ISTB

Ishares Core 1-5 Year Usd Bo

Latest period2024 - Q4Total superinvestors114

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, 114 superinvestors own shares of Ishares Core 1-5 Year Usd Bo (ISTB), 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 Core 1-5 Year Usd Bo (ISTB), 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 Core 1-5 Year Usd Bo (ISTB) 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 Core 1-5 Year Usd Bo (ISTB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
LISA WOYCZIK@Trust Point Inc.
Recent Activity
Increased 8.49%
11.28%
$162.54M
3.403M shares@ 47.78 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Increased 6.42%
12.14%
$37.855M
792,445 shares@ 47.77 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Increased 2.85%
8.49%
$24.776M
518,656 shares@ 47.77 avg price
Dean Rager@Geneos Wealth Management Inc.
Recent Activity
Decreased -2.53%
0.83%
$23.415M
490,163 shares@ 47.78 avg price
Patrick Clark@Hunter Associates Investment Management Llc
Recent Activity
Increased 12.68%
2.48%
$16.24M
340,370 shares@ 47.72 avg price
Susan C. Anastasiadis@Capital Insight Partners, Llc
Recent Activity
Increased 3.08%
2.64%
$15.216M
318,526 shares@ 47.78 avg price
Kevin R. Worthley@Wealth Management Resources, Inc.
Recent Activity
Increased 43.95%
5.23%
$14.163M
296,477 shares@ 47.78 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Increased 8.62%
4.72%
$12.471M
261,070 shares@ 47.78 avg price
Ryan Triplett@Boyd Wealth Management, Llc
Recent Activity
Increased 51.55%
5.76%
$11.661M
244,111 shares@ 47.77 avg price
Ashleigh Swayze@Abundance Wealth Counselors
Recent Activity
Increased 0.13%
2.54%
$11.637M
243,596 shares@ 47.78 avg price

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