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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
353
shares
|
$38,427
0.01% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
335
shares
|
$36,468
0.02% of portfolio
|
Q3 2024
Reduced 42.14%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
332
shares
|
$36,141
0.01% of portfolio
|
Q1 2024
Reduced 60.48%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
331
shares
|
$36,032
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
330
shares
|
$35,923
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
320
shares
|
$34,835
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
318
shares
|
$34,617
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
317
shares
|
$34,508
0.01% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
317
shares
|
$34,508
0.01% of portfolio
|
Q2 2023
Added 17.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
310
shares
|
$33,746
0.0% of portfolio
|
Q3 2022
Added 47.62%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
304
shares
|
$33,093
0.01% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
300
shares
|
$32,658
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
300
shares
|
$32,658
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
293
shares
|
$31,895
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
288
shares
|
$31,351
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
285
shares
|
$31,025
0.0% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
268
shares
|
$29,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
266
shares
|
$28,956
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
258
shares
|
$28,085
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$27,215
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
237
shares
|
$25,799
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
237
shares
|
$25,799
0.01% of portfolio
|
Q3 2024
Reduced 52.31%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
230
shares
|
$25,037
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
229
shares
|
$24,928
0.01% of portfolio
|
Q3 2024
Reduced 69.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
227
shares
|
$24,711
0.0% of portfolio
|
Q1 2023
Reduced 42.53%
|