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 904 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 $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,621
shares
|
$157,544
0.04% of portfolio
|
Q1 2021
Reduced 2.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,600
shares
|
$155,504
0.05% of portfolio
|
Q1 2021
Reduced 88.89%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,527
shares
|
$148,409
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
1,524
shares
|
$148,117
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,441
shares
|
$140,050
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
1,436
shares
|
$139,564
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,422
shares
|
$138,204
0.01% of portfolio
|
Q4 2024
Added 50.48%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,352
shares
|
$131,400
0.07% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
1,331
shares
|
$129,359
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,310
shares
|
$127,318
0.0% of portfolio
|
Q3 2022
Reduced 5.62%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,294
shares
|
$125,763
0.04% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
1,288
shares
|
$125,180
0.01% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,287
shares
|
$125,083
0.13% of portfolio
|
Q4 2024
Reduced 54.78%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
1,286
shares
|
$124,986
0.07% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
1,280
shares
|
$124,403
0.07% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,271
shares
|
$123,528
0.01% of portfolio
|
Q3 2023
Reduced 46.39%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
1,260
shares
|
$122,459
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,250
shares
|
$121,487
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
1,224
shares
|
$118,960
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
1,203
shares
|
$116,919
0.01% of portfolio
|
Q1 2024
Added 275.94%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,198
shares
|
$116,433
0.0% of portfolio
|
Q2 2023
Reduced 10.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,185
shares
|
$115,170
0.02% of portfolio
|
Q2 2024
Reduced 13.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,176
shares
|
$114,295
0.0% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,096
shares
|
$106,520
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,090
shares
|
$105,937
0.03% of portfolio
|
Q2 2024
New holding
|