IBMP - iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (BATS)

iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
US ˙ BATS

Statistiche di base
Proprietari istituzionali 166 total, 166 long only, 0 short only, 0 long/short - change of 9,21% MRQ
Allocazione media del portafoglio 0.1492 % - change of -14,47% MRQ
Azioni istituzionali (Long) 18.929.539 (ex 13D/G) - change of 1,14MM shares 6,43% MRQ
Valore istituzionale (Long) $ 461.832 USD ($1000)
Proprietà istituzionale e azionisti

iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF (US:IBMP) ha 166 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 18,929,539 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Wells Fargo & Company/mn, HighTower Advisors, LLC, Mercer Global Advisors Inc /adv, Hartland & Co., LLC, Envestnet Asset Management Inc, Heartwood Wealth Advisors LLC, Us Bancorp \de\, Morgan Stanley, and LPL Financial LLC .

(iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 5, 2025 is 25,48 / share. Previously, on September 6, 2024, the share price was 25,45 / share. This represents an increase of 0,12% over that period.

IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF Historical Put/Call Ratio
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-13 13F Peloton Wealth Strategists 10.000 0,00 0
2025-07-24 13F Cyndeo Wealth Partners, LLC 117.402 -8,35 2.976 -8,09
2025-08-13 13F RIA Advisory Group LLC 52.178 7,85 1.323 8,09
2025-08-04 13F Spinnaker Trust 58.700 4,73 1.488 5,08
2025-08-07 13F Kestra Private Wealth Services, Llc 9.031 229
2025-07-08 13F Parallel Advisors, LLC 30.076 4,00 762 4,24
2025-08-12 13F BlackRock, Inc. 150 0,67 4 0,00
2025-07-15 13F Cora Capital Advisors Llc 12.000 0,00 304 0,33
2025-07-17 13F Archford Capital Strategies, LLC 12.042 5,12 305 5,54
2025-07-16 13F Kathmere Capital Management, LLC 401.761 -27,60 10.185 -27,40
2025-08-11 13F Arrow Financial Corp 9.517 0,00 241 0,42
2025-08-14 13F Wells Fargo & Company/mn 973.274 28,92 24.672 29,27
2025-07-30 13F Rehmann Capital Advisory Group 10.277 0,00 261 0,39
2025-07-29 13F Stratos Wealth Partners, LTD. 38.232 -20,61 969 -20,38
2025-08-08 13F Hartland & Co., LLC 898.400 3,14 22.774 3,42
2025-08-13 13F Smith, Moore & Co. 14.011 71,91 355 72,33
2025-08-06 13F Horan Securities, Inc. 8.544 0,00 217 0,47
2025-07-18 13F Client 1st Advisory Group, Llc 9.960 0,00 252 0,40
2025-07-17 13F/A Capital Investment Advisors, LLC 62.074 12,67 1.574 13,00
2025-08-11 13F United Capital Financial Advisers, Llc 109.726 -0,24 2.782 0,04
2025-07-22 13F Partners Wealth Management, Llc 11.604 0,00 293 0,00
2025-08-12 13F Deutsche Bank Ag\ 49.050 148,10 1.243 149,10
2025-07-30 13F Strategic Blueprint, LLC 8.633 219
2025-08-14 13F Mercer Global Advisors Inc /adv 911.065 9,25 23.095 9,56
2025-08-04 13F Jim Saulnier & Associates, Llc 15.994 0,60 405 1,00
2025-08-12 13F LPL Financial LLC 425.371 4,28 10.783 4,57
2025-08-13 13F Lido Advisors, LLC 316.178 13,39 8.015 13,72
2025-07-07 13F Trust Co 13.788 -0,01 350 0,29
2025-07-09 13F Massmutual Trust Co Fsb/adv 19.539 495
2025-07-08 13F Heartwood Wealth Advisors LLC 753.839 0,05 19.110 0,33
