IBTH

Ishares Ibonds Dec 2027 Term

Latest period2026 - Q2Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 28 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

SuperinvestorPortfolio %Reported Value
Loran Filson@Financial Advisory Corp
Recent Activity
Increased 10.48%
3.96%
$29.796M
1.332M shares@ 22.38 avg price
Taylor Jobe@Mkt Advisors Llc
Recent Activity
Increased 4.52%
5.83%
$18.755M
840,464 shares@ 22.32 avg price
Pamela A Minnick@Fulton Bank, N.a.
Recent Activity
Increased 32.81%
0.58%
$18.787M
839,816 shares@ 22.37 avg price
Justin Fulmer@Shelton Wealth Management, Llc
Recent Activity
Increased 6.68%
4.28%
$10.891M
486,876 shares@ 22.37 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Increased 7.34%
0.14%
$9.837M
440,843 shares@ 22.32 avg price
Philip B. Palmer@Chatham Capital Group, Inc.
Recent Activity
Decreased -1.99%
1.18%
$9.181M
410,436 shares@ 22.37 avg price
Dino Efthimiou@Delta Wealth Advisors Llc
Recent Activity
Increased 0.88%
6.02%
$8.415M
376,171 shares@ 22.38 avg price
Kristin Crowley@Lantz Financial Llc
Recent Activity
Increased 15.73%
0.63%
$3.435M
153,534 shares@ 22.38 avg price
Lauren T. McDonough@Howland Capital Management Llc
Recent Activity
Increased 21.38%
0.12%
$3.176M
141,960 shares@ 22.38 avg price
Nicole Alexander@Gradient Investments Llc
Recent Activity
Decreased -4.9%
0.05%
$3.119M
139,414 shares@ 22.38 avg price

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