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
Mark T Williams@Investrust
Recent Activity
New Position
0.59%
$2.107M
11,411 shares@ 184.65 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Increased 1.47%
0.23%
$2.104M
11,367 shares@ 185.14 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 1.68%
0.2%
$2.003M
10,820 shares@ 185.14 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
Decreased -99.24%
0.17%
$1.972M
10,672 shares@ 184.76 avg price
Tracey A. Baker@Cjm Wealth Advisers, Ltd.
Recent Activity
Decreased -2.86%
0.67%
$1.962M
10,597 shares@ 185.14 avg price
Teresa Devick@Bond & Devick Financial Network, Inc.
Recent Activity
0.86%
$1.998M
10,529 shares@ 189.8 avg price
Erin E Antill@Janney Capital Management Llc
Recent Activity
New Position
0.13%
$1.938M
10,469 shares@ 185.12 avg price
Chad Soukup@Jvl Associates Llc
Recent Activity
Decreased -0.31%
0.72%
$1.89M
10,211 shares@ 185.13 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -4.45%
0.03%
$1.868M
10,091 shares@ 185.14 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Decreased -59%
0.24%
$1.804M
9,742 shares@ 185.14 avg price