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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
694
shares
|
$67,449
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
691
shares
|
$67,158
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
668
shares
|
$64,922
0.0% of portfolio
|
Q3 2023
Reduced 30.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
667
shares
|
$64,825
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
661
shares
|
$64,242
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
659
shares
|
$64,048
0.0% of portfolio
|
Q1 2023
Reduced 14.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
644
shares
|
$62,590
0.0% of portfolio
|
Q4 2023
Reduced 29.81%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
639
shares
|
$62,104
0.0% of portfolio
|
Q4 2024
Reduced 32.52%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
627
shares
|
$60,938
0.01% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
618
shares
|
$60,063
0.0% of portfolio
|
Q4 2024
Reduced 53.15%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
615
shares
|
$59,771
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
608
shares
|
$59,091
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
608
shares
|
$59,091
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
604
shares
|
$58,702
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
600
shares
|
$58,314
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
568
shares
|
$55,203
0.04% of portfolio
|
Q4 2024
Added 48.3%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
567
shares
|
$55,106
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
559
shares
|
$54,329
0.0% of portfolio
|
Q3 2024
Added 31.53%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
550
shares
|
$53,454
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
533
shares
|
$51,802
0.03% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
532
shares
|
$51,705
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
526
shares
|
$51,121
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
514
shares
|
$49,955
0.03% of portfolio
|
Q4 2024
Reduced 91.14%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
504
shares
|
$48,983
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
501
shares
|
$48,692
0.0% of portfolio
|
Q3 2024
Added 58.04%
|