IUSV

Ishares Core S&p U.s. Value

Latest period2026 - Q2Total superinvestors81

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, 81 superinvestors own shares of Ishares Core S&p U.s. Value (IUSV), 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 Core S&p U.s. Value (IUSV), 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 Core S&p U.s. Value (IUSV) 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 Core S&p U.s. Value (IUSV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kate P. Juelfs@Foster Group, Inc.
Recent Activity
Increased 1.76%
3.32%
$124.658M
1.132M shares@ 110.16 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -6.39%
7.51%
$89.063M
808,560 shares@ 110.15 avg price
Michael Jonathan Mess@Veracity Capital Llc
Recent Activity
Increased 2.1%
10.96%
$40.579M
368,402 shares@ 110.16 avg price
Jason B. Lockridge@Southern Capital Advisors, Llc
Recent Activity
Increased 5.36%
14.33%
$34.303M
311,418 shares@ 110.16 avg price
Gregory Farland@Alliance Private Wealth, Llc
Recent Activity
Decreased -5.96%
7.96%
$22.885M
207,767 shares@ 110.15 avg price
John Williams@Ironwood Wealth Management, Inc.
Recent Activity
Increased 0.12%
9.08%
$21.475M
192,775 shares@ 111.4 avg price
Jeffrey Scott Coons@High Probability Advisors, Llc
Recent Activity
Increased 6.2%
2.24%
$20.854M
189,323 shares@ 110.16 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Increased 3.58%
0.32%
$11.146M
101,192 shares@ 110.16 avg price
Drew Waldron@Canvas Wealth Advisors, Llc
Recent Activity
Increased 5.96%
1.25%
$8.944M
81,196 shares@ 110.16 avg price
Angela Maria Stewart@Legacy Solutions, Llc
Recent Activity
Increased 0.64%
6.34%
$7.834M
71,120 shares@ 110.15 avg price

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