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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
85,580
shares
|
$9.51 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
85,201
shares
|
$9.47 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
83,353
shares
|
$9.27 Million
0.01% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
82,500
shares
|
$9.17 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
81,962
shares
|
$9.11 Million
3.35% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
81,904
shares
|
$9.11 Million
2.53% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
81,658
shares
|
$9.08 Million
3.34% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
81,615
shares
|
$9.07 Million
0.17% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
79,725
shares
|
$8.86 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
77,855
shares
|
$8.66 Million
0.61% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
76,508
shares
|
$8.51 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
75,543
shares
|
$8.4 Million
0.08% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
74,876
shares
|
$8.32 Million
2.93% of portfolio
|
Q4 2024
Added 181.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
73,727
shares
|
$8.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
72,620
shares
|
$8.07 Million
0.16% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
71,430
shares
|
$7.94 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
70,979
shares
|
$7.89 Million
2.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
70,398
shares
|
$7.83 Million
3.95% of portfolio
|
Q3 2024
Added 150.85%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
69,685
shares
|
$7.75 Million
1.1% of portfolio
|
Q3 2024
Added 73.46%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
68,608
shares
|
$7.63 Million
2.71% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
68,168
shares
|
$7.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
68,166
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
67,158
shares
|
$7.47 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
65,800
shares
|
$7.31 Million
3.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
65,763
shares
|
$7.31 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.01%
|