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
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 1.68%
0.14%
$4.707M
24,756 shares@ 190.13 avg price
Carrie Maerz@Tpg Financial Advisors, Llc
Recent Activity
Increased 2.15%
1.94%
$4.451M
24,044 shares@ 185.14 avg price
Bill Andrakakos@Aaron Wealth Advisors Llc
Recent Activity
Increased 23.47%
0.45%
$3.828M
20,677 shares@ 185.13 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 150.85%
0.07%
$3.824M
20,657 shares@ 185.13 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Increased 1.26%
0.79%
$3.735M
20,077 shares@ 186.03 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 0.23%
0.34%
$3.607M
19,485 shares@ 185.14 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 112.8%
1.01%
$3.596M
19,426 shares@ 185.13 avg price
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
Increased 43.9%
1.53%
$3.471M
18,751 shares@ 185.13 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Increased 17.2%
0.39%
$3.232M
17,457 shares@ 185.14 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 1.33%
0.12%
$3.133M
16,923 shares@ 185.14 avg price