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 880 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 $4.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,856
shares
|
$201,468
0.02% of portfolio
|
Q4 2024
Added 20.75%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
1,853
shares
|
$201,143
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,852
shares
|
$201,034
0.08% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
1,844
shares
|
$200,166
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
1,838
shares
|
$199,514
0.01% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,812
shares
|
$196,692
0.01% of portfolio
|
Q1 2024
Reduced 9.72%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,782
shares
|
$193,436
0.11% of portfolio
|
Q3 2022
Added 10.55%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,772
shares
|
$192,350
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,738
shares
|
$188,659
0.03% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
1,685
shares
|
$182,906
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
1,660
shares
|
$180,193
0.02% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,626
shares
|
$176,502
0.0% of portfolio
|
Q4 2024
Added 15.65%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,621
shares
|
$175,959
0.04% of portfolio
|
Q1 2021
Reduced 2.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,600
shares
|
$173,680
0.05% of portfolio
|
Q1 2021
Reduced 88.89%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,441
shares
|
$156,420
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,436
shares
|
$155,877
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,422
shares
|
$154,358
0.01% of portfolio
|
Q4 2024
Added 50.48%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,352
shares
|
$146,759
0.07% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,331
shares
|
$144,480
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,319
shares
|
$143,177
0.01% of portfolio
|
Q3 2024
Added 2647.92%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,317
shares
|
$142,960
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,310
shares
|
$142,200
0.0% of portfolio
|
Q3 2022
Reduced 5.62%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,294
shares
|
$140,463
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,287
shares
|
$139,703
0.13% of portfolio
|
Q4 2024
Reduced 54.78%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,286
shares
|
$139,595
0.07% of portfolio
|
Q4 2024
Added 0.7%
|