IWD

Ishares Russell 1000 Value E

Latest period2026 - Q2Total superinvestors168

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 168 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

SuperinvestorPortfolio %Reported Value
Kevin Terhaar@Stairway Partners, Llc
Recent Activity
Increased 0.04%
15.22%
$322.882M
1.332M shares@ 242.44 avg price
Kristy Thom@Marquette Asset Management, Llc
Recent Activity
Increased 1.07%
12.39%
$96.428M
397,757 shares@ 242.44 avg price
Bradley D. Patrick@Cedar Mountain Advisors, Llc
Recent Activity
Increased 0.03%
16.51%
$95.828M
395,280 shares@ 242.43 avg price
Fred Beerwart@Smi Advisory Services, Llc
Recent Activity
Decreased -5.24%
10.25%
$63.228M
255,736 shares@ 247.25 avg price
Michael Haskins@Lwm Advisors Inc
Recent Activity
Increased 1.76%
23.05%
$30.907M
127,487 shares@ 242.44 avg price
Christopher S. Ryan@Ryan Investment Management, Inc.
Recent Activity
Increased 6.66%
13.22%
$29.183M
120,376 shares@ 242.44 avg price
Edison Byzyka@Cx Institutional
Recent Activity
Decreased -2.22%
0.83%
$28.668M
118,254 shares@ 242.43 avg price
Pamela A Minnick@Fulton Bank, N.a.
Recent Activity
Decreased -0.04%
0.81%
$26.432M
109,030 shares@ 242.43 avg price
John Boardman@Ballast, Inc.
Recent Activity
Decreased -0.09%
3.39%
$17.968M
74,114 shares@ 242.44 avg price
Timothy E. Richards@Apella Capital, Llc
Recent Activity
Decreased -4.33%
0.25%
$17.158M
69,260 shares@ 247.74 avg price

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