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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
225
shares
|
$24,493
0.0% of portfolio
|
Q1 2024
Reduced 42.31%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
224
shares
|
$24,384
0.01% of portfolio
|
Q1 2024
Reduced 76.62%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
216
shares
|
$23,513
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
216
shares
|
$23,513
0.0% of portfolio
|
Q1 2022
Added 11.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
215
shares
|
$23,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
213
shares
|
$23,187
0.02% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
210
shares
|
$22,860
0.01% of portfolio
|
Q1 2024
Added 7.14%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$21,772
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
200
shares
|
$21,772
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
193
shares
|
$21,009
0.0% of portfolio
|
Q3 2024
Added 3116.67%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
183
shares
|
$19,921
0.01% of portfolio
|
Q2 2022
Reduced 20.67%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
181
shares
|
$19,703
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
170
shares
|
$18,506
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
150
shares
|
$16,329
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
150
shares
|
$16,329
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
139
shares
|
$15,131
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
130
shares
|
$14,151
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
121
shares
|
$13,172
0.0% of portfolio
|
Q2 2024
Added 55.13%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
120
shares
|
$13,063
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
118
shares
|
$12,845
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
114
shares
|
$12,410
0.0% of portfolio
|
Q3 2024
Reduced 27.85%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
111
shares
|
$12,083
0.01% of portfolio
|
Q2 2022
Reduced 97.09%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
110
shares
|
$11,974
0.01% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
110
shares
|
$11,974
0.0% of portfolio
|
Q1 2024
Reduced 60.29%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
109
shares
|
$11,865
0.0% of portfolio
|
Q3 2024
Reduced 16.79%
|