IBTG

Ishares Ibonds Dec 2026 Term

Latest period2024 - Q4Total superinvestors28

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, 28 superinvestors own shares of Ishares Ibonds Dec 2026 Term (IBTG), 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 2026 Term (IBTG), 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 2026 Term (IBTG) 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 2026 Term (IBTG) 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 2.23%
1.09%
$53.117M
2.329M shares@ 22.81 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 21.93%
0.91%
$13.607M
596,544 shares@ 22.81 avg price
Todd Chyba@Trust Co
Recent Activity
Increased 7.31%
1.52%
$13.192M
578,334 shares@ 22.81 avg price
Arnita Hallman@Cliftonlarsonallen Wealth Advisors, Llc
Recent Activity
Increased 56.2%
0.24%
$12.043M
527,965 shares@ 22.81 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 407%
0.31%
$10.508M
460,684 shares@ 22.81 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 31.78%
3.37%
$6.508M
285,302 shares@ 22.82 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 9.06%
0.02%
$4.691M
205,662 shares@ 22.81 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Increased 4.74%
1.23%
$4.276M
187,473 shares@ 22.81 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$2.765M
119,862 shares@ 23.07 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 72.39%
0.03%
$2.29M
100,376 shares@ 22.82 avg price