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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,570
shares
|
$398,090
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,549
shares
|
$395,748
0.18% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,546
shares
|
$395,414
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,543
shares
|
$395,079
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
3,515
shares
|
$391,957
0.1% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,466
shares
|
$386,493
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
3,449
shares
|
$384,597
0.1% of portfolio
|
Q3 2024
Added 45.34%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
3,399
shares
|
$379,022
0.06% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,398
shares
|
$378,910
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,387
shares
|
$377,684
0.08% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,371
shares
|
$375,900
0.26% of portfolio
|
Q4 2024
Added 669.63%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,343
shares
|
$372,777
0.18% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,339
shares
|
$372,331
0.0% of portfolio
|
Q3 2023
Added 1.37%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
3,338
shares
|
$372,220
0.33% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,325
shares
|
$370,770
0.06% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,301
shares
|
$368,094
0.04% of portfolio
|
Q4 2024
Added 64.39%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,277
shares
|
$365,418
0.04% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,272
shares
|
$364,860
0.02% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,257
shares
|
$363,188
0.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,253
shares
|
$362,742
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
3,235
shares
|
$360,734
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,139
shares
|
$350,029
0.11% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
3,106
shares
|
$346,350
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,103
shares
|
$346,015
0.06% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,103
shares
|
$346,015
0.06% of portfolio
|
Q4 2022
New holding
|