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
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Increased 0.38%
1.18%
$12.88M
69,572 shares@ 185.13 avg price
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 0.64%
3.06%
$8.008M
43,254 shares@ 185.14 avg price
Menachem Striks@Morton Capital Management Llc Ca
Recent Activity
Increased 15.36%
1.5%
$7.927M
42,818 shares@ 185.14 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 0.34%
1.28%
$7.818M
42,231 shares@ 185.14 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 25.1%
0.24%
$6.726M
36,334 shares@ 185.13 avg price
John Boardman@Ballast, Inc.
Recent Activity
Increased 1.31%
1.9%
$6.629M
35,804 shares@ 185.14 avg price
Brian Glenn@Premier Path Wealth Partners, Llc
Recent Activity
Increased 60.65%
0.97%
$6.326M
34,171 shares@ 185.13 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Increased 1.1%
0.12%
$6.174M
33,348 shares@ 185.14 avg price
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 0.86%
2.73%
$5.566M
30,064 shares@ 185.14 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Increased 0.01%
0.67%
$5.224M
28,217 shares@ 185.13 avg price