IWD

Ishares Russell 1000 Value E

Latest period2024 - Q4Total superinvestors290

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Aryn Sands@Lakewood Asset Management Llc Recent Activity Increased 3.33%	0.61%	$884,774 4,779 shares@ 185.14 avg price	Increased 3.33%
Michael Boyle@American National Bank & Trust Recent Activity Increased 110.63%	0.1%	$858,633 4,638 shares@ 185.14 avg price	Increased 110.63%
Steve Corless@Advisornet Financial, Inc Recent Activity Increased 52.72%	0.07%	$786,169 4,247 shares@ 185.12 avg price	Increased 52.72%
Dominic Corabi@Wedmont Private Capital Recent Activity Increased 49.46%	0.04%	$749,537 4,083 shares@ 183.58 avg price	Increased 49.46%
Randall Eli Joseph@Secure Asset Management, Llc Recent Activity Increased 0.19%	0.11%	$703,018 3,797 shares@ 185.16 avg price	Increased 0.19%
Ronald Lenihan@Seacrest Wealth Management, Llc Recent Activity Increased 1.43%	0.08%	$696,894 3,764 shares@ 185.15 avg price	Increased 1.43%
Patrick W McNulty@Ballew Advisors, Inc Recent Activity Increased 0.03%	0.43%	$665,223 3,592 shares@ 185.2 avg price	Increased 0.03%
Laura Zubko@Charles Schwab Trust Co Recent Activity Increased 4.2%	0.06%	$635,181 3,431 shares@ 185.13 avg price	Increased 4.2%
Grant Donaldson@Tudor Financial Inc. Recent Activity Increased 2.24%	0.35%	$592,231 3,199 shares@ 185.14 avg price	Increased 2.24%
John Fortier III@St Germain D J Co Inc Recent Activity Increased 1.55%	0.03%	$523,363 2,827 shares@ 185.14 avg price	Increased 1.55%