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 874 institutions that hold shares in the stock, with a total of 41.7 Million shares, which have been reported (via 13F filing form) to have a value of $4.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
317
shares
|
$34,410
0.01% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
310
shares
|
$33,650
0.0% of portfolio
|
Q3 2022
Added 47.62%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
304
shares
|
$32,999
0.01% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$32,565
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
300
shares
|
$32,565
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
296
shares
|
$32,130
0.0% of portfolio
|
Q4 2024
Added 3.86%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
295
shares
|
$32,022
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
288
shares
|
$31,262
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 03, 2025 Q3 2024 |
286
shares
|
$31,045
0.01% of portfolio
|
Q3 2024
Added 793.75%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
268
shares
|
$29,091
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
265
shares
|
$28,765
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
258
shares
|
$28,005
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
250
shares
|
$27,137
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Palouse Capital Management, Inc.
|
Jan 30, 2025 Q4 2024 |
244
shares
|
$26,486
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
237
shares
|
$25,726
0.01% of portfolio
|
Q3 2024
Reduced 52.31%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
237
shares
|
$25,726
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
230
shares
|
$24,966
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
227
shares
|
$24,640
0.0% of portfolio
|
Q1 2023
Reduced 42.53%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
225
shares
|
$24,423
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
224
shares
|
$24,315
0.02% of portfolio
|
Q1 2024
Reduced 76.62%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
216
shares
|
$23,446
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
216
shares
|
$23,446
0.0% of portfolio
|
Q1 2022
Added 11.34%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$21,710
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$21,710
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
193
shares
|
$20,950
0.0% of portfolio
|
Q3 2024
Added 3116.67%
|