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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
48,417
shares
|
$5.67 Million
2.24% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
48,410
shares
|
$5.67 Million
0.36% of portfolio
|
Q3 2024
Added 16.13%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
47,764
shares
|
$5.6 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
47,459
shares
|
$5.56 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
46,816
shares
|
$5.48 Million
0.53% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
46,033
shares
|
$5.39 Million
0.01% of portfolio
|
Q3 2024
Added 48.96%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
45,772
shares
|
$5.36 Million
0.53% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
45,700
shares
|
$5.35 Million
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
45,164
shares
|
$5.29 Million
0.1% of portfolio
|
Q2 2024
Added 46.52%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
45,144
shares
|
$5.29 Million
0.21% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
45,099
shares
|
$5.28 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
44,867
shares
|
$5.26 Million
0.56% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
44,762
shares
|
$5.24 Million
1.0% of portfolio
|
Q3 2024
Added 1744.33%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
44,733
shares
|
$5.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
44,682
shares
|
$5.23 Million
0.02% of portfolio
|
Q3 2024
Added 12.73%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
44,365
shares
|
$5.2 Million
0.11% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
44,142
shares
|
$5.17 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
44,117
shares
|
$5.17 Million
0.23% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
43,940
shares
|
$5.15 Million
0.38% of portfolio
|
Q4 2023
Added 15.81%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
43,683
shares
|
$5.12 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
43,403
shares
|
$5.09 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
41,361
shares
|
$4.85 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
41,245
shares
|
$4.83 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
41,072
shares
|
$4.81 Million
3.99% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
40,956
shares
|
$4.8 Million
1.65% of portfolio
|
Q3 2024
Added 5.03%
|