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 |
|---|---|---|---|---|---|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,504
shares
|
$613,751
0.02% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,443
shares
|
$606,948
0.48% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,436
shares
|
$606,168
0.03% of portfolio
|
Q3 2024
Reduced 24.84%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
5,398
shares
|
$601,930
0.05% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
5,397
shares
|
$601,819
0.06% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
5,383
shares
|
$600,258
0.52% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,344
shares
|
$595,909
0.05% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,339
shares
|
$595,351
0.04% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,338
shares
|
$595,240
0.02% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,324
shares
|
$593,679
0.02% of portfolio
|
Q3 2024
Added 26.07%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
5,319
shares
|
$593,121
0.12% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,316
shares
|
$592,787
0.02% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,269
shares
|
$587,546
0.09% of portfolio
|
Q2 2023
Reduced 21.39%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,250
shares
|
$585,427
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,243
shares
|
$584,646
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,139
shares
|
$573,049
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,130
shares
|
$572,046
0.06% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,114
shares
|
$570,262
0.3% of portfolio
|
Q2 2024
Reduced 48.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
5,098
shares
|
$568,477
0.24% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,043
shares
|
$562,344
0.01% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
5,043
shares
|
$562,344
0.04% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
5,020
shares
|
$559,780
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
5,017
shares
|
$559,445
0.02% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
5,005
shares
|
$558,107
0.11% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
4,980
shares
|
$555,319
0.37% of portfolio
|
Q3 2024
Reduced 7.43%
|