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Adds vs. Reduces by Quarter
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IWD —
ISHARES TR
CUSIP: 464287598 · Held by 5 superinvestors · Combined value: $34,250,774
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $31,719,272 | 150,800 | ADD | +97,512 |
| 2 | David Katz | 0.1% | $1,326,254 | 6,305 | ADD | +33 |
| 3 | Jim Simons | 0.0% | $652,054 | 3,100 | REDUCE | -800 |
| 4 | Mairs & Power | 0.0% | $412,687 | 1,962 | REDUCE | -11,924 |
| 5 | John Rogers | 0.0% | $140,507 | 668 | NEW BUY | +668 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| John Rogers | NEW BUY | +668 | New |
| David Katz | ADD | +33 | +0.5% |
| Ken Griffin | ADD | +97,512 | +183.0% |
| Jim Simons | REDUCE | -800 | -20.5% |
| Mairs & Power | REDUCE | -11,924 | -85.9% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Mairs & Power | NEW BUY | +13,886 | New |
| David Katz | ADD | +72 | +1.2% |
| Jim Simons | REDUCE | -21,900 | -84.9% |
| Ken Griffin | REDUCE | -42,112 | -44.1% |
Who Owns IWD? Superinvestor Holdings
ISHARES TR is held by 5 tracked superinvestors, with a combined position value of $34 million . The largest positions are held by Ken Griffin (0.0% of portfolio), David Katz (0.1% of portfolio), Jim Simons (0.0% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 2 reduced or exited.