IGSB

Ishares 1-5y Inv Grade Corp

Latest period2024 - Q4Total superinvestors135

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, 135 superinvestors own shares of Ishares 1-5y Inv Grade Corp (IGSB), 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 1-5y Inv Grade Corp (IGSB), 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 1-5y Inv Grade Corp (IGSB) 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 1-5y Inv Grade Corp (IGSB) 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
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -0.01%
0.19%
$1.528M
29,560 shares@ 51.7 avg price
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Decreased -8.5%
0.13%
$1.116M
21,581 shares@ 51.71 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -0.63%
0.03%
$1.05M
20,313 shares@ 51.7 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -2.92%
0.09%
$972,152
18,804 shares@ 51.7 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -1.96%
0.07%
$832,370
16,100 shares@ 51.7 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Decreased -1.91%
0.03%
$771,312
14,919 shares@ 51.7 avg price
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Decreased -2.75%
0.01%
$731,090
14,141 shares@ 51.71 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -32.76%
0.03%
$580,179
11,222 shares@ 51.71 avg price
Nicholas E. Terezis@Marathon Strategic Advisors, Llc
Recent Activity
Decreased -7.31%
0.48%
$440,880
8,528 shares@ 51.7 avg price
H. Parker Evans@Successful Portfolios Llc
Recent Activity
Decreased -3.43%
0.3%
$439,036
8,492 shares@ 51.7 avg price