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
Breann Mataia@Kozak & Associates, Inc.
Recent Activity
Increased 4.43%
4.7%
$20.518M
261,636 shares@ 78.43 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -1.35%
0.06%
$18.66M
239,817 shares@ 77.81 avg price
Mary McCraw@Arkansas Financial Group, Inc.
Recent Activity
Decreased -10.6%
1.56%
$9.648M
123,993 shares@ 77.82 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Decreased -0.48%
0.61%
$8.862M
113,892 shares@ 77.82 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
0.04%
$2.153M
27,672 shares@ 77.81 avg price
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
Recent Activity
Increased 0.42%
0.14%
$1.621M
20,837 shares@ 77.82 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Decreased -0.97%
0.05%
$491,681
6,319 shares@ 77.81 avg price
Scott Hemmann@Consolidated Capital Management, Llc
Recent Activity
Decreased -3.94%
0.2%
$449,042
5,771 shares@ 77.82 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Increased 2.61%
0.02%
$414,194
5,323 shares@ 77.82 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
New Position
0.01%
$341,000
4,387 shares@ 77.73 avg price