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 |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
30,073
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Added 28.73%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
30,066
shares
|
$3.52 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
29,881
shares
|
$3.5 Million
1.15% of portfolio
|
Q1 2023
Reduced 0.44%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
29,557
shares
|
$3.46 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
29,248
shares
|
$3.43 Million
0.02% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
28,432
shares
|
$3.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.12%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
28,328
shares
|
$3.32 Million
0.22% of portfolio
|
Q3 2024
Added 774.86%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
28,168
shares
|
$3.3 Million
0.05% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
27,845
shares
|
$3.26 Million
0.21% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
27,733
shares
|
$3.25 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
27,310
shares
|
$3.2 Million
0.87% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
26,975
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Added 103.14%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
26,909
shares
|
$3.15 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
26,854
shares
|
$3.15 Million
0.17% of portfolio
|
Q3 2024
Reduced 43.05%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
26,758
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
26,628
shares
|
$3.12 Million
1.06% of portfolio
|
Q3 2024
Reduced 30.22%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
26,238
shares
|
$3.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
26,123
shares
|
$3.06 Million
1.63% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
26,123
shares
|
$3.06 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
25,930
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
25,888
shares
|
$3.03 Million
0.52% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
25,611
shares
|
$3 Million
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,522
shares
|
$2.99 Million
0.06% of portfolio
|
Q3 2022
Reduced 95.47%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
25,255
shares
|
$2.96 Million
0.42% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
25,191
shares
|
$2.95 Million
0.08% of portfolio
|
Q3 2024
Added 0.82%
|