Quarterly Activity Chart
Adds vs. Reduces by Quarter
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IWR —
ISHARES TR
CUSIP: 464287499 · Held by 5 superinvestors · Combined value: $13,694,558
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | David Katz | 0.5% | $5,792,130 | 59,571 | ADD | +644 |
| 2 | Ken Griffin | 0.0% | $3,590,871 | 37,300 | ADD | +1,600 |
| 3 | Jim Simons | 0.0% | $3,350,196 | 34,800 | ADD | +12,600 |
| 4 | FPA Queens Road | 0.0% | $727,128 | 7,553 | - | - |
| 5 | Hillman Capital | 0.1% | $234,233 | 2,433 | - | - |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | ADD | +644 | +1.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | ADD | +910 | +1.6% |
| Jim Simons | ADD | +12,600 | +56.8% |
| Ken Griffin | ADD | +1,600 | +4.5% |
| Bill Nygren | SOLD | -1,000 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| FPA Queens Road | REDUCE | -104 | -1.4% |
| Jim Simons | REDUCE | -500 | -2.2% |
| Ken Griffin | REDUCE | -61,285 | -63.2% |
Who Owns IWR? Superinvestor Holdings
ISHARES TR is held by 5 tracked superinvestors, with a combined position value of $14 million . The largest positions are held by David Katz (0.5% of portfolio), Ken Griffin (0.0% of portfolio), Jim Simons (0.0% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions.