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 908 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 $4.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,197
shares
|
$219,128
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,183
shares
|
$217,732
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
2,164
shares
|
$215,837
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,163
shares
|
$215,737
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,156
shares
|
$215,039
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
2,155
shares
|
$214,939
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
2,135
shares
|
$212,944
0.01% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,126
shares
|
$212,047
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
2,125
shares
|
$211,947
0.07% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
2,122
shares
|
$211,648
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
2,112
shares
|
$210,650
0.01% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,100
shares
|
$209,454
0.01% of portfolio
|
Q4 2023
Reduced 16.33%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
2,087
shares
|
$208,157
0.15% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,075
shares
|
$206,960
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,073
shares
|
$206,761
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
2,072
shares
|
$206,661
0.0% of portfolio
|
Q4 2024
Reduced 17.02%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
2,070
shares
|
$206,461
0.1% of portfolio
|
Q4 2024
Reduced 8.81%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,066
shares
|
$206,062
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
2,053
shares
|
$204,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
2,038
shares
|
$203,270
0.03% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,028
shares
|
$202,272
0.13% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
2,020
shares
|
$201,474
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
2,013
shares
|
$200,776
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
2,010
shares
|
$200,477
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
2,000
shares
|
$199,480
0.08% of portfolio
|
Q3 2024
New holding
|