BALI

Ishrs Adtg Lg Cp In Etf-usdi

Latest period2026 - Q1Total superinvestors142

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 142 superinvestors own shares of Ishrs Adtg Lg Cp In Etf-usdi (BALI), 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 Ishrs Adtg Lg Cp In Etf-usdi (BALI), 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 Ishrs Adtg Lg Cp In Etf-usdi (BALI) 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 Ishrs Adtg Lg Cp In Etf-usdi (BALI) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Stephanie J. Brown@Fmr Llc
Recent Activity
Increased 32.25%
0.01%
$70.632M
2.293M shares@ 30.82 avg price
Michael G. Clarke@Ameriprise Financial Inc
Recent Activity
Increased 15.2%
0.02%
$63.769M
2.073M shares@ 30.76 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 10.26%
0.02%
$57.328M
1.861M shares@ 30.81 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 9.07%
0.02%
$56.468M
1.833M shares@ 30.82 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 66.26%
0.01%
$37.372M
1.213M shares@ 30.81 avg price
Matt Moore@Northwestern Mutual Wealth Management Co
Recent Activity
Increased 65.13%
0.02%
$28.371M
920,851 shares@ 30.82 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 219.82%
0.01%
$27.243M
884,235 shares@ 30.82 avg price
Aryn Sands@Avior Wealth Management, Llc
Recent Activity
New Position
0.63%
$21.955M
712,602 shares@ 30.81 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 9.06%
0.03%
$19.693M
639,187 shares@ 30.82 avg price
Jon Loranger@Patriot Financial Group Insurance Agency, Llc
Recent Activity
Increased 137.99%
1.07%
$18.877M
612,696 shares@ 30.82 avg price

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