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 866 institutions that hold shares in the stock, with a total of 41.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
2,250
shares
|
$248,895
0.01% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
2,246
shares
|
$248,452
0.03% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
2,243
shares
|
$248,120
0.16% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
2,240
shares
|
$247,788
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
2,225
shares
|
$246,129
0.14% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
2,220
shares
|
$245,576
0.01% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,201
shares
|
$243,474
0.01% of portfolio
|
Q4 2023
Reduced 35.09%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
2,200
shares
|
$243,364
0.18% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,200
shares
|
$243,364
0.05% of portfolio
|
Q2 2024
Reduced 16.03%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$243,032
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,183
shares
|
$241,483
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,163
shares
|
$239,271
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,156
shares
|
$238,496
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,135
shares
|
$236,173
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,126
shares
|
$235,178
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,115
shares
|
$233,961
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
2,112
shares
|
$233,629
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,100
shares
|
$232,302
0.01% of portfolio
|
Q4 2023
Reduced 16.33%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
2,087
shares
|
$230,863
0.15% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,084
shares
|
$230,532
0.04% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,075
shares
|
$229,536
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,073
shares
|
$229,315
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
2,070
shares
|
$228,983
0.1% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
2,038
shares
|
$225,443
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,028
shares
|
$224,337
0.13% of portfolio
|
Q1 2024
Added 1.4%
|