13F

IUSV ISHARES CORE S&P U.S. VALUE

2026Q1 · CUSIP 464287663

🟡 Fading · Price holds, watch
Holders
784
Δ holders QoQ
-10
Breadth percentile
Top 86%
Whale holders
118
Δ whales
+4
Inst. holding value
$19.8B
New positions
66
Closed positions
76
Price momentum (1Q)
Put / Call
0/1

Breadth history (34 quarters)

2018Q1: Δ+11 · h=199 2018Q2: Δ+13 · h=212 2018Q3: Δ+6 · h=218 2018Q4: Δ+32 · h=250 2019Q1: Δ+12 · h=262 2019Q2: Δ+1 · h=263 2019Q3: Δ+7 · h=270 2019Q4: Δ+74 · h=344 2020Q1: Δ-38 · h=306 2020Q2: Δ+10 · h=316 2020Q3: Δ-10 · h=306 2020Q4: Δ+68 · h=374 2021Q1: Δ+28 · h=402 2021Q2: Δ+15 · h=417 2021Q3: Δ+6 · h=423 2021Q4: Δ+57 · h=480 2022Q1: Δ+0 · h=480 2022Q2: Δ+5 · h=485 2022Q3: Δ-6 · h=479 2022Q4: Δ+65 · h=544 2023Q1: Δ+7 · h=551 2023Q2: Δ+24 · h=575 2023Q3: Δ-4 · h=571 2023Q4: Δ+55 · h=626 2024Q1: Δ+7 · h=633 2024Q2: Δ+20 · h=653 2024Q3: Δ+33 · h=686 2024Q4: Δ+40 · h=726 2025Q1: Δ+4 · h=730 2025Q2: Δ+3 · h=733 2025Q3: Δ+14 · h=747 2025Q4: Δ+47 · h=794 2026Q1: Δ-10 · h=784 2018Q1: holders=199 2018Q2: holders=212 2018Q3: holders=218 2018Q4: holders=250 2019Q1: holders=262 2019Q2: holders=263 2019Q3: holders=270 2019Q4: holders=344 2020Q1: holders=306 2020Q2: holders=316 2020Q3: holders=306 2020Q4: holders=374 2021Q1: holders=402 2021Q2: holders=417 2021Q3: holders=423 2021Q4: holders=480 2022Q1: holders=480 2022Q2: holders=485 2022Q3: holders=479 2022Q4: holders=544 2023Q1: holders=551 2023Q2: holders=575 2023Q3: holders=571 2023Q4: holders=626 2024Q1: holders=633 2024Q2: holders=653 2024Q3: holders=686 2024Q4: holders=726 2025Q1: holders=730 2025Q2: holders=733 2025Q3: holders=747 2025Q4: holders=794 2026Q1: holders=784 -74 -37 +0 +37 +74 179507834 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 14 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 11%
2024Q4 Top 13%
2024Q3 Top 8%
2024Q2 Top 13%
2023Q4 Top 8%
2023Q2 Top 8%
2022Q4 Top 5%
2021Q4 Top 8%
2021Q2 Top 20%
2021Q1 Top 12%
2020Q4 Top 8%
2019Q4 Top 5%
2018Q4 Top 6%
2018Q2 Top 18%
Put holders / Call holders: 0 / 1