Ishares Core Conservative Al
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, 18 superinvestors own shares of Ishares Core Conservative Al (AOK), 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 Core Conservative Al (AOK), 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 Core Conservative Al (AOK) 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 Core Conservative Al (AOK) 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 |
|---|---|---|---|
Jay Richards@Investment Advisory Group, Llc
| 1.76% | $5.239M 140,467 shares@ 37.31 avg price | Decreased -1.42% |
Matt Lovett@Brookstone Capital Management
| 0.03% | $1.775M 47,597 shares@ 37.3 avg price | Decreased -26.24% |
Michael Brannen@Rda Financial Network
| 0.23% | $786,607 21,089 shares@ 37.3 avg price | Decreased -13.51% |
Kayla Berg@Dakota Wealth Management
| 0.01% | $238,683 6,399 shares@ 37.31 avg price | Decreased -5.6% |
Lupe Fungalei@Diversify Wealth Management, Llc
| 0.02% | $214,964 5,824 shares@ 36.92 avg price | Decreased -0.25% |
Eric Hamilton@Avior Wealth Management, Llc
| 0.01% | $56,890 1,525 shares@ 37.31 avg price | Decreased -1.54% |
Steve Corless@Advisornet Financial, Inc
| 0.01% | $29,206 783 shares@ 37.31 avg price | Decreased -53.72% |