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 859 institutions that hold shares in the stock, with a total of 41 Million shares, which have been reported (via 13F filing form) to have a value of $4.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
149,990
shares
|
$16.7 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
145,388
shares
|
$16.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,505
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
137,886
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
129,901
shares
|
$14.4 Million
0.05% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
126,757
shares
|
$14.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
121,011
shares
|
$13.5 Million
4.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
113,783
shares
|
$12.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
107,228
shares
|
$11.9 Million
0.03% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
105,619
shares
|
$11.7 Million
2.19% of portfolio
|
Q4 2023
Added 1.21%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
104,090
shares
|
$11.6 Million
3.32% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
101,952
shares
|
$11.3 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
100,482
shares
|
$11.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
96,561
shares
|
$10.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
92,862
shares
|
$10.3 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
92,094
shares
|
$10.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
90,995
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Added 23.77%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
90,013
shares
|
$10 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
89,917
shares
|
$10 Million
1.25% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
89,722
shares
|
$9.97 Million
0.06% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
88,017
shares
|
$9.78 Million
1.04% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
87,487
shares
|
$9.73 Million
0.17% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
86,731
shares
|
$9.64 Million
0.24% of portfolio
|
Q3 2024
Added 605.3%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
86,208
shares
|
$9.58 Million
0.75% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
85,836
shares
|
$9.54 Million
1.53% of portfolio
|
Q4 2024
Added 42.4%
|