Ishares U.s. Financial Servi
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, 31 superinvestors own shares of Ishares U.s. Financial Servi (IYG), 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 U.s. Financial Servi (IYG), 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 U.s. Financial Servi (IYG) 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 U.s. Financial Servi (IYG) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Breann Mataia@Kozak & Associates, Inc.
| 4.7% | $20.518M 261,636 shares@ 78.43 avg price | Increased 4.43% |
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
| 0.14% | $1.621M 20,837 shares@ 77.82 avg price | Increased 0.42% |
Gary Wagner@Carnegie Investment Counsel
| 0.02% | $414,194 5,323 shares@ 77.82 avg price | Increased 2.61% |
Jonathan Yarger@Yarger Wealth Strategies, Llc
| 0.13% | $220,776 2,837 shares@ 77.83 avg price | Increased 0.25% |
Helen Halloran@Capital Investment Advisors, Llc
| 0.01% | $220,510 2,834 shares@ 77.81 avg price | Increased 0.04% |