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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
10,527
shares
|
$1.15 Million
0.97% of portfolio
|
Q4 2023
Reduced 6.23%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
10,371
shares
|
$1.13 Million
0.95% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
10,329
shares
|
$1.12 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
10,322
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
10,320
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
10,251
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,201
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.41%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
10,115
shares
|
$1.1 Million
0.35% of portfolio
|
Q2 2022
Added 0.03%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
10,080
shares
|
$1.1 Million
0.55% of portfolio
|
Q3 2022
Reduced 5.25%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
10,078
shares
|
$1.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
10,060
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
10,047
shares
|
$1.09 Million
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
10,017
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2023
Reduced 10.35%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
10,000
shares
|
$1.09 Million
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9,925
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2023
Added 24.36%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,887
shares
|
$1.08 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
9,845
shares
|
$1.07 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
9,768
shares
|
$1.06 Million
0.31% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
9,595
shares
|
$1.04 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
9,585
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.32%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,561
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9,467
shares
|
$1.03 Million
0.73% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,416
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
9,253
shares
|
$1.01 Million
0.17% of portfolio
|
Q3 2024
New holding
|