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 $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,918
shares
|
$532,373
0.0% of portfolio
|
Q3 2024
Reduced 43.94%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,892
shares
|
$529,559
0.12% of portfolio
|
Q2 2023
Added 12.07%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
4,879
shares
|
$528,151
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
4,871
shares
|
$527,285
0.03% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
4,845
shares
|
$524,471
0.05% of portfolio
|
Q2 2023
Added 0.31%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
4,753
shares
|
$514,512
0.26% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
4,750
shares
|
$514,187
0.02% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
4,701
shares
|
$508,883
0.11% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
4,700
shares
|
$508,775
0.09% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,670
shares
|
$505,527
0.06% of portfolio
|
Q3 2024
Reduced 53.4%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,669
shares
|
$505,419
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,667
shares
|
$505,202
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,652
shares
|
$503,579
0.0% of portfolio
|
Q3 2024
Added 12.64%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,650
shares
|
$503,362
0.04% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
4,605
shares
|
$498,491
0.06% of portfolio
|
Q4 2023
Reduced 25.12%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
4,597
shares
|
$497,625
0.11% of portfolio
|
Q3 2024
Added 26.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
4,562
shares
|
$493,836
0.15% of portfolio
|
Q2 2024
Reduced 2.65%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
4,560
shares
|
$493,620
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
4,543
shares
|
$491,779
0.16% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
4,541
shares
|
$491,563
0.1% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
4,525
shares
|
$489,831
0.11% of portfolio
|
Q3 2024
Reduced 32.64%
|
|
|
North Landing Financial Partners, LLC
Rochester, NY |
Oct 23, 2024 Q3 2024 |
4,470
shares
|
$483,877
0.51% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,464
shares
|
$483,228
0.07% of portfolio
|
Q3 2024
Reduced 36.95%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,450
shares
|
$481,712
0.11% of portfolio
|
Q3 2024
Added 80.23%
|
|
|
Sage Financial Group Inc
|
Oct 29, 2024 Q3 2024 |
4,427
shares
|
$479,222
0.04% of portfolio
|
Q1 2024
Added 11.54%
|