ISCV

Ishares Morningstar Small-ca

Latest period2024 - Q4Total superinvestors35

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, 35 superinvestors own shares of Ishares Morningstar Small-ca (ISCV), 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 Small-ca (ISCV), 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 Small-ca (ISCV) 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 Small-ca (ISCV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
James D. Vaughan III@Vaughan & Co Securities, Inc.
Recent Activity
Decreased -1.2%
9.96%
$16.52M
260,523 shares@ 63.41 avg price
Michael Thomas@Matrix Trust Co
Recent Activity
Decreased -0.11%
2.06%
$11.8M
186,096 shares@ 63.41 avg price
Alisha Arvold@Christopher J. Hasenberg, Inc
Recent Activity
New Position
1.89%
$4.671M
73,669 shares@ 63.41 avg price
James Hagedorn@Chicago Partners Investment Group Llc
Recent Activity
Increased 0.12%
0.11%
$3.148M
49,857 shares@ 63.16 avg price
Sandy Skrodinsky@Rodgers & Associates, Ltd
Recent Activity
Increased 1.32%
0.25%
$2.073M
32,691 shares@ 63.41 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 9.82%
0.01%
$938,000
14,791 shares@ 63.42 avg price
Lindsay Marie Rider@Panoramic Investment Advisors, Llc
Recent Activity
Increased 1.69%
0.57%
$868,862
13,702 shares@ 63.42 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -13.01%
0.02%
$726,199
11,452 shares@ 63.42 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Decreased -0.38%
0.23%
$657,181
10,364 shares@ 63.41 avg price
Ryan Westerbeck@Jim Saulnier & Associates, Llc
Recent Activity
Increased 26.21%
0.56%
$646,119
10,190 shares@ 63.41 avg price

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