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 |
|---|---|---|---|---|---|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
5,107
shares
|
$554,364
0.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,058
shares
|
$549,045
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
5,043
shares
|
$547,417
0.04% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,043
shares
|
$547,417
0.01% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
5,041
shares
|
$547,200
0.02% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
5,038
shares
|
$546,874
0.13% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
5,020
shares
|
$544,921
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
5,016
shares
|
$544,486
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,962
shares
|
$538,625
0.01% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$537,322
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,942
shares
|
$536,454
0.01% of portfolio
|
Q3 2024
Added 53.34%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
4,926
shares
|
$534,717
0.2% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,918
shares
|
$533,848
0.0% of portfolio
|
Q3 2024
Reduced 43.94%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
4,911
shares
|
$533,089
0.11% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,892
shares
|
$531,026
0.02% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,845
shares
|
$525,924
0.05% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,842
shares
|
$525,599
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,763
shares
|
$517,023
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,753
shares
|
$515,938
0.26% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
4,720
shares
|
$512,356
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,700
shares
|
$510,185
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,669
shares
|
$506,819
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,652
shares
|
$504,974
0.0% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,635
shares
|
$503,129
0.1% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,613
shares
|
$500,741
0.04% of portfolio
|
Q4 2024
Added 30.2%
|