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 908 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 |
|---|---|---|---|---|---|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
11,007
shares
|
$1.08 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
10,982
shares
|
$1.08 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
10,926
shares
|
$1.08 Million
0.03% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
10,873
shares
|
$1.07 Million
0.11% of portfolio
|
Q4 2024
Added 124.88%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,844
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
10,809
shares
|
$1.07 Million
0.89% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
10,795
shares
|
$1.06 Million
0.83% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
10,706
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Added 150.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,663
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2022
Reduced 20.28%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,618
shares
|
$1.05 Million
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
10,527
shares
|
$1.04 Million
0.97% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,512
shares
|
$1.04 Million
0.22% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
10,329
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
10,320
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
10,300
shares
|
$1.01 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
10,300
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Everest Management Corp.
Cupertino, CA |
Feb 13, 2025 Q4 2024 |
10,283
shares
|
$1.01 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
10,251
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,152
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,115
shares
|
$996,732
0.35% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
10,103
shares
|
$995,549
0.0% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
10,080
shares
|
$993,283
0.58% of portfolio
|
Q3 2022
Reduced 5.25%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,074
shares
|
$992,691
0.23% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,047
shares
|
$990,031
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,017
shares
|
$987,075
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|