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
Brandon Smith@Flywheel Private Wealth Llc
Recent Activity
New Position
2.59%
$2.811M
15,182 shares@ 185.14 avg price
Lianna Figueroa@First Hawaiian Bank
Recent Activity
0.09%
$2.763M
14,927 shares@ 185.13 avg price
Kim Adams@Evanson Asset Management, Llc
Recent Activity
Decreased -5.8%
0.18%
$2.498M
13,494 shares@ 185.13 avg price
Lorraine Wang@Gamma Investing Llc
Recent Activity
Increased 34.12%
0.22%
$2.468M
13,332 shares@ 185.13 avg price
Pablo Brezman@Bigsur Wealth Management Llc
Recent Activity
0.67%
$2.333M
12,601 shares@ 185.13 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Increased 0.08%
0.79%
$2.284M
12,339 shares@ 185.13 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 114.7%
0.13%
$2.264M
12,229 shares@ 185.14 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 175.18%
0.06%
$2.198M
11,874 shares@ 185.14 avg price
Chelsea Luzier@Clarius Group, Llc
Recent Activity
0.15%
$2.149M
11,606 shares@ 185.14 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