IWD

Ishares Russell 1000 Value E

Latest period2024 - Q4Total superinvestors601

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, 601 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

SuperinvestorPortfolio %Reported Value
Deven Mitchell@Alaska Permanent Fund Corp
Recent Activity
Decreased -4.31%
6.48%
$436.386M
2.357M shares@ 185.13 avg price
Kevin Terhaar@Stairway Partners, Llc
Recent Activity
Increased 3.6%
14.42%
$228.793M
1.236M shares@ 185.13 avg price
Mary Keegan@Waldron Private Wealth Llc
Recent Activity
Decreased -0.66%
6.35%
$157.516M
850,844 shares@ 185.13 avg price
COLBY BARNETT@Oakworth Capital, Inc.
Recent Activity
Increased 2.37%
9.74%
$141.472M
764,174 shares@ 185.14 avg price
Donald L. Chaney@Stephens Inc Ar
Recent Activity
Increased 4.72%
1.8%
$128.133M
692,124 shares@ 185.14 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
Aryn Sands@Strategic Financial Concepts, Llc
Recent Activity
Increased 18440.46%
0.09%
$456,036
420,683 shares@ 1.09 avg price
Bradley D. Patrick@Cedar Mountain Advisors, Llc
Recent Activity
Increased 0.65%
16.83%
$76.561M
413,551 shares@ 185.14 avg price
Lisa Tamburini@Choreo, Llc
Recent Activity
Increased 1.3%
1.04%
$71.912M
388,500 shares@ 185.11 avg price
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Decreased -0.17%
5.64%
$67.672M
365,537 shares@ 185.14 avg price

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