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 849 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 $4.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
106
shares
|
$12,418
0.0% of portfolio
|
Q4 2023
Added 0.95%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
100
shares
|
$11,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
100
shares
|
$11,716
0.0% of portfolio
|
Q3 2022
Reduced 51.92%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
100
shares
|
$11,716
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$11,716
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
100
shares
|
$11,716
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
94
shares
|
$11,013
0.0% of portfolio
|
Q3 2024
Reduced 64.12%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
90
shares
|
$10,544
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
86
shares
|
$10,075
0.0% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
81
shares
|
$9,489
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
73
shares
|
$8,552
0.0% of portfolio
|
Q3 2024
Reduced 53.21%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
66
shares
|
$7,732
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
65
shares
|
$7,615
0.0% of portfolio
|
Q4 2023
Reduced 97.33%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
60
shares
|
$7,029
0.0% of portfolio
|
Q2 2022
Reduced 29.41%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
59
shares
|
$6,912
0.0% of portfolio
|
Q2 2024
Reduced 30.59%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
56
shares
|
$6,560
0.0% of portfolio
|
Q3 2023
Reduced 86.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$6,326
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
53
shares
|
$6,209
0.0% of portfolio
|
Q2 2024
Reduced 93.64%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
52
shares
|
$6,092
0.0% of portfolio
|
Q1 2024
Reduced 10.34%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
52
shares
|
$6,092
0.0% of portfolio
|
Q1 2024
Reduced 59.38%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
51
shares
|
$5,975
0.0% of portfolio
|
Q3 2024
Reduced 98.62%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
50
shares
|
$5,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$5,155
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
36
shares
|
$4,217
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
33
shares
|
$3,866
0.0% of portfolio
|
Q3 2023
New holding
|