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 909 institutions that hold shares in the stock, with a total of 45.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
25,484
shares
|
$2.51 Million
0.09% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
25,470
shares
|
$2.51 Million
0.92% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
25,141
shares
|
$2.48 Million
0.13% of portfolio
|
Q3 2022
Reduced 0.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
24,979
shares
|
$2.46 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
24,755
shares
|
$2.44 Million
0.48% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
24,746
shares
|
$2.44 Million
0.85% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
24,689
shares
|
$2.43 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
24,537
shares
|
$2.42 Million
0.18% of portfolio
|
Q3 2023
Reduced 57.2%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
23,975
shares
|
$2.36 Million
0.05% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
23,973
shares
|
$2.36 Million
0.03% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
23,895
shares
|
$2.35 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
23,680
shares
|
$2.33 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
23,650
shares
|
$2.33 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
23,011
shares
|
$2.27 Million
0.17% of portfolio
|
Q4 2024
Reduced 18.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
22,970
shares
|
$2.26 Million
0.82% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
22,936
shares
|
$2.26 Million
0.87% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
22,899
shares
|
$2.26 Million
0.05% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
22,360
shares
|
$2.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 16.73%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
21,887
shares
|
$2.16 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
21,814
shares
|
$2.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
21,634
shares
|
$2.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
21,598
shares
|
$2.13 Million
0.63% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
21,586
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
21,352
shares
|
$2.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 37.66%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
21,283
shares
|
$2.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.41%
|