IBDZ

Isharesibondsdec2034tmcorp

Latest period2026 - Q1Total superinvestors119

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, 119 superinvestors own shares of Isharesibondsdec2034tmcorp (IBDZ), 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 Isharesibondsdec2034tmcorp (IBDZ), 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 Isharesibondsdec2034tmcorp (IBDZ) 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 Isharesibondsdec2034tmcorp (IBDZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 10.81%
0.95%
$64.934M
2.492M shares@ 26.06 avg price
Anthony McElynn@Summit Financial, Llc
Recent Activity
Increased 5.91%
0.59%
$45.745M
1.755M shares@ 26.06 avg price
Jessica Estes@Sarver Vrooman Wealth Advisors
Recent Activity
Increased 7753.53%
26.57%
$43.129M
1.655M shares@ 26.06 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 16.39%
0.01%
$39.029M
1.498M shares@ 26.07 avg price
Brett Mathew Wickmann@Aptus Capital Advisors, Llc
Recent Activity
New Position
0.29%
$35.833M
1.375M shares@ 26.06 avg price
Jennifer Rouse@Summitry Llc
Recent Activity
Increased 0.28%
1.17%
$32.992M
1.266M shares@ 26.06 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 14.07%
0.01%
$31.626M
1.214M shares@ 26.07 avg price
Robert M. Bilkie, Jr. CFA@Sigma Investment Counselors Inc
Recent Activity
Increased 65.47%
1.49%
$28.197M
1.082M shares@ 26.07 avg price
Mark E. Underwood@Mv Capital Management, Inc.
Recent Activity
Increased 31.13%
1.87%
$19.046M
730,868 shares@ 26.06 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 4.6%
0.01%
$18.281M
701,465 shares@ 26.07 avg price

1-10 of 119