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
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 0.34%
1.28%
$7.818M
42,231 shares@ 185.14 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
3.73%
$7.164M
37,912 shares@ 188.97 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
Shanda Gentry@Aspiriant, Llc
Recent Activity
Decreased -2.65%
0.23%
$6.258M
33,800 shares@ 185.14 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
Increased 1.1%
0.12%
$6.174M
33,348 shares@ 185.14 avg price
Marcus L. Ware@Harbour Capital Advisors, Llc
Recent Activity
1.32%
$5.892M
31,592 shares@ 186.52 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
Decreased -2.44%
0.75%
$5.764M
31,137 shares@ 185.14 avg price
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Decreased -0.4%
0.1%
$5.658M
30,561 shares@ 185.14 avg price