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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,271
shares
|
$137,967
0.01% of portfolio
|
Q3 2023
Reduced 46.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,260
shares
|
$136,773
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,250
shares
|
$135,687
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
1,203
shares
|
$130,585
0.01% of portfolio
|
Q1 2024
Added 275.94%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,198
shares
|
$130,042
0.0% of portfolio
|
Q2 2023
Reduced 10.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,185
shares
|
$128,631
0.02% of portfolio
|
Q2 2024
Reduced 13.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,176
shares
|
$127,654
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,150
shares
|
$124,832
0.01% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,096
shares
|
$118,970
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,090
shares
|
$118,319
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,088
shares
|
$118,102
0.02% of portfolio
|
Q1 2024
Reduced 80.33%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,046
shares
|
$113,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,031
shares
|
$111,915
0.02% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
984
shares
|
$106,813
0.06% of portfolio
|
Q4 2021
Reduced 2.96%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
964
shares
|
$104,642
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
955
shares
|
$103,665
0.0% of portfolio
|
Q2 2024
Reduced 59.96%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
926
shares
|
$100,517
0.0% of portfolio
|
Q4 2024
Reduced 32.65%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
922
shares
|
$100,083
0.04% of portfolio
|
Q3 2021
Added 4090.91%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$97,695
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
875
shares
|
$94,981
0.02% of portfolio
|
Q2 2024
Reduced 68.97%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
864
shares
|
$93,787
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
862
shares
|
$93,570
0.0% of portfolio
|
Q2 2024
Added 166.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
849
shares
|
$92,158
0.01% of portfolio
|
Q3 2024
Added 53.25%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
820
shares
|
$89,011
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
800
shares
|
$86,840
0.03% of portfolio
|
Q4 2022
New holding
|