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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
181
shares
|
$19,647
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
180
shares
|
$19,539
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
175
shares
|
$18,996
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
171
shares
|
$18,562
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
159
shares
|
$17,259
0.01% of portfolio
|
Q4 2024
Added 893.75%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
150
shares
|
$16,282
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
150
shares
|
$16,282
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
139
shares
|
$15,088
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
128
shares
|
$13,894
0.0% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
122
shares
|
$13,243
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
120
shares
|
$13,026
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
119
shares
|
$12,917
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
118
shares
|
$12,808
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
115
shares
|
$12,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
111
shares
|
$12,049
0.01% of portfolio
|
Q2 2022
Reduced 97.09%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
110
shares
|
$11,940
0.0% of portfolio
|
Q1 2024
Reduced 60.29%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
110
shares
|
$11,940
0.01% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
109
shares
|
$11,831
0.0% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
106
shares
|
$11,506
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
105
shares
|
$11,397
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$10,855
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$10,855
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
100
shares
|
$10,855
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$10,855
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$10,855
0.0% of portfolio
|
Q3 2022
Reduced 51.92%
|