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 |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,163
shares
|
$235,464
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,156
shares
|
$234,702
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,126
shares
|
$231,436
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,115
shares
|
$230,238
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
2,100
shares
|
$228,606
0.01% of portfolio
|
Q4 2023
Reduced 16.33%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Oct 28, 2024 Q3 2024 |
2,087
shares
|
$227,190
0.15% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,084
shares
|
$226,864
0.04% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,073
shares
|
$225,666
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
2,055
shares
|
$223,707
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
2,040
shares
|
$222,074
0.01% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
2,028
shares
|
$220,768
0.13% of portfolio
|
Q1 2024
Added 1.4%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
2,020
shares
|
$219,897
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,018
shares
|
$219,679
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
2,014
shares
|
$219,244
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
2,008
shares
|
$218,590
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
2,004
shares
|
$218,155
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
2,001
shares
|
$217,828
0.0% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,000
shares
|
$217,720
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,990
shares
|
$216,631
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
1,990
shares
|
$216,631
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,985
shares
|
$216,087
0.0% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
1,981
shares
|
$215,651
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Oct 07, 2024 Q3 2024 |
1,975
shares
|
$214,998
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
1,970
shares
|
$214,454
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
1,967
shares
|
$214,127
0.02% of portfolio
|
Q3 2024
New holding
|