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
MICHELLE ELDRIDGE@Catalyst Private Wealth, Llc
Recent Activity
Increased 1.73%
1%
$2.224M
24,021 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
Brad Little@Tl Private Wealth
Recent Activity
Decreased -4.38%
0.83%
$1.847M
19,742 shares@ 93.57 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
Deanna Hutchinson@Sovereign Financial Group, Inc.
Recent Activity
Increased 0.98%
0.33%
$1.432M
15,462 shares@ 92.6 avg price
Patrick Hayes@Wealthquest Corp
Recent Activity
0.11%
$1.28M
13,819 shares@ 92.59 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
0.34%
$1.234M
13,328 shares@ 92.6 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
John J. Crowley III@Mitchell Mcleod Pugh & Williams Inc
Recent Activity
Increased 2.94%
0.2%
$907,845
9,805 shares@ 92.6 avg price