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
Brad Little@Tl Private Wealth
Recent Activity
Decreased -4.38%
0.83%
$1.847M
19,742 shares@ 93.57 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Decreased -38.62%
0.18%
$1.117M
12,061 shares@ 92.6 avg price
Colleen Kelly@Fortis Advisors, Llc
Recent Activity
Decreased -23.04%
0.61%
$916,634
9,900 shares@ 92.59 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Decreased -0.96%
0.12%
$792,072
8,555 shares@ 92.59 avg price
Benjamin S. Littman@Pure Financial Advisors, Llc
Recent Activity
Decreased -1.08%
0.02%
$791,367
8,547 shares@ 92.6 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Decreased -68.23%
0.04%
$512,626
5,537 shares@ 92.59 avg price
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Decreased -11.48%
0.02%
$481,654
5,202 shares@ 92.6 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Decreased -0.35%
0.19%
$398,840
4,243 shares@ 94.0 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Decreased -14.83%
0.03%
$332,861
3,595 shares@ 92.59 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Decreased -12.46%
0.04%
$320,632
3,463 shares@ 92.59 avg price