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 866 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,656
shares
|
$2.28 Million
0.5% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
20,399
shares
|
$2.26 Million
2.15% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
20,361
shares
|
$2.25 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
19,785
shares
|
$2.19 Million
0.3% of portfolio
|
Q3 2024
Added 782.08%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,651
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,224
shares
|
$2.13 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
18,932
shares
|
$2.09 Million
1.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,765
shares
|
$2.08 Million
1.46% of portfolio
|
Q4 2022
Added 2.36%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
18,728
shares
|
$2.07 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
18,655
shares
|
$2.06 Million
1.39% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
18,582
shares
|
$2.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
18,402
shares
|
$2.04 Million
1.68% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,163
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2020
Reduced 6.67%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
17,824
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
17,804
shares
|
$1.97 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
17,750
shares
|
$1.96 Million
0.01% of portfolio
|
Q2 2024
Reduced 8.9%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,477
shares
|
$1.93 Million
0.1% of portfolio
|
Q3 2024
Added 198.45%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
17,000
shares
|
$1.88 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
16,996
shares
|
$1.88 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
16,638
shares
|
$1.84 Million
1.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
16,634
shares
|
$1.84 Million
0.23% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
16,535
shares
|
$1.83 Million
0.94% of portfolio
|
Q2 2023
Added 1.06%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
16,146
shares
|
$1.79 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
15,679
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
15,667
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
New holding
|