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 $4.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
6,060
shares
|
$709,686
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,037
shares
|
$706,993
0.02% of portfolio
|
Q2 2024
Added 12.84%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
6,012
shares
|
$704,065
0.26% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,990
shares
|
$701,488
0.09% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
5,972
shares
|
$699,380
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
5,970
shares
|
$699,146
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,878
shares
|
$688,372
0.01% of portfolio
|
Q2 2022
Added 1.73%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,847
shares
|
$684,742
0.3% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
5,804
shares
|
$679,706
0.34% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
5,780
shares
|
$676,895
0.06% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
5,772
shares
|
$675,958
0.2% of portfolio
|
Q3 2024
Added 9.38%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
5,748
shares
|
$673,148
0.58% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
5,692
shares
|
$666,590
0.26% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
5,691
shares
|
$666,473
0.0% of portfolio
|
Q3 2024
Reduced 92.15%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,688
shares
|
$666,121
0.0% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,684
shares
|
$665,653
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
5,670
shares
|
$664,013
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,649
shares
|
$661,554
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,616
shares
|
$657,689
0.14% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,593
shares
|
$654,996
0.01% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
5,590
shares
|
$654,644
0.29% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
5,521
shares
|
$646,564
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,443
shares
|
$637,429
0.48% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
5,436
shares
|
$636,609
0.03% of portfolio
|
Q3 2024
Reduced 24.84%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
5,427
shares
|
$635,555
0.06% of portfolio
|
Q3 2024
Reduced 14.7%
|