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
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Decreased -5.8%
0.18%
$2.498M
13,494 shares@ 185.13 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Decreased -0.22%
0.21%
$2.12M
11,451 shares@ 185.14 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.24%
0.17%
$1.972M
10,672 shares@ 184.76 avg price
Tracey A. Baker@Cjm Wealth Advisers, Ltd.
Recent Activity
Decreased -2.86%
0.67%
$1.962M
10,597 shares@ 185.14 avg price
Chad Soukup@Jvl Associates Llc
Recent Activity
Decreased -0.31%
0.72%
$1.89M
10,211 shares@ 185.13 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -4.45%
0.03%
$1.868M
10,091 shares@ 185.14 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Decreased -59%
0.24%
$1.804M
9,742 shares@ 185.14 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Decreased -0.39%
0.23%
$1.785M
9,643 shares@ 185.13 avg price
Jill Martin@Parkside Advisors Llc
Recent Activity
Decreased -9.29%
0.41%
$1.706M
9,214 shares@ 185.13 avg price
Ryan Noble@Prosperity Planning, Inc.
Recent Activity
Decreased -2.63%
0.55%
$1.694M
9,148 shares@ 185.13 avg price