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 851 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 $4.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
4,420
shares
|
$477,492
0.12% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
4,392
shares
|
$474,467
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,388
shares
|
$474,035
0.23% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,346
shares
|
$469,498
0.03% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,325
shares
|
$467,229
0.09% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,297
shares
|
$464,204
0.01% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
4,282
shares
|
$462,584
0.01% of portfolio
|
Q3 2024
Reduced 47.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
4,280
shares
|
$462,368
0.0% of portfolio
|
Q3 2024
Added 87.72%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
4,243
shares
|
$458,371
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
4,202
shares
|
$453,942
0.11% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
4,198
shares
|
$453,509
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,163
shares
|
$449,728
0.03% of portfolio
|
Q1 2024
Added 78.67%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
4,129
shares
|
$446,055
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,118
shares
|
$444,867
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
4,108
shares
|
$443,787
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
4,070
shares
|
$439,682
0.24% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
4,028
shares
|
$435,144
0.02% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,995
shares
|
$431,579
0.03% of portfolio
|
Q3 2024
Reduced 3.53%
|
|
|
Vista Capital Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
3,980
shares
|
$429,959
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
3,973
shares
|
$429,203
0.16% of portfolio
|
Q4 2022
Reduced 0.5%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
3,972
shares
|
$429,095
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,968
shares
|
$428,663
0.01% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,968
shares
|
$428,663
0.06% of portfolio
|
Q1 2023
Reduced 13.29%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
3,962
shares
|
$428,014
0.08% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
3,949
shares
|
$426,610
0.13% of portfolio
|
Q3 2024
Reduced 11.14%
|