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 899 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,983
shares
|
$324,938
0.02% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,971
shares
|
$323,631
0.13% of portfolio
|
Q4 2023
Reduced 6.31%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,964
shares
|
$322,868
0.1% of portfolio
|
Q4 2024
Reduced 24.94%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
2,945
shares
|
$320,798
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,933
shares
|
$319,491
0.12% of portfolio
|
Q1 2024
Reduced 15.43%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
2,926
shares
|
$318,729
0.05% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,922
shares
|
$318,293
0.05% of portfolio
|
Q1 2024
Added 595.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
2,916
shares
|
$317,639
0.0% of portfolio
|
Q4 2024
Reduced 18.8%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
2,907
shares
|
$316,659
0.14% of portfolio
|
Q4 2024
Reduced 47.02%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,900
shares
|
$315,897
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,896
shares
|
$315,461
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
2,862
shares
|
$311,757
0.04% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$311,213
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,832
shares
|
$308,489
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
2,824
shares
|
$307,618
0.03% of portfolio
|
Q4 2023
Reduced 32.49%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,822
shares
|
$307,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
2,821
shares
|
$307,291
0.19% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
2,815
shares
|
$306,637
0.02% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
2,790
shares
|
$303,914
0.02% of portfolio
|
Q4 2024
Reduced 14.73%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
2,788
shares
|
$303,696
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
2,771
shares
|
$301,845
0.08% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,755
shares
|
$300,102
0.04% of portfolio
|
Q4 2021
Reduced 3.33%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
2,750
shares
|
$299,557
0.08% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,724
shares
|
$296,725
0.03% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,721
shares
|
$296,398
0.06% of portfolio
|
Q3 2024
Reduced 9.0%
|