ILCV

Ishares Morningstar Value Et

Latest period2026 - Q1Total superinvestors192

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, 192 superinvestors own shares of Ishares Morningstar Value Et (ILCV), 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 Value Et (ILCV), 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 Value Et (ILCV) 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 Value Et (ILCV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kathryn Moran@Steele Capital Management, Inc.
Recent Activity
Increased 0.02%
2.59%
$62.42M
670,175 shares@ 93.15 avg price
Michael J. Thomas@Matrix Trust Co
Recent Activity
Increased 0.01%
10.31%
$62.068M
666,400 shares@ 93.14 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Decreased -27.29%
0.01%
$57.855M
621,165 shares@ 93.14 avg price
Anthony Bruccoleri@Equitable Holdings, Inc.
Recent Activity
Increased 1.44%
0.38%
$58.422M
619,140 shares@ 94.36 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 15.37%
0.02%
$42.97M
461,353 shares@ 93.15 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -18.63%
0.01%
$40.681M
436,777 shares@ 93.15 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 8.6%
0.02%
$39.896M
428,345 shares@ 93.15 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -2.33%
0.01%
$32.782M
351,968 shares@ 93.15 avg price
Michael T. Lees@Jpmorgan Chase & Co
Recent Activity
Increased 15.41%
0.01%
$29.575M
323,759 shares@ 91.36 avg price
John B. Woodard@Woodard & Co Asset Management Group Inc Adv
Recent Activity
Decreased -3.18%
3.56%
$22.225M
238,624 shares@ 93.14 avg price

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