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 849 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
9,253
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
9,221
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 45.05%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
9,122
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2024
Added 67.71%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
9,070
shares
|
$1.06 Million
0.22% of portfolio
|
Q3 2024
Added 181.41%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
8,937
shares
|
$1.05 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
8,813
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
8,812
shares
|
$1.03 Million
0.35% of portfolio
|
Q3 2024
Added 11.73%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
8,754
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2024
Reduced 85.81%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
8,712
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2022
Reduced 11.1%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
8,709
shares
|
$1.02 Million
0.36% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Vaughan & CO Securities, Inc.
|
Oct 31, 2024 Q3 2024 |
8,703
shares
|
$1.02 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
8,613
shares
|
$1.01 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
8,593
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2024
Reduced 9.32%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
8,567
shares
|
$1 Million
0.01% of portfolio
|
Q2 2024
Added 109.0%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,445
shares
|
$988,993
0.01% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
8,381
shares
|
$981,498
0.43% of portfolio
|
Q4 2022
Reduced 13.77%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
8,303
shares
|
$972,364
0.19% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,179
shares
|
$957,842
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
8,155
shares
|
$955,032
0.12% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
8,102
shares
|
$948,825
0.06% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,096
shares
|
$948,122
0.08% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
8,091
shares
|
$947,537
0.12% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
8,069
shares
|
$944,960
0.28% of portfolio
|
Q2 2022
Reduced 2.34%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
7,993
shares
|
$936,060
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
7,900
shares
|
$925,169
0.24% of portfolio
|
Q1 2024
Reduced 1.25%
|