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 867 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
41,160
shares
|
$4.55 Million
4.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
40,662
shares
|
$4.49 Million
1.51% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
40,649
shares
|
$4.49 Million
0.55% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
40,357
shares
|
$4.46 Million
0.21% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
40,303
shares
|
$4.45 Million
0.62% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
40,021
shares
|
$4.42 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
39,823
shares
|
$4.4 Million
1.51% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
39,702
shares
|
$4.39 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
39,344
shares
|
$4.35 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
38,548
shares
|
$4.26 Million
0.53% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
37,631
shares
|
$4.16 Million
5.63% of portfolio
|
Q1 2023
Reduced 58.24%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
37,000
shares
|
$4.09 Million
0.17% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,708
shares
|
$4.06 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
36,676
shares
|
$4.05 Million
0.04% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,068
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
35,746
shares
|
$3.95 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
35,660
shares
|
$3.94 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
35,632
shares
|
$3.94 Million
0.54% of portfolio
|
Q3 2024
Added 78.12%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
34,435
shares
|
$3.8 Million
1.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,251
shares
|
$3.78 Million
0.4% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
33,923
shares
|
$3.75 Million
2.28% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
33,770
shares
|
$3.73 Million
2.49% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,494
shares
|
$3.48 Million
0.1% of portfolio
|
Q3 2024
Added 97.26%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
31,268
shares
|
$3.45 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
31,182
shares
|
$3.44 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.39%
|