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
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
Linda M. Dagilus@Greenfield Savings Bank
Recent Activity
Increased 92.12%
0.2%
$402,043
18,852 shares@ 21.33 avg price
Timothy Richards@Apella Capital, Llc
Recent Activity
Increased 1.32%
0.02%
$350,627
16,441 shares@ 21.33 avg price
Kurt Ahrens@Mendota Financial Group, Llc
Recent Activity
Decreased -25.65%
0.22%
$334,027
15,663 shares@ 21.33 avg price
Aryn Sands@Safeguard Financial, Llc
Recent Activity
Increased 64.3%
0.07%
$320,526
15,030 shares@ 21.33 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
New Position
0.01%
$259,690
12,177 shares@ 21.33 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
0.09%
$256,025
12,005 shares@ 21.33 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
0.06%
$213,000
9,991 shares@ 21.32 avg price