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
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 0.86%
2.73%
$5.566M
30,064 shares@ 185.14 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Decreased -0.11%
2.22%
$5.466M
29,524 shares@ 185.13 avg price
Steven Farer@Confluence Investment Management Llc
Recent Activity
New Position
0.08%
$5.253M
28,375 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
Marion Hebert@Central Valley Advisors, Llc
Recent Activity
Decreased -0.78%
2.32%
$5.086M
27,473 shares@ 185.13 avg price
Jessica Salas@Umb Bank, N.a.
Recent Activity
Decreased -33.97%
0.08%
$5.055M
27,307 shares@ 185.14 avg price
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
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