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 |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
85,201
shares
|
$9.27 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
83,353
shares
|
$9.07 Million
0.01% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
82,500
shares
|
$8.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
81,962
shares
|
$8.92 Million
3.35% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
81,904
shares
|
$8.92 Million
2.53% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
81,658
shares
|
$8.89 Million
3.34% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
81,615
shares
|
$8.88 Million
0.17% of portfolio
|
Q3 2024
Added 27.43%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
80,628
shares
|
$8.78 Million
0.78% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
77,781
shares
|
$8.47 Million
0.62% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
76,508
shares
|
$8.33 Million
1.02% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
75,543
shares
|
$8.22 Million
0.08% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
73,727
shares
|
$8.03 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
72,620
shares
|
$7.91 Million
0.16% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
71,655
shares
|
$7.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
71,430
shares
|
$7.78 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
70,979
shares
|
$7.73 Million
2.74% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
70,398
shares
|
$7.66 Million
3.95% of portfolio
|
Q3 2024
Added 150.85%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
69,685
shares
|
$7.59 Million
1.1% of portfolio
|
Q3 2024
Added 73.46%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
68,941
shares
|
$7.5 Million
0.97% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
68,166
shares
|
$7.42 Million
0.01% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
68,083
shares
|
$7.41 Million
2.72% of portfolio
|
Q3 2024
Added 161.62%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
65,763
shares
|
$7.16 Million
1.93% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
65,605
shares
|
$7.14 Million
0.08% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
65,498
shares
|
$7.13 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
63,034
shares
|
$6.86 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.93%
|