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 867 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,089
shares
|
$783,121
0.03% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
6,890
shares
|
$761,138
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
6,867
shares
|
$758,597
0.26% of portfolio
|
Q1 2024
Reduced 23.02%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
6,860
shares
|
$757,824
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,810
shares
|
$752,300
0.01% of portfolio
|
Q3 2024
Added 41.88%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,779
shares
|
$748,876
0.14% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
6,756
shares
|
$746,335
0.11% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,739
shares
|
$744,457
0.02% of portfolio
|
Q3 2024
Reduced 55.62%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
6,705
shares
|
$740,701
0.28% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,701
shares
|
$740,259
0.02% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
6,691
shares
|
$739,154
0.0% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
6,664
shares
|
$736,172
0.06% of portfolio
|
Q4 2024
Reduced 23.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,568
shares
|
$725,566
0.01% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
6,501
shares
|
$718,165
0.15% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,497
shares
|
$717,723
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
6,471
shares
|
$714,851
0.11% of portfolio
|
Q3 2024
Added 60.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,352
shares
|
$701,705
0.02% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,331
shares
|
$699,385
0.07% of portfolio
|
Q2 2023
Reduced 11.42%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
6,318
shares
|
$697,949
0.36% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
6,270
shares
|
$692,646
0.03% of portfolio
|
Q1 2024
Reduced 7.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
6,242
shares
|
$689,553
0.09% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
6,201
shares
|
$685,024
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,173
shares
|
$681,931
0.01% of portfolio
|
Q2 2024
Added 217.54%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,167
shares
|
$681,268
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
6,164
shares
|
$680,937
0.06% of portfolio
|
Q3 2024
Added 47.82%
|