USIG

Ishares Broad Usd Investment

Latest period2024 - Q4Total superinvestors53

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 53 superinvestors own shares of Ishares Broad Usd Investment (USIG), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Broad Usd Investment (USIG), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Ishares Broad Usd Investment (USIG) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Ishares Broad Usd Investment (USIG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 5.61%
1.19%
$65.995M
1.313M shares@ 50.28 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 11.72%
2.62%
$37.248M
740,810 shares@ 50.28 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 19.13%
0.64%
$13.898M
276,403 shares@ 50.29 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 9.82%
0.17%
$11.123M
221,230 shares@ 50.29 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 3.58%
1.66%
$10.841M
215,620 shares@ 50.29 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 0.7%
0.45%
$10.384M
206,531 shares@ 50.29 avg price
Christina Duncan@Trivant Custom Portfolio Group, Llc
Recent Activity
Increased 1.59%
4.78%
$8.182M
162,723 shares@ 50.29 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Increased 48.24%
0.43%
$5.395M
108,394 shares@ 49.78 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Increased 5.42%
0.25%
$4.382M
88,050 shares@ 49.77 avg price
Paul Joseph McColgan@Ivc Wealth Advisors Llc
Recent Activity
Increased 4.66%
2.46%
$4.395M
87,415 shares@ 50.29 avg price