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 848 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 $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
314,094
shares
|
$35.1 Million
1.92% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
307,532
shares
|
$34.4 Million
1.22% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
300,542
shares
|
$33.6 Million
0.85% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
292,430
shares
|
$32.7 Million
13.28% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
261,627
shares
|
$29.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
257,680
shares
|
$28.8 Million
0.03% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
235,134
shares
|
$26.3 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
234,854
shares
|
$26.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
234,447
shares
|
$26.2 Million
0.0% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
208,996
shares
|
$23.4 Million
2.52% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
208,979
shares
|
$23.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
208,940
shares
|
$23.4 Million
0.11% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
208,263
shares
|
$23.3 Million
1.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
201,809
shares
|
$22.6 Million
4.22% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
197,602
shares
|
$22.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
196,877
shares
|
$22 Million
0.14% of portfolio
|
Q3 2024
Added 253.55%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
196,860
shares
|
$22 Million
0.05% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
188,650
shares
|
$21.1 Million
1.62% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
176,576
shares
|
$19.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
173,778
shares
|
$19.4 Million
2.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
164,467
shares
|
$18.4 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
164,384
shares
|
$18.4 Million
0.17% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
161,775
shares
|
$18.1 Million
0.06% of portfolio
|
Q3 2024
Added 64.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
159,675
shares
|
$17.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
150,408
shares
|
$16.8 Million
3.23% of portfolio
|
Q3 2024
Reduced 2.72%
|