Quarterly Activity Chart
Adds vs. Reduces by Quarter
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IJR —
ISHARES TR
CUSIP: 464287804 · Held by 5 superinvestors · Combined value: $68,874,744
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $56,989,717 | 474,203 | REDUCE | -119,063 |
| 2 | David Katz | 0.8% | $8,449,179 | 67,969 | ADD | +5,095 |
| 3 | Jim Simons | 0.0% | $2,103,150 | 17,500 | NEW BUY | +17,500 |
| 4 | FPA Queens Road | 0.0% | $1,032,849 | 8,594 | - | - |
| 5 | Mairs & Power | 0.0% | $299,849 | 2,495 | REDUCE | -1,022 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| David Katz | ADD | +5,095 | +8.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +17,500 | New |
| David Katz | ADD | +5,168 | +9.0% |
| Ken Griffin | REDUCE | -119,063 | -20.1% |
| Mairs & Power | REDUCE | -1,022 | -29.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Ken Griffin | ADD | +331,465 | +126.6% |
| Mairs & Power | ADD | +464 | +15.2% |
Who Owns IJR? Superinvestor Holdings
ISHARES TR is held by 5 tracked superinvestors, with a combined position value of $69 million . The largest positions are held by Ken Griffin (0.0% of portfolio), David Katz (0.8% of portfolio), Jim Simons (0.0% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 2 reduced or exited.