 | 0,88 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 954 | 329 | ||||||
2025-07-07 | 13F | Trust Co | 13 728 | 0,00 | 349 | 0,29 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 252 883 | 0,05 | 6 426 | 0,53 | ||||
2025-08-12 | 13F | LPL Financial LLC | 265 242 | 2,44 | 6 740 | 2,92 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 19 660 | 14 462,96 | 500 | 16 533,33 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 97 842 | 137,99 | 2 486 | 139,27 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 11 593 | 0,00 | 293 | -0,34 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 856 888 | 13,85 | 21 774 | 14,39 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 31 000 | 0,00 | 788 | 0,51 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 43 810 | 1,33 | 1 113 | 1,83 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 58 555 | 13,15 | 1 488 | 13,69 | ||||
2025-07-15 | 13F | Postrock Partners Llc | 16 841 | 26,71 | 428 | 27,08 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 87 204 | 5,12 | 2 216 | 5,58 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 27 000 | 27,92 | 686 | 28,71 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 15 443 | 10,77 | 392 | 11,36 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 50 439 | 93,17 | 1 282 | 94,09 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 82 149 | 0,00 | 2 087 | 0,48 | ||||
2025-08-14 | 13F | STAR Financial Bank | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 113 132 | 3,51 | 2 875 | 4,02 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 666 | 33,51 | 296 | 34,55 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 92 733 | -1,27 | 2 356 | -0,80 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 19 920 | 0,00 | 506 | 0,60 | ||||
2025-08-12 | 13F | Covington Investment Advisors Inc. | 308 365 | 9,30 | 8 | 0,00 | ||||
2025-08-14 | 13F | Comerica Bank | 5 889 | 0,00 | 150 | 0,68 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12 459 | -0,01 | 317 | 0,32 | ||||
2025-08-14 | 13F | Mariner, LLC | 14 536 | 0,00 | 369 | 0,54 | ||||
2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 9 066 | -7,38 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 335 095 | -8,03 | 8 515 | -7,60 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 31 217 | -2,05 | 793 | -1,49 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 828 | 0,00 | 21 | 5,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 11 656 | -65,87 | 296 | -65,70 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 61 833 | 15,14 | 1 564 | 15,61 | ||||
2025-08-01 | 13F | First National Trust Co | 14 433 | 4,28 | 367 | 4,57 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 41 059 | -9,39 | 1 043 | -8,91 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 813 | 0,00 | 21 | 0,00 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 10 933 | 0,00 | 278 | 0,36 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 13 803 | 0,00 | 350 | 0,29 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 30 559 | 14,36 | 776 | 14,96 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 31 789 | 0,14 | 808 | 0,62 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 151 130 | 0,76 | 3 840 | 1,24 | ||||
2025-08-14 | 13F | Fmr Llc | 2 043 | -75,05 | 52 | -75,36 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 81 830 | 150,56 | 2 079 | 152,00 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 242 261 | 1,30 | 6 156 | 1,79 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 23 464 | 0,32 | 596 | 0,85 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 27 255 | 693 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62 636 | 3,26 | 2 | 0,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 117 601 | 91,66 | 2 988 | 92,65 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 59 642 | 11,45 | 1 516 | 11,97 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 63 186 | 1 606 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 725 | 0,00 | 69 | 1,47 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 13 905 | -4,43 | 353 | -3,81 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 185 542 | 10,01 | 4 715 | 10,53 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 95 929 | 17,12 | 2 438 | 17,67 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 4 770 | 0,00 | 121 | 0,83 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 31 482 | 0,00 | 800 | 0,38 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 24 308 | -0,32 | 1 | |||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 48 020 | 106,27 | 1 220 | 107,48 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 841 032 | 4,56 | 21 371 | 5,06 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8 726 | 222 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 9 776 | 22,31 | 248 | 23,38 | ||||
2025-07-25 | 13F | Cwm, Llc | 39 362 | 18,93 | 1 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 115 028 | 3,23 | 2 923 | 3,69 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 434 996 | 2,27 | 11 053 | 2,75 | ||||
