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 907 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
349,120
shares
|
$34.1 Million
0.03% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
334,065
shares
|
$32.6 Million
0.02% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
320,061
shares
|
$31.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
309,922
shares
|
$30.2 Million
2.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
305,852
shares
|
$29.8 Million
0.87% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
299,453
shares
|
$29.2 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
291,124
shares
|
$28.4 Million
13.32% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
266,925
shares
|
$26 Million
0.03% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,627
shares
|
$25.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
239,977
shares
|
$23.4 Million
2.29% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
221,981
shares
|
$21.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
211,184
shares
|
$20.6 Million
2.61% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
207,320
shares
|
$20.2 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
204,630
shares
|
$20 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
202,660
shares
|
$19.8 Million
0.05% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
201,809
shares
|
$19.7 Million
4.22% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
195,866
shares
|
$19.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
191,974
shares
|
$18.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
185,442
shares
|
$18.1 Million
0.16% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
180,142
shares
|
$17.6 Million
0.15% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
173,152
shares
|
$16.9 Million
3.25% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
172,512
shares
|
$16.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
163,127
shares
|
$15.9 Million
0.05% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
162,265
shares
|
$15.8 Million
0.02% of portfolio
|
Q4 2024
Added 17.68%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
160,220
shares
|
$15.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.58%
|