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 |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,658
shares
|
$397,075
0.06% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,629
shares
|
$393,927
0.01% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
3,601
shares
|
$390,888
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,591
shares
|
$389,803
0.0% of portfolio
|
Q2 2024
Reduced 99.31%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,589
shares
|
$389,585
0.11% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
3,573
shares
|
$387,849
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,570
shares
|
$387,523
0.01% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,549
shares
|
$385,243
0.18% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
3,546
shares
|
$384,918
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
3,533
shares
|
$383,507
0.44% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
3,530
shares
|
$383,181
0.01% of portfolio
|
Q4 2024
Reduced 8.22%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
3,515
shares
|
$381,553
0.1% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
3,466
shares
|
$376,234
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
3,449
shares
|
$374,388
0.1% of portfolio
|
Q3 2024
Added 45.34%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
3,399
shares
|
$368,961
0.06% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,398
shares
|
$368,852
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,387
shares
|
$367,658
0.08% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,371
shares
|
$365,922
0.26% of portfolio
|
Q4 2024
Added 669.63%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,343
shares
|
$362,882
0.18% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,339
shares
|
$362,448
0.0% of portfolio
|
Q3 2023
Added 1.37%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
3,338
shares
|
$362,339
0.33% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,325
shares
|
$360,928
0.06% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,301
shares
|
$358,323
0.04% of portfolio
|
Q4 2024
Added 64.39%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3,278
shares
|
$355,826
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,272
shares
|
$355,175
0.02% of portfolio
|
Q2 2024
Reduced 28.62%
|