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 851 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
19,785
shares
|
$2.09 Million
0.3% of portfolio
|
Q3 2024
Added 782.08%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
19,746
shares
|
$2.09 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,651
shares
|
$2.08 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,224
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
18,932
shares
|
$2 Million
1.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,765
shares
|
$1.99 Million
1.46% of portfolio
|
Q4 2022
Added 2.36%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
18,728
shares
|
$1.98 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
18,655
shares
|
$1.97 Million
1.39% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
18,423
shares
|
$1.95 Million
0.11% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
18,402
shares
|
$1.95 Million
1.68% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,163
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2020
Reduced 6.67%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
17,852
shares
|
$1.89 Million
0.25% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
17,824
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
17,750
shares
|
$1.88 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.9%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,477
shares
|
$1.85 Million
0.1% of portfolio
|
Q3 2024
Added 198.45%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
17,146
shares
|
$1.81 Million
0.13% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,535
shares
|
$1.75 Million
0.94% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
16,486
shares
|
$1.74 Million
0.23% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
16,146
shares
|
$1.71 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
15,679
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
15,667
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
15,587
shares
|
$1.65 Million
0.55% of portfolio
|
Q3 2024
Added 519.27%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,435
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
15,415
shares
|
$1.63 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
15,029
shares
|
$1.59 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.32%
|