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Crewe Advisors

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uuid000duq8

Namestring
Crewe Advisors
Legal namestring
Crewe Advisors LLC
Websiteurl
creweadvisors.com
Company typeenum
Private
Founded yearint
2015
Descriptiontext

Crewe Advisors is an SEC-registered investment advisor founded in 2015 by Managing Partner Ryan Halliday and headquartered in Salt Lake City, Utah, with a secondary office in Scottsdale, Arizona. The firm provides private wealth management and investment advisory services to ultra-high-net-worth individuals and families, business owners, and corporate executives, with specialized offerings in tax optimization (QSBS, NUA, F-reorganization planning), estate and trust planning, retirement planning including SECURE Act 2.0 analysis, charitable giving structures (DAFs, CRTs, private foundations), and equity compensation planning. As of 2026, the firm manages approximately $3.3 billion in assets under management. Crewe Advisors operates alongside its wholly owned affiliated broker-dealer, Crewe Capital, LLC, an SEC-registered, FINRA/SIPC member firm providing investment banking services, allowing the two entities to deliver combined wealth management and capital markets services to clients.

Short descriptiontext

Crewe Advisors is an SEC-registered investment advisor providing private wealth management, tax, and estate planning services to ultra-high-net-worth individuals, business owners, and corporate executives, managing approximately $3.3 billion in AUM as of 2026.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersSalt Lake City, United States
HQ citystring
Salt Lake City
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices2 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
wealth management services, investment advisory services, estate planning services, tax planning strategies, private wealth management
Industry2 codes
1Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryYes
2Corporate Finance & Capital Advisory
CodeBPAHADABPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Securities, Commodity Contracts, and Other Financial Investments and Related Activities523
SIC code2 codes
  • Investment Advice6282
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Private Wealth Management
Social media profiles2 records
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Investment Advisory Services
TypeSubscription Recurring
Description

Crewe Advisors provides investment advisory services including private wealth management to clients. Revenue is generated through advisory fees, likely based on assets under management (AUM) given the firm's RIA status.

creweadvisors.com
Marketing channels4 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels2 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components6 values
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Crewe Advisors is an SEC-registered investment advisor that provides private wealth management, investment advisory, estate and trust planning, tax optimization, retirement planning, and charitable giving strategy services to ultra-high-net-worth individuals and families. Its affiliated broker-dealer, Crewe Capital, LLC, provides investment banking services. The firm manages approximately $3.3 billion in assets under management from offices in Salt Lake City and Scottsdale.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

Crewe Advisors is a Utah-based registered investment advisor providing private wealth management and investment advisory services to high-net-worth individuals, families, corporations, institutions, endowments, and foundations. The firm operates in conjunction with its affiliated broker-dealer, Crewe Capital, LLC, which is a registered broker-dealer and FINRA/SIPC member providing investment banking services. The two entities work together to offer comprehensive financial services including wealth management, investment advisory, and investment banking to their clients. The firm has offices in Salt Lake City, Utah and Scottsdale, Arizona, and manages approximately $3.3 billion in assets under management as of 2026.

Product and service5 records
1Private Wealth Management
CategoryWealth Management
Description

Private wealth management and investment advisory services provided by Crewe Advisors, an SEC-registered investment advisor, to ultra-high-net-worth individuals, families, corporations, institutions, endowments, and foundations. Includes portfolio management and coordinated financial planning across investments, taxes, estates, retirement, and philanthropy.

2Estate and Trust Planning
CategoryEstate Planning
Description

Estate and trust planning services for ultra-high-net-worth clients, including multi-generational wealth transfer strategies, integrated with the firm's wealth management offering.

3Tax Planning and Optimization
CategoryTax Planning
Description

Tax optimization strategies for ultra-high-net-worth clients, including specialized planning such as Qualified Small Business Stock (QSBS), Net Unrealized Appreciation (NUA), and F-reorganization planning.

4Charitable Giving Strategies
CategoryPhilanthropy Planning
Description

Charitable giving strategies for ultra-high-net-worth clients, including donor-advised funds (DAFs), charitable remainder trusts (CRTs), and private foundation planning.

5Investment Banking Services
CategoryInvestment Banking
Description

Investment banking services provided by Crewe Capital, LLC, a wholly owned affiliated registered broker-dealer with the SEC, member of SIPC and FINRA, supporting client transactions and corporate advisory needs.

