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 904 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,542,441
shares
|
$383 Million
0.03% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,501,418
shares
|
$379 Million
0.03% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
2,854,162
shares
|
$309 Million
0.55% of portfolio
|
Q3 2024
Added 12.56%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
1,498,918
shares
|
$162 Million
1.21% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,385,040
shares
|
$150 Million
0.03% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,216,170
shares
|
$132 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,182,844
shares
|
$128 Million
0.02% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,102,370
shares
|
$119 Million
11.47% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
889,325
shares
|
$96.3 Million
1.44% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
849,849
shares
|
$92 Million
11.17% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
800,828
shares
|
$86.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
752,320
shares
|
$81.4 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
746,087
shares
|
$80.8 Million
0.12% of portfolio
|
Q4 2024
Added 15.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
731,544
shares
|
$79.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.25%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
668,998
shares
|
$72.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
641,697
shares
|
$69.5 Million
2.54% of portfolio
|
Q1 2023
Added 6.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
631,779
shares
|
$68.4 Million
2.4% of portfolio
|
Q4 2024
Added 18492.67%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
615,590
shares
|
$66.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
486,652
shares
|
$52.7 Million
0.01% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
452,387
shares
|
$49 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
416,416
shares
|
$45.1 Million
1.6% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
403,877
shares
|
$43.7 Million
0.0% of portfolio
|
Q4 2024
Added 8.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
400,297
shares
|
$43.3 Million
0.01% of portfolio
|
Q4 2024
Added 3614.36%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
381,256
shares
|
$41.3 Million
0.06% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
353,427
shares
|
$38.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.94%
|