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 $4.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,088
shares
|
$105,742
0.02% of portfolio
|
Q1 2024
Reduced 80.33%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,046
shares
|
$101,660
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
984
shares
|
$95,634
0.06% of portfolio
|
Q4 2021
Reduced 2.96%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
964
shares
|
$93,691
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
955
shares
|
$92,816
0.0% of portfolio
|
Q2 2024
Reduced 59.96%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
950
shares
|
$92,330
0.01% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
932
shares
|
$90,581
0.01% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
926
shares
|
$89,997
0.0% of portfolio
|
Q4 2024
Reduced 32.65%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
922
shares
|
$89,609
0.04% of portfolio
|
Q3 2021
Added 4090.91%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$87,471
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
875
shares
|
$85,041
0.02% of portfolio
|
Q2 2024
Reduced 68.97%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
864
shares
|
$83,972
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
862
shares
|
$83,777
0.0% of portfolio
|
Q2 2024
Added 166.05%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
862
shares
|
$83,777
0.0% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
820
shares
|
$79,695
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
804
shares
|
$78,140
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
800
shares
|
$77,752
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
791
shares
|
$76,877
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
782
shares
|
$76,002
0.01% of portfolio
|
Q4 2024
Reduced 69.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
760
shares
|
$73,864
0.01% of portfolio
|
Q4 2024
Reduced 10.48%
|