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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
49,509
shares
|
$5.5 Million
0.08% of portfolio
|
Q3 2024
Added 6.19%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
49,225
shares
|
$5.47 Million
4.68% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
48,929
shares
|
$5.44 Million
0.02% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
48,586
shares
|
$5.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
48,417
shares
|
$5.38 Million
2.24% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
47,764
shares
|
$5.31 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
46,816
shares
|
$5.2 Million
0.53% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
46,033
shares
|
$5.12 Million
0.01% of portfolio
|
Q3 2024
Added 48.96%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
45,919
shares
|
$5.1 Million
0.52% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
45,700
shares
|
$5.08 Million
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
45,164
shares
|
$5.02 Million
0.1% of portfolio
|
Q2 2024
Added 46.52%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
45,144
shares
|
$5.02 Million
0.21% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
45,099
shares
|
$5.01 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
44,733
shares
|
$4.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
44,682
shares
|
$4.97 Million
0.02% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
44,365
shares
|
$4.93 Million
0.11% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
44,142
shares
|
$4.91 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
44,117
shares
|
$4.9 Million
0.23% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
43,940
shares
|
$4.88 Million
0.38% of portfolio
|
Q4 2023
Added 15.81%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
43,683
shares
|
$4.86 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
43,403
shares
|
$4.83 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
41,361
shares
|
$4.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
41,245
shares
|
$4.59 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
41,072
shares
|
$4.57 Million
3.99% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
40,956
shares
|
$4.55 Million
1.65% of portfolio
|
Q3 2024
Added 5.03%
|