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 901 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 $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$4,792
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
38
shares
|
$4,139
0.0% of portfolio
|
Q4 2024
Reduced 83.41%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
36
shares
|
$3,921
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33
shares
|
$3,594
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
32
shares
|
$3,485
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
26
shares
|
$2,832
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
26
shares
|
$2,832
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
24
shares
|
$2,614
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
20
shares
|
$2,178
0.0% of portfolio
|
Q4 2024
Reduced 81.13%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
19
shares
|
$2,069
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
15
shares
|
$1,633
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
13
shares
|
$1,416
0.0% of portfolio
|
Q1 2024
Reduced 92.07%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
7
shares
|
$762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3
shares
|
$326
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q4 2024
Reduced 99.48%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2
shares
|
$217
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Feb 14, 2025 Q4 2024 |
1
shares
|
$108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|