Ishares U.s. Broker-dealers
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, 22 superinvestors own shares of Ishares U.s. Broker-dealers (IAI), 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 U.s. Broker-dealers (IAI), 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 U.s. Broker-dealers (IAI) 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 U.s. Broker-dealers (IAI) 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 |
---|---|---|---|
Erin E Antill@Janney Montgomery Scott Llc
| 0.31% | $110.296M 765,415 shares@ 144.1 avg price | Decreased -6.83% |
Jason MacGregor@Minichmacgregor Wealth Management, Llc
| 2.39% | $11.496M 79,781 shares@ 144.1 avg price | Decreased -2.24% |
Todd Penrod@Hbw Advisory Services Llc
| 0.06% | $533,458 3,702 shares@ 144.1 avg price | Decreased -11.22% |
Steven Sergio@Rmr Wealth Builders
| 0.06% | $486,913 3,379 shares@ 144.1 avg price | Decreased -0.2% |
Molly Halpin@Marcum Wealth, Llc
| 0.04% | $360,826 2,504 shares@ 144.1 avg price | Decreased -7.15% |
Lauren Black@Phillips Wealth Planners Llc
| 0.34% | $339,285 2,401 shares@ 141.31 avg price | Decreased -1.83% |
Raymond P Dean@Harbor Investment Advisory, Llc
| 0.01% | $8,358 58 shares@ 144.11 avg price | Decreased -9.37% |