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