IYF

Ishares Us Financials Etf

Latest period2024 - Q4Total superinvestors63

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, 63 superinvestors own shares of Ishares Us Financials Etf (IYF), 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 Us Financials Etf (IYF), 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 Us Financials Etf (IYF) 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 Us Financials Etf (IYF) 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
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
Decreased -6.61%
0.06%
$425,845
3,851 shares@ 110.59 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Decreased -3.91%
0.01%
$401,215
3,628 shares@ 110.59 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Decreased -41.61%
0.09%
$387,142
3,501 shares@ 110.59 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Decreased -2.8%
0.11%
$302,416
2,735 shares@ 110.58 avg price
Dorothy L Broadhead@Truewealth Advisors, Llc
Recent Activity
Decreased -0.62%
0.09%
$262,406
2,373 shares@ 110.58 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Decreased -0.04%
0.03%
$241,175
2,181 shares@ 110.59 avg price
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
Decreased -2.7%
0.02%
$39,809
360 shares@ 110.59 avg price
Stephanie Kelm@Rise Advisors, Llc
Recent Activity
Decreased -33.44%
0.02%
$22,658
205 shares@ 110.53 avg price
Daken Vanderburg@Massmutual Private Wealth & Trust, Fsb
Recent Activity
Decreased -51.06%
0.01%
$2,543
23 shares@ 110.57 avg price