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 848 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 $4.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
332
shares
|
$38,399
0.01% of portfolio
|
Q1 2024
Reduced 60.48%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
331
shares
|
$38,283
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$38,167
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
320
shares
|
$37,011
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
318
shares
|
$36,779
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
317
shares
|
$36,664
0.01% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
317
shares
|
$36,664
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
310
shares
|
$35,854
0.0% of portfolio
|
Q3 2022
Added 47.62%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
304
shares
|
$35,160
0.01% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
300
shares
|
$34,698
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$34,698
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
293
shares
|
$33,888
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
288
shares
|
$33,310
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
285
shares
|
$32,963
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
268
shares
|
$30,996
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
266
shares
|
$30,765
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
258
shares
|
$29,840
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$28,915
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
237
shares
|
$27,411
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
237
shares
|
$27,411
0.01% of portfolio
|
Q3 2024
Reduced 52.31%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
230
shares
|
$26,601
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
229
shares
|
$26,486
0.01% of portfolio
|
Q3 2024
Reduced 69.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
227
shares
|
$26,254
0.0% of portfolio
|
Q1 2023
Reduced 42.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
225
shares
|
$26,023
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
224
shares
|
$25,907
0.01% of portfolio
|
Q1 2024
Reduced 76.62%
|