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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,926
shares
|
$478,757
0.0% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
4,916
shares
|
$477,786
0.01% of portfolio
|
Q4 2024
Added 14.81%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
4,911
shares
|
$477,300
0.11% of portfolio
|
Q4 2024
Added 8.53%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,892
shares
|
$475,453
0.02% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,845
shares
|
$470,885
0.05% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,842
shares
|
$470,593
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
4,763
shares
|
$462,915
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
4,753
shares
|
$461,944
0.26% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
4,720
shares
|
$458,736
0.1% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,700
shares
|
$456,793
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Feb 26, 2025 Q4 2024 |
4,676
shares
|
$454,460
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4,635
shares
|
$450,475
0.1% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
4,613
shares
|
$448,337
0.04% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
4,585
shares
|
$445,616
0.06% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$443,380
0.15% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,551
shares
|
$442,311
0.0% of portfolio
|
Q4 2024
Added 21.85%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
4,543
shares
|
$441,534
0.17% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Jan 17, 2025 Q4 2024 |
4,484
shares
|
$435,799
0.53% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
4,462
shares
|
$433,661
0.1% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
4,461
shares
|
$433,564
0.03% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,450
shares
|
$432,495
0.11% of portfolio
|
Q3 2024
Added 80.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,435
shares
|
$431,037
0.02% of portfolio
|
Q4 2024
Reduced 14.5%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
4,427
shares
|
$430,260
0.18% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
4,420
shares
|
$429,579
0.12% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,376
shares
|
$425,303
0.23% of portfolio
|
Q4 2024
Reduced 0.27%
|