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 |
|---|---|---|---|---|---|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,885
shares
|
$858,361
0.37% of portfolio
|
Q4 2023
Added 169.39%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
7,845
shares
|
$854,006
0.06% of portfolio
|
Q4 2022
Reduced 39.9%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,822
shares
|
$851,502
0.03% of portfolio
|
Q3 2024
Added 22.56%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
7,778
shares
|
$846,713
0.6% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Nov 06, 2024 Q3 2024 |
7,778
shares
|
$846,713
0.4% of portfolio
|
Q3 2024
Added 16.42%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
7,715
shares
|
$839,854
0.12% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
7,702
shares
|
$838,439
0.38% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
7,602
shares
|
$827,553
0.25% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
7,510
shares
|
$817,538
0.24% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
7,455
shares
|
$811,551
0.16% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,452
shares
|
$811,224
0.03% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
7,450
shares
|
$811,007
0.09% of portfolio
|
Q3 2024
Added 35.8%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
7,447
shares
|
$810,680
0.26% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
7,441
shares
|
$810,027
0.03% of portfolio
|
Q1 2024
Added 5.4%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
7,380
shares
|
$803,386
0.09% of portfolio
|
Q2 2024
Reduced 45.01%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
7,379
shares
|
$803,277
0.12% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
7,365
shares
|
$801,753
0.03% of portfolio
|
Q3 2024
Reduced 43.02%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
7,339
shares
|
$798,923
0.18% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
7,328
shares
|
$797,726
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
7,266
shares
|
$790,976
0.39% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,252
shares
|
$789,452
0.03% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
6,943
shares
|
$755,814
0.16% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
6,890
shares
|
$750,045
0.5% of portfolio
|
Q4 2022
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
6,867
shares
|
$747,541
0.26% of portfolio
|
Q1 2024
Reduced 23.02%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
6,860
shares
|
$746,779
0.02% of portfolio
|
Q3 2024
Added 0.38%
|