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
Gerardo Martinez@Mirador Capital Partners Lp Recent Activity Increased 0.55%	0.1%	$510,908 2,760 shares@ 185.12 avg price	Increased 0.55%
Moira B. Martin@Essex Savings Bank Recent Activity Increased 4.29%	0.13%	$508,917 2,749 shares@ 185.13 avg price	Increased 4.29%
Troy J. Mertens@Orgel Wealth Management, Llc Recent Activity Increased 0.83%	0.02%	$451,718 2,440 shares@ 185.14 avg price	Increased 0.83%
Kimberly A Geary@Bartlett & Co. Wealth Management Llc Recent Activity Increased 2.17%	0.01%	$435,981 2,355 shares@ 185.13 avg price	Increased 2.17%
Mark Finney@Mccarthy & Cox Recent Activity Increased 0.09%	0.15%	$423,591 2,288 shares@ 185.14 avg price	Increased 0.09%
Radha Rai@Global Trust Asset Management, Llc Recent Activity Increased 3.02%	0.16%	$417,778 2,257 shares@ 185.11 avg price	Increased 3.02%
Richard Stram@Marino, Stram & Associates Llc Recent Activity Increased 0.09%	0.1%	$413,074 2,231 shares@ 185.16 avg price	Increased 0.09%
Andrea Freeman@Trust Co Of Vermont Recent Activity Increased 0.6%	0.02%	$404,509 2,185 shares@ 185.13 avg price	Increased 0.6%
Paul S. Cantor@Beech Hill Advisors, Inc. Recent Activity Increased 5.09%	0.11%	$286,766 1,549 shares@ 185.13 avg price	Increased 5.09%
Jack C. Marino Jr.@Lake Hills Wealth Management, Llc Recent Activity Increased 0.85%	0.19%	$266,462 1,439 shares@ 185.18 avg price	Increased 0.85%