IJR

Ishares Core S&p Small-cap E

Latest period2024 - Q4Total superinvestors464

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 464 superinvestors own shares of Ishares Core S&p Small-cap E (IJR), 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 Core S&p Small-cap E (IJR), 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 Core S&p Small-cap E (IJR) 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 Core S&p Small-cap E (IJR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Sean T. Cleary@Ballentine Partners, Llc
Recent Activity
Increased 6.24%
0.7%
$40.637M
352,689 shares@ 115.22 avg price
Bo Hanson@Abound Wealth Management
Recent Activity
Increased 5.12%
12.97%
$40.421M
350,813 shares@ 115.23 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
Increased 4.16%
3.11%
$35.846M
311,111 shares@ 115.22 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Increased 1.96%
3.46%
$35.826M
310,935 shares@ 115.22 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 17.25%
1.91%
$35.075M
304,416 shares@ 115.23 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Increased 3863.1%
0.37%
$1.114M
293,071 shares@ 3.81 avg price
Jeffrey G. Lenhart@Graves Light Lenhart Wealth, Inc.
Recent Activity
Increased 1.31%
4%
$32.102M
278,618 shares@ 115.22 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.13%
0.62%
$30.269M
262,702 shares@ 115.23 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 0.69%
0.84%
$29.906M
259,554 shares@ 115.22 avg price
Jocelyn Raffaelle@Sunflower Bank, N.a.
Recent Activity
Increased 8.5%
7.79%
$27.999M
243,005 shares@ 115.22 avg price