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 |
|---|---|---|---|---|---|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
2,070
shares
|
$224,698
0.1% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
2,038
shares
|
$221,224
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,028
shares
|
$220,139
0.13% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
2,020
shares
|
$219,271
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,018
shares
|
$219,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2,010
shares
|
$218,185
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,004
shares
|
$217,534
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,000
shares
|
$217,100
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,990
shares
|
$216,014
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,986
shares
|
$215,580
0.04% of portfolio
|
Q4 2024
Reduced 95.56%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
1,985
shares
|
$215,471
0.03% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,985
shares
|
$215,471
0.0% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
1,980
shares
|
$214,929
0.19% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
1,968
shares
|
$213,626
0.1% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,967
shares
|
$213,517
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Benningfield Financial Advisors, LLC
San Francisco, CA |
Feb 03, 2025 Q4 2024 |
1,965
shares
|
$213,300
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
1,955
shares
|
$212,215
0.08% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,929
shares
|
$209,392
0.02% of portfolio
|
Q1 2024
Added 105.43%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,927
shares
|
$209,175
0.04% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
1,920
shares
|
$208,416
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
1,917
shares
|
$208,090
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$206,896
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,905
shares
|
$206,787
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
1,883
shares
|
$204,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
1,863
shares
|
$202,228
0.11% of portfolio
|
Q2 2024
Reduced 1.74%
|