Scale indicator4 records

Each record includes

Type, Value, Description, Source

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight6 records

Each record includes

Type, Description

Peers10 records
1Edelman Financial Engines
TypeBroad incumbent
Description

National RIA with broad HNW/UHNW wealth management and financial planning offerings; serves a wider audience but overlaps materially in planning-led advice for affluent households.

2Bessemer Trust
TypeDirect peer
Description

One of the largest UHNW-focused multi-family offices in the US, providing investment advisory, estate, and tax planning services; represents a scaled benchmark in Crewe's target segment.

3CAPTRUST
TypeEmerging player
Description

PE-backed RIA serving both institutional and HNW clients with investment advisory and retirement plan services; comparable in scale and sponsor-backed growth trajectory to Crewe.

4Aspiriant
TypeDirect peer
Description

UHNW-focused fee-only RIA with offices across major US metros; competes head-to-head with Crewe for the same ultra-affluent client segment with sophisticated planning needs.

5Cresset Capital
TypeDirect peer
Description

Multi-family-office-style RIA serving UHNW families with integrated wealth management and investment banking capabilities; highly comparable operating model and client profile to Crewe.

6Mercer Advisors
TypeDirect peer
Description

PE-backed (Oak Hill) RIA serving UHNW/HNW clients with comprehensive wealth management and financial planning; comparable in scale, sponsor-backed growth strategy, and UHNW focus to Crewe Advisors.

7Focus Financial Partners
TypeEmerging player
Description

RIA aggregator/consolidator providing capital and infrastructure to partner firms; relevant as both a strategic alternative to Crewe's own sponsor-backed model and as an acquirer of similar boutique RIAs.

8RBC Wealth Management (US)
TypeBroad incumbent
Description

Large bank-affiliated wealth manager serving HNW/UHNW clients across the US; competes in the same Western US footprint and offers comparable advisory and planning services.

9Goldman Sachs Personal & Workplace Solutions
TypeBroad incumbent
Description

Bank-affiliated UHNW/HNW wealth advisory arm offering investment management, planning, and banking services; competes for the largest Crewe client relationships with institutional credibility and product breadth.

10Mariner Wealth Advisors
TypeDirect peer
Description

Large PE-backed (Bridgepoint/PSP/Genstar) RIA offering wealth advisory and investment banking to UHNW clients nationally; direct comparable as a sponsor-backed roll-up targeting the same UHNW segment.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment3 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile3 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles3 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds1 record

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors2 records

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Crewe Advisors

Private Wealth Managementcreweadvisors.com

Crewe Advisors is an SEC-registered investment advisor providing private wealth management, tax, and estate planning services to ultra-high-net-worth individuals, business owners, and corporate executives, managing approximately $3.3 billion in AUM as of 2026.

What Crewe Advisors does

Crewe Advisors is an SEC-registered investment advisor founded in 2015 by Managing Partner Ryan Halliday and headquartered in Salt Lake City, Utah, with a secondary office in Scottsdale, Arizona. The firm provides private wealth management and investment advisory services to ultra-high-net-worth individuals and families, business owners, and corporate executives, with specialized offerings in tax optimization (QSBS, NUA, F-reorganization planning), estate and trust planning, retirement planning including SECURE Act 2.0 analysis, charitable giving structures (DAFs, CRTs, private foundations), and equity compensation planning. As of 2026, the firm manages approximately $3.3 billion in assets under management. Crewe Advisors operates alongside its wholly owned affiliated broker-dealer, Crewe Capital, LLC, an SEC-registered, FINRA/SIPC member firm providing investment banking services, allowing the two entities to deliver combined wealth management and capital markets services to clients.

Crewe Advisors firmographics

Firmographics
Name
Crewe Advisors
Legal name
Crewe Advisors LLC
Website
https://creweadvisors.com
Company type
Private
Founded year
2015
Operating status
Operating
Headcount range
11–50 employees
Short description
Crewe Advisors is an SEC-registered investment advisor providing private wealth management, tax, and estate planning services to ultra-high-net-worth individuals, business owners, and corporate executives, managing approximately $3.3 billion in AUM as of 2026.
Ownership category
akta.pro rank

Crewe Advisors industry classification

Industry
Product category
Private Wealth Management
NAICS
Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
SIC
Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
akta.pro primary industry
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
akta.pro secondary industry
Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

  • Wealth management services
  • Investment advisory services
  • Estate planning services
  • Tax planning strategies
  • Private wealth management

