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 |
|---|---|---|---|---|---|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
6,121
shares
|
$676,186
0.02% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
6,116
shares
|
$675,634
0.07% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
6,060
shares
|
$669,448
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
6,041
shares
|
$667,349
0.25% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,037
shares
|
$666,907
0.02% of portfolio
|
Q2 2024
Added 12.84%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,019
shares
|
$664,918
0.32% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,990
shares
|
$661,715
0.09% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
5,970
shares
|
$659,505
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,878
shares
|
$649,342
0.01% of portfolio
|
Q2 2022
Added 1.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
5,859
shares
|
$647,243
0.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,818
shares
|
$642,714
0.03% of portfolio
|
Q4 2024
Added 53.75%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
5,813
shares
|
$642,162
0.52% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
5,772
shares
|
$637,632
0.2% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
5,717
shares
|
$631,556
0.26% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,691
shares
|
$628,684
0.0% of portfolio
|
Q3 2024
Reduced 92.15%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,688
shares
|
$628,353
0.0% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,684
shares
|
$627,911
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
5,671
shares
|
$626,475
0.05% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
5,670
shares
|
$626,364
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,651
shares
|
$624,265
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,616
shares
|
$620,399
0.14% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
5,606
shares
|
$619,294
0.27% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,593
shares
|
$617,858
0.01% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
5,521
shares
|
$609,904
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,504
shares
|
$608,026
0.02% of portfolio
|
Q4 2024
Reduced 17.02%
|