IYG

Ishares U.s. Financial Servi

Latest period2024 - Q4Total superinvestors31

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

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Decreased -1.32%
0.04%
$294,716
3,788 shares@ 77.81 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$249,066
3,507 shares@ 71.02 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
0.01%
$281,668
3,499 shares@ 80.5 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -98.73%
0.03%
$256,698
3,307 shares@ 77.63 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
0.01%
$249,692
3,209 shares@ 77.81 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
0.07%
$233,430
3,000 shares@ 77.81 avg price
Jonathan Yarger@Yarger Wealth Strategies, Llc
Recent Activity
Increased 0.25%
0.13%
$220,776
2,837 shares@ 77.83 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.04%
0.01%
$220,510
2,834 shares@ 77.81 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
New Position
0.02%
$205,098
2,636 shares@ 77.81 avg price
Steve Corless@Advisornet Financial, Inc
Recent Activity
Decreased -1.82%
0.02%
$201,450
2,589 shares@ 77.81 avg price