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
Trevor Hodges@Sax Wealth Advisors, Llc
Recent Activity
Decreased -7.52%
0.92%
$11.661M
101,205 shares@ 115.22 avg price
Steve Solano@Global Wealth Management, Llc
Recent Activity
Decreased -2.25%
7.41%
$11.595M
100,634 shares@ 115.22 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Decreased -2.69%
0.21%
$11.423M
99,143 shares@ 115.23 avg price
James DeMeo@Shulman Demeo Asset Management Llc
Recent Activity
Decreased -1.43%
2.82%
$10.419M
90,431 shares@ 115.22 avg price
Nathaniel Donohue@Consilio Wealth Advisors, Llc
Recent Activity
Decreased -0.71%
4.2%
$10.261M
89,051 shares@ 115.23 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Decreased -2.05%
0.59%
$8.968M
77,837 shares@ 115.22 avg price
Ryan Vliek@Pps&v Asset Management Consultants, Inc.
Recent Activity
Decreased -0.86%
5.67%
$8.39M
72,818 shares@ 115.22 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Decreased -0.5%
1.32%
$8.316M
72,173 shares@ 115.23 avg price
Colleen Doughty@Roble, Belko & Company, Inc
Recent Activity
Decreased -0.47%
1.32%
$8.295M
71,991 shares@ 115.23 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Decreased -57.81%
0.77%
$8.162M
70,839 shares@ 115.23 avg price