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 |
|---|---|---|---|---|---|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
2,370
shares
|
$257,998
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
2,361
shares
|
$257,018
0.14% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
2,361
shares
|
$257,018
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
2,360
shares
|
$256,909
0.02% of portfolio
|
Q3 2023
Reduced 1.75%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,345
shares
|
$255,276
0.11% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
2,331
shares
|
$253,752
0.09% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
2,309
shares
|
$251,357
0.04% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
2,304
shares
|
$250,813
0.09% of portfolio
|
Q3 2024
Reduced 15.17%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
2,300
shares
|
$250,378
0.01% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,294
shares
|
$249,724
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,292
shares
|
$249,507
0.02% of portfolio
|
Q2 2024
Reduced 14.48%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
2,271
shares
|
$247,221
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
2,270
shares
|
$247,112
0.11% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
2,250
shares
|
$244,935
0.01% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
2,246
shares
|
$244,499
0.03% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
2,243
shares
|
$244,172
0.16% of portfolio
|
Q2 2024
Reduced 11.1%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,238
shares
|
$243,628
0.02% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
2,225
shares
|
$242,213
0.16% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
2,220
shares
|
$241,669
0.01% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,201
shares
|
$239,600
0.01% of portfolio
|
Q4 2023
Reduced 35.09%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
2,200
shares
|
$239,492
0.18% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
2,200
shares
|
$239,492
0.05% of portfolio
|
Q2 2024
Reduced 16.03%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,197
shares
|
$239,165
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,183
shares
|
$237,641
0.0% of portfolio
|
Q3 2024
Reduced 11.01%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,174
shares
|
$236,661
0.01% of portfolio
|
Q3 2024
New holding
|