Institutional Ownership Ishares S&P Smallcap 600 Value (IJS)
Currently, there are no institutions holding Ishares S&P Smallcap 600 Value (IJS). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
2,273
shares
|
$246,734
0.1% of portfolio
|
Q4 2024
Reduced 12.54%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,271
shares
|
$246,517
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
2,256
shares
|
$244,888
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
2,250
shares
|
$244,237
0.01% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
2,243
shares
|
$243,477
0.15% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
2,242
shares
|
$243,369
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
2,240
shares
|
$243,152
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
2,225
shares
|
$241,523
0.14% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,201
shares
|
$238,918
0.01% of portfolio
|
Q4 2023
Reduced 35.09%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
2,200
shares
|
$238,810
0.18% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,200
shares
|
$238,810
0.05% of portfolio
|
Q2 2024
Reduced 16.03%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$238,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,183
shares
|
$236,964
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,163
shares
|
$234,793
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,156
shares
|
$234,033
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,135
shares
|
$231,754
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,126
shares
|
$230,777
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
2,122
shares
|
$230,343
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,115
shares
|
$229,583
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
2,112
shares
|
$229,257
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,100
shares
|
$227,955
0.01% of portfolio
|
Q4 2023
Reduced 16.33%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
2,087
shares
|
$226,543
0.15% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,084
shares
|
$226,218
0.04% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,075
shares
|
$225,241
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,073
shares
|
$225,024
0.05% of portfolio
|
Q1 2024
New holding
|