ILCV

Ishares Morningstar Value Et

Latest period2024 - Q4Total superinvestors21

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, 21 superinvestors own shares of Ishares Morningstar Value Et (ILCV), 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 Morningstar Value Et (ILCV), 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 Morningstar Value Et (ILCV) 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 Morningstar Value Et (ILCV) 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
Michael Thomas@Matrix Trust Co
Recent Activity
Decreased -0.59%
9.7%
$55.787M
688,896 shares@ 80.99 avg price
Alexandria Fry@Dentgroup Llc
Recent Activity
Decreased -3.34%
2.22%
$2.893M
35,719 shares@ 80.98 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Decreased -0.96%
0.35%
$1.497M
18,480 shares@ 80.98 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Decreased -0.62%
0.47%
$1.14M
14,076 shares@ 80.99 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -1.25%
0.01%
$955,078
11,794 shares@ 80.98 avg price
Bridget Davis@Cedar Point Capital Partners, Llc
Recent Activity
Decreased -8.36%
0.49%
$717,178
8,856 shares@ 80.99 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Decreased -0.04%
0.13%
$377,529
4,662 shares@ 80.99 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -37.08%
0.02%
$327,167
4,087 shares@ 80.06 avg price