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 |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,900
shares
|
$314,795
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
2,862
shares
|
$310,670
0.04% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$310,127
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,832
shares
|
$307,413
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,824
shares
|
$306,545
0.03% of portfolio
|
Q4 2023
Reduced 32.49%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
2,821
shares
|
$306,219
0.19% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,815
shares
|
$305,568
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
2,802
shares
|
$304,157
0.02% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
2,788
shares
|
$302,637
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,771
shares
|
$300,792
0.08% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,767
shares
|
$300,357
0.2% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,755
shares
|
$299,055
0.04% of portfolio
|
Q4 2021
Reduced 3.33%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
2,750
shares
|
$298,512
0.08% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,724
shares
|
$295,690
0.03% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,721
shares
|
$295,364
0.06% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
2,693
shares
|
$292,325
0.13% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,680
shares
|
$290,914
0.03% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2,657
shares
|
$288,417
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
2,632
shares
|
$285,703
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,610
shares
|
$283,315
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,592
shares
|
$281,361
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,576
shares
|
$279,624
0.12% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,576
shares
|
$279,624
0.07% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,566
shares
|
$278,539
0.09% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,559
shares
|
$277,779
0.1% of portfolio
|
Q3 2024
Added 0.08%
|