IGSB

Ishares 1-5y Inv Grade Corp

Latest period2024 - Q4Total superinvestors135

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
KATHLEEN VANORMER@Union Savings Bank Recent Activity Increased 94.69%	0.43%	$868,141 16,792 shares@ 51.7 avg price	Increased 94.69%
John DIce@Lafleur & Godfrey Llc Recent Activity Increased 25.88%	0.12%	$858,686 16,609 shares@ 51.71 avg price	Increased 25.88%
Michael Snyder@Beaumont Financial Advisors, Llc Recent Activity Increased 0.1%	0.06%	$787,052 15,223 shares@ 51.71 avg price	Increased 0.1%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 61.35%	0.03%	$785,550 15,194 shares@ 51.71 avg price	Increased 61.35%
Maxim Meyers@Octavia Wealth Advisors, Llc Recent Activity Increased 0.06%	0.09%	$687,546 13,299 shares@ 51.7 avg price	Increased 0.06%
Herbert Pontzer@Client 1st Advisory Group, Llc Recent Activity Increased 37.15%	0.23%	$572,681 11,077 shares@ 51.71 avg price	Increased 37.15%
Lianna Figueroa@First Hawaiian Bank Recent Activity Increased 0.85%	0.02%	$513,381 9,930 shares@ 51.7 avg price	Increased 0.85%
Aryn Sands@Hart & Patterson Financial Group Llc Recent Activity Increased 6.24%	0.23%	$472,435 9,138 shares@ 51.71 avg price	Increased 6.24%
Holly Skipper@Verum Partners Llc Recent Activity Increased 1.41%	0.13%	$443,358 8,576 shares@ 51.7 avg price	Increased 1.41%
Jane Michener@Relyea Zuckerberg Hanson Llc Recent Activity Increased 1.05%	0.06%	$441,828 8,546 shares@ 51.7 avg price	Increased 1.05%