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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
4,585
shares
|
$497,701
0.06% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$495,205
0.15% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
4,543
shares
|
$493,142
0.17% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
4,484
shares
|
$486,738
0.53% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
4,462
shares
|
$484,350
0.1% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,461
shares
|
$484,241
0.03% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,450
shares
|
$483,047
0.11% of portfolio
|
Q3 2024
Added 80.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,435
shares
|
$481,419
0.02% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
4,427
shares
|
$480,550
0.18% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
4,420
shares
|
$479,791
0.12% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,376
shares
|
$475,014
0.23% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,365
shares
|
$473,820
0.05% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,325
shares
|
$469,478
0.09% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
4,320
shares
|
$468,936
0.04% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,297
shares
|
$466,439
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,284
shares
|
$465,028
0.01% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,282
shares
|
$464,811
0.01% of portfolio
|
Q3 2024
Reduced 47.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,280
shares
|
$464,594
0.0% of portfolio
|
Q3 2024
Added 87.72%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,265
shares
|
$462,965
0.02% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
4,243
shares
|
$460,577
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
4,239
shares
|
$460,143
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
4,202
shares
|
$456,127
0.09% of portfolio
|
Q4 2024
Reduced 36.22%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,198
shares
|
$455,692
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,163
shares
|
$451,893
0.03% of portfolio
|
Q1 2024
Added 78.67%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
4,127
shares
|
$447,985
0.02% of portfolio
|
Q4 2024
Added 0.22%
|