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 904 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 $4.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$9,719
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$9,719
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
100
shares
|
$9,719
0.0% of portfolio
|
Q3 2022
Reduced 51.92%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
94
shares
|
$9,135
0.0% of portfolio
|
Q3 2024
Reduced 64.12%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
91
shares
|
$8,844
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
90
shares
|
$8,747
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
88
shares
|
$8,552
0.0% of portfolio
|
Q4 2024
Reduced 51.91%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
86
shares
|
$8,358
0.0% of portfolio
|
Q1 2024
Reduced 15.69%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
86
shares
|
$8,358
0.01% of portfolio
|
Q4 2024
Reduced 59.62%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
81
shares
|
$7,872
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
78
shares
|
$7,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
66
shares
|
$6,414
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
66
shares
|
$6,414
0.0% of portfolio
|
Q3 2024
Reduced 48.84%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
60
shares
|
$5,831
0.0% of portfolio
|
Q2 2022
Reduced 29.41%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
59
shares
|
$5,734
0.0% of portfolio
|
Q2 2024
Reduced 30.59%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
56
shares
|
$5,442
0.0% of portfolio
|
Q3 2023
Reduced 86.27%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,248
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
53
shares
|
$5,151
0.0% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
53
shares
|
$5,151
0.0% of portfolio
|
Q2 2024
Reduced 93.64%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
52
shares
|
$5,053
0.0% of portfolio
|
Q1 2024
Reduced 59.38%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
52
shares
|
$5,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
51
shares
|
$4,956
0.0% of portfolio
|
Q3 2024
Reduced 98.62%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$4,859
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
44
shares
|
$4,276
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
38
shares
|
$3,693
0.0% of portfolio
|
Q4 2024
Reduced 83.41%
|