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 864 institutions that hold shares in the stock, with a total of 41.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,561
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,467
shares
|
$1.05 Million
0.73% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,221
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 45.05%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,875
shares
|
$986,633
0.36% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,813
shares
|
$979,741
0.01% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
8,812
shares
|
$979,630
0.35% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
8,754
shares
|
$973,182
0.08% of portfolio
|
Q3 2024
Reduced 85.81%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
8,712
shares
|
$968,513
0.28% of portfolio
|
Q2 2022
Reduced 11.1%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
8,703
shares
|
$967,512
0.56% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,638
shares
|
$960,286
0.14% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
8,613
shares
|
$957,507
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
8,567
shares
|
$952,393
0.01% of portfolio
|
Q2 2024
Added 109.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,445
shares
|
$938,830
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,381
shares
|
$931,715
0.43% of portfolio
|
Q4 2022
Reduced 13.77%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,303
shares
|
$923,044
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
8,294
shares
|
$922,043
0.2% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,256
shares
|
$917,819
0.07% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,249
shares
|
$917,041
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
8,218
shares
|
$913,595
0.15% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
8,214
shares
|
$913,150
0.42% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,179
shares
|
$909,259
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
8,155
shares
|
$906,591
0.12% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
8,102
shares
|
$900,699
0.06% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,096
shares
|
$900,032
0.08% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
8,091
shares
|
$899,476
0.12% of portfolio
|
Q3 2024
Added 4.67%
|