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 $4.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
40,662
shares
|
$4.7 Million
1.51% of portfolio
|
Q3 2024
Reduced 8.16%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
40,039
shares
|
$4.63 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
39,981
shares
|
$4.62 Million
0.53% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
39,811
shares
|
$4.6 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
38,650
shares
|
$4.47 Million
0.58% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
37,669
shares
|
$4.36 Million
0.2% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
37,631
shares
|
$4.35 Million
5.63% of portfolio
|
Q1 2023
Reduced 58.24%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
37,318
shares
|
$4.32 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
37,000
shares
|
$4.28 Million
0.17% of portfolio
|
Q4 2022
Reduced 3.9%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
36,708
shares
|
$4.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
36,676
shares
|
$4.24 Million
0.04% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,068
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.3%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
35,660
shares
|
$4.12 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
35,632
shares
|
$4.12 Million
0.54% of portfolio
|
Q3 2024
Added 78.12%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2024 Q3 2024 |
34,435
shares
|
$3.98 Million
1.19% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
34,251
shares
|
$3.96 Million
0.4% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
33,923
shares
|
$3.92 Million
2.28% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
33,865
shares
|
$3.92 Million
0.1% of portfolio
|
Q3 2024
Added 272.27%
|
|
|
Sja Financial Advisory, LLC
|
Jul 31, 2024 Q2 2024 |
33,712
shares
|
$3.9 Million
2.41% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
31,867
shares
|
$3.69 Million
0.05% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
31,620
shares
|
$3.66 Million
0.66% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
31,494
shares
|
$3.64 Million
0.1% of portfolio
|
Q3 2024
Added 97.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
30,943
shares
|
$3.58 Million
0.1% of portfolio
|
Q3 2024
Added 719.03%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
30,546
shares
|
$3.53 Million
2.71% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
30,527
shares
|
$3.53 Million
0.73% of portfolio
|
Q1 2024
Reduced 25.98%
|