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 |
|---|---|---|---|---|---|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
5,344
shares
|
$519,383
0.04% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,339
shares
|
$518,897
0.04% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
5,328
shares
|
$517,828
0.12% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
5,316
shares
|
$516,662
0.0% of portfolio
|
Q4 2024
Added 16.58%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,316
shares
|
$516,662
0.02% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
5,266
shares
|
$511,802
0.1% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
5,250
shares
|
$510,247
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
5,235
shares
|
$508,789
0.14% of portfolio
|
Q4 2024
Added 24.58%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
5,230
shares
|
$508,303
0.0% of portfolio
|
Q4 2024
Added 4698.17%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
5,228
shares
|
$508,109
0.02% of portfolio
|
Q4 2024
Added 95.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,210
shares
|
$506,359
0.01% of portfolio
|
Q4 2024
Added 158.18%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,139
shares
|
$499,459
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,130
shares
|
$498,584
0.06% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,114
shares
|
$497,029
0.29% of portfolio
|
Q2 2024
Reduced 48.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
5,107
shares
|
$496,349
0.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,058
shares
|
$491,587
0.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
5,043
shares
|
$490,129
0.04% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
5,041
shares
|
$489,934
0.02% of portfolio
|
Q4 2024
Reduced 31.55%
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
5,038
shares
|
$489,643
0.13% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
5,016
shares
|
$487,505
0.02% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,962
shares
|
$482,256
0.01% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$481,090
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
4,944
shares
|
$480,507
0.01% of portfolio
|
Q4 2024
Added 66.58%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
4,934
shares
|
$479,535
0.0% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
4,926
shares
|
$478,757
0.2% of portfolio
|
Q4 2024
Added 0.08%
|