IWR

Ishares Russell Mid-cap Etf

Latest period2024 - Q4Total superinvestors259

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 259 superinvestors own shares of Ishares Russell Mid-cap Etf (IWR), 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 Russell Mid-cap Etf (IWR), 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 Russell Mid-cap Etf (IWR) 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 Russell Mid-cap Etf (IWR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.1%
0.23%
$81.634M
923,463 shares@ 88.4 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.76%
0.15%
$73.393M
832,688 shares@ 88.14 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Increased 6.67%
0.99%
$62.146M
703,010 shares@ 88.4 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 3.09%
0.95%
$41.154M
465,545 shares@ 88.41 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
Increased 2.13%
0.26%
$17.486M
197,806 shares@ 88.4 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 16.36%
0.9%
$16.429M
185,848 shares@ 88.4 avg price
Tom Deck@Bricktown Capital, Llc
Recent Activity
Increased 989.77%
2.83%
$13.549M
153,264 shares@ 88.41 avg price
Jessica Thayer@Unique Wealth, Llc
Recent Activity
Increased 14.6%
2.26%
$10.798M
122,145 shares@ 88.41 avg price
Robert Thomas Taylor@Taylor & Morgan Wealth Management, Llc
Recent Activity
Increased 0.64%
6.97%
$9.907M
112,065 shares@ 88.4 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Increased 4.97%
0.53%
$8.709M
98,522 shares@ 88.41 avg price