SUSB

Ishares Esg Aware 1-5 Year U

Latest period2024 - Q4Total superinvestors48

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, 48 superinvestors own shares of Ishares Esg Aware 1-5 Year U (SUSB), 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 Esg Aware 1-5 Year U (SUSB), 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 Esg Aware 1-5 Year U (SUSB) 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 Esg Aware 1-5 Year U (SUSB) 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
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 8.88%
0.03%
$1.864M
75,465 shares@ 24.71 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Increased 2.9%
0.19%
$1.845M
74,703 shares@ 24.7 avg price
Jorge Paganin@Abacus Wealth Partners, Llc
Recent Activity
0.27%
$1.774M
71,816 shares@ 24.7 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Decreased -3.57%
0.63%
$1.662M
67,268 shares@ 24.71 avg price
Matthew Zienty@Cardinal Point Capital Management Ulc
Recent Activity
Increased 9.61%
0.23%
$1.424M
57,633 shares@ 24.7 avg price
Matthew Hargreaves@Leonard Rickey Investment Advisors P.l.l.c.
Recent Activity
Decreased -1.36%
0.28%
$1.21M
48,994 shares@ 24.71 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -29.51%
0.02%
$900,266
36,448 shares@ 24.71 avg price
Paige Johnson Roth@Pine Haven Investment Counsel, Inc
Recent Activity
Increased 10.94%
0.69%
$833,427
33,742 shares@ 24.7 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
Increased 1.07%
0.06%
$772,863
31,290 shares@ 24.7 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Increased 1.47%
0.12%
$761,594
30,834 shares@ 24.7 avg price