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IWF —
ISHARES TR
CUSIP: 464287614 · Held by 7 superinvestors · Combined value: $492,698,205
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | 1.6% | $367,321,352 | 776,086 | ADD | +548,235 |
| 2 | Ken Griffin | 0.0% | $101,238,870 | 213,900 | REDUCE | -71,700 |
| 3 | David Katz | 1.1% | $11,408,712 | 26,756 | ADD | +2,569 |
| 4 | David Rolfe | 1.1% | $5,688,621 | 12,019 | NEW BUY | +12,019 |
| 5 | Jim Simons | 0.0% | $5,584,940 | 11,800 | ADD | +8,200 |
| 6 | FPA Queens Road | 0.0% | $864,720 | 1,827 | REDUCE | -65 |
| 7 | Torray LLC | 0.1% | $590,990 | 1,386 | REDUCE | -607 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | ADD | +2,569 | +10.6% |
| Torray LLC | REDUCE | -607 | -30.5% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Rolfe | NEW BUY | +12,019 | New |
| David Katz | ADD | +829 | +3.5% |
| Jim Simons | ADD | +8,200 | +227.8% |
| Polen Capital | ADD | +548,235 | +240.6% |
| Torray LLC | ADD | +855 | +75.1% |
| FPA Queens Road | REDUCE | -65 | -3.4% |
| Ken Griffin | REDUCE | -71,700 | -25.1% |
| Mairs & Power | SOLD | -4,172 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | ADD | +1,900 | +111.8% |
| Mairs & Power | ADD | +2,426 | +138.9% |
| Polen Capital | ADD | +2,242 | +1.0% |
| FPA Queens Road | REDUCE | -12 | -0.6% |
| Ken Griffin | REDUCE | -34,627 | -10.8% |
Who Owns IWF? Superinvestor Holdings
ISHARES TR is held by 7 tracked superinvestors, with a combined position value of $493 million . The largest positions are held by Polen Capital (1.6% of portfolio), Ken Griffin (0.0% of portfolio), David Katz (1.1% of portfolio).
In the most recent quarter, 4 superinvestors added or initiated positions while 3 reduced or exited.