Institutional Ownership Ishares S&P Smallcap 600 Value (IJS)
This table provides information about the institutional ownership of Ishares S&P Smallcap 600 Value (IJS). We have compiled data on the 859 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
15,331
shares
|
$1.7 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
15,029
shares
|
$1.67 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,967
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
14,960
shares
|
$1.66 Million
1.18% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
14,415
shares
|
$1.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
14,350
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,349
shares
|
$1.6 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
14,302
shares
|
$1.59 Million
1.2% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
14,156
shares
|
$1.57 Million
0.0% of portfolio
|
Q4 2022
Reduced 10.6%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
14,099
shares
|
$1.57 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
14,017
shares
|
$1.56 Million
0.49% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
13,972
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
13,955
shares
|
$1.55 Million
0.22% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
13,701
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.15%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,689
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2023
Added 1.29%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
13,657
shares
|
$1.52 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,464
shares
|
$1.5 Million
0.09% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
13,367
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Added 5.19%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
13,271
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
13,188
shares
|
$1.47 Million
0.6% of portfolio
|
Q1 2024
Reduced 19.92%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
13,175
shares
|
$1.46 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
13,150
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
12,975
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2023
Added 4.38%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
12,858
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
12,740
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2024
Added 0.02%
|