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 |
|---|---|---|---|---|---|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
2,556
shares
|
$277,453
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,526
shares
|
$274,197
0.04% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
2,526
shares
|
$274,197
0.17% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
2,509
shares
|
$272,351
0.02% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$271,375
0.01% of portfolio
|
Q2 2024
Added 525.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
2,497
shares
|
$271,049
0.0% of portfolio
|
Q3 2024
Reduced 32.88%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,491
shares
|
$270,398
0.01% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,489
shares
|
$270,180
0.01% of portfolio
|
Q3 2023
Reduced 44.45%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$268,444
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
2,458
shares
|
$266,815
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
2,448
shares
|
$265,730
0.01% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,446
shares
|
$265,513
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
2,432
shares
|
$263,993
0.19% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,377
shares
|
$258,023
0.04% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,370
shares
|
$257,263
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
2,361
shares
|
$256,286
0.14% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,360
shares
|
$256,178
0.02% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,345
shares
|
$254,549
0.11% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
2,333
shares
|
$253,247
0.09% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,329
shares
|
$252,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
2,309
shares
|
$250,641
0.04% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
2,304
shares
|
$250,099
0.09% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,300
shares
|
$249,665
0.01% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
2,292
shares
|
$248,796
0.02% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Jan 21, 2025 Q4 2024 |
2,280
shares
|
$247,494
0.1% of portfolio
|
Q4 2024
New holding
|