TLTW

Ishares 20+ Bond Buywrite

Latest period2024 - Q4Total superinvestors10

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, 10 superinvestors own shares of Ishares 20+ Bond Buywrite (TLTW), 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 20+ Bond Buywrite (TLTW), 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 20+ Bond Buywrite (TLTW) 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 20+ Bond Buywrite (TLTW) 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
KATHRYN MARSICO@Traphagen Investment Advisors Llc
Recent Activity
Decreased -24.3%
4.11%
$40.335M
1.715M shares@ 23.53 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.04%
$14.966M
554,304 shares@ 27.0 avg price
Christopher Clancy@Global Wealth Strategies & Associates
Recent Activity
New Position
0.22%
$695,345
29,564 shares@ 23.52 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
0.04%
$449,280
19,500 shares@ 23.04 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -79.95%
0.01%
$441,000
18,750 shares@ 23.52 avg price
Christine Drisco@New Harbor Financial Group, Llc
Recent Activity
New Position
0.07%
$232,472
9,884 shares@ 23.53 avg price
TABITHA LETOURNEAU MEYERER@Fiduciary Family Office, Llc
Recent Activity
New Position
0.07%
$232,472
9,884 shares@ 23.53 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
New Position
0.23%
$436,650
5,000 shares@ 87.33 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
New Position
0.01%
$25,825
1,098 shares@ 23.53 avg price
Aman Bhangu@Pacifica Partners Inc.
Recent Activity
0.01%
$2,949
125 shares@ 23.6 avg price