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 850 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 $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,486,052
shares
|
$379 Million
0.03% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,363,667
shares
|
$366 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,516,395
shares
|
$165 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,495,730
shares
|
$163 Million
1.16% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,298,818
shares
|
$141 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,178,552
shares
|
$128 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,102,370
shares
|
$120 Million
11.47% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
911,090
shares
|
$99.2 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
849,849
shares
|
$92.5 Million
11.17% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
802,146
shares
|
$87.3 Million
0.02% of portfolio
|
Q3 2024
Added 103.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
772,116
shares
|
$84.1 Million
0.04% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
763,500
shares
|
$83.1 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
699,828
shares
|
$76.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
674,695
shares
|
$73.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
647,373
shares
|
$70.5 Million
0.11% of portfolio
|
Q3 2024
Added 28.01%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
641,697
shares
|
$69.9 Million
2.54% of portfolio
|
Q1 2023
Added 6.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
454,405
shares
|
$49.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
437,312
shares
|
$47.6 Million
1.6% of portfolio
|
Q3 2024
Added 6.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
371,296
shares
|
$40.4 Million
0.0% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
363,078
shares
|
$39.5 Million
1.27% of portfolio
|
Q3 2024
Added 6991.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
360,420
shares
|
$39.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
356,781
shares
|
$38.8 Million
0.06% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
322,423
shares
|
$35.1 Million
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
318,739
shares
|
$34.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 14.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
318,645
shares
|
$34.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.49%
|