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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
9,954
shares
|
$967,429
0.05% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
9,925
shares
|
$964,610
0.04% of portfolio
|
Q2 2023
Added 24.36%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
9,854
shares
|
$957,710
0.47% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
9,845
shares
|
$956,835
0.1% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
9,800
shares
|
$952,462
0.12% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
9,741
shares
|
$946,727
0.02% of portfolio
|
Q4 2024
Added 234.17%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
9,707
shares
|
$943,423
0.08% of portfolio
|
Q4 2024
Added 62.54%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
9,683
shares
|
$941,090
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
9,613
shares
|
$934,287
0.07% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
9,581
shares
|
$931,177
0.39% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
9,522
shares
|
$925,443
0.31% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,514
shares
|
$924,665
0.86% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
9,496
shares
|
$922,916
0.11% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
9,221
shares
|
$896,188
0.01% of portfolio
|
Q3 2024
Added 45.05%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
8,875
shares
|
$862,561
0.36% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
8,796
shares
|
$854,883
0.07% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
8,715
shares
|
$847,010
0.03% of portfolio
|
Q4 2024
Added 63.26%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
8,712
shares
|
$846,719
0.28% of portfolio
|
Q2 2022
Reduced 11.1%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
8,712
shares
|
$846,719
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
8,703
shares
|
$845,844
0.57% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
8,693
shares
|
$844,872
0.42% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
8,691
shares
|
$844,678
0.01% of portfolio
|
Q4 2024
Added 72.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
8,674
shares
|
$843,026
0.01% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
8,652
shares
|
$840,887
0.03% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,638
shares
|
$839,527
0.14% of portfolio
|
Q4 2024
Reduced 5.31%
|