IWD

Ishares Russell 1000 Value E

Latest period2024 - Q4Total superinvestors290

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, 290 superinvestors own shares of Ishares Russell 1000 Value E (IWD), 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 1000 Value E (IWD), 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 1000 Value E (IWD) 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 1000 Value E (IWD) 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
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
6.22%
$11.281M
60,936 shares@ 185.14 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
3.73%
$7.164M
37,912 shares@ 188.97 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
New Position
0.08%
$5.253M
28,375 shares@ 185.14 avg price
Jeremi Roux@Hamlin Capital Management, Llc
Recent Activity
New Position
0.1%
$3.752M
20,266 shares@ 185.14 avg price
Brandon Smith@Flywheel Private Wealth Llc
Recent Activity
New Position
2.59%
$2.811M
15,182 shares@ 185.14 avg price
Mark T Williams@Investrust
Recent Activity
New Position
0.59%
$2.107M
11,411 shares@ 184.65 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
New Position
0.13%
$1.938M
10,469 shares@ 185.12 avg price
Sandy Ruby@Community Trust & Investment Co
Recent Activity
New Position
0.09%
$1.315M
7,104 shares@ 185.13 avg price
Craig Silberg@Everpar Advisors Llc
Recent Activity
New Position
0.29%
$568,534
3,071 shares@ 185.13 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
New Position
0.02%
$388,283
2,097 shares@ 185.17 avg price