ISCV

Ishares Morningstar Small-ca

Latest period2026 - Q2Total superinvestors30

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 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 30 superinvestors own shares of Ishares Morningstar Small-ca (ISCV), 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 Morningstar Small-ca (ISCV), 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 Morningstar Small-ca (ISCV) 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 Morningstar Small-ca (ISCV) 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
Dennis Lowenfels@Exchange Traded Concepts, Llc Recent Activity Increased 16.89%	0.4%	$86.617M 1.106M shares@ 78.32 avg price	Increased 16.89%
Michael Thomas@Matrix Trust Co Recent Activity Increased 0.83%	2.15%	$14.813M 189,142 shares@ 78.32 avg price	Increased 0.83%
Sandy Skrodinsky@Rodgers & Associates, Ltd Recent Activity Decreased -2.72%	0.29%	$3.187M 40,697 shares@ 78.32 avg price	Decreased -2.72%
Aryn Sands@Twin Cities Retirement Group Llc Recent Activity Decreased -3.66%	1.88%	$2.195M 28,028 shares@ 78.32 avg price	Decreased -3.66%
Luke Vinnola@D.a. Davidson & Co. Recent Activity Decreased -8.79%	0.01%	$1.592M 20,330 shares@ 78.33 avg price	Decreased -8.79%
Hayley A. Snell@Lri Investments, Llc Recent Activity	0.12%	$1.408M 17,976 shares@ 78.32 avg price
Vincent Kailis@Key Financial Inc Recent Activity Decreased -0.17%	0.15%	$862,443 11,012 shares@ 78.32 avg price	Decreased -0.17%
Doug Baxley@Merit Financial Group, Llc Recent Activity Increased 12.13%	0.01%	$826,830 10,558 shares@ 78.32 avg price	Increased 12.13%
ASHLEY MEREDITH@Abel Hall, Llc Recent Activity Increased 3.62%	0.14%	$796,656 10,172 shares@ 78.32 avg price	Increased 3.62%
Scott Solod@Kelly Financial Group Llc Recent Activity Decreased -0.15%	0.15%	$671,425 8,573 shares@ 78.32 avg price	Decreased -0.15%

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