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 |
|---|---|---|---|---|---|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
3,017
shares
|
$328,430
0.03% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
3,011
shares
|
$327,777
0.04% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
2,973
shares
|
$323,640
0.0% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,971
shares
|
$323,423
0.12% of portfolio
|
Q4 2023
Reduced 6.31%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
2,970
shares
|
$323,314
0.35% of portfolio
|
Q3 2024
Added 6.15%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
2,968
shares
|
$323,096
0.0% of portfolio
|
Q3 2024
Reduced 39.32%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,933
shares
|
$319,286
0.12% of portfolio
|
Q1 2024
Reduced 15.43%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
2,926
shares
|
$318,524
0.04% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
2,922
shares
|
$318,088
0.05% of portfolio
|
Q1 2024
Added 595.71%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
2,915
shares
|
$317,326
0.01% of portfolio
|
Q1 2024
Reduced 9.05%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,862
shares
|
$311,557
0.02% of portfolio
|
Q3 2024
Reduced 37.84%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
2,857
shares
|
$311,013
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,846
shares
|
$309,815
0.25% of portfolio
|
Q3 2024
Reduced 89.9%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
2,824
shares
|
$307,420
0.03% of portfolio
|
Q4 2023
Reduced 32.49%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,813
shares
|
$306,223
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
2,809
shares
|
$305,787
0.0% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
2,802
shares
|
$305,025
0.02% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
2,788
shares
|
$303,501
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
2,767
shares
|
$301,215
0.2% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
2,756
shares
|
$300,018
0.18% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,755
shares
|
$299,909
0.04% of portfolio
|
Q4 2021
Reduced 3.33%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,721
shares
|
$296,208
0.06% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
2,697
shares
|
$293,595
0.01% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
2,693
shares
|
$293,159
0.08% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,680
shares
|
$291,744
0.03% of portfolio
|
Q3 2024
Reduced 11.81%
|