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
Doug Moe@Teamwork Financial Advisors, Llc
Recent Activity
Increased 13.77%
1.79%
$13.77M
119,514 shares@ 115.23 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Increased 3.4%
5.15%
$13.609M
118,110 shares@ 115.22 avg price
Victoria Latham@Fiduciary Alliance Llc
Recent Activity
Increased 5.56%
1.37%
$13.517M
117,316 shares@ 115.23 avg price
Jay Richards@Investment Advisory Group, Llc
Recent Activity
Increased 1.04%
4.5%
$13.437M
116,620 shares@ 115.22 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Increased 6.61%
0.89%
$12.87M
111,703 shares@ 115.22 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 0.07%
1.65%
$12.259M
106,397 shares@ 115.23 avg price
Dominic DiGiacomo@Cranbrook Wealth Management, Llc
Recent Activity
Increased 0.03%
2.69%
$11.582M
100,523 shares@ 115.23 avg price
Mary Sigler@Tarbox Family Office, Inc.
Recent Activity
Increased 0.68%
1.9%
$11.459M
99,452 shares@ 115.23 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 24.98%
0.12%
$11.434M
99,232 shares@ 115.23 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 93.24%
0.16%
$10.782M
93,576 shares@ 115.23 avg price