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
Patrick Timothy Hegarty@General Partner, Inc.
Recent Activity
New Position
1.43%
$2.373M
25,634 shares@ 92.59 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
New Position
0.04%
$1.886M
20,365 shares@ 92.6 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
New Position
0.02%
$561,744
6,067 shares@ 92.6 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.04%
$59,878
640 shares@ 93.56 avg price
Shannon Streich@Hoese & Co Llp
Recent Activity
New Position
0.04%
$40,832
441 shares@ 92.59 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
New Position
0.01%
$15,833
171 shares@ 92.6 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
New Position
0.01%
$2,870
31 shares@ 92.59 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
New Position
0%
$0
0 shares@ 0.0 avg price