โ† Top Holdings

IWRISHARES TR

CUSIP: 464287499

3

Guru Owners

$6.6M

Total Value Held

68,913

Total Shares

$5.7M
0.51%
$727K
0.02%

๐Ÿ“Š Fundamentals

P/E Ratio23.5x
Near market avg

Data from Yahoo Finance ยท refreshed every 4 hours

๐Ÿ“Š Holdings Over Time

How superinvestor ownership has changed across quarters

$0$1.7M$3.3M$5.0M$6.7MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '253 owners ยท $6.6M
INCREASEDDavid Katz$5.7M
Q3 '254 owners ยท $6.7M
INCREASEDDavid Katz$5.6M
REDUCEDFPA Queens Road$729K
Q2 '254 owners ยท $6.3M
INCREASEDDavid Katz$5.3M
REDUCEDFPA Queens Road$704K
INCREASEDHillman Value Fund$224K
Q1 '253 owners ยท $5.7M
INCREASEDDavid Katz$4.9M
Q4 '241 owners ยท $4.8M
INCREASEDDavid Katz$4.8M
Q3 '241 owners ยท $4.4M
INCREASEDDavid Katz$4.4M

๐Ÿ’ฐ DCF Calculator

Insufficient financial data available for DCF valuation. This may be a bank, early-stage, or foreign-listed company.

IWR Institutional Ownership โ€” Superinvestor Holdings | Superinvestor 13F Tracker