IAT

Ishares Us Regional Banks Et

Latest period2024 - Q4Total superinvestors19

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, 19 superinvestors own shares of Ishares Us Regional Banks Et (IAT), 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 Regional Banks Et (IAT), 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 Regional Banks Et (IAT) 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 Regional Banks Et (IAT) 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
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
New Position
1.46%
$7.025M
139,490 shares@ 50.36 avg price
Brett Hobbs@Cadent Capital Advisors, Llc
Recent Activity
Increased 136.54%
1.23%
$3.531M
70,115 shares@ 50.36 avg price
Grant Donaldson@Tudor Financial Inc.
Recent Activity
New Position
1.18%
$2.001M
39,727 shares@ 50.37 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 3.77%
0.01%
$1.78M
37,437 shares@ 47.55 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
New Position
0.01%
$1.234M
24,498 shares@ 50.38 avg price
Sheila Walton@Westwind Capital
Recent Activity
New Position
0.24%
$1.068M
21,199 shares@ 50.38 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
0.03%
$930,855
18,484 shares@ 50.37 avg price
Alexandria Fry@Dentgroup Llc
Recent Activity
Increased 0.26%
0.61%
$793,243
15,751 shares@ 50.37 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
New Position
0.17%
$599,435
11,903 shares@ 50.36 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
New Position
0.01%
$507,000
10,060 shares@ 50.4 avg price