2025-08-19 13F Advisory Services Network, LLC 10.000 0,00 254 0,79
2025-07-15 13F Fifth Third Bancorp 5.000 -28,57 127 -28,41
2025-08-08 13F Cetera Investment Advisers 31.161 21,27 790 21,57
2025-08-01 13F James Investment Research Inc 14.714 0,00 373 0,54
2025-07-17 13F Hengehold Capital Management Llc 396.612 3,19 10.054 3,48
2025-07-16 13F Evergreen Private Wealth LLC 44.722 -1,85 1.134 -1,56
2025-07-17 13F Coastline Trust Co 4.716 0,00 120 0,00
2025-08-15 13F Captrust Financial Advisors 19.181 -7,96 486 -7,60
2025-07-15 13F Postrock Partners Llc 96.609 4,01 2.449 4,30
2025-07-11 13F Quantum Financial Advisors, LLC 142.423 3,32 3.610 3,62
2025-08-14 13F Mariner, LLC 14.599 0,00 370 0,27
2025-07-31 13F Leavell Investment Management, Inc. 178.143 2,01 4.516 2,29
2025-07-08 13F Legacy Private Trust Co. 9.395 0,00 238 0,42
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 14.266 7,21 362 7,44
2025-08-27 13F/A Brinker Capital Investments, LLC 40.560 25,62 1.028 25,98
2025-08-14 13F Ameriprise Financial Inc 92.193 -37,62 2.337 -37,38
2025-07-18 13F Precision Wealth Strategies, LLC 10.417 264
2025-08-14 13F Comerica Bank 18.331 -0,87 465 -0,64
2025-08-12 13F Steward Partners Investment Advisory, Llc 42.647 -5,59 1.081 -5,34
2025-07-08 13F Prism Advisors, Inc. 44.715 0,00 1.134 0,27
2025-08-14 13F Royal Bank Of Canada 103.126 -0,27 2.614 0,00
2025-08-14 13F Citadel Advisors Llc 26.392 31,91 669 32,48
2025-08-11 13F Avantax Planning Partners, Inc. 13.043 -0,78 331 -0,60
2025-07-31 13F Resonant Capital Advisors, LLC 13.914 0,00 353 0,28
2025-08-06 13F Rialto Wealth Management, LLC 962 0,00 24 0,00
2025-08-14 13F UBS Group AG 393.517 -4,28 9.976 -4,01
2025-04-11 13F First Affirmative Financial Network 16.862 4,22 426 4,93
2025-07-25 13F Cwm, Llc 46.828 19,59 1
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-08-12 13F Covington Investment Advisors Inc. 329.115 1,37 8 0,00
2025-08-01 13F First National Trust Co 8.319 211
2025-05-12 13F Sandy Spring Bank 45.616 2,54 1.153 3,13
2025-08-07 13F Allworth Financial LP 812 0,00 21 0,00
2025-08-13 13F MONECO Advisors, LLC 10.943 0,00 277 0,36
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Benjamin Edwards Inc 42.051 -3,35 1.066 -3,09
2025-07-17 13F Catalytic Wealth RIA, LLC 31.354 -2,04 795 -1,85
2025-07-29 13F Roof Eidam & Maycock/adv 32.174 0,15 816 0,37
2025-07-30 13F Granite Harbor Advisors, Inc. 45.187 -8,67 1.145 -8,40
2025-08-07 13F CENTRAL TRUST Co 155.497 1,19 3.942 1,47
2025-07-24 13F IFP Advisors, Inc 34.890 12,49 884 12,76
2025-07-01 13F Harbor Investment Advisory, Llc 1.115 -55,82 28 -55,56
2025-08-06 13F Atlantic Union Bankshares Corp 50.995 1.293
2025-08-14 13F Garden State Investment Advisory Services LLC 0 -100,00 0
2025-07-09 13F Praetorian Wealth Management, Inc. 244.449 -0,90 6.197 -0,63
2025-07-11 13F Financial Advisory Corp 27.254 691
2025-08-06 13F Commonwealth Equity Services, Llc 156.883 10,35 4 0,00
2025-08-14 13F Jane Street Group, Llc 221.147 375,30 5.606 376,70
2025-04-24 13F Aspect Partners, LLC 0 -100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 30.410 -10,39 771 -10,15
