IWV

Ishares Russell 3000 Etf

Latest period2024 - Q4Total superinvestors124

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, 124 superinvestors own shares of Ishares Russell 3000 Etf (IWV), 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 3000 Etf (IWV), 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 3000 Etf (IWV) 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 3000 Etf (IWV) 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
Colleen Doughty@Roble, Belko & Company, Inc
Recent Activity
1.98%
$12.446M
37,236 shares@ 334.25 avg price
Pablo Brezman@Bigsur Wealth Management Llc
Recent Activity
3.35%
$11.699M
35,000 shares@ 334.25 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 128.6%
0.03%
$10.707M
32,769 shares@ 326.75 avg price
Chad Soukup@Jvl Associates Llc
Recent Activity
3.69%
$9.736M
29,127 shares@ 334.26 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 8.34%
0.35%
$9.436M
28,229 shares@ 334.26 avg price
Kerry Tallon@Tallon Kerry Patrick
Recent Activity
New Position
7.33%
$7.612M
22,809 shares@ 333.73 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
Increased 0.57%
0.78%
$6.491M
19,420 shares@ 334.26 avg price
Richard Thomas Loria@Mps Loria Financial Planners, Llc
Recent Activity
Increased 0.88%
1.59%
$5.365M
16,051 shares@ 334.25 avg price
Beth P Bartlett@Chesapeake Wealth Management
Recent Activity
Decreased -7.29%
1.39%
$4.033M
12,065 shares@ 334.25 avg price
Steven Pisano@Simon Quick Advisors, Llc
Recent Activity
Decreased -2.16%
0.24%
$3.962M
11,853 shares@ 334.27 avg price