IBTJ

Ishares Ibonds Dec 2029 Term

Latest period2024 - Q4Total superinvestors23

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, 23 superinvestors own shares of Ishares Ibonds Dec 2029 Term (IBTJ), 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 Dec 2029 Term (IBTJ), 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 Dec 2029 Term (IBTJ) 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 Dec 2029 Term (IBTJ) 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
Teresa Burch@Atwood & Palmer Inc
Recent Activity
Increased 7.49%
1.6%
$23.236M
1.09M shares@ 21.33 avg price
Luther Hartwell Hodges@Waycross Investment Management Co
Recent Activity
Increased 0.88%
10.26%
$9.744M
456,898 shares@ 21.33 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 1.05%
0.11%
$7.697M
360,901 shares@ 21.33 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 33.74%
3.35%
$6.477M
303,721 shares@ 21.33 avg price
Andrew J. Whalen@Whalen Wealth Management Inc.
Recent Activity
Increased 0.56%
2.67%
$3.852M
180,602 shares@ 21.33 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 61.76%
0.03%
$2.269M
106,384 shares@ 21.33 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 9.75%
0.01%
$1.84M
86,290 shares@ 21.33 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 175.52%
0.03%
$1.293M
60,610 shares@ 21.33 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 55.2%
0.32%
$1.105M
51,806 shares@ 21.33 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 7.66%
0.05%
$648,768
30,421 shares@ 21.33 avg price