IWX

Ishares Russell Top 200 Valu

Latest period2026 - Q1Total superinvestors254

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 254 superinvestors own shares of Ishares Russell Top 200 Valu (IWX), 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 Top 200 Valu (IWX), 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 Top 200 Valu (IWX) 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 Top 200 Valu (IWX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Jeremy Intihar@Tiaa-cref Individual & Institutional Services, Llc
Recent Activity
New Position
3.65%
$949.017M
10.241M shares@ 92.67 avg price
Sean P. Skuja@Envestnet Portfolio Solutions, Inc.
Recent Activity
Decreased -0.57%
3.23%
$583.414M
6.296M shares@ 92.68 avg price
Sonya Newkirk@First Citizens Bank & Trust Co
Recent Activity
Decreased -0.92%
11.58%
$549.351M
5.928M shares@ 92.67 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Decreased -13.29%
0.07%
$247.779M
2.674M shares@ 92.67 avg price
Shawn Scholz@Ae Wealth Management Llc
Recent Activity
Increased 2.04%
0.56%
$102.225M
1.103M shares@ 92.67 avg price
Elena Ro@Lido Advisors, Llc
Recent Activity
Decreased -0.72%
0.28%
$89.573M
966,581 shares@ 92.68 avg price
Conor Mullan@Clark Capital Management Group, Inc.
Recent Activity
Decreased -6.72%
0.39%
$62.413M
673,500 shares@ 92.67 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -9.63%
0.02%
$53.666M
579,108 shares@ 92.67 avg price
Bill Scoggins@First Citizens Asset Management, Inc.
Recent Activity
Increased 5.39%
16.88%
$47.607M
513,728 shares@ 92.68 avg price
Hank McCue@Wilmington Savings Fund Society, Fsb
Recent Activity
Decreased -0.24%
1.12%
$46.766M
504,648 shares@ 92.67 avg price

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