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 909 institutions that hold shares in the stock, with a total of 45.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
68,168
shares
|
$6.63 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
67,158
shares
|
$6.53 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
66,682
shares
|
$6.48 Million
0.7% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
65,800
shares
|
$6.4 Million
3.41% of portfolio
|
Q4 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
65,473
shares
|
$6.36 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
65,444
shares
|
$6.36 Million
0.04% of portfolio
|
Q4 2024
Added 152.39%
|
|
|
North Crest Asset Manangement, LLC
|
Mar 17, 2025 Q4 2024 |
65,366
shares
|
$6.35 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
60,388
shares
|
$5.87 Million
0.33% of portfolio
|
Q4 2024
Added 19.05%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
59,481
shares
|
$5.78 Million
1.05% of portfolio
|
Q4 2024
Added 19.97%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
59,202
shares
|
$5.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
58,147
shares
|
$5.65 Million
0.17% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
57,318
shares
|
$5.57 Million
1.31% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Sims Investment Management, LLC
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
57,027
shares
|
$5.54 Million
3.5% of portfolio
|
Q4 2024
New holding
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
55,379
shares
|
$5.38 Million
3.36% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
54,892
shares
|
$5.33 Million
0.71% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
53,667
shares
|
$5.22 Million
0.4% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
53,638
shares
|
$5.21 Million
0.02% of portfolio
|
Q4 2024
Added 13.02%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
53,488
shares
|
$5.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
53,358
shares
|
$5.19 Million
0.01% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
52,827
shares
|
$5.13 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
52,823
shares
|
$5.13 Million
0.07% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
52,817
shares
|
$5.13 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
52,759
shares
|
$5.13 Million
0.64% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
52,757
shares
|
$5.13 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
52,480
shares
|
$5.1 Million
0.68% of portfolio
|
Q4 2024
Added 0.13%
|