Where Crewe Advisors is headquartered

Location

Headquarters

HQ city
Salt Lake City
HQ country
United States
HQ region
North America

Offices2 records

Markets served

Crewe Advisors business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

  1. Investment Advisory Services: Crewe Advisors provides investment advisory services including private wealth management to clients. Revenue is generated through advisory fees, likely based on assets under management (AUM) given the firm's RIA status.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Crewe Advisors product offering

Product offering

Core offering

Crewe Advisors is an SEC-registered investment advisor that provides private wealth management, investment advisory, estate and trust planning, tax optimization, retirement planning, and charitable giving strategy services to ultra-high-net-worth individuals and families. Its affiliated broker-dealer, Crewe Capital, LLC, provides investment banking services. The firm manages approximately $3.3 billion in assets under management from offices in Salt Lake City and Scottsdale.

Product overview

Crewe Advisors is a Utah-based registered investment advisor providing private wealth management and investment advisory services to high-net-worth individuals, families, corporations, institutions, endowments, and foundations. The firm operates in conjunction with its affiliated broker-dealer, Crewe Capital, LLC, which is a registered broker-dealer and FINRA/SIPC member providing investment banking services. The two entities work together to offer comprehensive financial services including wealth management, investment advisory, and investment banking to their clients. The firm has offices in Salt Lake City, Utah and Scottsdale, Arizona, and manages approximately $3.3 billion in assets under management as of 2026.

Differentiator

Problem solved

Functional benefit

Products and services

  • Private Wealth Management Private wealth management and investment advisory services provided by Crewe Advisors, an SEC-registered investment advisor, to ultra-high-net-worth individuals, families, corporations, institutions, endowments, and foundations. Includes portfolio management and coordinated financial planning across investments, taxes, estates, retirement, and philanthropy.
  • Estate and Trust Planning Estate and trust planning services for ultra-high-net-worth clients, including multi-generational wealth transfer strategies, integrated with the firm's wealth management offering.
  • Tax Planning and Optimization Tax optimization strategies for ultra-high-net-worth clients, including specialized planning such as Qualified Small Business Stock (QSBS), Net Unrealized Appreciation (NUA), and F-reorganization planning.
  • Charitable Giving Strategies Charitable giving strategies for ultra-high-net-worth clients, including donor-advised funds (DAFs), charitable remainder trusts (CRTs), and private foundation planning.
  • Investment Banking Services Investment banking services provided by Crewe Capital, LLC, a wholly owned affiliated registered broker-dealer with the SEC, member of SIPC and FINRA, supporting client transactions and corporate advisory needs.

Companies that use Crewe Advisors

Customer profile

Segments3 records

Ideal customer profiles3 records

Crewe Advisors technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Crewe Advisors partnerships and signals

Strategic signal

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Crewe Advisors competitors and assessment

Company assessment

Broad incumbents

  • Edelman Financial Engines: National RIA with broad HNW/UHNW wealth management and financial planning offerings; serves a wider audience but overlaps materially in planning-led advice for affluent households.
  • RBC Wealth Management (US): Large bank-affiliated wealth manager serving HNW/UHNW clients across the US; competes in the same Western US footprint and offers comparable advisory and planning services.
  • Goldman Sachs Personal & Workplace Solutions: Bank-affiliated UHNW/HNW wealth advisory arm offering investment management, planning, and banking services; competes for the largest Crewe client relationships with institutional credibility and product breadth.

Direct peers

  • Bessemer Trust: One of the largest UHNW-focused multi-family offices in the US, providing investment advisory, estate, and tax planning services; represents a scaled benchmark in Crewe's target segment.
  • Aspiriant: UHNW-focused fee-only RIA with offices across major US metros; competes head-to-head with Crewe for the same ultra-affluent client segment with sophisticated planning needs.
  • Cresset Capital: Multi-family-office-style RIA serving UHNW families with integrated wealth management and investment banking capabilities; highly comparable operating model and client profile to Crewe.
  • Mercer Advisors: PE-backed (Oak Hill) RIA serving UHNW/HNW clients with comprehensive wealth management and financial planning; comparable in scale, sponsor-backed growth strategy, and UHNW focus to Crewe Advisors.
  • Mariner Wealth Advisors: Large PE-backed (Bridgepoint/PSP/Genstar) RIA offering wealth advisory and investment banking to UHNW clients nationally; direct comparable as a sponsor-backed roll-up targeting the same UHNW segment.

