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