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 |
|---|---|---|---|---|---|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
202
shares
|
$20,500
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$20,298
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
200
shares
|
$20,298
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
199
shares
|
$20,196
0.0% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
181
shares
|
$18,369
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
180
shares
|
$18,268
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
175
shares
|
$17,760
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
171
shares
|
$17,354
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
171
shares
|
$17,354
0.01% of portfolio
|
Q4 2024
Reduced 98.21%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
168
shares
|
$17,050
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
159
shares
|
$16,136
0.01% of portfolio
|
Q4 2024
Added 893.75%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
150
shares
|
$15,223
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
150
shares
|
$15,223
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
145
shares
|
$14,716
0.0% of portfolio
|
Q4 2024
Added 1015.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
139
shares
|
$14,107
0.0% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
128
shares
|
$12,990
0.0% of portfolio
|
Q4 2024
Reduced 51.88%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
122
shares
|
$12,381
0.0% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
120
shares
|
$12,178
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
119
shares
|
$12,077
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
118
shares
|
$11,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
115
shares
|
$11,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
111
shares
|
$11,265
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
111
shares
|
$11,265
0.01% of portfolio
|
Q2 2022
Reduced 97.09%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
110
shares
|
$11,163
0.01% of portfolio
|
Q3 2024
Reduced 52.17%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
110
shares
|
$11,163
0.0% of portfolio
|
Q1 2024
Reduced 60.29%
|