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
Aryn Sands@Lauer Wealth, Llc
Recent Activity
Increased 5.31%
7.27%
$10.866M
134,186 shares@ 80.98 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.02%
$7.368M
89,641 shares@ 82.2 avg price
Martin Juergens@Kiley Juergens Wealth Management, Llc
Recent Activity
Increased 0.86%
1.78%
$7.082M
87,455 shares@ 80.99 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 51.6%
0.02%
$4.271M
52,743 shares@ 80.98 avg price