Emerging players

  • CAPTRUST: PE-backed RIA serving both institutional and HNW clients with investment advisory and retirement plan services; comparable in scale and sponsor-backed growth trajectory to Crewe.
  • Focus Financial Partners: RIA aggregator/consolidator providing capital and infrastructure to partner firms; relevant as both a strategic alternative to Crewe's own sponsor-backed model and as an acquirer of similar boutique RIAs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Crewe Advisors social profiles

Digital presence

Crewe Advisors financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Crewe Advisors leadership team

Management profile

Number of profiles

Profiles3 records

Crewe Advisors subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Crewe Advisors funding detail

Funding detail

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Crewe Advisors M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Crewe Advisors

What does Crewe Advisors do?

Crewe Advisors is an SEC-registered investment advisor that provides private wealth management, investment advisory, estate and trust planning, tax optimization, retirement planning, and charitable giving strategy services to ultra-high-net-worth individuals and families. Its affiliated broker-dealer, Crewe Capital, LLC, provides investment banking services. The firm manages approximately $3.3 billion in assets under management from offices in Salt Lake City and Scottsdale.

Is Crewe Advisors a public or private company?

Crewe Advisors is a private company. It is classified as management employee owned and is currently operating.

When was Crewe Advisors founded?

Crewe Advisors was founded in 2015. It employs 11 to 50 people.

Where is Crewe Advisors based?

Crewe Advisors is headquartered in Salt Lake City, United States, in the North America region.

How does Crewe Advisors make money?

One revenue line is on record: investment Advisory Services.

Who are Crewe Advisors's main competitors?

Broad incumbents on record are Edelman Financial Engines, RBC Wealth Management (US) and Goldman Sachs Personal & Workplace Solutions. Direct peers are Bessemer Trust, Aspiriant, Cresset Capital, Mercer Advisors and Mariner Wealth Advisors. Emerging players are CAPTRUST and Focus Financial Partners.

Does Crewe Advisors have an API?

No public API is recorded for Crewe Advisors.

What industry is Crewe Advisors in?

Crewe Advisors's product category is Private Wealth Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of BPAHADAB, Corporate Finance & Capital Advisory. Its NAICS code is 523940 and its SIC code is 6282.

