IBTH

Ishares Ibonds Dec 2027 Term

Latest period2024 - Q4Total superinvestors26

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, 26 superinvestors own shares of Ishares Ibonds Dec 2027 Term (IBTH), 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 2027 Term (IBTH), 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 2027 Term (IBTH) 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 2027 Term (IBTH) 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
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 4.58%
0.44%
$31.474M
1.418M shares@ 22.2 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 26.47%
0.32%
$15.268M
687,869 shares@ 22.2 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 10.59%
0.68%
$10.305M
464,280 shares@ 22.2 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 116.42%
0.62%
$9.242M
416,387 shares@ 22.2 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 32.46%
3.37%
$6.5M
292,855 shares@ 22.2 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 7.52%
1.81%
$6.276M
282,727 shares@ 22.2 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 152.9%
0.12%
$5.849M
263,530 shares@ 22.2 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 8.6%
0.02%
$3.815M
171,891 shares@ 22.2 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.16%
0.01%
$3.552M
156,930 shares@ 22.64 avg price
Yolanda Johnson@Mechanics Bank Trust Department
Recent Activity
Increased 6.3%
0.23%
$1.687M
76,000 shares@ 22.2 avg price