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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$985,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
9,954
shares
|
$980,867
0.05% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
9,925
shares
|
$978,009
0.04% of portfolio
|
Q2 2023
Added 24.36%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
9,854
shares
|
$971,013
0.47% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
9,845
shares
|
$970,126
0.1% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
9,800
shares
|
$965,692
0.12% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
9,741
shares
|
$959,878
0.02% of portfolio
|
Q4 2024
Added 234.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
9,707
shares
|
$956,527
0.08% of portfolio
|
Q4 2024
Added 62.54%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,683
shares
|
$954,162
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
9,613
shares
|
$947,265
0.07% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
9,581
shares
|
$944,111
0.39% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
9,522
shares
|
$938,297
0.31% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,514
shares
|
$937,509
0.86% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
9,496
shares
|
$935,735
0.11% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
9,221
shares
|
$908,637
0.01% of portfolio
|
Q3 2024
Added 45.05%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,875
shares
|
$874,542
0.36% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
8,796
shares
|
$866,757
0.07% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,715
shares
|
$858,776
0.03% of portfolio
|
Q4 2024
Added 63.26%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
8,712
shares
|
$858,480
0.28% of portfolio
|
Q2 2022
Reduced 11.1%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
8,712
shares
|
$858,480
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
8,703
shares
|
$857,593
0.57% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
8,693
shares
|
$856,608
0.42% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,691
shares
|
$856,411
0.01% of portfolio
|
Q4 2024
Added 72.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,674
shares
|
$854,735
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
8,652
shares
|
$852,568
0.03% of portfolio
|
Q4 2024
Added 10.61%
|