2025-07-29 | 13F | Private Trust Co Na | 8 883 | -3,31 | 226 | -3,02 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 193 861 | 80,61 | 4 926 | 81,50 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 2 217 | 0,00 | 56 | 0,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2 070 507 | 7,45 | 52 612 | 7,96 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 24 940 | 634 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 956 | 0,00 | 202 | 0,50 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 185 252 | 12,72 | 4 707 | 13,26 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30 265 | 275,64 | 1 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 18 062 | 0,03 | 459 | 0,44 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 1 794 | 46 | ||||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 39 200 | 996 | ||||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8 000 | 0,00 | 203 | 0,50 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 22 906 | -16,44 | 582 | -16,02 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 9 668 | 0 | ||||||
2025-08-14 | 13F | 10Elms LLP | 19 160 | 0,00 | 487 | 0,41 | ||||
2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15 929 | 405 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 107 | 534 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 2 004 | 0,00 | 51 | 0,00 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 11 385 | 289 | ||||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 84 482 | -6,02 | 2 147 | -5,59 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 10 367 | -2,44 | 263 | -1,87 | ||||
2025-08-14 | 13F | Colony Group, LLC | 62 843 | 3,26 | 1 597 | 3,70 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 8 274 | 210 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 239 730 | -35,92 | 6 092 | -35,62 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 11 649 | 0,00 | 296 | 0,68 | ||||
2025-07-21 | 13F | Atwater Malick LLC | 10 921 | 278 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36 609 | 16,11 | 930 | 16,69 | ||||
2025-07-22 | 13F | Blue Square Asset Management, Llc | 29 176 | -2,99 | 741 | -2,50 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 181 110 | 4,87 | 4 602 | 5,38 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 382 180 | 15,54 | 9 711 | 16,09 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12 732 | 5,64 | 324 | 6,25 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 18 088 | -11,47 | 460 | -11,05 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 11 292 | 21,94 | 287 | 22,22 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 154 | 8,56 | 461 | 9,24 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 51 221 | 0,61 | 1 302 | 1,09 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 734 646 | 7,39 | 18 667 | 7,90 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 98 908 | 200,29 | 2 513 | 202,04 | ||||
2025-07-29 | 13F | Regions Financial Corp | 27 089 | 24,18 | 688 | 24,86 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 653 576 | -6,72 | 16 607 | -6,28 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 9 500 | 0,00 | 241 | 0,42 | ||||
2025-05-14 | 13F | Stonebridge Capital Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 995 | 947,37 | 25 | 1 150,00 | ||||
2025-08-01 | 13F | James Investment Research Inc | 13 800 | -6,76 | 351 | -6,42 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 338 675 | 1,73 | 8 606 | 2,21 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 313 | 0,00 | 8 | 0,00 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 8 045 | 204 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 10 000 | 0,00 | 254 | 0,79 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 83 958 | 2,41 | 2 133 | 2,89 | ||||
2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 48 256 | 0,00 | 1 226 | 0,49 | ||||
2025-08-04 | 13F | Assetmark, Inc | 20 448 | 110,20 | 520 | 110,98 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 112 390 | 26,63 | 2 856 | 27,23 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 8 456 | -26,21 | 215 | -25,95 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 119 536 | 0,00 | 3 037 | 0,46 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 20 | -86,49 | 1 | -100,00 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 5 930 | 0,00 | 152 | 1,34 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 81 923 | 2 082 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 081 | 45,82 | 485 | 46,67 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 375 752 | 17,16 | 9 548 | 17,72 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 14 484 | -6,67 | 368 | -6,12 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 8 562 | 218 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 14 809 | -7,68 | 0 | |||||
2025-08-01 | 13F | Signature Wealth Management Group | 47 520 | 1,96 | 1 207 | 2,46 | ||||
2025-08-14 | 13F | Glenview Trust Co | 36 400 | 0,00 | 925 | 0,43 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 9 143 | 0,00 | 232 | 0,43 | ||||
2025-04-15 | 13F | Collier Financial | 402 | 0,50 | 10 | 0,00 | ||||
2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 25 750 | 128,89 | 654 | 130,28 |