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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,103
shares
|
$342,788
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,103
shares
|
$342,788
0.06% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
3,102
shares
|
$342,677
0.1% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,098
shares
|
$342,236
0.02% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,096
shares
|
$342,015
0.01% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
3,085
shares
|
$340,799
0.02% of portfolio
|
Q3 2023
Reduced 7.08%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,081
shares
|
$340,358
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,053
shares
|
$337,264
0.18% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,030
shares
|
$334,724
0.02% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
3,020
shares
|
$333,619
0.02% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,017
shares
|
$333,287
0.03% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,971
shares
|
$328,206
0.13% of portfolio
|
Q4 2023
Reduced 6.31%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
2,970
shares
|
$328,095
0.35% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,968
shares
|
$327,874
0.0% of portfolio
|
Q3 2024
Reduced 39.32%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,964
shares
|
$327,433
0.1% of portfolio
|
Q4 2024
Reduced 24.94%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,945
shares
|
$325,334
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,933
shares
|
$324,008
0.12% of portfolio
|
Q1 2024
Reduced 15.43%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
2,926
shares
|
$323,235
0.05% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,922
shares
|
$322,793
0.05% of portfolio
|
Q1 2024
Added 595.71%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,915
shares
|
$322,020
0.01% of portfolio
|
Q1 2024
Reduced 9.05%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,900
shares
|
$320,363
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
2,862
shares
|
$316,165
0.04% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$315,612
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,846
shares
|
$314,397
0.25% of portfolio
|
Q3 2024
Reduced 89.9%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,824
shares
|
$311,967
0.03% of portfolio
|
Q4 2023
Reduced 32.49%
|