ILCB

Ishares Morningstar U.s. Equ

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 Morningstar U.s. Equ (ILCB), 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 Morningstar U.s. Equ (ILCB), 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 Morningstar U.s. Equ (ILCB) 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 Morningstar U.s. Equ (ILCB) 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
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Decreased -17.14%
1.53%
$3.752M
46,233 shares@ 81.16 avg price
Clay Murdy@West Coast Financial Llc
Recent Activity
Decreased -6.65%
0.17%
$1.473M
18,145 shares@ 81.16 avg price
Alexandria Fry@Dentgroup Llc
Recent Activity
Decreased -0.03%
0.9%
$1.17M
14,416 shares@ 81.16 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -0.5%
0.1%
$939,346
11,574 shares@ 81.17 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -3.67%
0.05%
$814,846
10,040 shares@ 81.16 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -61.27%
0.03%
$611,901
7,539 shares@ 81.17 avg price
Nancy Williamson@Helen Stephens Group, Llc
Recent Activity
Decreased -57.1%
0.12%
$396,104
4,881 shares@ 81.16 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -1.1%
0.02%
$359,772
4,467 shares@ 80.54 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
Decreased -3.14%
0.02%
$212,802
2,622 shares@ 81.17 avg price