2025-07-22 13F Valley National Advisers Inc 6.923 0
2025-08-04 13F ArborFi Advisors, LLC 0 -100,00 0
2025-08-14 13F Glen Eagle Advisors, LLC 2.725 0,00 69 1,47
2025-07-23 13F Valmark Advisers, Inc. 64.563 8,46 1.637 8,78
2025-08-08 13F Wrapmanager Inc 14.004 -4,33 355 -4,05
2025-07-21 13F Crews Bank & Trust 30.738 0,00 779 0,26
2025-08-13 13F Jones Financial Companies Lllp 2.258 0,00 57 0,00
2025-07-22 13F Woodmont Investment Counsel Llc 77.590 8,80 1.967 9,10
2025-08-11 13F Private Advisor Group, LLC 13.221 335
2025-07-30 13F Phillips Financial Management, Llc 56.799 20,90 1.440 21,23
2025-08-05 13F American Capital Advisory, LLC 2.231 0,00 57 0,00
2025-08-14 13F Bank Of America Corp /de/ 2.102.054 7,57 53.287 7,87
2025-08-14 13F GWM Advisors LLC 414.771 9,32 10.514 9,62
2025-07-29 13F Private Trust Co Na 13.392 19,57 339 19,79
2025-08-14 13F Integrated Wealth Concepts LLC 201.049 4,58 5.097 4,88
2025-08-14 13F Stifel Financial Corp 131.364 2,34 3.330 2,62
2025-07-24 13F Jfs Wealth Advisors, Llc 103 3
2025-08-14 13F 10Elms LLP 21.344 0,95 541 1,31
2025-08-14 13F Kovitz Investment Group Partners, LLC 69.859 60,26 1.771 60,76
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 266.454 -31,52 6.755 -31,33
2025-08-13 13F Northwestern Mutual Wealth Management Co 253.695 16,20 6.431 16,52
2025-08-14 13F Colony Group, LLC 62.168 3,30 1.576 3,55
2025-08-07 13F Sound View Wealth Advisors Group, LLC 154.864 27,07 3.926 27,44
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 28.066 200,20 1
2025-07-29 13F Accretive Wealth Partners, LLC 8.252 209
2025-08-15 13F CI Private Wealth, LLC 24.647 -57,33 625 -57,26
2025-07-28 13F WJ Wealth Management, LLC 52.833 36,05 1.339 36,49
2025-08-01 13F Paradigm, Strategies in Wealth Management, LLC 8.838 224
2025-08-12 13F Ameritas Investment Partners, Inc. 6.549 0,05 166 0,61
2025-07-18 13F Foundry Financial Group, Inc. 28.777 -1,09 729 -0,82
2025-08-01 13F Envestnet Asset Management Inc 866.358 0,82 21.962 1,10
2025-07-22 13F Penobscot Investment Management Company, Inc. 8.000 203
2025-05-15 13F/A Orion Portfolio Solutions, LLC 32.288 816
2025-07-16 13F Novem Group 9.997 0,60 253 0,80
2025-08-19 13F Asset Dedication, LLC 2.015 0,00 51 2,00
2025-08-13 13F Green Harvest Asset Management LLC 14.881 -1,44 377 -1,05
2025-07-07 13F Vishria Bird Financial Group, LLC 15.904 403
2025-08-11 13F PFG Private Wealth Management, LLC 11.643 -3,07 295 -2,64
2025-08-14 13F Goldman Sachs Group Inc 53.314 366,48 1.352 369,10
2025-07-25 13F Commonwealth Financial Services, LLC 10.251 -4,12 260 -4,07
2025-08-15 13F Kestra Advisory Services, LLC 0 -100,00 0
2025-08-14 13F Envision Financial Planning, LLC 64.334 -9,89 1.631 -9,65
2025-08-04 13F Spire Wealth Management 94.355 -27,72 2.392 -27,55
2025-08-08 13F Pnc Financial Services Group, Inc. 9.849 250
2025-08-12 13F Wealthbridge Capital Management, Llc 14.143 5,82 359 6,23
2025-07-21 13F Atwater Malick LLC 80.088 4,11 2.030 4,42
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 202.026 27,26 5.121 27,61
2025-04-15 13F Members Wealth Llc 21.804 0,00 551 0,36
