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 |
|---|---|---|---|---|---|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,466
shares
|
$377,308
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
3,449
shares
|
$375,458
0.1% of portfolio
|
Q3 2024
Added 45.34%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
3,399
shares
|
$370,015
0.06% of portfolio
|
Q2 2022
Reduced 6.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
3,398
shares
|
$369,906
0.02% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
3,387
shares
|
$368,708
0.08% of portfolio
|
Q1 2023
Added 0.36%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,343
shares
|
$363,918
0.18% of portfolio
|
Q3 2024
Reduced 16.15%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,339
shares
|
$363,483
0.0% of portfolio
|
Q3 2023
Added 1.37%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,325
shares
|
$361,959
0.06% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,277
shares
|
$356,734
0.04% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,272
shares
|
$356,189
0.02% of portfolio
|
Q2 2024
Reduced 28.62%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
3,260
shares
|
$354,883
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
3,257
shares
|
$354,557
0.04% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,253
shares
|
$354,121
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
3,203
shares
|
$348,678
0.32% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
3,139
shares
|
$341,711
0.11% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
3,106
shares
|
$338,119
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,103
shares
|
$337,792
0.06% of portfolio
|
Q4 2022
Added 0.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,103
shares
|
$337,792
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
3,102
shares
|
$337,683
0.09% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,098
shares
|
$337,248
0.02% of portfolio
|
Q3 2024
Reduced 2.49%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
3,085
shares
|
$335,833
0.02% of portfolio
|
Q3 2023
Reduced 7.08%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
3,081
shares
|
$335,397
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,053
shares
|
$332,349
0.18% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
3,030
shares
|
$329,845
0.02% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
3,020
shares
|
$328,757
0.02% of portfolio
|
Q3 2024
Added 4.32%
|