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 848 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 $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
60,632
shares
|
$6.78 Million
1.38% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
60,278
shares
|
$6.75 Million
1.08% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
57,818
shares
|
$6.47 Million
0.02% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
57,334
shares
|
$6.42 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
56,694
shares
|
$6.34 Million
0.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
54,892
shares
|
$6.14 Million
0.71% of portfolio
|
Q2 2024
Reduced 51.38%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
53,745
shares
|
$6.01 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
53,607
shares
|
$6 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
52,759
shares
|
$5.9 Million
0.64% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
52,413
shares
|
$5.87 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
52,162
shares
|
$5.84 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
51,853
shares
|
$5.8 Million
0.63% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
51,416
shares
|
$5.75 Million
2.73% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
50,871
shares
|
$5.69 Million
0.07% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
50,724
shares
|
$5.68 Million
0.34% of portfolio
|
Q3 2024
Reduced 46.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
50,631
shares
|
$5.67 Million
0.16% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
50,607
shares
|
$5.66 Million
0.0% of portfolio
|
Q3 2024
Added 6804.09%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
50,536
shares
|
$5.65 Million
0.56% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
50,394
shares
|
$5.64 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
50,053
shares
|
$5.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
49,579
shares
|
$5.55 Million
0.86% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 10, 2024 Q3 2024 |
49,218
shares
|
$5.51 Million
5.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
48,929
shares
|
$5.48 Million
0.02% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
48,586
shares
|
$5.44 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
48,417
shares
|
$5.42 Million
2.24% of portfolio
|
Q3 2024
Reduced 5.29%
|