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 907 institutions that hold shares in the stock, with a total of 45.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
156,162
shares
|
$15.8 Million
3.43% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
142,030
shares
|
$14.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
141,787
shares
|
$14.4 Million
1.26% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
138,505
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
137,695
shares
|
$14 Million
0.21% of portfolio
|
Q4 2024
Reduced 8.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
133,382
shares
|
$13.5 Million
0.03% of portfolio
|
Q4 2024
Added 61.68%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
129,357
shares
|
$13.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 26.74%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
128,915
shares
|
$13.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
126,145
shares
|
$12.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
121,011
shares
|
$12.3 Million
4.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
113,179
shares
|
$11.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
109,594
shares
|
$11.1 Million
2.0% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
107,228
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2023
Reduced 8.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
105,707
shares
|
$10.7 Million
0.03% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
103,875
shares
|
$10.5 Million
1.29% of portfolio
|
Q4 2024
Added 1294.3%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
100,819
shares
|
$10.2 Million
1.32% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
100,482
shares
|
$10.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Covenant Partners, LLC
|
Feb 13, 2025 Q4 2024 |
98,842
shares
|
$10 Million
3.37% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
94,029
shares
|
$9.54 Million
0.02% of portfolio
|
Q4 2024
Added 3.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
93,672
shares
|
$9.51 Million
0.18% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
93,556
shares
|
$9.49 Million
0.07% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
93,359
shares
|
$9.48 Million
3.63% of portfolio
|
Q4 2024
Added 14.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
90,492
shares
|
$9.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 44.06%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
89,917
shares
|
$9.13 Million
1.25% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
89,377
shares
|
$9.07 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.71%
|