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 $4.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
52,088
shares
|
$5.14 Million
0.63% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
51,264
shares
|
$5.06 Million
0.15% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
51,168
shares
|
$5.05 Million
0.08% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
50,625
shares
|
$5 Million
0.17% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
49,769
shares
|
$4.91 Million
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
49,688
shares
|
$4.91 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
49,621
shares
|
$4.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
49,595
shares
|
$4.9 Million
0.29% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
49,225
shares
|
$4.86 Million
4.68% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
48,379
shares
|
$4.78 Million
0.56% of portfolio
|
Q4 2024
Reduced 4.27%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
48,320
shares
|
$4.77 Million
2.31% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
47,764
shares
|
$4.72 Million
0.16% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
47,500
shares
|
$4.69 Million
0.55% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
46,586
shares
|
$4.6 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
45,948
shares
|
$4.54 Million
0.04% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
45,919
shares
|
$4.53 Million
0.52% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
45,907
shares
|
$4.53 Million
0.02% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
45,700
shares
|
$4.51 Million
0.2% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
45,417
shares
|
$4.48 Million
0.22% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
44,663
shares
|
$4.41 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
44,474
shares
|
$4.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
44,036
shares
|
$4.35 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
43,971
shares
|
$4.34 Million
1.98% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
43,940
shares
|
$4.34 Million
0.4% of portfolio
|
Q4 2023
Added 15.81%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
43,782
shares
|
$4.32 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.92%
|