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 |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
945
shares
|
$102,872
0.01% of portfolio
|
Q2 2024
Added 55.17%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
922
shares
|
$100,368
0.04% of portfolio
|
Q3 2021
Added 4090.91%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
900
shares
|
$97,974
0.01% of portfolio
|
Q4 2023
Added 50.0%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
875
shares
|
$95,252
0.02% of portfolio
|
Q2 2024
Reduced 68.97%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
864
shares
|
$94,055
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
862
shares
|
$93,837
0.0% of portfolio
|
Q2 2024
Added 166.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
849
shares
|
$92,422
0.01% of portfolio
|
Q3 2024
Added 53.25%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
820
shares
|
$89,265
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
800
shares
|
$87,088
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
794
shares
|
$86,434
0.0% of portfolio
|
Q3 2024
Reduced 48.17%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
729
shares
|
$79,358
0.01% of portfolio
|
Q2 2024
Reduced 50.34%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
720
shares
|
$78,379
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
694
shares
|
$75,548
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
691
shares
|
$75,222
0.01% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
668
shares
|
$72,718
0.0% of portfolio
|
Q3 2023
Reduced 30.85%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
667
shares
|
$72,609
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
664
shares
|
$72,283
0.01% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
659
shares
|
$71,738
0.0% of portfolio
|
Q1 2023
Reduced 14.3%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
644
shares
|
$70,105
0.0% of portfolio
|
Q4 2023
Reduced 29.81%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
627
shares
|
$68,255
0.01% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
608
shares
|
$66,186
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
608
shares
|
$66,186
0.01% of portfolio
|
Q1 2024
Reduced 6.75%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
586
shares
|
$63,791
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
567
shares
|
$61,723
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
559
shares
|
$60,852
0.0% of portfolio
|
Q3 2024
Added 31.53%
|