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 $4.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,724
shares
|
$271,038
0.03% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,721
shares
|
$270,739
0.06% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
2,702
shares
|
$268,849
0.02% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
2,693
shares
|
$267,953
0.13% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
2,657
shares
|
$264,371
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,610
shares
|
$259,695
0.03% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
2,596
shares
|
$258,302
0.26% of portfolio
|
Q4 2024
Reduced 99.08%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
2,592
shares
|
$257,904
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,576
shares
|
$256,312
0.07% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
2,576
shares
|
$256,312
0.13% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,566
shares
|
$255,317
0.09% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,560
shares
|
$254,720
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
2,556
shares
|
$254,322
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,526
shares
|
$251,337
0.04% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
2,526
shares
|
$251,337
0.17% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
2,509
shares
|
$249,645
0.02% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$248,750
0.01% of portfolio
|
Q2 2024
Added 525.0%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
2,500
shares
|
$248,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
2,491
shares
|
$247,854
0.01% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
2,489
shares
|
$247,655
0.01% of portfolio
|
Q3 2023
Reduced 44.45%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$246,063
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
2,458
shares
|
$244,571
0.0% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
2,446
shares
|
$243,377
0.0% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
2,432
shares
|
$241,984
0.19% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
2,404
shares
|
$239,198
0.0% of portfolio
|
Q4 2024
Added 21.11%
|