IBDS

Ishrs Ibnds Dec 27 Corp Etf

Latest period2024 - Q4Total superinvestors62

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, 62 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

CurrentNew PositionIncreasedDecreasedExited
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
Amy King@Kathmere Capital Management, Llc
Recent Activity
Increased 2.14%
2.13%
$23.709M
989,505 shares@ 23.97 avg price
Mark T Williams@Investrust
Recent Activity
New Position
2.09%
$7.486M
312,429 shares@ 23.97 avg price
Timothy Gavin@Mcf Advisors Llc
Recent Activity
Increased 3.04%
0.39%
$5.511M
230,021 shares@ 23.96 avg price
Richard A. Hewitt@Praetorian Wealth Management, Inc.
Recent Activity
Increased 5.01%
1.26%
$5.149M
214,903 shares@ 23.96 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 4.62%
0.02%
$5.133M
214,233 shares@ 23.96 avg price
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Increased 31.59%
0.39%
$4.86M
202,849 shares@ 23.97 avg price
Alex Butters@Tlwm
Recent Activity
Increased 1.11%
0.87%
$4.386M
183,048 shares@ 23.97 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 0.84%
0.06%
$3.964M
165,459 shares@ 23.97 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 8.92%
0.37%
$3.732M
155,756 shares@ 23.97 avg price