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
Jeffrey Smith@Eastern Bank
Recent Activity
Decreased -0.34%
0.16%
$8.445M
341,906 shares@ 24.7 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Increased 25.09%
0.34%
$7.433M
300,924 shares@ 24.71 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 8.47%
0.21%
$5.435M
220,041 shares@ 24.71 avg price
Andy Gilson@Colorado Capital Management, Inc.
Recent Activity
Increased 16.04%
1.95%
$4.014M
162,494 shares@ 24.71 avg price
Jeffrey S Arnold@Impactfolio, Llc
Recent Activity
Increased 4.04%
1.48%
$2.835M
114,793 shares@ 24.7 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 115.79%
0.01%
$2.872M
114,165 shares@ 25.16 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 13.22%
0.03%
$2.775M
112,335 shares@ 24.71 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 7.87%
0.24%
$2.446M
99,046 shares@ 24.7 avg price
Jill Martin@Parkside Advisors Llc
Recent Activity
Increased 26.87%
0.51%
$2.158M
87,389 shares@ 24.7 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 2.94%
0.03%
$2.035M
82,389 shares@ 24.71 avg price