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
Martin R. Curiel@Myecfo, Llc
Recent Activity
Decreased -4.88%
0.92%
$1.694M
9,148 shares@ 185.13 avg price
Michael Leanza@Genwealth Group, Inc.
Recent Activity
Decreased -0.18%
0.37%
$1.594M
8,608 shares@ 185.13 avg price
Carrie Prusa@Baron Silver Stevens Financial Advisors, Llc
Recent Activity
Decreased -1.63%
0.27%
$1.575M
8,508 shares@ 185.12 avg price
Arthur Cooper@Cooper Financial Group
Recent Activity
Decreased -7.89%
0.19%
$1.547M
8,358 shares@ 185.14 avg price
Evan Shorten@Paragon Financial Partners, Inc.
Recent Activity
Decreased -8.77%
1.08%
$1.427M
7,707 shares@ 185.13 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Decreased -0.16%
0.38%
$1.38M
7,456 shares@ 185.13 avg price
Katie Fischer@Market Street Wealth Management Advisors Llc
Recent Activity
Decreased -1.14%
0.23%
$1.343M
7,254 shares@ 185.13 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
Decreased -9.48%
0.39%
$1.331M
7,192 shares@ 185.13 avg price
Robert Miller@Financial Advisors, Llc
Recent Activity
Decreased -7.92%
0.24%
$1.21M
6,537 shares@ 185.14 avg price
Amanda Glidden@Thomasville National Bank
Recent Activity
Decreased -3%
0.09%
$1.194M
6,447 shares@ 185.13 avg price