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
Christopher Dautrich@Stillwater Capital Advisors, Llc
Recent Activity
Decreased -6.92%
0.45%
$3.583M
19,352 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
Keith Greenwald@Aprio Wealth Management, Llc
Recent Activity
Decreased -2.78%
0.46%
$3.146M
16,995 shares@ 185.13 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 1.33%
0.12%
$3.133M
16,923 shares@ 185.14 avg price
Jonathan Manzo Cardenas@Affinity Capital Advisors, Llc
Recent Activity
Decreased -0.57%
0.6%
$3.147M
16,915 shares@ 186.03 avg price
David Seiglie@Grove Bank & Trust
Recent Activity
Increased 2.86%
0.42%
$2.98M
16,098 shares@ 185.14 avg price
Andy Gilson@Colorado Capital Management, Inc.
Recent Activity
1.41%
$2.893M
15,629 shares@ 185.11 avg price
Christopher Foster@Procyon Advisors, Llc
Recent Activity
Increased 5.7%
0.19%
$2.836M
15,319 shares@ 185.13 avg price
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
Increased 168.91%
0.43%
$2.834M
15,309 shares@ 185.14 avg price