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 899 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 $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,845
shares
|
$854,555
0.06% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
7,821
shares
|
$851,941
0.13% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
7,800
shares
|
$849,654
0.58% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
7,709
shares
|
$839,741
0.12% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
7,701
shares
|
$838,869
0.37% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
7,688
shares
|
$837,453
0.03% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
7,619
shares
|
$829,937
0.12% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
7,567
shares
|
$824,273
0.23% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
7,451
shares
|
$811,637
0.03% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
7,435
shares
|
$809,894
0.24% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
7,380
shares
|
$803,903
0.1% of portfolio
|
Q2 2024
Reduced 45.01%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,328
shares
|
$798,239
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
7,318
shares
|
$797,149
0.18% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
7,278
shares
|
$792,792
0.39% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
7,236
shares
|
$788,217
0.0% of portfolio
|
Q4 2024
Reduced 73.18%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
7,089
shares
|
$772,204
0.03% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
6,938
shares
|
$755,756
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
6,890
shares
|
$750,527
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
6,885
shares
|
$749,983
0.01% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
6,820
shares
|
$742,902
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
6,779
shares
|
$738,436
0.14% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,757
shares
|
$736,040
0.02% of portfolio
|
Q4 2024
Reduced 98.14%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,756
shares
|
$735,931
0.09% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,739
shares
|
$734,079
0.02% of portfolio
|
Q3 2024
Reduced 55.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
6,714
shares
|
$731,356
0.01% of portfolio
|
Q4 2024
Added 20.04%
|