SMLF

Ishares Us Smallcap Equity F

Latest period2024 - Q4Total superinvestors18

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 Us Smallcap Equity F (SMLF), 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 Smallcap Equity F (SMLF), 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 Smallcap Equity F (SMLF) 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 Smallcap Equity F (SMLF) 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
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Increased 1.73%
3.2%
$54.051M
800,756 shares@ 67.5 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Increased 1.52%
4.95%
$38.345M
568,074 shares@ 67.5 avg price
Kevin Hixson@Financial Management Professionals, Inc.
Recent Activity
Increased 1.63%
4.11%
$32.462M
480,917 shares@ 67.5 avg price
John Fales@Searcy Financial Services Inc Adv
Recent Activity
Decreased -0.3%
10.99%
$23.795M
352,524 shares@ 67.5 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 1.59%
0.37%
$2.407M
35,663 shares@ 67.51 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Decreased -6.14%
0.42%
$1.254M
18,571 shares@ 67.5 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -6.03%
0.02%
$1.196M
17,712 shares@ 67.5 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$787,698
11,872 shares@ 66.35 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
New Position
0.01%
$392,000
5,812 shares@ 67.45 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
0.01%
$355,725
5,270 shares@ 67.5 avg price