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 907 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
110
shares
|
$10,824
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
106
shares
|
$10,430
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
105
shares
|
$10,332
0.0% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$9,840
0.0% of portfolio
|
Q3 2022
Reduced 51.92%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$9,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$9,840
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$9,840
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
94
shares
|
$9,249
0.0% of portfolio
|
Q3 2024
Reduced 64.12%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
91
shares
|
$8,954
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
90
shares
|
$8,856
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
88
shares
|
$8,659
0.0% of portfolio
|
Q4 2024
Reduced 51.91%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
86
shares
|
$8,462
0.01% of portfolio
|
Q4 2024
Reduced 59.62%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
86
shares
|
$8,462
0.0% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
81
shares
|
$7,970
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
78
shares
|
$7,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
78
shares
|
$7,675
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
66
shares
|
$6,494
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
66
shares
|
$6,494
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
60
shares
|
$5,904
0.0% of portfolio
|
Q2 2022
Reduced 29.41%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
59
shares
|
$5,805
0.0% of portfolio
|
Q2 2024
Reduced 30.59%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
56
shares
|
$5,510
0.0% of portfolio
|
Q3 2023
Reduced 86.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,313
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
53
shares
|
$5,215
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
53
shares
|
$5,215
0.0% of portfolio
|
Q2 2024
Reduced 93.64%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
52
shares
|
$5,116
0.0% of portfolio
|
Q1 2024
Reduced 59.38%
|