2025-08-05 13F Hills Bank & Trust Co 399.047 17,67 10.116 18,00
2025-07-23 13F Prime Capital Investment Advisors, LLC 13.576 -8,19 344 -7,77
2025-04-16 13F Wealth Enhancement Advisory Services, Llc 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 120.610 8,92 3.057 9,22
2025-07-22 13F Blue Square Asset Management, Llc 45.097 -1,96 1.143 -1,64
2025-08-14 13F/A Rockefeller Capital Management L.P. 10.631 270
2025-07-30 13F Klingman & Associates, LLC 17.490 -11,82 443 -11,58
2025-08-07 13F Hughes Financial Services, LLC 7.550 5,73 192 6,11
2025-07-14 13F Sentinel Pension Advisors Inc 58.098 0,73 1.473 0,96
2025-07-30 13F Brookstone Capital Management 18.909 106,50 479 107,36
2025-07-24 13F Us Bancorp \de\ 752.155 7,56 19.067 7,86
2025-08-14 13F Financial Engines Advisors L.L.C. 31.236 31,89 792 32,22
2025-07-29 13F Regions Financial Corp 51.223 3,13 1.299 3,43
2025-07-01 13F Confluence Investment Management Llc 39.817 -1,81 1.009 -1,56
2025-08-11 13F HighTower Advisors, LLC 950.210 -6,15 24.088 -5,89
2025-07-25 13F Stephens Consulting, LLC 314 0,00 8 0,00
2025-07-11 13F Lantz Financial LLC 30.769 0,39 780 0,78
2025-07-02 13F Crumly & Associates Inc. 0 -100,00 0
2025-07-18 13F Newman Dignan & Sheerar, Inc. 68.999 -2,81 1.749 -2,51
2025-07-30 13F Princeton Global Asset Management LLC 3.950 0,00 100 1,01
2025-08-07 13F Addison Advisors LLC 910 23
2025-08-15 13F Howland Capital Management Llc 185.945 5,29 4.714 5,58
2025-08-14 13F Snowden Capital Advisors LLC 31.000 0,00 786 0,26
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 8.040 204
2025-07-23 13F Sax Wealth Advisors, Llc 15.089 383
2025-08-13 13F Baird Financial Group, Inc. 10.000 0,00 254 0,40
2025-08-12 13F Coldstream Capital Management Inc 86.483 0,00 2.192 0,27
2025-08-15 13F Morgan Stanley 648.327 33,27 16.435 33,65
2025-05-07 13F Mb, Levis & Associates, Llc 0 -100,00 0 -100,00
2025-08-14 13F Modern Wealth Management, LLC 40.883 20,76 1.036 21,17
2025-07-15 13F Sightline Wealth Advisors, LLC 10.086 0,61 256 0,79
2025-08-11 13F Principal Securities, Inc. 2.357 -4,11 60 -3,28
2025-08-14 13F Fmr Llc 649 -92,13 16 -92,31
2025-07-17 13F E Six Thirteen, Llc 160.410 0,00 4.066 0,27
2025-05-09 13F Ogorek Anthony Joseph /ny/ /adv 0 -100,00 0
2025-07-09 13F Lbmc Investment Advisors, Llc 424.215 13,99 10.754 14,31
2025-07-16 13F Signaturefd, Llc 8.134 0,00 206 0,49
2025-07-21 13F Exchange Capital Management, Inc. 13.951 -6,91 354 -6,61
2025-07-30 13F Avidian Wealth Solutions, LLC 8.656 219
2025-07-30 13F Sonata Capital Group Inc 92.603 0,00 2 0,00
2025-07-17 13F Janney Montgomery Scott LLC 13.926 -13,80 0
2025-08-14 13F Glenview Trust Co 83.324 0,00 2.112 0,28
2025-07-18 13F TPG Advisors LLC 12.054 0,00 306 0,33
2025-08-11 13F CFS Investment Advisory Services, LLC 24.393 -0,62 1
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 27.750 109,43 703 110,48
2025-08-05 13F Gould Asset Management Llc /ca/ 20.740 15,45 526 15,64
2025-08-01 13F Signature Wealth Management Group 51.912 0,79 1.316 1,00
2025-08-04 13F Assetmark, Inc 20.965 120,43 531 121,25
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