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 892 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $4.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
20,784
shares
|
$2.3 Million
1.95% of portfolio
|
Q2 2025
Added 50.13%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
20,656
shares
|
$2.28 Million
0.5% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
20,266
shares
|
$2.24 Million
0.16% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
20,257
shares
|
$2.24 Million
0.78% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
20,105
shares
|
$2.22 Million
0.32% of portfolio
|
Q2 2025
Reduced 11.8%
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
20,020
shares
|
$2.21 Million
0.27% of portfolio
|
Q2 2025
Reduced 43.83%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
19,906
shares
|
$2.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
19,839
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Added 11.62%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,651
shares
|
$2.17 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
19,460
shares
|
$2.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jul 08, 2025 Q2 2025 |
19,155
shares
|
$2.12 Million
1.62% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
19,131
shares
|
$2.11 Million
0.3% of portfolio
|
Q2 2025
Added 56.89%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
18,765
shares
|
$2.07 Million
1.46% of portfolio
|
Q4 2022
Added 2.36%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
18,603
shares
|
$2.06 Million
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Sequent Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
18,402
shares
|
$2.03 Million
1.5% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
18,319
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2025
Added 13.36%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
18,163
shares
|
$2.01 Million
0.06% of portfolio
|
Q2 2020
Reduced 6.67%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
18,153
shares
|
$2.01 Million
0.16% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
18,116
shares
|
$2 Million
0.24% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
17,940
shares
|
$1.98 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
17,900
shares
|
$1.98 Million
0.56% of portfolio
|
Q2 2025
Added 60.87%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
17,718
shares
|
$1.96 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
17,460
shares
|
$1.93 Million
0.5% of portfolio
|
Q2 2025
Reduced 48.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
16,861
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,573
shares
|
$1.83 Million
1.16% of portfolio
|
Q2 2025
Added 19.8%
|