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 |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
1,955
shares
|
$212,821
0.08% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
1,950
shares
|
$212,277
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,929
shares
|
$209,990
0.02% of portfolio
|
Q1 2024
Added 105.43%
|
|
|
Trust CO Of The South
Greensboro, NC |
Oct 02, 2024 Q3 2024 |
1,920
shares
|
$209,011
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
1,918
shares
|
$208,793
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
1,917
shares
|
$208,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$207,487
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
1,905
shares
|
$207,378
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 01, 2024 Q3 2024 |
1,892
shares
|
$205,963
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
1,883
shares
|
$204,983
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
1,863
shares
|
$202,806
0.1% of portfolio
|
Q2 2024
Reduced 1.74%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,861
shares
|
$202,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
1,854
shares
|
$201,826
0.01% of portfolio
|
Q3 2024
Added 164.86%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
1,843
shares
|
$200,628
0.07% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,824
shares
|
$198,560
0.04% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,812
shares
|
$197,254
0.01% of portfolio
|
Q1 2024
Reduced 9.72%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,782
shares
|
$193,988
0.11% of portfolio
|
Q3 2022
Added 10.55%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,759
shares
|
$191,484
0.03% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
1,747
shares
|
$190,178
0.1% of portfolio
|
Q3 2024
Reduced 56.5%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
1,719
shares
|
$187,130
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
1,660
shares
|
$180,707
0.03% of portfolio
|
Q3 2023
Reduced 55.56%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,621
shares
|
$176,462
0.04% of portfolio
|
Q1 2021
Reduced 2.0%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,600
shares
|
$174,176
0.05% of portfolio
|
Q1 2021
Reduced 88.89%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,575
shares
|
$171,454
0.08% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,537
shares
|
$167,317
0.01% of portfolio
|
Q3 2024
Added 2.88%
|