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
Bruce Roberts@Erts Wealth Advisors, Llc
Recent Activity
Increased 1.72%
2.09%
$11.049M
119,327 shares@ 92.6 avg price
Jacqueline Battista@Corepath Wealth Partners Llc
Recent Activity
Increased 4.09%
8.15%
$8.36M
90,443 shares@ 92.43 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 14.69%
0.02%
$6.409M
69,220 shares@ 92.59 avg price
Beth Uhlen@Canandaigua National Trust Co Of Florida
Recent Activity
Increased 1.75%
4.03%
$5.153M
55,651 shares@ 92.59 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 4.98%
0.15%
$4.896M
52,295 shares@ 93.63 avg price
Brook Hart@Presilium Private Wealth, Llc
Recent Activity
Increased 0.69%
0.77%
$3.314M
35,793 shares@ 92.6 avg price
Michael Brannen@Rda Financial Network
Recent Activity
Increased 0.95%
0.97%
$3.294M
35,581 shares@ 92.6 avg price
Wesley Pitman@Hilltop Wealth Advisors, Llc
Recent Activity
Increased 1.41%
1.6%
$3.154M
34,064 shares@ 92.6 avg price
MICHELLE ELDRIDGE@Catalyst Private Wealth, Llc
Recent Activity
Increased 1.73%
1%
$2.224M
24,021 shares@ 92.59 avg price
Nick Ng@Liberty One Investment Management, Llc
Recent Activity
Increased 13.61%
0.16%
$1.436M
15,511 shares@ 92.59 avg price