ITB
Ishares U.s. Home Constructi
2 super-investors hold ITB worth a combined $36M. The largest position: Francois Rochon at 0.0% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 25 — ranked #549 of 724 scored stocks.
Why super-investors own ITB
ITB, the iShares U.S. Home Construction ETF, attracts minimal attention from the super-investor cohort, with only two holders — Joel Greenblatt and Francois Rochon — and a combined position value of roughly $36M, the vast majority of which sits with Greenblatt. Concentration is negligible in both portfolios, registering at effectively 0.0%. Activity in 2026Q1 was flat: no additions, trims, or exits. The cohort owner count has held at one for the prior seven quarters before Rochon's apparent entry, suggesting the ETF wrapper itself is not a favored vehicle among this group, and broader interest shows no sign of building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2021Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 37q | $35M | 390,023 |
| 2 | Francois Rochon | <0.1% | 20q | $983K | 10,854 |
Owners of ITB also hold
Long US equity 13F-HR filings only. CUSIP 464288752. Not investment advice.