CMBS

Ishares Cmbs Etf

Latest period2024 - Q4Total superinvestors13

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, 13 superinvestors own shares of Ishares Cmbs Etf (CMBS), 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 Cmbs Etf (CMBS), 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 Cmbs Etf (CMBS) 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 Cmbs Etf (CMBS) 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
LEIGH ANN YOUNG@Central Bank & Trust Co
Recent Activity
Increased 5.37%
1.49%
$9.803M
207,701 shares@ 47.2 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 4.98%
0.44%
$6.456M
136,770 shares@ 47.2 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -7.41%
0.08%
$1.985M
42,046 shares@ 47.2 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
Increased 8.34%
0.19%
$1.209M
25,605 shares@ 47.2 avg price
Matthew Rosenberg@Rosenberg Matthew Hamilton
Recent Activity
Increased 16.77%
0.19%
$712,578
15,097 shares@ 47.2 avg price
Elton Wilcox@Elevated Capital Advisors, Llc
Recent Activity
Increased 142.29%
0.17%
$604,719
12,812 shares@ 47.2 avg price
Kaushal Majmudar@Ridgewood Investments Llc
Recent Activity
Decreased -17.32%
0.22%
$436,742
9,253 shares@ 47.21 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -27.94%
0.01%
$275,149
5,829 shares@ 47.21 avg price
Aryn Sands@City Center Advisors, Llc
Recent Activity
New Position
0.25%
$222,560
4,715 shares@ 47.21 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
0.01%
$97,279
2,061 shares@ 47.2 avg price