VLUE

Ishares Msci Usa Value Facto

Latest period2024 - Q4Total superinvestors52

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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, 52 superinvestors own shares of Ishares Msci Usa Value Facto (VLUE), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Ishares Msci Usa Value Facto (VLUE), 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 Msci Usa Value Facto (VLUE) 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 Msci Usa Value Facto (VLUE) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Amy King@Kathmere Capital Management, Llc Recent Activity Increased 3.14%	4.31%	$48.058M 455,056 shares@ 105.61 avg price	Increased 3.14%
Amanda M. Sylvia@Stonehearth Capital Management, Llc Recent Activity Increased 2.32%	15.74%	$39.235M 371,508 shares@ 105.61 avg price	Increased 2.32%
JULIET CRANK@First Financial Bank - Trust Division Recent Activity Increased 1.38%	0.63%	$6.687M 63,320 shares@ 105.61 avg price	Increased 1.38%
Eric Duncan@Wealth Enhancement Advisory Services, Llc Recent Activity Increased 0.38%	0.01%	$3.345M 30,676 shares@ 109.04 avg price	Increased 0.38%
John DeSimone@Peddock Capital Advisors, Llc Recent Activity Increased 0.87%	0.64%	$2.641M 25,010 shares@ 105.62 avg price	Increased 0.87%
Carrie Prusa@Baron Silver Stevens Financial Advisors, Llc Recent Activity Increased 0.07%	0.42%	$2.443M 23,133 shares@ 105.61 avg price	Increased 0.07%
Gordon C. Haave@Financial & Tax Architects, Llc Recent Activity Increased 7.6%	0.56%	$2.18M 20,644 shares@ 105.62 avg price	Increased 7.6%
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 49.15%	0.02%	$1.049M 9,930 shares@ 105.62 avg price	Increased 49.15%
Robert Thomas Taylor@Taylor & Morgan Wealth Management, Llc Recent Activity Increased 0.71%	0.2%	$270,582 2,562 shares@ 105.62 avg price	Increased 0.71%
Richard Stram@Marino, Stram & Associates Llc Recent Activity Increased 0.24%	0.06%	$228,641 2,165 shares@ 105.61 avg price	Increased 0.24%