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
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 13.81%
10.92%
$302.405M
3.266M shares@ 92.6 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Increased 3.2%
6.57%
$66.73M
720,703 shares@ 92.6 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.14%
0.1%
$45.497M
476,455 shares@ 95.49 avg price
Michael Jonathan Mess@Veracity Capital Llc
Recent Activity
Increased 4.48%
12.07%
$33.447M
361,234 shares@ 92.6 avg price
Anthony Austreng@Forthright Wealth Management, Llc
Recent Activity
Increased 0.08%
8.69%
$26.069M
281,555 shares@ 92.59 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
Increased 270.78%
0.34%
$24.39M
263,416 shares@ 92.59 avg price
Melissa C. Anderson@Pca Investment Advisory Services Inc.
Recent Activity
Increased 22.7%
9.48%
$20.471M
221,089 shares@ 92.6 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 41.54%
0.57%
$16.423M
177,379 shares@ 92.59 avg price
Jeffrey Scott Coons@High Probability Advisors, Llc
Recent Activity
Increased 1.55%
2.35%
$13.091M
141,389 shares@ 92.6 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 0.8%
1.23%
$11.281M
121,837 shares@ 92.6 avg price