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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,962
shares
|
$553,312
0.01% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$551,974
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,942
shares
|
$551,082
0.01% of portfolio
|
Q3 2024
Added 53.34%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
4,926
shares
|
$549,298
0.2% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,918
shares
|
$548,406
0.0% of portfolio
|
Q3 2024
Reduced 43.94%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,892
shares
|
$545,506
0.12% of portfolio
|
Q2 2023
Added 12.07%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,879
shares
|
$544,057
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,845
shares
|
$540,265
0.05% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,753
shares
|
$530,007
0.26% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,750
shares
|
$529,672
0.02% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
4,701
shares
|
$524,208
0.11% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,700
shares
|
$524,097
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,670
shares
|
$520,751
0.06% of portfolio
|
Q3 2024
Reduced 53.4%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,669
shares
|
$520,640
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,667
shares
|
$520,417
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,652
shares
|
$518,744
0.0% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,597
shares
|
$512,611
0.11% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$508,708
0.15% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,560
shares
|
$508,485
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
4,543
shares
|
$506,589
0.16% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
4,525
shares
|
$504,582
0.11% of portfolio
|
Q3 2024
Reduced 32.64%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
4,484
shares
|
$500,010
0.53% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,464
shares
|
$497,780
0.07% of portfolio
|
Q3 2024
Reduced 36.95%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
4,462
shares
|
$497,557
0.1% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,461
shares
|
$497,446
0.03% of portfolio
|
Q4 2024
Added 2.65%
|