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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
3,436
shares
|
$333,944
0.17% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
3,399
shares
|
$330,348
0.06% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,387
shares
|
$329,182
0.08% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
3,371
shares
|
$327,627
0.26% of portfolio
|
Q4 2024
Added 669.63%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
3,338
shares
|
$324,420
0.33% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,325
shares
|
$323,156
0.06% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,301
shares
|
$320,824
0.04% of portfolio
|
Q4 2024
Added 64.39%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
3,301
shares
|
$320,824
0.09% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3,278
shares
|
$318,588
0.04% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,253
shares
|
$316,159
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
3,235
shares
|
$314,409
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
3,234
shares
|
$314,312
0.05% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,211
shares
|
$312,077
0.05% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
3,169
shares
|
$307,995
0.03% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
3,161
shares
|
$307,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,139
shares
|
$305,079
0.11% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
3,132
shares
|
$304,399
0.06% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
3,121
shares
|
$303,329
0.31% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,103
shares
|
$301,580
0.06% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,103
shares
|
$301,580
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
3,102
shares
|
$301,483
0.1% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,096
shares
|
$300,900
0.01% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 07, 2025 Q1 2025 |
3,085
shares
|
$299,831
0.02% of portfolio
|
Q3 2023
Reduced 7.08%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,065
shares
|
$297,887
0.18% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,060
shares
|
$297,401
0.0% of portfolio
|
Q4 2024
New holding
|