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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
5,398
shares
|
$587,626
0.05% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
5,397
shares
|
$587,517
0.06% of portfolio
|
Q3 2024
Reduced 10.68%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,344
shares
|
$581,747
0.05% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
5,338
shares
|
$581,094
0.02% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
5,324
shares
|
$579,570
0.02% of portfolio
|
Q3 2024
Added 26.07%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
5,319
shares
|
$579,026
0.12% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,316
shares
|
$578,699
0.02% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,269
shares
|
$573,583
0.09% of portfolio
|
Q2 2023
Reduced 21.39%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5,243
shares
|
$570,752
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,209
shares
|
$567,051
0.06% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,187
shares
|
$564,656
0.02% of portfolio
|
Q3 2024
Reduced 21.21%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
5,139
shares
|
$559,431
0.01% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,114
shares
|
$556,710
0.3% of portfolio
|
Q2 2024
Reduced 48.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
5,098
shares
|
$554,968
0.24% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 11, 2024 Q3 2024 |
5,094
shares
|
$554,532
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,052
shares
|
$549,960
0.01% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,043
shares
|
$548,980
0.01% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
5,020
shares
|
$546,477
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
5,017
shares
|
$546,150
0.02% of portfolio
|
Q3 2024
Reduced 20.3%
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
5,005
shares
|
$544,844
0.11% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
4,980
shares
|
$542,122
0.37% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
4,950
shares
|
$538,857
0.01% of portfolio
|
Q3 2022
Reduced 0.94%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
4,942
shares
|
$537,986
0.01% of portfolio
|
Q3 2024
Added 53.34%
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
4,922
shares
|
$535,808
0.2% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,918
shares
|
$535,373
0.0% of portfolio
|
Q3 2024
Reduced 43.94%
|