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 874 institutions that hold shares in the stock, with a total of 41.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
6,242
shares
|
$677,569
0.09% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
6,201
shares
|
$673,118
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
6,173
shares
|
$670,079
0.01% of portfolio
|
Q2 2024
Added 217.54%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,167
shares
|
$669,427
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
6,164
shares
|
$669,102
0.06% of portfolio
|
Q3 2024
Added 47.82%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
6,140
shares
|
$666,497
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
6,116
shares
|
$663,891
0.07% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
6,060
shares
|
$657,813
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
6,041
shares
|
$655,750
0.25% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,037
shares
|
$655,316
0.02% of portfolio
|
Q2 2024
Added 12.84%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,019
shares
|
$653,362
0.32% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,990
shares
|
$650,214
0.09% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
5,970
shares
|
$648,043
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
5,951
shares
|
$645,981
0.2% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,878
shares
|
$638,056
0.01% of portfolio
|
Q2 2022
Added 1.73%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
5,859
shares
|
$635,994
0.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
5,855
shares
|
$635,560
0.07% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,818
shares
|
$631,543
0.03% of portfolio
|
Q4 2024
Added 53.75%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
5,813
shares
|
$631,001
0.52% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
5,717
shares
|
$620,580
0.26% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,691
shares
|
$617,758
0.0% of portfolio
|
Q3 2024
Reduced 92.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,684
shares
|
$616,998
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
5,671
shares
|
$615,587
0.05% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
5,670
shares
|
$615,478
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,664
shares
|
$614,827
0.02% of portfolio
|
Q4 2024
Added 6.39%
|