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
Kevin Terhaar@Stairway Partners, Llc
Recent Activity
Increased 3.6%
14.42%
$228.793M
1.236M shares@ 185.13 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.73%
0.26%
$126.575M
666,889 shares@ 189.8 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 59.06%
0.15%
$52.721M
284,776 shares@ 185.14 avg price
Jane Michener@Relyea Zuckerberg Hanson Llc
Recent Activity
Increased 0.69%
5.54%
$41.154M
222,296 shares@ 185.14 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 1.76%
2.36%
$38.86M
209,904 shares@ 185.14 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 0.83%
0.32%
$30.598M
165,280 shares@ 185.14 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Increased 1.44%
2.63%
$25.44M
137,418 shares@ 185.13 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 2.28%
1.29%
$21.385M
115,515 shares@ 185.14 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 702.35%
0.16%
$15.55M
83,998 shares@ 185.13 avg price
Michele Pawlak@Ellenbecker Investment Group
Recent Activity
Increased 126.76%
2.31%
$12.912M
69,747 shares@ 185.14 avg price