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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,638
shares
|
$851,188
0.14% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
8,588
shares
|
$846,261
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
8,567
shares
|
$844,192
0.01% of portfolio
|
Q2 2024
Added 109.0%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,381
shares
|
$825,863
0.43% of portfolio
|
Q4 2022
Reduced 13.77%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
8,346
shares
|
$822,414
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
8,337
shares
|
$821,527
0.46% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
8,326
shares
|
$820,444
0.35% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,303
shares
|
$818,177
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
8,294
shares
|
$817,290
0.2% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,256
shares
|
$813,546
0.07% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
8,249
shares
|
$812,856
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
8,235
shares
|
$811,476
0.4% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
8,218
shares
|
$809,801
0.15% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
8,214
shares
|
$809,407
0.42% of portfolio
|
Q4 2024
Reduced 8.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,179
shares
|
$805,958
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
8,172
shares
|
$805,268
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
8,119
shares
|
$800,046
0.53% of portfolio
|
Q4 2024
Reduced 57.11%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
8,082
shares
|
$796,400
0.71% of portfolio
|
Q4 2024
Added 21.08%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,069
shares
|
$795,119
0.28% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
8,044
shares
|
$792,655
0.04% of portfolio
|
Q4 2024
Added 47.98%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
8,009
shares
|
$789,206
0.01% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
8,003
shares
|
$788,615
0.08% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
7,959
shares
|
$784,279
0.13% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
7,900
shares
|
$778,466
0.25% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,885
shares
|
$776,987
0.37% of portfolio
|
Q4 2023
Added 169.39%
|