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 |
|---|---|---|---|---|---|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
2,656
shares
|
$289,132
0.0% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
2,651
shares
|
$288,587
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
2,632
shares
|
$286,519
0.02% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
2,618
shares
|
$284,995
0.08% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
2,601
shares
|
$283,144
0.03% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
2,599
shares
|
$282,927
0.11% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
2,596
shares
|
$282,600
0.25% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
2,576
shares
|
$280,423
0.12% of portfolio
|
Q2 2024
Reduced 13.96%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
2,576
shares
|
$280,423
0.07% of portfolio
|
Q4 2022
Reduced 4.45%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,570
shares
|
$279,770
0.03% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
2,566
shares
|
$279,334
0.08% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,559
shares
|
$278,572
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
2,526
shares
|
$274,980
0.04% of portfolio
|
Q2 2023
Added 0.04%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
2,524
shares
|
$274,762
0.12% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
2,509
shares
|
$273,129
0.02% of portfolio
|
Q1 2023
Added 1.95%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
2,500
shares
|
$272,150
0.01% of portfolio
|
Q2 2024
Added 525.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
2,497
shares
|
$271,823
0.0% of portfolio
|
Q3 2024
Reduced 32.88%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
2,495
shares
|
$271,605
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,489
shares
|
$270,952
0.01% of portfolio
|
Q3 2023
Reduced 44.45%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
2,483
shares
|
$270,299
0.14% of portfolio
|
Q4 2023
Reduced 3.8%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
2,473
shares
|
$269,210
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
2,448
shares
|
$266,489
0.01% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
2,442
shares
|
$265,836
0.19% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Dec 02, 2024 Q3 2024 |
2,438
shares
|
$265,400
0.08% of portfolio
|
Q2 2024
Added 5.36%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,387
shares
|
$259,848
0.04% of portfolio
|
Q3 2024
Reduced 11.66%
|