IBDS

Ishrs Ibnds Dec 27 Corp Etf

Latest period2024 - Q4Total superinvestors125

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, 125 superinvestors own shares of Ishrs Ibnds Dec 27 Corp Etf (IBDS), 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 Ishrs Ibnds Dec 27 Corp Etf (IBDS), 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 Ishrs Ibnds Dec 27 Corp Etf (IBDS) 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 Ishrs Ibnds Dec 27 Corp Etf (IBDS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 4.53%
0.99%
$48.561M
2.027M shares@ 23.97 avg price
Aryn Sands@Tabr Capital Management, Llc
Recent Activity
New Position
21.26%
$24.264M
1.013M shares@ 23.97 avg price
Amy King@Kathmere Capital Management, Llc
Recent Activity
Increased 2.14%
2.13%
$23.709M
989,505 shares@ 23.97 avg price
Lauren T. McDonough@Howland Capital Management Llc
Recent Activity
Increased 19.51%
1.02%
$23.15M
966,180 shares@ 23.97 avg price
Simon Liu@Rvw Wealth, Llc
Recent Activity
Increased 9.16%
2.14%
$22.907M
956,044 shares@ 23.96 avg price
Doug Johnson@Hengehold Capital Management Llc
Recent Activity
Increased 5.51%
1.33%
$14.069M
587,175 shares@ 23.96 avg price
Jeffry R. Jones@Wj Wealth Management, Llc
Recent Activity
Decreased -1.38%
4.12%
$11.964M
499,345 shares@ 23.96 avg price
Donald Peppler@Windsor Capital Management, Llc
Recent Activity
Increased 0.73%
3.52%
$11.836M
493,980 shares@ 23.97 avg price
Scott Kellett@Central Trust Co
Recent Activity
Increased 12.6%
0.25%
$9.924M
414,183 shares@ 23.96 avg price
Michael Seese@Commonwealth Financial Services, Llc
Recent Activity
Increased 1.32%
1.82%
$9.279M
387,272 shares@ 23.97 avg price

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