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 806 institutions that hold shares in the stock, with a total of 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,967,017
shares
|
$399 Million
0.03% of portfolio
|
Q1 2024
Added 4.06%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,930,521
shares
|
$395 Million
0.04% of portfolio
|
Q1 2024
Added 3.17%
|
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
1,547,889
shares
|
$156 Million
0.56% of portfolio
|
Q1 2024
Added 51.01%
|
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
1,440,251
shares
|
$145 Million
1.13% of portfolio
|
Q1 2024
Added 1.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,385,746
shares
|
$139 Million
0.03% of portfolio
|
Q1 2024
Reduced 4.96%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,191,349
shares
|
$120 Million
0.03% of portfolio
|
Q1 2024
Added 8.2%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,102,370
shares
|
$111 Million
11.47% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
947,755
shares
|
$95.2 Million
1.37% of portfolio
|
Q1 2024
Reduced 2.83%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
849,849
shares
|
$85.4 Million
11.17% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
799,994
shares
|
$80.4 Million
1.26% of portfolio
|
Q1 2024
Reduced 2.01%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
717,342
shares
|
$72.1 Million
0.03% of portfolio
|
Q1 2024
Reduced 85.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
702,171
shares
|
$70.5 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
690,890
shares
|
$69.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 15.57%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
641,697
shares
|
$64.5 Million
2.54% of portfolio
|
Q1 2023
Added 6.22%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
577,573
shares
|
$58 Million
0.1% of portfolio
|
Q1 2024
Reduced 17.69%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
521,591
shares
|
$52.4 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
461,253
shares
|
$46.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
442,286
shares
|
$44.4 Million
0.05% of portfolio
|
Q1 2024
Reduced 27.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
398,184
shares
|
$40 Million
0.05% of portfolio
|
Q1 2024
Added 2.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 08, 2024 Q1 2024 |
396,684
shares
|
$39.9 Million
1.56% of portfolio
|
Q1 2024
Added 4.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
393,412
shares
|
$39.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 31.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
366,368
shares
|
$36.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 10, 2024 Q1 2024 |
347,724
shares
|
$34.9 Million
1.36% of portfolio
|
Q1 2024
Added 8.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
345,551
shares
|
$34.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 17.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
334,761
shares
|
$33.6 Million
0.06% of portfolio
|
Q1 2024
Reduced 28.39%
|
|