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 |
|---|---|---|---|---|---|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
8,082
shares
|
$898,475
0.71% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,069
shares
|
$897,030
0.28% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
7,993
shares
|
$888,581
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
7,900
shares
|
$878,243
0.25% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
7,899
shares
|
$878,131
0.38% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,885
shares
|
$876,575
0.37% of portfolio
|
Q4 2023
Added 169.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,845
shares
|
$872,128
0.06% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,822
shares
|
$869,571
0.03% of portfolio
|
Q3 2024
Added 22.56%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
7,778
shares
|
$864,680
0.4% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
7,778
shares
|
$864,680
0.6% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
7,715
shares
|
$857,676
0.12% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
7,702
shares
|
$856,231
0.38% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
7,688
shares
|
$854,674
0.03% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
7,602
shares
|
$845,114
0.25% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
7,455
shares
|
$828,772
0.16% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,452
shares
|
$828,438
0.03% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,450
shares
|
$828,216
0.09% of portfolio
|
Q3 2024
Added 35.8%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
7,447
shares
|
$827,882
0.26% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
7,435
shares
|
$826,548
0.24% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,380
shares
|
$820,434
0.09% of portfolio
|
Q2 2024
Reduced 45.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
7,379
shares
|
$820,323
0.12% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
7,365
shares
|
$818,767
0.03% of portfolio
|
Q3 2024
Reduced 43.02%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,328
shares
|
$814,653
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
7,318
shares
|
$813,542
0.18% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
7,266
shares
|
$807,761
0.39% of portfolio
|
Q3 2024
Added 0.17%
|