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 865 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
12,740
shares
|
$1.42 Million
0.13% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
12,694
shares
|
$1.42 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
12,591
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 25.27%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
12,545
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
12,351
shares
|
$1.38 Million
0.58% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
12,200
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,187
shares
|
$1.36 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
12,179
shares
|
$1.36 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,090
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2023
Reduced 80.94%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
12,046
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
11,937
shares
|
$1.33 Million
0.09% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,857
shares
|
$1.32 Million
0.05% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
11,607
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,383
shares
|
$1.27 Million
0.05% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
11,263
shares
|
$1.26 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
11,146
shares
|
$1.24 Million
0.27% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
11,142
shares
|
$1.24 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
11,130
shares
|
$1.24 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
11,007
shares
|
$1.23 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
10,982
shares
|
$1.23 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
10,899
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
10,873
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Added 124.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,777
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 311.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
10,776
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
10,691
shares
|
$1.19 Million
0.85% of portfolio
|
Q3 2024
Reduced 20.1%
|