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 901 institutions that hold shares in the stock, with a total of 41.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,457,889
shares
|
$331 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
3,223,193
shares
|
$309 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.95%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
1,472,697
shares
|
$141 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,385,023
shares
|
$133 Million
0.03% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
1,102,370
shares
|
$106 Million
11.47% of portfolio
|
Q3 2022
Reduced 2.75%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,088,909
shares
|
$104 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
922,162
shares
|
$88.3 Million
0.03% of portfolio
|
Q1 2025
Added 15.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
885,958
shares
|
$84.8 Million
1.05% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
865,117
shares
|
$82.8 Million
0.03% of portfolio
|
Q1 2025
Added 18.26%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
849,849
shares
|
$81.4 Million
11.17% of portfolio
|
Q3 2022
Added 0.06%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
710,681
shares
|
$68 Million
0.95% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
687,838
shares
|
$65.9 Million
0.09% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
655,937
shares
|
$62.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
652,019
shares
|
$62.4 Million
0.24% of portfolio
|
Q1 2025
Reduced 46.39%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
641,697
shares
|
$61.4 Million
2.54% of portfolio
|
Q1 2023
Added 6.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
631,786
shares
|
$60.5 Million
0.02% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
459,323
shares
|
$44 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
424,984
shares
|
$40.7 Million
0.06% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
422,021
shares
|
$40.4 Million
0.08% of portfolio
|
Q1 2025
Added 690.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
416,904
shares
|
$39.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.84%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
408,563
shares
|
$39.1 Million
0.0% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
389,340
shares
|
$37.3 Million
1.37% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
377,463
shares
|
$36.1 Million
0.03% of portfolio
|
Q1 2025
Added 8.12%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
333,723
shares
|
$32 Million
1.89% of portfolio
|
Q1 2025
Added 8.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
327,454
shares
|
$31.4 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.35%
|