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 849 institutions that hold shares in the stock, with a total of 40.9 Million shares, which have been reported (via 13F filing form) to have a value of $4.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
1,404
shares
|
$161,375
0.16% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,375
shares
|
$158,042
0.0% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
1,330
shares
|
$152,870
0.04% of portfolio
|
Q1 2024
Added 0.08%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
1,319
shares
|
$151,605
0.01% of portfolio
|
Q3 2024
Added 2647.92%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,317
shares
|
$151,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,310
shares
|
$150,571
0.0% of portfolio
|
Q3 2022
Reduced 5.62%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
1,294
shares
|
$148,732
0.06% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
1,277
shares
|
$146,778
0.06% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
1,271
shares
|
$146,088
0.01% of portfolio
|
Q3 2023
Reduced 46.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,260
shares
|
$144,824
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,250
shares
|
$143,675
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
1,203
shares
|
$138,272
0.01% of portfolio
|
Q1 2024
Added 275.94%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,198
shares
|
$137,698
0.0% of portfolio
|
Q2 2023
Reduced 10.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,185
shares
|
$136,203
0.02% of portfolio
|
Q2 2024
Reduced 13.94%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,150
shares
|
$132,181
0.01% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
1,096
shares
|
$125,974
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
1,090
shares
|
$125,284
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,088
shares
|
$125,054
0.02% of portfolio
|
Q1 2024
Reduced 80.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,076
shares
|
$123,675
0.0% of portfolio
|
Q2 2023
Reduced 38.55%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
1,031
shares
|
$118,503
0.02% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
984
shares
|
$113,100
0.05% of portfolio
|
Q4 2021
Reduced 2.96%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
961
shares
|
$110,457
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
955
shares
|
$109,767
0.0% of portfolio
|
Q2 2024
Reduced 59.96%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
947
shares
|
$108,848
0.0% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
945
shares
|
$108,618
0.01% of portfolio
|
Q2 2024
Added 55.17%
|