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 45.3 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 |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
5,878
shares
|
$571,282
0.01% of portfolio
|
Q2 2022
Added 1.73%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
5,855
shares
|
$569,047
0.07% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
5,836
shares
|
$567,200
0.01% of portfolio
|
Q4 2024
Added 25.45%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,818
shares
|
$565,451
0.03% of portfolio
|
Q4 2024
Added 53.75%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
5,813
shares
|
$564,965
0.52% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
5,724
shares
|
$556,315
0.21% of portfolio
|
Q4 2024
Reduced 16.64%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
5,717
shares
|
$555,635
0.26% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
5,671
shares
|
$551,164
0.05% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
5,670
shares
|
$551,067
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
5,664
shares
|
$550,484
0.02% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,651
shares
|
$549,220
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
5,626
shares
|
$546,790
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
5,606
shares
|
$544,847
0.27% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
5,573
shares
|
$541,639
0.05% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
5,522
shares
|
$536,683
0.02% of portfolio
|
Q4 2024
Added 125.57%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,504
shares
|
$534,933
0.02% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
5,480
shares
|
$532,601
0.39% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
5,443
shares
|
$529,005
0.49% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
5,426
shares
|
$527,352
0.0% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
5,417
shares
|
$526,478
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
5,401
shares
|
$524,923
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
5,389
shares
|
$523,756
0.04% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
5,383
shares
|
$523,173
0.52% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,351
shares
|
$520,063
0.02% of portfolio
|
Q4 2024
Reduced 82.71%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
5,346
shares
|
$519,577
0.12% of portfolio
|
Q4 2024
Added 0.51%
|