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 907 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 $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,701
shares
|
$661,723
0.02% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
6,669
shares
|
$658,563
0.01% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
6,664
shares
|
$658,070
0.06% of portfolio
|
Q4 2024
Reduced 23.87%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Feb 04, 2025 Q4 2024 |
6,582
shares
|
$649,972
0.15% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
6,501
shares
|
$641,973
0.15% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
6,471
shares
|
$639,011
0.11% of portfolio
|
Q3 2024
Added 60.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,352
shares
|
$627,260
0.02% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
6,349
shares
|
$626,963
0.35% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
6,331
shares
|
$625,186
0.07% of portfolio
|
Q2 2023
Reduced 11.42%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
6,270
shares
|
$619,162
0.03% of portfolio
|
Q1 2024
Reduced 7.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
6,242
shares
|
$616,397
0.09% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,217
shares
|
$613,928
0.01% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
6,201
shares
|
$612,348
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
6,167
shares
|
$608,991
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
6,164
shares
|
$608,695
0.06% of portfolio
|
Q3 2024
Added 47.82%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
6,140
shares
|
$606,325
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,138
shares
|
$606,127
0.01% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
6,116
shares
|
$603,955
0.07% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
6,060
shares
|
$598,425
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
6,041
shares
|
$596,548
0.25% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
6,037
shares
|
$596,153
0.02% of portfolio
|
Q2 2024
Added 12.84%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,019
shares
|
$594,376
0.32% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,990
shares
|
$591,512
0.09% of portfolio
|
Q2 2023
Reduced 3.6%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
5,970
shares
|
$589,537
0.46% of portfolio
|
Q4 2022
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
5,968
shares
|
$589,340
0.06% of portfolio
|
Q4 2024
Added 1.86%
|