SVAL

Ishares Us Small Cap Val Fac

Latest period2024 - Q4Total superinvestors4

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, 4 superinvestors own shares of Ishares Us Small Cap Val Fac (SVAL), 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 Small Cap Val Fac (SVAL), 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 Small Cap Val Fac (SVAL) 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 Small Cap Val Fac (SVAL) 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
Rhonda Carter@Well Done, Llc
Recent Activity
0.15%
$803,503
24,954 shares@ 32.2 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.02%
$329,512
10,145 shares@ 32.49 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
0.01%
$42,224
1,300 shares@ 32.48 avg price
Samuel R. Winch@Winch Advisory Services, Llc
Recent Activity
New Position
0.01%
$13,934
429 shares@ 32.49 avg price