IUSV

Ishares Core S&p U.s. Value

Latest period2024 - Q4Total superinvestors116

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, 116 superinvestors own shares of Ishares Core S&p U.s. Value (IUSV), 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 Core S&p U.s. Value (IUSV), 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 Core S&p U.s. Value (IUSV) 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 Core S&p U.s. Value (IUSV) 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
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -23.81%
3%
$166.945M
1.803M shares@ 92.6 avg price
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Decreased -1.45%
1.14%
$11.115M
120,044 shares@ 92.6 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
Decreased -14.45%
0.2%
$6.096M
65,841 shares@ 92.59 avg price
MICHELLE ELDRIDGE@Defined Wealth Management, Llc
Recent Activity
Decreased -0.74%
3.72%
$5.607M
60,561 shares@ 92.6 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Decreased -1.6%
0.85%
$5.397M
58,286 shares@ 92.6 avg price
Diane Collins@Rovin Capital Ut Adv
Recent Activity
Decreased -23.18%
1.92%
$5.31M
57,352 shares@ 92.59 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
Decreased -1.27%
0.93%
$4.644M
50,159 shares@ 92.6 avg price
Thomas Curtis@Wealth Management Partners, Llc
Recent Activity
Decreased -7.11%
1.59%
$3.665M
39,585 shares@ 92.6 avg price
Matthew Hargreaves@Leonard Rickey Investment Advisors P.l.l.c.
Recent Activity
Decreased -1.4%
0.77%
$3.322M
35,879 shares@ 92.6 avg price
Myrka Barcenas@Zwj Investment Counsel Inc
Recent Activity
Decreased -2.11%
0.1%
$2.29M
24,733 shares@ 92.6 avg price