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 908 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 $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
15,699
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
15,587
shares
|
$1.51 Million
0.57% of portfolio
|
Q3 2024
Added 519.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,424
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
15,380
shares
|
$1.49 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
15,331
shares
|
$1.49 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
14,930
shares
|
$1.45 Million
1.19% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
14,893
shares
|
$1.45 Million
0.3% of portfolio
|
Q4 2024
Added 22.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,776
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
14,703
shares
|
$1.43 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
14,513
shares
|
$1.41 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
14,429
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 70.86%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
14,406
shares
|
$1.4 Million
1.16% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
14,350
shares
|
$1.39 Million
0.09% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,349
shares
|
$1.39 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
14,156
shares
|
$1.38 Million
0.0% of portfolio
|
Q4 2022
Reduced 10.6%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
14,080
shares
|
$1.37 Million
0.15% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
14,015
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
13,955
shares
|
$1.36 Million
0.22% of portfolio
|
Q4 2024
Added 19.73%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
13,930
shares
|
$1.35 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
13,878
shares
|
$1.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,828
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 56.09%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
13,806
shares
|
$1.34 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
13,689
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2023
Added 1.29%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
13,657
shares
|
$1.33 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
13,638
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 25.13%
|