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 909 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 |
|---|---|---|---|---|---|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,365
shares
|
$424,234
0.05% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
4,336
shares
|
$421,415
0.04% of portfolio
|
Q1 2025
Reduced 60.12%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
4,320
shares
|
$419,860
0.04% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,297
shares
|
$417,625
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,284
shares
|
$416,361
0.01% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,265
shares
|
$414,515
0.02% of portfolio
|
Q4 2024
Reduced 12.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
4,243
shares
|
$412,377
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
4,239
shares
|
$411,988
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
4,202
shares
|
$408,392
0.09% of portfolio
|
Q4 2024
Reduced 36.22%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
4,127
shares
|
$401,103
0.02% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
4,114
shares
|
$399,839
0.36% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
4,087
shares
|
$397,215
0.24% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
4,080
shares
|
$396,535
0.06% of portfolio
|
Q4 2024
Reduced 8.6%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
3,995
shares
|
$388,274
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
3,973
shares
|
$386,135
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
3,968
shares
|
$385,649
0.06% of portfolio
|
Q1 2023
Reduced 13.29%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,962
shares
|
$385,066
0.08% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
3,959
shares
|
$384,775
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
3,915
shares
|
$380,498
0.06% of portfolio
|
Q1 2023
Reduced 9.0%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,863
shares
|
$375,444
0.02% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,842
shares
|
$373,403
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
3,826
shares
|
$371,848
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
3,806
shares
|
$369,905
0.07% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,772
shares
|
$366,600
0.15% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,758
shares
|
$365,240
0.02% of portfolio
|
Q1 2025
New holding
|