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 874 institutions that hold shares in the stock, with a total of 41.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
729
shares
|
$79,132
0.01% of portfolio
|
Q2 2024
Reduced 50.34%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
694
shares
|
$75,333
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
691
shares
|
$75,008
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
668
shares
|
$72,511
0.0% of portfolio
|
Q3 2023
Reduced 30.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
667
shares
|
$72,402
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
661
shares
|
$71,751
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
659
shares
|
$71,534
0.0% of portfolio
|
Q1 2023
Reduced 14.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
644
shares
|
$69,906
0.0% of portfolio
|
Q4 2023
Reduced 29.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
639
shares
|
$69,363
0.0% of portfolio
|
Q4 2024
Reduced 32.52%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
627
shares
|
$68,060
0.01% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
608
shares
|
$65,998
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
608
shares
|
$65,998
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
600
shares
|
$65,130
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
568
shares
|
$61,656
0.04% of portfolio
|
Q4 2024
Added 48.3%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
567
shares
|
$61,547
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
559
shares
|
$60,679
0.0% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
550
shares
|
$59,702
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
533
shares
|
$57,857
0.03% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
526
shares
|
$57,097
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
514
shares
|
$55,794
0.03% of portfolio
|
Q4 2024
Reduced 91.14%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
504
shares
|
$54,709
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
501
shares
|
$54,383
0.0% of portfolio
|
Q3 2024
Added 58.04%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
481
shares
|
$52,212
0.0% of portfolio
|
Q2 2022
Added 0.21%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
465
shares
|
$50,475
0.01% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
465
shares
|
$50,475
0.02% of portfolio
|
Q4 2023
Reduced 92.27%
|