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 |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
89,125
shares
|
$8.66 Million
0.66% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
88,013
shares
|
$8.55 Million
0.16% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
87,585
shares
|
$8.51 Million
0.23% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
86,208
shares
|
$8.38 Million
0.75% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
85,836
shares
|
$8.34 Million
1.53% of portfolio
|
Q4 2024
Added 42.4%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
85,580
shares
|
$8.32 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.54%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
84,576
shares
|
$8.22 Million
0.96% of portfolio
|
Q4 2024
Reduced 3.91%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
82,890
shares
|
$8.06 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
80,970
shares
|
$7.87 Million
3.34% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
80,335
shares
|
$7.81 Million
2.6% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
79,920
shares
|
$7.77 Million
1.26% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
79,725
shares
|
$7.75 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
79,492
shares
|
$7.73 Million
4.11% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
77,969
shares
|
$7.58 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
77,855
shares
|
$7.57 Million
0.61% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
75,816
shares
|
$7.37 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
75,288
shares
|
$7.32 Million
0.17% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
74,876
shares
|
$7.28 Million
2.93% of portfolio
|
Q4 2024
Added 181.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
74,411
shares
|
$7.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
71,930
shares
|
$6.99 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
71,776
shares
|
$6.98 Million
2.06% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
71,746
shares
|
$6.97 Million
3.68% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
71,075
shares
|
$6.91 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
69,229
shares
|
$6.73 Million
0.09% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
68,608
shares
|
$6.67 Million
2.71% of portfolio
|
Q4 2024
Added 0.77%
|