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
Jay Richards@Investment Advisory Group, Llc
Recent Activity
0.13%
$378,971
4,093 shares@ 92.6 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 68.87%
0.01%
$365,000
3,938 shares@ 92.69 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Increased 0.19%
0.05%
$354,980
3,834 shares@ 92.59 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
0.01%
$343,601
3,711 shares@ 92.59 avg price
Cortney Cost@Kraft Asset Management, Llc
Recent Activity
0.27%
$340,933
3,644 shares@ 93.57 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
Richard K. Oring@New Century Financial Group, Llc
Recent Activity
Increased 5.36%
0.13%
$296,154
3,190 shares@ 92.84 avg price
Richard Stram@Marino, Stram & Associates Llc
Recent Activity
Increased 1.87%
0.07%
$273,696
2,956 shares@ 92.59 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
0.08%
$273,562
2,955 shares@ 92.58 avg price