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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
43,403
shares
|
$4.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
43,257
shares
|
$4.39 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
42,229
shares
|
$4.29 Million
1.65% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
41,782
shares
|
$4.24 Million
0.03% of portfolio
|
Q4 2024
Added 42.85%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
41,160
shares
|
$4.18 Million
4.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
40,649
shares
|
$4.13 Million
0.55% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
40,357
shares
|
$4.1 Million
0.21% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
40,303
shares
|
$4.09 Million
0.62% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
40,071
shares
|
$4.07 Million
0.17% of portfolio
|
Q4 2024
Added 53.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
40,021
shares
|
$4.06 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
39,823
shares
|
$4.04 Million
1.51% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
39,702
shares
|
$4.03 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
39,344
shares
|
$3.99 Million
1.75% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
38,548
shares
|
$3.91 Million
0.53% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
38,318
shares
|
$3.89 Million
0.02% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
37,631
shares
|
$3.82 Million
5.63% of portfolio
|
Q1 2023
Reduced 58.24%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
37,328
shares
|
$3.79 Million
1.58% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
37,295
shares
|
$3.79 Million
4.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
36,777
shares
|
$3.73 Million
1.47% of portfolio
|
Q4 2024
Reduced 9.55%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
36,391
shares
|
$3.69 Million
0.01% of portfolio
|
Q4 2024
Added 21.01%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
35,746
shares
|
$3.63 Million
0.27% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
35,636
shares
|
$3.62 Million
0.55% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
35,300
shares
|
$3.58 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
34,665
shares
|
$3.52 Million
1.15% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
Feb 14, 2025 Q4 2024 |
33,050
shares
|
$3.35 Million
2.81% of portfolio
|
Q4 2024
New holding
|