IWN

Ishares Russell 2000 Value E

Latest period2024 - Q4Total superinvestors325

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, 325 superinvestors own shares of Ishares Russell 2000 Value E (IWN), 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 2000 Value E (IWN), 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 2000 Value E (IWN) 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 2000 Value E (IWN) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Deven Mitchell@Alaska Permanent Fund Corp
Recent Activity
Decreased -12.88%
3.01%
$202.345M
1.233M shares@ 164.17 avg price
Aryn Sands@Strategic Financial Concepts, Llc
Recent Activity
Increased 16463.37%
0.15%
$803,240
800,673 shares@ 1.01 avg price
Jacqueline Sinker@Calamos Advisors Llc
Recent Activity
Decreased -29.68%
0.28%
$65.363M
393,614 shares@ 166.06 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.15%
0.09%
$43.552M
261,073 shares@ 166.82 avg price
Lisa Tamburini@Choreo, Llc
Recent Activity
Increased 3.05%
0.56%
$38.665M
235,553 shares@ 164.15 avg price
Mary Keegan@Waldron Private Wealth Llc
Recent Activity
Decreased -1.47%
1.54%
$38.238M
232,917 shares@ 164.17 avg price
Angela J. Martin@Stephens Group Asset Management, Llc
Recent Activity
Decreased -0.07%
3.04%
$36.435M
221,933 shares@ 164.18 avg price
HANK MCCUE@Wilmington Savings Fund Society, Fsb
Recent Activity
Increased 0.02%
0.61%
$33.619M
204,782 shares@ 164.18 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 0.31%
1.66%
$24.016M
146,287 shares@ 164.18 avg price
Lynn L. Chen-Zhang@Zhang Financial Llc
Recent Activity
Decreased -1.73%
0.98%
$16.946M
103,224 shares@ 164.18 avg price

1-10 of 325