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 881 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,387
shares
|
$363,255
0.08% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,371
shares
|
$361,539
0.26% of portfolio
|
Q4 2024
Added 669.63%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,343
shares
|
$358,536
0.18% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
3,338
shares
|
$358,000
0.33% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,325
shares
|
$356,606
0.06% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,301
shares
|
$354,032
0.04% of portfolio
|
Q4 2024
Added 64.39%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
3,301
shares
|
$354,032
0.09% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3,278
shares
|
$351,565
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,253
shares
|
$348,884
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
3,235
shares
|
$346,953
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,211
shares
|
$344,379
0.05% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
3,161
shares
|
$339,017
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,139
shares
|
$336,657
0.11% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
3,121
shares
|
$334,727
0.31% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,103
shares
|
$332,796
0.06% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,103
shares
|
$332,796
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
3,102
shares
|
$332,689
0.1% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,096
shares
|
$332,046
0.01% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
3,085
shares
|
$330,866
0.02% of portfolio
|
Q3 2023
Reduced 7.08%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,065
shares
|
$328,721
0.18% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
3,055
shares
|
$327,648
0.04% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
3,020
shares
|
$323,895
0.02% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
3,017
shares
|
$323,573
0.03% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,007
shares
|
$322,500
0.02% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,983
shares
|
$319,926
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|