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Live signals
InvestmentnewsCan mega RIAs go public? Integration may decide it, veteran leaders sayRyan Halliday of Crewe Advisors and Eric Amar of Accelerated Wealth Partners argue that the ability of mega Registered Investment Advisers (RIAs) to successfully integrate acquired firms, rather than merely scale, will determine the viability of an Initial Public Offering exit. This perspective highlights integration readiness as the critical factor for public market success in the RIA sector.American BankerFor advisory practices, the record 39% profits come with a big riskA study by The Ensemble Practice found that registered investment advisory firms have achieved record operating profit margins of 38.6%, up 15 percentage points over the past decade, while organic growth from new client assets dropped to a 10-year low of 3.7%. The research, based on surveys of over 170 advisory practices conducted by ActiFi, warns that this inverse relationship between rising profitability and declining growth suggests prosperity breeds complacency, threatening long-term sustainability. The report highlights that many advisory practices, such as Crewe Advisors, are responding by seeking outside capital from private equity firms like HGGC to fund M&A activity and diversify beyond traditional referral-based growth.American BankerWhy RIAs, bigger than ever, aren't necessarily growingSEC-registered RIAs set records for the second consecutive year across four key metrics, with 16,544 firms managing $176.8 trillion in AUM for 73.7 million clients, yet annualized AUM growth has only outpaced large U.S. stock returns by 0.3 percentage points over 25 years and lags by 4.6 points over the past decade. Industry experts warn that M&A consolidation and bull markets are masking weak organic growth, prompting firms like Crewe Advisors (which grew from $1 billion to $3.5 billion AUM) to emphasize client relationship-building strategies and events to drive retention and new asset gathering. Crewe Advisors recently secured a minority, nonvoting investment from Wealth Partners Capital Group and private equity firm HGGC to support inorganic growth through acquisitions.Pulse 2.0Crewe Advisors Partners With Wealth Partners Capital Group And HGGC To Support GrowthCrewe Advisors announced a strategic partnership with Wealth Partners Capital Group and HGGC, with both firms acquiring minority equity stakes in the Utah-based registered investment adviser to support acquisitions and organic growth. The firm, founded in 2015 by Managing Partner Ryan Halliday, manages approximately $3.3 billion in assets and operates from Salt Lake City, Utah, and Scottsdale, Arizona, with management retaining majority ownership. The transaction is expected to close in June 2026, subject to customary closing conditions, with financial terms not disclosed.BastillepostCrewe Advisors to Establish Partnership with Wealth Partners Capital Group and HGGCCrewe Advisors LLC, a Utah-based registered investment adviser, announced it will enter into a strategic partnership with Wealth Partners Capital Group and HGGC, with WPCG and HGGC's Aspire Holdings platform making a minority equity investment in Crewe. Crewe's management team will remain majority shareholders and continue to lead operations, while the investment will support the firm's growth through both acquisitions and organic growth initiatives. The transaction is subject to customary closing conditions and is expected to close in June 2026.Business Wire BlogCrewe Advisors to Establish Partnership with Wealth Partners Capital Group and HGGCCrewe Advisors LLC, a Utah-based registered investment adviser with approximately $3.3 billion in assets under management, announced a strategic partnership with Wealth Partners Capital Group and HGGC, through which WPCG and HGGC's Aspire Holdings platform will make a minority equity investment to support the firm's growth through acquisitions and organic growth initiatives. Crewe's management team, including Managing Partner Ryan Halliday, will remain majority shareholders and continue to lead the firm's operations. The transaction is subject to customary closing conditions and is expected to close in June 2026.Defense WorldConcurrent Investment Advisors LLC Invests $2.12 Million in SPDR Portfolio S&P 400 Mid Cap ETF $SPMDConcurrent Investment Advisors LLC disclosed a new position in the SPDR Portfolio S&P 400 Mid Cap ETF (SPMD), purchasing 36,539 shares valued at approximately $2.12 million during the fourth quarter, according to its Form 13F filing with the Securities and Exchange Commission. Several other institutional investors and hedge funds, including ORG Partners LLC, Ballast Advisors LLC, Crewe Advisors LLC, Stone House Investment Management LLC, and Optima Capital LLC, also modified their holdings in the ETF during the same period. The ETF, which tracks the S&P Mid Cap 400 index and is managed by State Street, has a market capitalization of $16.88 billion, with 61.70% of its shares owned by institutional and hedge fund investors.Defense WorldFinancial Plan Inc. Buys Shares of 1,037,860 SPDR Portfolio Mortgage Backed Bond ETF $SPMBFinancial Plan Inc. acquired 1,037,860 shares of the SPDR Portfolio Mortgage Backed Bond ETF (NYSEARCA:SPMB) during the fourth quarter, representing a $23.3 million investment that constitutes approximately 2.7% of the fund's investment portfolio. The ETF, which tracks U.S. agency mortgage pass-through debt based on the Bloomberg U.S. MBS index, has a 12-month trading range of $21.45 to $22.87 with assets under management administered by State Street. Other institutional investors including Sound Income Strategies LLC, Crewe Advisors LLC, and Optima Capital LLC also made adjustments to their SPMB positions during the quarter.Defense WorldCrewe Advisors LLC Reduces Stock Position in Apple Inc. $AAPLCrewe Advisors LLC reduced its stake in Apple Inc. by 3.0% during the fourth quarter, selling 3,229 shares while retaining 102,757 shares worth approximately $27.9 million. Apple represents 2.5% of Crewe Advisors' investment portfolio as its 13th largest holding, with the broader article also reporting that 67.73% of Apple's stock is held by institutional investors. The article additionally covers Apple's recent earnings beat ($2.84 vs $2.67 estimate), a quarterly dividend of $0.26 per share, and mixed analyst sentiment with a consensus price target of $301.37.Defense WorldiShares Core S&P Small-Cap ETF $IJR is Guidance Capital Inc.’s 2nd Largest PositionGuidance Capital Inc. increased its stake in iShares Core S&P Small-Cap ETF by 5.4% in the fourth quarter, making it the firm's second-largest position at approximately 8.0% of its portfolio, valued at $32.3 million as of the most recent reporting period. Multiple other institutional investors, including Crewe Advisors, Empirical Financial Services, Alaska Permanent Capital Management, Latko Wealth Management, and Fortitude Family Office, also increased their holdings in the ETF during the third and fourth quarters. The ETF tracks the S&P SmallCap 600 Index and has a market capitalization of $98.34 billion.