Ishares Ibonds 2025 H Y Inc
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, 17 superinvestors own shares of Ishares Ibonds 2025 H Y Inc (IBHE), 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 Ibonds 2025 H Y Inc (IBHE), 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 Ibonds 2025 H Y Inc (IBHE) 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 Ibonds 2025 H Y Inc (IBHE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Kevin McCann@Mid-american Wealth Advisory Group, Inc.
| 9.75% | $16.576M 714,500 shares@ 23.21 avg price | Increased 5.47% |
Michael S Ryan@Michael S. Ryan, Inc.
| 3.78% | $5.551M 239,275 shares@ 23.21 avg price | Increased 1.53% |
Tracey Hill@Lbmc Investment Advisors, Llc
| 0.4% | $5.061M 218,140 shares@ 23.21 avg price | Increased 23.23% |
Tom Lewis@Krilogy Financial Llc
| 0.12% | $1.78M 76,705 shares@ 23.2 avg price | Increased 6.16% |
Robin Dolezal@Ironwood Financial, Llc
| 0.32% | $1.498M 64,551 shares@ 23.21 avg price | Increased 13.02% |
Christine McElvania@Quad-cities Investment Group, Llc
| 0.19% | $375,355 16,179 shares@ 23.21 avg price | Increased 28.03% |
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
| 0.03% | $246,616 10,630 shares@ 23.2 avg price | Increased 0.82% |