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 $4.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
3,846
shares
|
$444,828
0.01% of portfolio
|
Q3 2024
Reduced 16.93%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,842
shares
|
$444,365
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,816
shares
|
$441,358
0.02% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
3,814
shares
|
$441,127
0.11% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
3,806
shares
|
$440,201
0.09% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,802
shares
|
$439,739
0.04% of portfolio
|
Q1 2021
Reduced 0.34%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
3,784
shares
|
$437,657
0.02% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
3,772
shares
|
$436,269
0.15% of portfolio
|
Q4 2023
Added 1.45%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
3,758
shares
|
$434,650
0.14% of portfolio
|
Q3 2022
Added 0.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,735
shares
|
$431,990
0.0% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
3,732
shares
|
$431,643
0.01% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
3,730
shares
|
$431,411
0.24% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,708
shares
|
$428,867
0.03% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
3,680
shares
|
$425,628
0.01% of portfolio
|
Q3 2024
Reduced 13.7%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
3,661
shares
|
$423,431
0.12% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,658
shares
|
$423,084
0.06% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,651
shares
|
$422,274
0.02% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
3,629
shares
|
$419,730
0.01% of portfolio
|
Q4 2023
Reduced 8.03%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
3,591
shares
|
$415,335
0.0% of portfolio
|
Q2 2024
Reduced 99.31%
|
|
|
Mayport, LLC
|
Oct 16, 2024 Q3 2024 |
3,572
shares
|
$413,137
0.12% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
3,553
shares
|
$410,939
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,549
shares
|
$410,477
0.18% of portfolio
|
Q3 2024
Reduced 11.34%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,543
shares
|
$409,783
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
3,515
shares
|
$406,544
0.1% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,466
shares
|
$400,877
0.08% of portfolio
|
Q4 2022
New holding
|