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 |
|---|---|---|---|---|---|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
32,176
shares
|
$3.13 Million
2.52% of portfolio
|
Q4 2024
Reduced 4.72%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
31,268
shares
|
$3.04 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
31,182
shares
|
$3.03 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
30,874
shares
|
$3 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
30,641
shares
|
$2.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
30,426
shares
|
$2.96 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
30,357
shares
|
$2.95 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
29,881
shares
|
$2.9 Million
1.15% of portfolio
|
Q1 2023
Reduced 0.44%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,416
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
29,150
shares
|
$2.83 Million
0.9% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
29,114
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Added 335.12%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
29,062
shares
|
$2.82 Million
2.94% of portfolio
|
Q4 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
28,937
shares
|
$2.81 Million
0.3% of portfolio
|
Q4 2024
Added 15.48%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
28,236
shares
|
$2.74 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
27,847
shares
|
$2.71 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
27,606
shares
|
$2.68 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
27,450
shares
|
$2.67 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
27,448
shares
|
$2.67 Million
1.73% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
27,437
shares
|
$2.67 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
26,876
shares
|
$2.61 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
26,801
shares
|
$2.6 Million
0.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
26,692
shares
|
$2.59 Million
0.44% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
26,106
shares
|
$2.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
25,611
shares
|
$2.49 Million
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
25,522
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2022
Reduced 95.47%
|