ISCV

Ishares Morningstar Small-ca

Latest period2026 - Q1Total superinvestors127

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 127 superinvestors own shares of Ishares Morningstar Small-ca (ISCV), 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 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

SuperinvestorPortfolio %Reported Value
Dennis Lowenfels@Exchange Traded Concepts, Llc
Recent Activity
Increased 4.16%
0.47%
$65.772M
946,217 shares@ 69.52 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -5.27%
0.01%
$20.839M
299,793 shares@ 69.52 avg price
James D. Vaughan III@Vaughan & Co Securities, Inc.
Recent Activity
Decreased -2.51%
10.59%
$20.396M
293,423 shares@ 69.51 avg price
Vincent J. Gratch@Focus Partners Wealth
Recent Activity
Increased 0.99%
0.03%
$20.028M
288,137 shares@ 69.52 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 51.09%
0.01%
$16.302M
234,525 shares@ 69.52 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -1.86%
0.01%
$15.776M
226,955 shares@ 69.51 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 17.12%
0.01%
$14.032M
201,871 shares@ 69.51 avg price
Kathryn Moran@Steele Capital Management, Inc.
Recent Activity
Increased 0.23%
0.55%
$13.04M
187,603 shares@ 69.52 avg price
Michael J. Thomas@Matrix Trust Co
Recent Activity
Increased 0.23%
2.17%
$13.04M
187,603 shares@ 69.51 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Increased 5.52%
0.01%
$10.342M
148,789 shares@ 69.52 avg price

1-10 of 127