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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
12,351
shares
|
$1.34 Million
0.58% of portfolio
|
Q3 2024
Reduced 8.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
12,200
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
12,187
shares
|
$1.33 Million
0.15% of portfolio
|
Q4 2023
Reduced 0.25%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
12,179
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
12,166
shares
|
$1.32 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
12,090
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2023
Reduced 80.94%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
11,932
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,857
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2024
Added 2.77%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
11,655
shares
|
$1.27 Million
0.18% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
11,607
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,383
shares
|
$1.24 Million
0.05% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
11,263
shares
|
$1.23 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
11,263
shares
|
$1.23 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
11,166
shares
|
$1.22 Million
0.12% of portfolio
|
Q2 2024
Added 24.25%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
11,142
shares
|
$1.21 Million
0.87% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
11,093
shares
|
$1.21 Million
0.28% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
11,075
shares
|
$1.21 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
11,007
shares
|
$1.2 Million
0.92% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
10,899
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,777
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 311.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
10,776
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
10,691
shares
|
$1.16 Million
0.85% of portfolio
|
Q3 2024
Reduced 20.1%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
10,663
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2022
Reduced 20.28%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,635
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,577
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|