Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
IWB —
ISHARES TR
CUSIP: 464287622 · Held by 3 superinvestors · Combined value: $39,316,207
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $24,533,141 | 65,695 | REDUCE | -3,058 |
| 2 | Jim Simons | 0.0% | $14,534,285 | 38,920 | ADD | +22,220 |
| 3 | David Katz | 0.0% | $248,781 | 698 | ADD | +1 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | ADD | +1 | +0.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | ADD | +22,220 | +133.1% |
| David Katz | REDUCE | -54 | -7.2% |
| Ken Griffin | REDUCE | -3,058 | -4.4% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | ADD | +6,000 | +56.1% |
| Ken Griffin | ADD | +3,520 | +5.4% |
Who Owns IWB? Superinvestor Holdings
ISHARES TR is held by 3 tracked superinvestors, with a combined position value of $39 million . The largest positions are held by Ken Griffin (0.0% of portfolio), Jim Simons (0.0% of portfolio), David Katz (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 1 reduced or exited.