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
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -33.97%
0.08%
$5.055M
27,307 shares@ 185.14 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Decreased -1.58%
0.13%
$4.382M
23,670 shares@ 185.14 avg price
\Bbecky Mulhern@Fc Advisory Llc
Recent Activity
Decreased -2.68%
1.37%
$4.082M
22,050 shares@ 185.13 avg price
Michael McComb@Arkadios Wealth Advisors
Recent Activity
Decreased -1.61%
0.22%
$3.937M
21,267 shares@ 185.13 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Decreased -4.41%
0.83%
$3.78M
20,592 shares@ 183.57 avg price
Bob Fleming@Acropolis Investment Management, Llc
Recent Activity
Decreased -0.28%
0.22%
$3.701M
19,992 shares@ 185.14 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -3.27%
0.36%
$3.652M
19,726 shares@ 185.13 avg price
Christopher Dautrich@Stillwater Capital Advisors, Llc
Recent Activity
Decreased -6.92%
0.45%
$3.583M
19,352 shares@ 185.13 avg price
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Decreased -2.78%
0.46%
$3.146M
16,995 shares@ 185.13 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Decreased -0.57%
0.6%
$3.147M
16,915 shares@ 186.03 avg price